Smartleaf Asset Management
EPR icon

Smartleaf Asset Management’s EPR Properties EPR Stock Holding History

Smartleaf 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
Q3 		$66.1K Buy
1,156
+245
+27% +$14.7K ﹤0.01% 1507
2026
Q2 		$53.8K Hold
911
– – ﹤0.01% 1473
2026
Q1 		$44.9K Buy
911
+641
+237% +$35.2K ﹤0.01% 1511
2025
Q4 		$13.6K Hold
270
– – ﹤0.01% 2238
2025
Q3 		$15.5K Buy
270
+158
+141% +$8.88K ﹤0.01% 1922
2025
Q2 		$6.44K Sell
112
-158
-59% -$8.32K ﹤0.01% 1969
2025
Q1 		$14K Hold
270
– – ﹤0.01% 1786
2024
Q4 		$11.9K Sell
270
-196
-42% -$8.98K ﹤0.01% 1924
2024
Q3 		$22.6K Buy
466
+375
+412% +$17.1K ﹤0.01% 1275
2024
Q2 		$3.8K Buy
91
+76
+507% +$3.13K ﹤0.01% 1936
2024
Q1 		$632 Buy
+15
New +$654 ﹤0.01% 1704

Other funds holding EPR

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Smartleaf Asset Management's EPR Position: Q3 2026 in Review

Smartleaf Asset Management increased its EPR Properties (EPR) stake by 27% in Q3 2026, buying an estimated $14.7K and bringing the position to 1,156 shares worth $66.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Smartleaf Asset Management first reported a position in EPR in Q1 2024 and has held it in 11 quarters since. 273 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Smartleaf Asset Management held 1,156 shares of EPR Properties worth $66.1K as of Q3 2026.
  • Smartleaf Asset Management bought 245 EPR Properties shares in Q3 2026, an estimated $14.7K.
  • EPR Properties made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #1507 holding.
  • Smartleaf Asset Management first reported a position in EPR Properties in Q1 2024 and has held it in 11 quarters since.
  • 273 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.