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Swiss Life Asset Management’s EPR Properties EPR Stock Holding History

Swiss Life Asset Management’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 		$454K Sell
7,822
-894
-10% -$50.8K ﹤0.01% 1015
2026
Q1 		$435K Buy
8,716
+1,792
+26% +$98.5K ﹤0.01% 928
2025
Q4 		$346K Buy
6,924
+3,395
+96% +$177K ﹤0.01% 957
2025
Q3 		$205K Buy
+3,529
New +$198K ﹤0.01% 1110

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Swiss Life Asset Management's EPR Position: Q2 2026 in Review

Swiss Life Asset Management reduced its EPR Properties (EPR) stake by 10% in Q2 2026, selling an estimated $50.8K and leaving 7,822 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Swiss Life Asset Management first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. 349 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Swiss Life Asset Management held 7,822 shares of EPR Properties worth $454K as of Q2 2026.
  • Swiss Life Asset Management sold 894 EPR Properties shares in Q2 2026, an estimated $50.8K.
  • EPR Properties made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1015 holding.
  • Swiss Life Asset Management first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • 349 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.