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Pitcairn’s EPR Properties EPR Stock Holding History

Pitcairn’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 		– Sell
-3,730
Closed -$216K – 181
2025
Q3 		$216K Sell
3,730
-808
-18% -$45.4K 0.02% 590
2025
Q2 		$264K Sell
4,538
-602
-12% -$31.7K 0.02% 595
2025
Q1 		$270K Buy
5,140
+500
+11% +$24.5K 0.02% 620
2024
Q4 		$205K Sell
4,640
-55
-1% -$2.52K 0.01% 677
2024
Q3 		$230K Sell
4,695
-640
-12% -$29.2K 0.01% 658
2024
Q2 		$224K Sell
5,335
-218
-4% -$8.97K 0.01% 665
2024
Q1 		$236K Sell
5,553
-57
-1% -$2.48K 0.02% 650
2023
Q4 		$272K Buy
5,610
+185
+3% +$8.25K 0.02% 567
2023
Q3 		$225K Buy
5,425
+811
+18% +$35.7K 0.02% 577
2023
Q2 		$216K Buy
+4,614
New +$195K 0.02% 605
2022
Q3 		– Sell
-4,975
Closed -$233K – 581
2022
Q2 		$233K Sell
4,975
-3
-0.1% -$152 0.02% 511
2022
Q1 		$272K Sell
4,978
-155
-3% -$7.51K 0.02% 525
2021
Q4 		$244K Buy
5,133
+169
+3% +$8.39K 0.02% 578
2021
Q3 		$245K Buy
4,964
+186
+4% +$9.44K 0.02% 562
2021
Q2 		$251K Sell
4,778
-208
-4% -$10.3K 0.02% 545
2021
Q1 		$232K Buy
+4,986
New +$210K 0.02% 556

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

Pitcairn's EPR Position: Q4 2025 in Review

Pitcairn sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 3,730 shares — an estimated $216K sold.

Pitcairn first reported a position in EPR in Q1 2021 and held it in 16 quarters. The position peaked at $272K in Q1 2022. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

  • Pitcairn reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 3,730 EPR Properties shares in Q4 2025, an estimated $216K.
  • Pitcairn first reported a position in EPR Properties in Q1 2021 and held it in 16 quarters.
  • Pitcairn's EPR Properties position peaked at $272K in Q1 2022.
  • 457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.