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ORG Partners’s EPR Properties EPR Stock Holding History

ORG Partners’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
Q4 		$10.7K Buy
+215
New +$11.2K ﹤0.01% 978

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

ORG Partners's EPR Position: Q4 2025 in Review

ORG Partners opened a new position in EPR Properties (EPR) in Q4 2025: 215 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings.

457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

  • ORG Partners held 215 shares of EPR Properties worth $10.7K as of Q4 2025.
  • EPR Properties was a new ORG Partners position in Q4 2025.
  • EPR Properties made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #978 holding.
  • 457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.