Mather Group
EPR icon

Mather Group’s EPR Properties EPR Stock Holding History

Mather Group’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 		$14.3K Sell
255
-90
-26% -$5.4K ﹤0.01% 1534
2026
Q2 		$20K Hold
345
– – ﹤0.01% 1330
2026
Q1 		$17.2K Buy
+345
New +$19K ﹤0.01% 1317
2025
Q4 		– Sell
-345
Closed -$20K – 946
2025
Q3 		$20K Buy
+345
New +$19.4K ﹤0.01% 1121
2025
Q2 		– Sell
-345
Closed -$18.2K – 945
2025
Q1 		$18.2K Buy
345
+136
+65% +$6.67K ﹤0.01% 1113
2024
Q4 		$9.26K Sell
209
-65
-24% -$2.98K ﹤0.01% 1262
2024
Q3 		$13.4K Sell
274
-164
-37% -$7.49K ﹤0.01% 1129
2024
Q2 		$18.6K Sell
438
-411
-48% -$16.9K ﹤0.01% 1278
2024
Q1 		$41.1K Buy
+849
New +$37K ﹤0.01% 917
2023
Q2 		– Sell
-15,756
Closed -$600K – 632
2023
Q1 		$600K Sell
15,756
-856
-5% -$34.1K 0.01% 297
2022
Q4 		$627K Buy
16,612
+709
+4% +$27.6K 0.01% 281
2022
Q3 		$570K Buy
+15,903
New +$750K 0.01% 267

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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mather Group's EPR Position: Q3 2026 in Review

Mather Group reduced its EPR Properties (EPR) stake by 26% in Q3 2026, selling an estimated $5.4K and leaving 255 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Mather Group first reported a position in EPR in Q3 2022 and has held it in 12 quarters since. The position peaked at $627K in Q4 2022. 273 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Mather Group held 255 shares of EPR Properties worth $14.3K as of Q3 2026.
  • Mather Group sold 90 EPR Properties shares in Q3 2026, an estimated $5.4K.
  • EPR Properties made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1534 holding.
  • Mather Group first reported a position in EPR Properties in Q3 2022 and has held it in 12 quarters since.
  • Mather Group's EPR Properties position peaked at $627K in Q4 2022.
  • 273 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.