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Renaissance Group’s EPR Properties EPR Stock Holding History

Renaissance Group’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 		$256K Hold
4,420
– – 0.01% 218
2026
Q1 		$221K Sell
4,420
-59
-1% -$3.24K 0.01% 227
2025
Q4 		$224K Buy
4,479
+171
+4% +$8.9K 0.01% 230
2025
Q3 		$250K Sell
4,308
-131
-3% -$7.36K 0.01% 226
2025
Q2 		$259K Sell
4,439
-129
-3% -$6.8K 0.01% 214
2025
Q1 		$240K Buy
+4,568
New +$224K 0.01% 232
2018
Q2 		– Sell
-5,658
Closed -$313K – 281
2018
Q1 		$313K Buy
+5,658
New +$328K 0.01% 258
2014
Q2 		– Sell
-4,138
Closed -$221K – 272
2014
Q1 		$221K Buy
+4,138
New +$213K 0.01% 200

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
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

Renaissance Group's EPR Position: Q2 2026 in Review

Renaissance Group held its EPR Properties (EPR) position steady in Q2 2026 at 4,420 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #218.

Renaissance Group first reported a position in EPR in Q1 2014 and has held it in 8 quarters since. The position peaked at $313K in Q1 2018. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Renaissance Group held 4,420 shares of EPR Properties worth $256K as of Q2 2026.
  • Renaissance Group left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up 0.01% of Renaissance Group's portfolio in Q2 2026, its #218 holding.
  • Renaissance Group first reported a position in EPR Properties in Q1 2014 and has held it in 8 quarters since.
  • Renaissance Group's EPR Properties position peaked at $313K in Q1 2018.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Renaissance Group's 13F filing for Q2 2026, filed 13 Aug 2026.