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John Overdeck’s EPR Properties EPR Stock Holding History

John Overdeck’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,600
Closed -$242K – 4361
2021
Q2 		$242K Sell
4,600
-2,000
-30% -$99.4K ﹤0.01% 3653
2021
Q1 		$307K Buy
+6,600
New +$278K ﹤0.01% 3306

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

John Overdeck's EPR Position: Q2 2026 in Review

John Overdeck reduced its EPR Properties (EPR) stake by 49% in Q2 2026, selling an estimated $7.15M and leaving 131,000 shares worth $7.6M. The position accounts for 0.01% of the portfolio, ranked #1747.

John Overdeck first reported a position in EPR in Q2 2013 and has held it in 36 quarters since. The position peaked at $32M in Q4 2018. 486 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • John Overdeck held 131,000 shares of EPR Properties worth $7.6M as of Q2 2026.
  • John Overdeck sold 125,722 EPR Properties shares in Q2 2026, an estimated $7.15M.
  • EPR Properties made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1747 holding.
  • John Overdeck first reported a position in EPR Properties in Q2 2013 and has held it in 36 quarters since.
  • John Overdeck's EPR Properties position peaked at $32M in Q4 2018.
  • 486 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.