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Sagewood Asset Management’s EPR Properties EPR Stock Holding History

Sagewood 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 		$206K Sell
4,115
-772
-16% -$42.4K 0.06% 315
2025
Q4 		$244K Buy
+4,887
New +$254K 0.09% 212

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

Sagewood Asset Management's EPR Position: Q1 2026 in Review

Sagewood Asset Management reduced its EPR Properties (EPR) stake by 16% in Q1 2026, selling an estimated $42.4K and leaving 4,115 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #315.

Sagewood Asset Management first reported a position in EPR in Q4 2025 and has held it in 2 quarters since. The position peaked at $244K in Q4 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Sagewood Asset Management held 4,115 shares of EPR Properties worth $206K as of Q1 2026.
  • Sagewood Asset Management sold 772 EPR Properties shares in Q1 2026, an estimated $42.4K.
  • EPR Properties made up 0.06% of Sagewood Asset Management's portfolio in Q1 2026, its #315 holding.
  • Sagewood Asset Management first reported a position in EPR Properties in Q4 2025 and has held it in 2 quarters since.
  • Sagewood Asset Management's EPR Properties position peaked at $244K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Sagewood Asset Management's 13F filing for Q1 2026, filed 13 May 2026.