Ray Dalio
EPR icon

Ray Dalio’s EPR Properties EPR Stock Holding History

Ray Dalio’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
2026
Q2 		$363K Buy
+6,264
New +$356K ﹤0.01% 955
2022
Q4 		– Sell
-37,869
Closed -$1.36M – 857
2022
Q3 		$1.36M Buy
+37,869
New +$1.79M 0.01% 637

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ray Dalio's EPR Position: Q2 2026 in Review

Ray Dalio opened a new position in EPR Properties (EPR) in Q2 2026: 6,264 shares worth $363K. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Ray Dalio previously reported a position in EPR as recently as Q3 2022.

Ray Dalio first reported a position in EPR in Q3 2022 and has held it in 2 quarters since. The position peaked at $1.36M in Q3 2022. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Ray Dalio held 6,264 shares of EPR Properties worth $363K as of Q2 2026.
  • EPR Properties was a new Ray Dalio position in Q2 2026.
  • EPR Properties made up ﹤0.01% of Ray Dalio's portfolio in Q2 2026, its #955 holding.
  • Ray Dalio first reported a position in EPR Properties in Q3 2022 and has held it in 2 quarters since.
  • Ray Dalio's EPR Properties position peaked at $1.36M in Q3 2022.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.