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Principal Securities’s EPR Properties EPR Stock Holding History

Principal Securities’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
-2,954
Closed -$171K – 1979
2025
Q3 		$171K Buy
2,954
+363
+14% +$20.4K ﹤0.01% 1357
2025
Q2 		$151K Buy
2,591
+1,295
+100% +$68.2K ﹤0.01% 1362
2025
Q1 		$57.4K Hold
1,296
– – ﹤0.01% 1699
2024
Q4 		$57.4K Buy
1,296
+457
+54% +$20.9K ﹤0.01% 1698
2024
Q3 		$41.2K Buy
839
+255
+44% +$11.6K ﹤0.01% 1778
2024
Q2 		$24.5K Sell
584
-120
-17% -$4.94K ﹤0.01% 1963
2024
Q1 		$29.9K Buy
704
+67
+11% +$2.92K ﹤0.01% 1808
2023
Q4 		$30.9K Buy
+637
New +$28.4K ﹤0.01% 1705

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

Principal Securities's EPR Position: Q4 2025 in Review

Principal Securities sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 2,954 shares — an estimated $171K sold.

Principal Securities first reported a position in EPR in Q4 2023 and held it in 8 quarters. The position peaked at $171K in Q3 2025. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

  • Principal Securities reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,954 EPR Properties shares in Q4 2025, an estimated $171K.
  • Principal Securities first reported a position in EPR Properties in Q4 2023 and held it in 8 quarters.
  • Principal Securities's EPR Properties position peaked at $171K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.