Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s EPR Properties EPR Stock Holding History

Sumitomo Mitsui Trust Group’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 		$4.72M Sell
81,284
-1,690
-2% -$96.1K ﹤0.01% 734
2026
Q1 		$4.15M Sell
82,974
-1,759
-2% -$96.7K ﹤0.01% 728
2025
Q4 		$4.23M Buy
84,733
+1,338
+2% +$69.7K ﹤0.01% 745
2025
Q3 		$4.84M Buy
83,395
+241
+0.3% +$13.5K ﹤0.01% 738
2025
Q2 		$4.84M Sell
83,154
-782
-0.9% -$41.2K ﹤0.01% 720
2025
Q1 		$4.42M Buy
83,936
+1,591
+2% +$78K ﹤0.01% 739
2024
Q4 		$3.65M Buy
82,345
+457
+0.6% +$20.9K ﹤0.01% 771
2024
Q3 		$4.02M Sell
81,888
-6,209
-7% -$283K ﹤0.01% 774
2024
Q2 		$3.7M Sell
88,097
-521
-0.6% -$21.4K ﹤0.01% 769
2024
Q1 		$3.76M Sell
88,618
-311
-0.3% -$13.6K ﹤0.01% 841
2023
Q4 		$4.31M Buy
88,929
+5,772
+7% +$257K ﹤0.01% 828
2023
Q3 		$3.45M Sell
83,157
-1,941
-2% -$85.5K ﹤0.01% 864
2023
Q2 		$3.98M Sell
85,098
-1,007
-1% -$42.5K ﹤0.01% 850
2023
Q1 		$3.28M Buy
86,105
+2,405
+3% +$95.8K ﹤0.01% 867
2022
Q4 		$3.16M Sell
83,700
-6,737
-7% -$262K ﹤0.01% 886
2022
Q3 		$3.24M Buy
90,437
+615
+0.7% +$29K ﹤0.01% 894
2022
Q2 		$4.21M Sell
89,822
-7,252
-7% -$367K ﹤0.01% 881
2022
Q1 		$5.31M Sell
97,074
-4,823
-5% -$234K ﹤0.01% 846
2021
Q4 		$4.84M Sell
101,897
-5,454
-5% -$271K ﹤0.01% 836
2021
Q3 		$5.3M Buy
107,351
+770
+0.7% +$39.1K ﹤0.01% 837
2021
Q2 		$5.62M Sell
106,581
-14,106
-12% -$701K ﹤0.01% 847
2021
Q1 		$5.62M Sell
120,687
-13,512
-10% -$570K ﹤0.01% 834
2020
Q4 		$4.36M Sell
134,199
-20,792
-13% -$612K ﹤0.01% 845
2020
Q3 		$4.26M Sell
154,991
-18,753
-11% -$586K ﹤0.01% 826
2020
Q2 		$5.76M Buy
173,744
+15,336
+10% +$455K ﹤0.01% 791
2020
Q1 		$3.84M Buy
158,408
+21,347
+16% +$1.22M ﹤0.01% 806
2019
Q4 		$9.68M Buy
137,061
+30,615
+29% +$2.26M 0.01% 746
2019
Q3 		$8.18M Buy
106,446
+20,811
+24% +$1.58M 0.01% 747
2019
Q2 		$6.39M Buy
85,635
+39,612
+86% +$3.09M 0.01% 754
2019
Q1 		$3.54M Sell
46,023
-32,346
-41% -$2.35M ﹤0.01% 746
2018
Q4 		$5.03M Sell
78,369
-57
-0.1% -$3.92K 0.01% 696
2018
Q3 		$5.37M Buy
78,426
+11,595
+17% +$788K 0.01% 702
2018
Q2 		$4.33M Buy
66,831
+4,013
+6% +$238K 0.01% 717
2018
Q1 		$3.48M Buy
62,818
+3,067
+5% +$178K ﹤0.01% 721
2017
Q4 		$3.91M Sell
59,751
-245
-0.4% -$16.8K 0.01% 719
2017
Q3 		$4.18M Sell
59,996
-798
-1% -$56.2K 0.01% 707
2017
Q2 		$4.37M Sell
60,794
-1,437
-2% -$105K 0.01% 702
2017
Q1 		$4.58M Sell
62,231
-1,446
-2% -$107K 0.01% 674
2016
Q4 		$4.57M Buy
63,677
+18,309
+40% +$1.31M 0.01% 675
2016
Q3 		$3.57M Sell
45,368
-428
-0.9% -$34.2K 0.01% 678
2016
Q2 		$3.69M Sell
45,796
-144
-0.3% -$10.1K 0.01% 667
2016
Q1 		$3.06M Buy
45,940
+3,751
+9% +$229K 0.01% 697
2015
Q4 		$2.48M Buy
42,189
+519
+1% +$29K ﹤0.01% 712
2015
Q3 		$2.15M Buy
41,670
+1,935
+5% +$105K ﹤0.01% 717
2015
Q2 		$2.18M Buy
39,735
+2,386
+6% +$139K ﹤0.01% 732
2015
Q1 		$2.24M Buy
37,349
+205
+0.6% +$12.6K ﹤0.01% 711
2014
Q4 		$2.18M Sell
37,144
-5,135
-12% -$285K ﹤0.01% 719
2014
Q3 		$2.14M Buy
42,279
+4,658
+12% +$258K ﹤0.01% 702
2014
Q2 		$2.1M Buy
37,621
+2,872
+8% +$156K ﹤0.01% 665
2014
Q1 		$1.85M Buy
34,749
+1,983
+6% +$102K ﹤0.01% 667
2013
Q4 		$1.62M Buy
32,766
+1,899
+6% +$95.1K ﹤0.01% 673
2013
Q3 		$1.5M Sell
30,867
-683
-2% -$34.4K ﹤0.01% 666
2013
Q2 		$1.58M Buy
+31,550
New +$1.71M ﹤0.01% 658

Other funds holding EPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EPR Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its EPR Properties (EPR) stake by 2% in Q2 2026, selling an estimated $96.1K and leaving 81,284 shares worth $4.72M. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Sumitomo Mitsui Trust Group first reported a position in EPR in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.68M in Q4 2019. 172 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 81,284 shares of EPR Properties worth $4.72M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 1,690 EPR Properties shares in Q2 2026, an estimated $96.1K.
  • EPR Properties made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #734 holding.
  • Sumitomo Mitsui Trust Group first reported a position in EPR Properties in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui Trust Group's EPR Properties position peaked at $9.68M in Q4 2019.
  • 172 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.