Trust Company of Vermont’s EPR Properties EPR Stock Holding History

Trust Company of Vermont’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
2025 Q4	$3.29K	Hold	66	–	–	﹤0.01%	995
2025 Q3	$3.83K	Hold	66	–	–	﹤0.01%	956
2025 Q2	$3.85K	Hold	66	–	–	﹤0.01%	955
2025 Q1	$3.47K	Hold	66	–	–	﹤0.01%	894
2024 Q4	$2.92K	Hold	66	–	–	﹤0.01%	924
2024 Q3	$3.24K	Buy	+66	New	+$3.01K	﹤0.01%	904
2017 Q2	–	Sell	-600	Closed	-$44K	–	988
2017 Q1	$44K	Hold	600	–	–	﹤0.01%	497
2016 Q4	$43K	Buy	600 +520	+650%	+$37.1K	0.01%	493
2016 Q3	$6K	Hold	80	–	–	﹤0.01%	717
2016 Q2	$6K	Hold	80	–	–	﹤0.01%	668
2016 Q1	$5K	Hold	80	–	–	﹤0.01%	649
2015 Q4	$5K	Buy	+80	New	+$4.47K	﹤0.01%	677

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

QCM

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

Trust Company of Vermont's EPR Position: Q4 2025 in Review

Trust Company of Vermont held its EPR Properties (EPR) position steady in Q4 2025 at 66 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Trust Company of Vermont first reported a position in EPR in Q4 2015 and has held it in 12 quarters since. The position peaked at $44K in Q1 2017. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

Trust Company of Vermont held 66 shares of EPR Properties worth $3.29K as of Q4 2025.
Trust Company of Vermont left its EPR Properties share count unchanged in Q4 2025.
EPR Properties made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #995 holding.
Trust Company of Vermont first reported a position in EPR Properties in Q4 2015 and has held it in 12 quarters since.
Trust Company of Vermont's EPR Properties position peaked at $44K in Q1 2017.
457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.