SSA
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SSA Swiss Advisors’s EPR Properties EPR Stock Holding History

SSA Swiss 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
2026
Q1 		– Sell
-1,645
Closed -$82.1K – 97
2025
Q4 		$82.1K Hold
1,645
– – 0.04% 85
2025
Q3 		$95.4K Hold
1,645
– – 0.04% 92
2025
Q2 		$96.2K Hold
1,645
– – 0.05% 88
2025
Q1 		$87.1K Buy
+1,645
New +$80.7K 0.04% 95

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SSA Swiss Advisors's EPR Position: Q1 2026 in Review

SSA Swiss Advisors sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 1,645 shares — an estimated $82.1K sold.

SSA Swiss Advisors first reported a position in EPR in Q1 2025 and held it in 4 quarters. The position peaked at $96.2K in Q2 2025. 465 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • SSA Swiss Advisors reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
  • SSA Swiss Advisors sold 1,645 EPR Properties shares in Q1 2026, an estimated $82.1K.
  • SSA Swiss Advisors first reported a position in EPR Properties in Q1 2025 and held it in 4 quarters.
  • SSA Swiss Advisors's EPR Properties position peaked at $96.2K in Q2 2025.
  • 465 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.