Sunbelt Securities’s EPR Properties EPR Stock Holding History

Sunbelt Securities’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	$53.1K	Buy	1,063 +1,023	+2,558%	+$56.2K	﹤0.01%	999
2025 Q4	$2K	Hold	40	–	–	﹤0.01%	1882
2025 Q3	$2.32K	Sell	40 -7,960	-100%	-$447K	﹤0.01%	1827
2025 Q2	$354K	Buy	+8,000	New	+$421K	0.03%	436
2025 Q1	–	Sell	-8,000	Closed	-$354K	–	1826
2024 Q4	$354K	Buy	8,000 +4,000	+100%	+$183K	0.03%	434
2024 Q3	$196K	Buy	+4,000	New	+$183K	0.02%	595
2023 Q3	–	Sell	-31	Closed	-$1.45K	–	1779
2023 Q2	$1.45K	Hold	31	–	–	﹤0.01%	1477
2023 Q1	$1.15K	Buy	+31	New	+$1.24K	﹤0.01%	1476
2020 Q1	–	Sell	-3,106	Closed	-$219K	–	451
2019 Q4	$219K	Buy	+3,106	New	+$229K	0.02%	521

Other funds holding EPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

LSV Asset Management

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

AQR Capital Management

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return