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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
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

Sunbelt Securities's EPR Position: Q1 2026 in Review

Sunbelt Securities increased its EPR Properties (EPR) stake by 2,558% in Q1 2026, buying an estimated $56.2K and bringing the position to 1,063 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Sunbelt Securities first reported a position in EPR in Q4 2019 and has held it in 9 quarters since. The position peaked at $354K in Q2 2025. 465 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Sunbelt Securities held 1,063 shares of EPR Properties worth $53.1K as of Q1 2026.
  • Sunbelt Securities bought 1,023 EPR Properties shares in Q1 2026, an estimated $56.2K.
  • EPR Properties made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #999 holding.
  • Sunbelt Securities first reported a position in EPR Properties in Q4 2019 and has held it in 9 quarters since.
  • Sunbelt Securities's EPR Properties position peaked at $354K in Q2 2025.
  • 465 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.