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LECAP Asset Management’s EPR Properties EPR Stock Holding History

LECAP 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
2025
Q2 		– Sell
-11,631
Closed -$612K – 320
2025
Q1 		$612K Buy
11,631
+2,054
+21% +$101K 0.14% 221
2024
Q4 		$424K Sell
9,577
-7,044
-42% -$323K 0.12% 239
2024
Q3 		$815K Sell
16,621
-1,267
-7% -$57.8K 0.18% 210
2024
Q2 		$751K Buy
17,888
+642
+4% +$26.4K 0.16% 211
2024
Q1 		$732K Buy
17,246
+7,494
+77% +$327K 0.15% 224
2023
Q4 		$472K Buy
+9,752
New +$435K 0.17% 213

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LECAP Asset Management's EPR Position: Q2 2025 in Review

LECAP Asset Management sold out of EPR Properties (EPR) in Q2 2025, closing a stake of 11,631 shares — an estimated $612K sold.

LECAP Asset Management first reported a position in EPR in Q4 2023 and held it in 6 quarters. The position peaked at $815K in Q3 2024. 418 funds tracked by Wall St. Rank hold EPR as of Q2 2025.

  • LECAP Asset Management reported no remaining EPR Properties position as of Q2 2025 after selling out during the quarter.
  • LECAP Asset Management sold 11,631 EPR Properties shares in Q2 2025, an estimated $612K.
  • LECAP Asset Management first reported a position in EPR Properties in Q4 2023 and held it in 6 quarters.
  • LECAP Asset Management's EPR Properties position peaked at $815K in Q3 2024.
  • 418 funds tracked by Wall St. Rank held EPR Properties as of Q2 2025.

Based on LECAP Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.