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
2026 Q2	$787K	Buy	+13,562	New	+$771K	0.02%	506
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lighthouse Investment Partners's EPR Position: Q2 2026 in Review

Lighthouse Investment Partners opened a new position in EPR Properties (EPR) in Q2 2026: 13,562 shares worth $787K. The stake represents 0.02% of the portfolio and ranks #506 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in EPR as recently as Q1 2025.

Lighthouse Investment Partners first reported a position in EPR in Q1 2023 and has held it in 6 quarters since. The position peaked at $8.48M in Q4 2023. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Lighthouse Investment Partners held 13,562 shares of EPR Properties worth $787K as of Q2 2026.
EPR Properties was a new Lighthouse Investment Partners position in Q2 2026.
EPR Properties made up 0.02% of Lighthouse Investment Partners's portfolio in Q2 2026, its #506 holding.
Lighthouse Investment Partners first reported a position in EPR Properties in Q1 2023 and has held it in 6 quarters since.
Lighthouse Investment Partners's EPR Properties position peaked at $8.48M in Q4 2023.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.