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
Q2 		$32.8K Hold
565
– – ﹤0.01% 660
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Loomis, Sayles & Company's EPR Position: Q2 2026 in Review

Loomis, Sayles & Company held its EPR Properties (EPR) position steady in Q2 2026 at 565 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Loomis, Sayles & Company first reported a position in EPR in Q2 2015 and has held it in 14 quarters since. The position peaked at $679K in Q1 2019. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Loomis, Sayles & Company held 565 shares of EPR Properties worth $32.8K as of Q2 2026.
  • Loomis, Sayles & Company left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #660 holding.
  • Loomis, Sayles & Company first reported a position in EPR Properties in Q2 2015 and has held it in 14 quarters since.
  • Loomis, Sayles & Company's EPR Properties position peaked at $679K in Q1 2019.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.