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Longboard Asset Management’s EPR Properties EPR Stock Holding History

Longboard 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
Q4 		– Sell
-3,919
Closed -$227K – 129
2025
Q3 		$227K Hold
3,919
– – 0.37% 134
2025
Q2 		$228K Hold
3,919
– – 0.57% 92
2025
Q1 		$206K Buy
+3,919
New +$192K 0.61% 119

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Longboard Asset Management's EPR Position: Q4 2025 in Review

Longboard Asset Management sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 3,919 shares — an estimated $227K sold.

Longboard Asset Management first reported a position in EPR in Q1 2025 and held it in 3 quarters. The position peaked at $228K in Q2 2025. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

  • Longboard Asset Management reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
  • Longboard Asset Management sold 3,919 EPR Properties shares in Q4 2025, an estimated $227K.
  • Longboard Asset Management first reported a position in EPR Properties in Q1 2025 and held it in 3 quarters.
  • Longboard Asset Management's EPR Properties position peaked at $228K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.