Parkside Financial Bank & Trust’s EPR Properties EPR Stock Holding History

Parkside Financial Bank & Trust’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	$11.1K	Sell	223 -20	-8%	-$1.1K	﹤0.01%	1545
2025 Q4	$12.1K	Buy	243 +41	+20%	+$2.13K	﹤0.01%	1504
2025 Q3	$11.7K	Hold	202	–	–	﹤0.01%	1465
2025 Q2	$11.8K	Buy	202 +4	+2%	+$211	﹤0.01%	1436
2025 Q1	$10.4K	Buy	198 +105	+113%	+$5.15K	﹤0.01%	1390
2024 Q4	$4.12K	Buy	93 +15	+19%	+$687	﹤0.01%	1490
2024 Q3	$3.83K	Hold	78	–	–	﹤0.01%	1482
2024 Q2	$3.27K	Hold	78	–	–	﹤0.01%	1458
2024 Q1	$3.31K	Hold	78	–	–	﹤0.01%	1418
2023 Q4	$3.78K	Sell	78 -60	-43%	-$2.67K	﹤0.01%	1379
2023 Q3	$5.73K	Hold	138	–	–	﹤0.01%	1313
2023 Q2	$6.46K	Hold	138	–	–	﹤0.01%	1275
2023 Q1	$5.26K	Hold	138	–	–	﹤0.01%	1349
2022 Q4	$5.21K	Hold	138	–	–	﹤0.01%	1307
2022 Q3	$5K	Hold	138	–	–	﹤0.01%	1206
2022 Q2	$6K	Hold	138	–	–	﹤0.01%	1156
2022 Q1	$8K	Sell	138 -7	-5%	-$339	﹤0.01%	1099
2021 Q4	$7K	Hold	145	–	–	﹤0.01%	1159
2021 Q3	$7K	Hold	145	–	–	﹤0.01%	1081
2021 Q2	$8K	Buy	145 +7	+5%	+$348	﹤0.01%	1036
2021 Q1	$6K	Hold	138	–	–	﹤0.01%	1128
2020 Q4	$4K	Hold	138	–	–	﹤0.01%	1182
2020 Q3	$4K	Sell	138 -10	-7%	-$313	﹤0.01%	971
2020 Q2	$5K	Buy	148 +40	+37%	+$1.19K	﹤0.01%	927
2020 Q1	$3K	Buy	108 +46	+74%	+$2.64K	﹤0.01%	986
2019 Q4	$4K	Sell	62 -375	-86%	-$27.7K	﹤0.01%	986
2019 Q3	$34K	Hold	437	–	–	0.01%	486
2019 Q2	$33K	Hold	437	–	–	0.01%	492
2019 Q1	$34K	Buy	437 +23	+6%	+$1.67K	0.01%	463
2018 Q4	$26K	Sell	414 -3	-0.7%	-$206	0.01%	494
2018 Q3	$29K	Hold	417	–	–	0.01%	486
2018 Q2	$27K	Sell	417 -6	-1%	-$355	0.01%	496
2018 Q1	$24K	Buy	423 +29	+7%	+$1.68K	0.01%	511
2017 Q4	$26K	Hold	394	–	–	0.01%	491
2017 Q3	$27K	Hold	394	–	–	0.01%	465
2017 Q2	$28K	Hold	394	–	–	0.01%	452
2017 Q1	$29K	Hold	394	–	–	0.01%	431
2016 Q4	$28K	Buy	394 +19	+5%	+$1.36K	0.01%	456
2016 Q3	$30K	Hold	375	–	–	0.01%	482
2016 Q2	$30K	Hold	375	–	–	0.01%	451
2016 Q1	$25K	Hold	375	–	–	0.01%	469
2015 Q4	$22K	Hold	375	–	–	0.01%	492
2015 Q3	$19K	Buy	+375	New	+$20.3K	0.01%	490

Other funds holding EPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkside Financial Bank & Trust's EPR Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its EPR Properties (EPR) stake by 8.2% in Q1 2026, selling an estimated $1.1K and leaving 223 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Parkside Financial Bank & Trust first reported a position in EPR in Q3 2015 and has held it in 43 quarters since. The position peaked at $34K in Q3 2019. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

Parkside Financial Bank & Trust held 223 shares of EPR Properties worth $11.1K as of Q1 2026.
Parkside Financial Bank & Trust sold 20 EPR Properties shares in Q1 2026, an estimated $1.1K.
EPR Properties made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1545 holding.
Parkside Financial Bank & Trust first reported a position in EPR Properties in Q3 2015 and has held it in 43 quarters since.
Parkside Financial Bank & Trust's EPR Properties position peaked at $34K in Q3 2019.
463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.