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Savant Capital’s EPR Properties EPR Stock Holding History

Savant Capital’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
2025
Q2 		– Sell
-4,262
Closed -$224K – 1242
2025
Q1 		$224K Sell
4,262
-13,219
-76% -$648K ﹤0.01% 956
2024
Q4 		$774K Buy
17,481
+57
+0.3% +$2.61K 0.01% 745
2024
Q3 		$854K Sell
17,424
-637
-4% -$29.1K 0.01% 700
2024
Q2 		$758K Buy
+18,061
New +$743K 0.01% 675

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Savant Capital's EPR Position: Q2 2025 in Review

Savant Capital sold out of EPR Properties (EPR) in Q2 2025, closing a stake of 4,262 shares — an estimated $224K sold.

Savant Capital first reported a position in EPR in Q2 2024 and held it in 4 quarters. The position peaked at $854K in Q3 2024. 418 funds tracked by Wall St. Rank hold EPR as of Q2 2025.

  • Savant Capital reported no remaining EPR Properties position as of Q2 2025 after selling out during the quarter.
  • Savant Capital sold 4,262 EPR Properties shares in Q2 2025, an estimated $224K.
  • Savant Capital first reported a position in EPR Properties in Q2 2024 and held it in 4 quarters.
  • Savant Capital's EPR Properties position peaked at $854K in Q3 2024.
  • 418 funds tracked by Wall St. Rank held EPR Properties as of Q2 2025.

Based on Savant Capital's 13F filing for Q2 2025, filed 6 Aug 2025.