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Lighthouse Investment Partners’s EPR Properties EPR Stock Holding History

Lighthouse Investment Partners’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
-159,700
Closed -$8.4M – 594
2025
Q1 		$8.4M Buy
159,700
+50,700
+47% +$2.49M 0.35% 93
2024
Q4 		$4.83M Buy
+109,000
New +$4.99M 0.16% 170
2024
Q1 		– Sell
-175,000
Closed -$8.48M – 403
2023
Q4 		$8.48M Buy
175,000
+75,000
+75% +$3.34M 0.38% 53
2023
Q3 		$4.15M Buy
+100,000
New +$4.4M 0.17% 135
2023
Q2 		– Sell
-30,000
Closed -$1.14M – 320
2023
Q1 		$1.14M Buy
+30,000
New +$1.2M 0.08% 187

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

Lighthouse Investment Partners's EPR Position: Q2 2025 in Review

Lighthouse Investment Partners sold out of EPR Properties (EPR) in Q2 2025, closing a stake of 159,700 shares — an estimated $8.4M sold.

Lighthouse Investment Partners first reported a position in EPR in Q1 2023 and held it in 5 quarters. The position peaked at $8.48M in Q4 2023. 418 funds tracked by Wall St. Rank hold EPR as of Q2 2025.

  • Lighthouse Investment Partners reported no remaining EPR Properties position as of Q2 2025 after selling out during the quarter.
  • Lighthouse Investment Partners sold 159,700 EPR Properties shares in Q2 2025, an estimated $8.4M.
  • Lighthouse Investment Partners first reported a position in EPR Properties in Q1 2023 and held it in 5 quarters.
  • Lighthouse Investment Partners's EPR Properties position peaked at $8.48M in Q4 2023.
  • 418 funds tracked by Wall St. Rank held EPR Properties as of Q2 2025.

Based on Lighthouse Investment Partners's 13F filing for Q2 2025, filed 14 Aug 2025.