PCM
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Prelude Capital Management’s EPR Properties EPR Stock Holding History

Prelude Capital 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
2025
Q3 		– Sell
-12,668
Closed -$738K – 1219
2025
Q2 		$738K Buy
+12,668
New +$667K 0.07% 338
2025
Q1 		– Sell
-26,714
Closed -$1.18M – 1284
2024
Q4 		$1.18M Sell
26,714
-15,691
-37% -$719K 0.07% 336
2024
Q3 		$2.08M Buy
42,405
+16,873
+66% +$770K 0.13% 220
2024
Q2 		$1.07M Buy
+25,532
New +$1.05M 0.07% 304
2020
Q4 		– Sell
-2,740
Closed -$75K – 1474
2020
Q3 		$75K Sell
2,740
-6,515
-70% -$204K ﹤0.01% 1003
2020
Q2 		$307K Buy
9,255
+5,347
+137% +$159K 0.02% 614
2020
Q1 		$95K Buy
3,908
+1,309
+50% +$75.1K 0.01% 601
2019
Q4 		$184K Buy
+2,599
New +$192K 0.01% 879
2019
Q1 		– Sell
-985
Closed -$63K – 1867
2018
Q4 		$63K Sell
985
-1,604
-62% -$110K ﹤0.01% 1059
2018
Q3 		$177K Sell
2,589
-1,391
-35% -$94.5K 0.01% 802
2018
Q2 		$258K Sell
3,980
-4,413
-53% -$261K 0.02% 700
2018
Q1 		$465K Buy
+8,393
New +$486K 0.03% 461
2015
Q2 		– Sell
-140
Closed -$8K – 1786
2015
Q1 		$8K Buy
+140
New +$8.59K ﹤0.01% 1841
2014
Q1 		– Sell
-2,600
Closed -$128K – 1938
2013
Q4 		$128K Buy
+2,600
New +$130K 0.02% 773

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prelude Capital Management's EPR Position: Q3 2025 in Review

Prelude Capital Management sold out of EPR Properties (EPR) in Q3 2025, closing a stake of 12,668 shares — an estimated $738K sold.

Prelude Capital Management first reported a position in EPR in Q4 2013 and held it in 14 quarters. The position peaked at $2.08M in Q3 2024. 456 funds tracked by Wall St. Rank hold EPR as of Q3 2025.

  • Prelude Capital Management reported no remaining EPR Properties position as of Q3 2025 after selling out during the quarter.
  • Prelude Capital Management sold 12,668 EPR Properties shares in Q3 2025, an estimated $738K.
  • Prelude Capital Management first reported a position in EPR Properties in Q4 2013 and held it in 14 quarters.
  • Prelude Capital Management's EPR Properties position peaked at $2.08M in Q3 2024.
  • 456 funds tracked by Wall St. Rank held EPR Properties as of Q3 2025.

Based on Prelude Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.