Natixis Advisors
EPR icon

Natixis Advisors’s EPR Properties EPR Stock Holding History

Natixis Advisors’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
Q1 		$503K Sell
10,059
-1,465
-13% -$80.5K ﹤0.01% 1550
2025
Q4 		$575K Buy
+11,524
New +$600K ﹤0.01% 1411
2014
Q4 		– Sell
-44,636
Closed -$2.26M – 1034
2014
Q3 		$2.26M Sell
44,636
-77,315
-63% -$4.28M 0.05% 570
2014
Q2 		$6.81M Sell
121,951
-48,094
-28% -$2.61M 0.1% 339
2014
Q1 		$9.08M Buy
170,045
+6,573
+4% +$339K 0.14% 227
2013
Q4 		$8.04M Sell
163,472
-27,017
-14% -$1.35M 0.13% 252
2013
Q3 		$9.28M Buy
190,489
+21,199
+13% +$1.07M 0.17% 187
2013
Q2 		$8.51M Buy
+169,290
New +$9.19M 0.17% 193

Other funds holding EPR

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VPM
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State Street
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return