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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return