Loomis, Sayles & Company
EPR icon

Loomis, Sayles & Company’s EPR Properties EPR Stock Holding History

Loomis, Sayles & Company’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
Q1 		$28.2K Buy
565
+62
+12% +$3.41K ﹤0.01% 655
2025
Q4 		$25.1K Hold
503
– – ﹤0.01% 672
2025
Q3 		$29.2K Sell
503
-39
-7% -$2.19K ﹤0.01% 669
2025
Q2 		$31.6K Buy
+542
New +$28.6K ﹤0.01% 664
2024
Q2 		– Sell
-524
Closed -$22K – 721
2024
Q1 		$22K Sell
524
-151
-22% -$6.58K ﹤0.01% 659
2023
Q4 		$33K Sell
675
-47
-7% -$2.1K ﹤0.01% 652
2023
Q3 		$30K Sell
722
-1,406
-66% -$61.9K ﹤0.01% 661
2023
Q2 		$100K Buy
2,128
+441
+26% +$18.6K ﹤0.01% 542
2023
Q1 		$64K Sell
1,687
-323
-16% -$12.9K ﹤0.01% 586
2022
Q4 		$76K Buy
+2,010
New +$78.2K ﹤0.01% 565
2019
Q3 		– Sell
-6,917
Closed -$516K – 705
2019
Q2 		$516K Sell
6,917
-1,908
-22% -$149K ﹤0.01% 499
2019
Q1 		$679K Buy
+8,825
New +$642K ﹤0.01% 524
2015
Q3 		– Sell
-50
Closed -$3K – 1028
2015
Q2 		$3K Buy
+50
New +$2.9K ﹤0.01% 885

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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