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Matthew Hamilton Rosenberg’s EPR Properties EPR Stock Holding History

Matthew Hamilton Rosenberg’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
2025
Q3 		– Sell
-175
Closed -$10.2K – 810
2025
Q2 		$10.2K Buy
+175
New +$9.22K ﹤0.01% 653

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Matthew Hamilton Rosenberg's EPR Position: Q3 2025 in Review

Matthew Hamilton Rosenberg sold out of EPR Properties (EPR) in Q3 2025, closing a stake of 175 shares — an estimated $10.2K sold.

Matthew Hamilton Rosenberg first reported a position in EPR in Q2 2025 and held it in 1 quarter. The position peaked at $10.2K in Q2 2025. 456 funds tracked by Wall St. Rank hold EPR as of Q3 2025.

  • Matthew Hamilton Rosenberg reported no remaining EPR Properties position as of Q3 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 175 EPR Properties shares in Q3 2025, an estimated $10.2K.
  • Matthew Hamilton Rosenberg first reported a position in EPR Properties in Q2 2025 and held it in 1 quarter.
  • Matthew Hamilton Rosenberg's EPR Properties position peaked at $10.2K in Q2 2025.
  • 456 funds tracked by Wall St. Rank held EPR Properties as of Q3 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2025, filed 10 Nov 2025.