MPWT
EPR icon

MassMutual Private Wealth & Trust’s EPR Properties EPR Stock Holding History

MassMutual Private Wealth & Trust’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 		$10.7K Hold
184
– – ﹤0.01% 1380
2026
Q1 		$9.19K Hold
184
– – ﹤0.01% 1405
2025
Q4 		$9.18K Hold
184
– – ﹤0.01% 1428
2025
Q3 		$10.7K Hold
184
– – ﹤0.01% 1378
2025
Q2 		$10.7K Buy
184
+14
+8% +$738 ﹤0.01% 1334
2025
Q1 		$8.94K Buy
170
+115
+209% +$5.64K ﹤0.01% 1347
2024
Q4 		$2.44K Buy
55
+53
+2,650% +$2.43K ﹤0.01% 1772
2024
Q3 		$98 Buy
+2
New +$91 ﹤0.01% 2126
2024
Q2 		– Sell
-65
Closed -$2.76K – 2162
2024
Q1 		$2.76K Buy
+65
New +$2.83K ﹤0.01% 1446
2022
Q4 		– Sell
-14
Closed -$1K – 1696
2022
Q3 		$1K Buy
+14
New +$661 ﹤0.01% 1407
2020
Q1 		– Sell
-60
Closed -$4K – 700
2019
Q4 		$4K Hold
60
– – ﹤0.01% 714
2019
Q3 		$5K Sell
60
-200
-77% -$15.2K ﹤0.01% 682
2019
Q2 		$19K Buy
260
+200
+333% +$15.6K ﹤0.01% 499
2019
Q1 		$4.61K Hold
60
– – ﹤0.01% 696
2018
Q4 		$3.84K Hold
60
– – ﹤0.01% 716
2018
Q3 		$4.11K Sell
60
-33
-35% -$2.24K ﹤0.01% 746
2018
Q2 		$6.03K Sell
93
-328
-78% -$19.4K ﹤0.01% 690
2018
Q1 		$23.3K Buy
421
+361
+602% +$20.9K ﹤0.01% 486
2017
Q4 		$3.93K Buy
+60
New +$4.1K ﹤0.01% 686

Other funds holding EPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MassMutual Private Wealth & Trust's EPR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its EPR Properties (EPR) position steady in Q2 2026 at 184 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

MassMutual Private Wealth & Trust first reported a position in EPR in Q4 2017 and has held it in 19 quarters since. The position peaked at $23.3K in Q1 2018. 172 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 184 shares of EPR Properties worth $10.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1380 holding.
  • MassMutual Private Wealth & Trust first reported a position in EPR Properties in Q4 2017 and has held it in 19 quarters since.
  • MassMutual Private Wealth & Trust's EPR Properties position peaked at $23.3K in Q1 2018.
  • 172 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.