UBS Group
EPR icon

UBS Group’s EPR Properties EPR Stock Holding History

UBS Group’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
2021
Q1 		– Sell
-126,100
Closed -$4.1M – 9103
2020
Q4 		$4.1M Buy
+126,100
New +$3.71M ﹤0.01% 2669
2015
Q1 		– Sell
-1,100
Closed -$63K – 8950
2014
Q4 		$63K Buy
+1,100
New +$61.1K ﹤0.01% 6201

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group's EPR Position: Q2 2026 in Review

UBS Group reduced its EPR Properties (EPR) stake by 10% in Q2 2026, selling an estimated $4.85M and leaving 730,060 shares worth $42.4M. The position accounts for 0.01% of the portfolio, ranked #1917.

UBS Group first reported a position in EPR in Q4 2014 and has held it in 47 quarters since. The position peaked at $66.3M in Q1 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • UBS Group held 730,060 shares of EPR Properties worth $42.4M as of Q2 2026.
  • UBS Group sold 85,283 EPR Properties shares in Q2 2026, an estimated $4.85M.
  • EPR Properties made up 0.01% of UBS Group's portfolio in Q2 2026, its #1917 holding.
  • UBS Group first reported a position in EPR Properties in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's EPR Properties position peaked at $66.3M in Q1 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.