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Steve Schonfeld’s EPR Properties EPR Stock Holding History

Steve Schonfeld’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
Q2 		$4.8M Buy
+82,706
New +$4.7M 0.02% 657
2025
Q4 		– Sell
-480,859
Closed -$27.9M – 2186
2025
Q3 		$27.9M Buy
+480,859
New +$27M 0.16% 118
2025
Q1 		– Sell
-99,571
Closed -$4.41M – 2270
2024
Q4 		$4.41M Buy
99,571
+82,971
+500% +$3.8M 0.03% 540
2024
Q3 		$814K Sell
16,600
-64,298
-79% -$2.94M 0.01% 1229
2024
Q2 		$3.4M Sell
80,898
-314,330
-80% -$12.9M 0.02% 684
2024
Q1 		$16.8M Buy
395,228
+55,549
+16% +$2.42M 0.11% 217
2023
Q4 		$16.5M Buy
339,679
+4,882
+1% +$218K 0.11% 206
2023
Q3 		$13.9M Buy
334,797
+3,991
+1% +$176K 0.11% 267
2023
Q2 		$15.5M Buy
+330,806
New +$14M 0.13% 241
2022
Q4 		– Sell
-27,122
Closed -$973K – 2692
2022
Q3 		$973K Buy
27,122
+17,222
+174% +$813K 0.01% 1284
2022
Q2 		$465K Buy
+9,900
New +$502K ﹤0.01% 1406
2021
Q4 		– Sell
-4,800
Closed -$237K – 2246
2021
Q3 		$237K Sell
4,800
-5,300
-52% -$269K ﹤0.01% 1678
2021
Q2 		$532K Buy
+10,100
New +$502K 0.01% 1160
2020
Q2 		– Sell
-32,300
Closed -$782K – 1323
2020
Q1 		$782K Buy
+32,300
New +$1.85M 0.05% 443
2019
Q4 		– Sell
-3,500
Closed -$269K – 1344
2019
Q3 		$269K Buy
3,500
+475
+16% +$36.2K 0.01% 818
2019
Q2 		$225K Buy
+3,025
New +$236K 0.01% 858
2019
Q1 		– Sell
-3,200
Closed -$205K – 1082
2018
Q4 		$205K Buy
+3,200
New +$220K 0.01% 936
2018
Q1 		– Sell
-9,240
Closed -$605K – 821
2017
Q4 		$605K Buy
+9,240
New +$632K 0.05% 417

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Steve Schonfeld's EPR Position: Q2 2026 in Review

Steve Schonfeld opened a new position in EPR Properties (EPR) in Q2 2026: 82,706 shares worth $4.8M. The stake represents 0.02% of the portfolio and ranks #657 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in EPR as recently as Q3 2025.

Steve Schonfeld first reported a position in EPR in Q4 2017 and has held it in 18 quarters since. The position peaked at $27.9M in Q3 2025. 486 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Steve Schonfeld held 82,706 shares of EPR Properties worth $4.8M as of Q2 2026.
  • EPR Properties was a new Steve Schonfeld position in Q2 2026.
  • EPR Properties made up 0.02% of Steve Schonfeld's portfolio in Q2 2026, its #657 holding.
  • Steve Schonfeld first reported a position in EPR Properties in Q4 2017 and has held it in 18 quarters since.
  • Steve Schonfeld's EPR Properties position peaked at $27.9M in Q3 2025.
  • 486 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.