Resona Asset Management’s EPR Properties EPR Stock Holding History

Resona Asset Management’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	$1.67M	Buy	33,814 +1,687	+5%	+$92.8K	0.01%	601
2025 Q4	$1.62M	Sell	32,127 -1,403	-4%	-$73K	0.01%	610
2025 Q3	$1.93M	Buy	33,530 +3,061	+10%	+$172K	0.01%	597
2025 Q2	$1.76M	Sell	30,469 -2,480	-8%	-$131K	0.01%	604
2025 Q1	$1.71M	Buy	32,949 +2,937	+10%	+$144K	0.01%	597
2024 Q4	$1.32M	Buy	30,012 +383	+1%	+$17.5K	0.01%	622
2024 Q3	$1.44M	Sell	29,629 -1,367	-4%	-$62.4K	0.01%	626
2024 Q2	$1.29M	Buy	30,996 +1,489	+5%	+$61.3K	0.01%	635
2024 Q1	$1.25M	Buy	+29,507	New	+$1.29M	0.01%	644

Other funds holding EPR

BlackRock New York $5.7T 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