JAM
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Jupiter Asset Management’s EPR Properties EPR Stock Holding History

Jupiter Asset Management’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
2026
Q1 		– Sell
-69,544
Closed -$3.47M – 511
2025
Q4 		$3.47M Sell
69,544
-124,253
-64% -$6.47M 0.03% 295
2025
Q3 		$11.2M Buy
+193,797
New +$10.9M 0.1% 211
2023
Q1 		– Sell
-68,780
Closed -$2.59M – 443
2022
Q4 		$2.59M Sell
68,780
-11,051
-14% -$430K 0.04% 281
2022
Q3 		$2.86M Buy
+79,831
New +$3.77M 0.04% 312

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jupiter Asset Management's EPR Position: Q1 2026 in Review

Jupiter Asset Management sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 69,544 shares — an estimated $3.47M sold.

Jupiter Asset Management first reported a position in EPR in Q3 2022 and held it in 4 quarters. The position peaked at $11.2M in Q3 2025. 465 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Jupiter Asset Management reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
  • Jupiter Asset Management sold 69,544 EPR Properties shares in Q1 2026, an estimated $3.47M.
  • Jupiter Asset Management first reported a position in EPR Properties in Q3 2022 and held it in 4 quarters.
  • Jupiter Asset Management's EPR Properties position peaked at $11.2M in Q3 2025.
  • 465 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.