Panagora Asset Management’s EPR Properties EPR Stock Holding History

Panagora Asset Management’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 Q2	$293K	Buy	5,044 +54	+1%	+$3.07K	﹤0.01%	1036
2026 Q1	$249K	Hold	4,990	–	–	﹤0.01%	1032
2025 Q4	$249K	Hold	4,990	–	–	﹤0.01%	1057
2025 Q3	$289K	Hold	4,990	–	–	﹤0.01%	968
2025 Q2	$291K	Sell	4,990 -17	-0.3%	-$896	﹤0.01%	941
2025 Q1	$263K	Hold	5,007	–	–	﹤0.01%	966
2024 Q4	$222K	Sell	5,007 -668	-12%	-$30.6K	﹤0.01%	1040
2024 Q3	$278K	Sell	5,675 -609	-10%	-$27.8K	﹤0.01%	1062
2024 Q2	$264K	Sell	6,284 -134	-2%	-$5.51K	﹤0.01%	1070
2024 Q1	$272K	Buy	6,418 +522	+9%	+$22.8K	﹤0.01%	1090
2023 Q4	$286K	Buy	5,896 +383	+7%	+$17.1K	﹤0.01%	1100
2023 Q3	$229K	Buy	5,513 +101	+2%	+$4.45K	﹤0.01%	1138
2023 Q2	$253K	Buy	+5,412	New	+$228K	﹤0.01%	1134
2022 Q3	–	Sell	-4,990	Closed	-$234K	–	1460
2022 Q2	$234K	Hold	4,990	–	–	﹤0.01%	1366
2022 Q1	$273K	Hold	4,990	–	–	﹤0.01%	1378
2021 Q4	$237K	Sell	4,990 -5,934	-54%	-$295K	﹤0.01%	1441
2021 Q3	$539K	Hold	10,924	–	–	﹤0.01%	1285
2021 Q2	$575K	Hold	10,924	–	–	﹤0.01%	1272
2021 Q1	$509K	Buy	10,924 +5,426	+99%	+$229K	﹤0.01%	1321
2020 Q4	$179K	Hold	5,498	–	–	﹤0.01%	1631
2020 Q3	$151K	Sell	5,498 -11,243	-67%	-$351K	﹤0.01%	1630
2020 Q2	$555K	Buy	16,741 +4,045	+32%	+$120K	﹤0.01%	1163
2020 Q1	$307K	Hold	12,696	–	–	﹤0.01%	1317
2019 Q4	$897K	Hold	12,696	–	–	﹤0.01%	1093
2019 Q3	$976K	Hold	12,696	–	–	﹤0.01%	1022
2019 Q2	$947K	Sell	12,696 -918	-7%	-$71.6K	﹤0.01%	1163
2019 Q1	$1.05M	Hold	13,614	–	–	﹤0.01%	1099
2018 Q4	$872K	Buy	13,614 +8,463	+164%	+$582K	﹤0.01%	1139
2018 Q3	$352K	Hold	5,151	–	–	﹤0.01%	1480
2018 Q2	$334K	Buy	5,151 +2,935	+132%	+$174K	﹤0.01%	1492
2018 Q1	$123K	Sell	2,216 -1,860	-46%	-$108K	﹤0.01%	1804
2017 Q4	$267K	Hold	4,076	–	–	﹤0.01%	1568
2017 Q3	$284K	Hold	4,076	–	–	﹤0.01%	1542
2017 Q2	$293K	Sell	4,076 -33,153	-89%	-$2.42M	﹤0.01%	1511
2017 Q1	$2.74M	Sell	37,229 -12,453	-25%	-$919K	0.01%	764
2016 Q4	$3.57M	Buy	49,682 +32,092	+182%	+$2.29M	0.02%	664
2016 Q3	$1.39M	Sell	17,590 -5,077	-22%	-$406K	0.01%	1067
2016 Q2	$1.83M	Sell	22,667 -5,950	-21%	-$418K	0.01%	893
2016 Q1	$1.91M	Buy	28,617 +5,108	+22%	+$311K	0.01%	886
2015 Q4	$1.37M	Buy	23,509 +645	+3%	+$36K	0.01%	938
2015 Q3	$1.18M	Hold	22,864	–	–	0.01%	967
2015 Q2	$1.25M	Hold	22,864	–	–	0.01%	996
2015 Q1	$1.37M	Buy	22,864 +13,071	+133%	+$802K	0.01%	935
2014 Q4	$564K	Hold	9,793	–	–	﹤0.01%	1233
2014 Q3	$496K	Sell	9,793 -944	-9%	-$52.2K	﹤0.01%	1306
2014 Q2	$600K	Hold	10,737	–	–	﹤0.01%	1308
2014 Q1	$573K	Buy	10,737 +7,815	+267%	+$403K	﹤0.01%	1382
2013 Q4	$144K	Hold	2,922	–	–	﹤0.01%	1751
2013 Q3	$142K	Buy	2,922 +1,922	+192%	+$96.9K	﹤0.01%	1773
2013 Q2	$50K	Buy	+1,000	New	+$54.3K	﹤0.01%	2023

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Panagora Asset Management's EPR Position: Q2 2026 in Review

Panagora Asset Management increased its EPR Properties (EPR) stake by 1.1% in Q2 2026, buying an estimated $3.07K and bringing the position to 5,044 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Panagora Asset Management first reported a position in EPR in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.57M in Q4 2016. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Panagora Asset Management held 5,044 shares of EPR Properties worth $293K as of Q2 2026.
Panagora Asset Management bought 54 EPR Properties shares in Q2 2026, an estimated $3.07K.
EPR Properties made up ﹤0.01% of Panagora Asset Management's portfolio in Q2 2026, its #1036 holding.
Panagora Asset Management first reported a position in EPR Properties in Q2 2013 and has held it in 50 quarters since.
Panagora Asset Management's EPR Properties position peaked at $3.57M in Q4 2016.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.