Simon Quick Advisors’s EPR Properties EPR Stock Holding History

Simon Quick Advisors’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	-4,305	Closed	-$226K	–	444
2025 Q1	$226K	Buy	+4,305	New	+$211K	0.01%	519

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

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

Simon Quick Advisors's EPR Position: Q2 2025 in Review

Simon Quick Advisors sold out of EPR Properties (EPR) in Q2 2025, closing a stake of 4,305 shares — an estimated $226K sold.

Simon Quick Advisors first reported a position in EPR in Q1 2025 and held it in 1 quarter. The position peaked at $226K in Q1 2025. 418 funds tracked by Wall St. Rank hold EPR as of Q2 2025.

Simon Quick Advisors reported no remaining EPR Properties position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 4,305 EPR Properties shares in Q2 2025, an estimated $226K.
Simon Quick Advisors first reported a position in EPR Properties in Q1 2025 and held it in 1 quarter.
Simon Quick Advisors's EPR Properties position peaked at $226K in Q1 2025.
418 funds tracked by Wall St. Rank held EPR Properties as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.