MassMutual Private Wealth & Trust
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
Q3 		$11.6K Buy
207
+23
+13% +$1.38K ﹤0.01% 1273
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 		$4.1K Sell
60
-33
-35% -$2.24K ﹤0.01% 746
2018
Q2 		$6.02K 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

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's EPR Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its EPR Properties (EPR) stake by 13% in Q3 2026, buying an estimated $1.38K and bringing the position to 207 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

MassMutual Private Wealth & Trust first reported a position in EPR in Q4 2017 and has held it in 20 quarters since. The position peaked at $23.3K in Q1 2018. 282 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • MassMutual Private Wealth & Trust held 207 shares of EPR Properties worth $11.6K as of Q3 2026.
  • MassMutual Private Wealth & Trust bought 23 EPR Properties shares in Q3 2026, an estimated $1.38K.
  • EPR Properties made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1273 holding.
  • MassMutual Private Wealth & Trust first reported a position in EPR Properties in Q4 2017 and has held it in 20 quarters since.
  • MassMutual Private Wealth & Trust's EPR Properties position peaked at $23.3K in Q1 2018.
  • 282 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.