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
2020
Q4 		– Sell
-100
Closed -$3K – 1473
2020
Q3 		$3K Buy
+100
New +$3.13K ﹤0.01% 1623

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.