LC
EPR icon

Lindbrook Capital’s EPR Properties EPR Stock Holding History

Lindbrook Capital’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
Q1 		$121K Buy
2,302
+1,143
+99% +$56.1K 0.01% 600
2024
Q4 		$51.3K Buy
1,159
+43
+4% +$1.97K ﹤0.01% 803
2024
Q3 		$54.7K Sell
1,116
-9
-0.8% -$411 ﹤0.01% 781
2024
Q2 		$47.2K Buy
1,125
+185
+20% +$7.61K ﹤0.01% 817
2024
Q1 		$39.9K Hold
940
– – ﹤0.01% 872
2023
Q4 		$45.5K Sell
940
-19
-2% -$847 ﹤0.01% 784
2023
Q3 		$39.8K Sell
959
-43
-4% -$1.89K ﹤0.01% 766
2023
Q2 		$46.9K Buy
1,002
+94
+10% +$3.97K 0.01% 742
2023
Q1 		$34.6K Sell
908
-398
-30% -$15.9K ﹤0.01% 838
2022
Q4 		$49.3K Buy
1,306
+44
+3% +$1.71K 0.01% 702
2022
Q3 		$45K Sell
1,262
-100
-7% -$4.72K 0.01% 676
2022
Q2 		$64K Buy
1,362
+49
+4% +$2.48K 0.01% 570
2022
Q1 		$72K Buy
1,313
+9
+0.7% +$436 0.01% 569
2021
Q4 		$62K Buy
1,304
+834
+177% +$41.4K 0.01% 646
2021
Q3 		$23K Hold
470
– – 0.01% 690
2021
Q2 		$25K Hold
470
– – 0.01% 706
2021
Q1 		$22K Hold
470
– – 0.01% 715
2020
Q4 		$15K Sell
470
-282
-38% -$8.3K ﹤0.01% 770
2020
Q3 		$21K Hold
752
– – 0.01% 591
2020
Q2 		$25K Buy
752
+437
+139% +$13K 0.01% 540
2020
Q1 		$8K Sell
315
-78
-20% -$4.47K ﹤0.01% 819
2019
Q4 		$28K Hold
393
– – 0.01% 623
2019
Q3 		$30K Hold
393
– – 0.01% 570
2019
Q2 		$29K Hold
393
– – 0.01% 587
2019
Q1 		$30K Hold
393
– – 0.01% 558
2018
Q4 		$25K Buy
+393
New +$27K 0.01% 533

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lindbrook Capital's EPR Position: Q1 2025 in Review

Lindbrook Capital increased its EPR Properties (EPR) stake by 99% in Q1 2025, buying an estimated $56.1K and bringing the position to 2,302 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #600.

Lindbrook Capital first reported a position in EPR in Q4 2018 and has held it in 26 quarters since. 387 funds tracked by Wall St. Rank hold EPR as of Q1 2025.

  • Lindbrook Capital held 2,302 shares of EPR Properties worth $121K as of Q1 2025.
  • Lindbrook Capital bought 1,143 EPR Properties shares in Q1 2025, an estimated $56.1K.
  • EPR Properties made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #600 holding.
  • Lindbrook Capital first reported a position in EPR Properties in Q4 2018 and has held it in 26 quarters since.
  • 387 funds tracked by Wall St. Rank held EPR Properties as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.