UBS AM
EPR icon

UBS AM’s EPR Properties EPR Stock Holding History

UBS AM’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 		$25.4M Buy
508,456
+508,105
+144,759% +$27.9M 0.01% 804
2025
Q4 		$17.5K Sell
351
-525,446
-100% -$27.4M ﹤0.01% 2759
2025
Q3 		$30.5M Sell
525,797
-135,279
-20% -$7.6M 0.01% 705
2025
Q2 		$38.5M Buy
661,076
+136,193
+26% +$7.17M 0.01% 783
2025
Q1 		$27.6M Buy
524,883
+61,844
+13% +$3.03M 0.01% 834
2024
Q4 		$20.5M Buy
463,039
+5,418
+1% +$248K ﹤0.01% 935
2024
Q3 		$22.4M Buy
457,621
+344,544
+305% +$15.7M 0.01% 899
2024
Q2 		$4.75M Sell
113,077
-284,971
-72% -$11.7M ﹤0.01% 1522
2024
Q1 		$16.9M Buy
398,048
+20,586
+5% +$898K 0.01% 846
2023
Q4 		$18.3M Sell
377,462
-53,122
-12% -$2.37M 0.01% 790
2023
Q3 		$17.9M Buy
430,584
+8,675
+2% +$382K 0.01% 785
2023
Q2 		$16.1M Hold
421,909
– – 0.01% 815
2023
Q1 		$16.1M Buy
421,909
+31,509
+8% +$1.26M 0.01% 815
2022
Q4 		$14.7M Buy
390,400
+20,035
+5% +$780K 0.01% 825
2022
Q3 		$13.3M Sell
370,365
-33,602
-8% -$1.59M 0.01% 870
2022
Q2 		$19M Sell
403,967
-13,319
-3% -$675K 0.01% 753
2022
Q1 		$22.8M Buy
417,286
+2,414
+0.6% +$117K 0.01% 815
2021
Q4 		$19.7M Buy
414,872
+39,306
+10% +$1.95M 0.01% 900
2021
Q3 		$18.5M Buy
375,566
+30,892
+9% +$1.57M 0.01% 891
2021
Q2 		$18.2M Sell
344,674
-19,538
-5% -$971K 0.01% 909
2021
Q1 		$17M Sell
364,212
-7,955
-2% -$335K 0.01% 906
2020
Q4 		$12.1M Buy
372,167
+63,378
+21% +$1.86M 0.01% 988
2020
Q3 		$8.49M Buy
308,789
+6,698
+2% +$209K ﹤0.01% 983
2020
Q2 		$10M Sell
302,091
-72,668
-19% -$2.16M 0.01% 908
2020
Q1 		$9.08M Buy
374,759
+102,638
+38% +$5.89M 0.01% 887
2019
Q4 		$19.2M Buy
272,121
+2,654
+1% +$196K 0.01% 785
2019
Q3 		$20.7M Buy
269,467
+26,978
+11% +$2.05M 0.01% 757
2019
Q2 		$18.1M Sell
242,489
-20,179
-8% -$1.57M 0.01% 786
2019
Q1 		$20.2M Buy
262,668
+13,540
+5% +$985K 0.02% 736
2018
Q4 		$16M Sell
249,128
-1,426
-0.6% -$98.1K 0.01% 756
2018
Q3 		$17.1M Buy
250,554
+11,936
+5% +$811K 0.01% 799
2018
Q2 		$15.5M Buy
238,618
+24,626
+12% +$1.46M 0.01% 833
2018
Q1 		$11.9M Buy
213,992
+38,455
+22% +$2.23M 0.01% 890
2017
Q4 		$11.5M Buy
175,537
+22,074
+14% +$1.51M 0.01% 885
2017
Q3 		$10.7M Buy
153,463
+7,051
+5% +$497K 0.01% 885
2017
Q2 		$10.5M Buy
146,412
+11,730
+9% +$855K 0.01% 893
2017
Q1 		$9.92M Buy
134,682
+7,682
+6% +$567K 0.01% 889
2016
Q4 		$9.12M Sell
127,000
-4,905
-4% -$350K 0.01% 882
2016
Q3 		$10.4M Sell
131,905
-3,993
-3% -$319K 0.01% 870
2016
Q2 		$11M Sell
135,898
-14,297
-10% -$1.01M 0.01% 858
2016
Q1 		$10M Sell
150,195
-19,044
-11% -$1.16M 0.01% 852
2015
Q4 		$9.89M Buy
169,239
+10,876
+7% +$607K 0.01% 872
2015
Q3 		$8.17M Buy
158,363
+21,683
+16% +$1.17M 0.01% 915
2015
Q2 		$7.49M Buy
136,680
+27,224
+25% +$1.58M 0.01% 971
2015
Q1 		$6.57M Buy
109,456
+6,074
+6% +$373K 0.01% 992
2014
Q4 		$5.96M Buy
103,382
+27,615
+36% +$1.53M 0.01% 999
2014
Q3 		$3.84M Sell
75,767
-2,900
-4% -$160K ﹤0.01% 1093
2014
Q2 		$4.39M Buy
78,667
+3,200
+4% +$173K ﹤0.01% 1062
2014
Q1 		$4.03M Buy
75,467
+6,700
+10% +$346K ﹤0.01% 1098
2013
Q4 		$3.38M Buy
68,767
+9,600
+16% +$481K ﹤0.01% 1112
2013
Q3 		$2.88M Sell
59,167
-49,600
-46% -$2.5M ﹤0.01% 1122
2013
Q2 		$5.47M Buy
+108,767
New +$5.9M 0.01% 931

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
QCM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM's EPR Position: Q1 2026 in Review

UBS AM increased its EPR Properties (EPR) stake by 144,759% in Q1 2026, buying an estimated $27.9M and bringing the position to 508,456 shares worth $25.4M. The position accounts for 0.01% of the portfolio, ranked #804.

UBS AM first reported a position in EPR in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.5M in Q2 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • UBS AM held 508,456 shares of EPR Properties worth $25.4M as of Q1 2026.
  • UBS AM bought 508,105 EPR Properties shares in Q1 2026, an estimated $27.9M.
  • EPR Properties made up 0.01% of UBS AM's portfolio in Q1 2026, its #804 holding.
  • UBS AM first reported a position in EPR Properties in Q2 2013 and has held it in 52 quarters since.
  • UBS AM's EPR Properties position peaked at $38.5M in Q2 2025.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.