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Rothschild Investment LLC’s EPR Properties EPR Stock Holding History

Rothschild Investment LLC’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 		$4.8K Buy
96
+19
+25% +$1.04K ﹤0.01% 2074
2025
Q4 		$3.84K Buy
77
+61
+381% +$3.18K ﹤0.01% 2030
2025
Q3 		$928 Buy
+16
New +$899 ﹤0.01% 2614

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
QCM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rothschild Investment LLC's EPR Position: Q1 2026 in Review

Rothschild Investment LLC increased its EPR Properties (EPR) stake by 25% in Q1 2026, buying an estimated $1.04K and bringing the position to 96 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Rothschild Investment LLC first reported a position in EPR in Q3 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Rothschild Investment LLC held 96 shares of EPR Properties worth $4.8K as of Q1 2026.
  • Rothschild Investment LLC bought 19 EPR Properties shares in Q1 2026, an estimated $1.04K.
  • EPR Properties made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2074 holding.
  • Rothschild Investment LLC first reported a position in EPR Properties in Q3 2025 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.