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PSI Advisors’s EPR Properties EPR Stock Holding History

PSI Advisors’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
Q2 		– Sell
-50
Closed -$2.63K – 266
2025
Q1 		$2.63K Hold
50
– – ﹤0.01% 578
2024
Q4 		$2.21K Sell
50
-179
-78% -$8.2K ﹤0.01% 721
2024
Q3 		$11.2K Buy
229
+1
+0.4% +$46 ﹤0.01% 521
2024
Q2 		$9.55K Buy
228
+2
+0.9% +$82 ﹤0.01% 525
2024
Q1 		$9.59K Buy
226
+1
+0.4% +$44 ﹤0.01% 495
2023
Q4 		$10.9K Buy
225
+2
+0.9% +$89 ﹤0.01% 503
2023
Q3 		$9.27K Buy
223
+1
+0.5% +$44 ﹤0.01% 508
2023
Q2 		$10.4K Buy
222
+2
+0.9% +$84 ﹤0.01% 485
2023
Q1 		$8.4K Buy
220
+1
+0.5% +$40 ﹤0.01% 459
2022
Q4 		$8.26K Sell
219
-759
-78% -$29.5K ﹤0.01% 459
2022
Q3 		$35K Sell
978
-849
-46% -$40.1K 0.02% 266
2022
Q2 		$86K Sell
1,827
-504
-22% -$25.5K 0.04% 188
2022
Q1 		$128K Sell
2,331
-50
-2% -$2.42K 0.05% 172
2021
Q4 		$113K Sell
2,381
-20
-0.8% -$993 0.05% 186
2021
Q3 		$119K Buy
+2,401
New +$122K 0.05% 184
2020
Q1 		– Sell
-3,929
Closed -$277K – 246
2019
Q4 		$277K Buy
+3,929
New +$290K 0.18% 109

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PSI Advisors's EPR Position: Q2 2025 in Review

PSI Advisors sold out of EPR Properties (EPR) in Q2 2025, closing a stake of 50 shares — an estimated $2.63K sold.

PSI Advisors first reported a position in EPR in Q4 2019 and held it in 16 quarters. The position peaked at $277K in Q4 2019. 418 funds tracked by Wall St. Rank hold EPR as of Q2 2025.

  • PSI Advisors reported no remaining EPR Properties position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 50 EPR Properties shares in Q2 2025, an estimated $2.63K.
  • PSI Advisors first reported a position in EPR Properties in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's EPR Properties position peaked at $277K in Q4 2019.
  • 418 funds tracked by Wall St. Rank held EPR Properties as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.