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 $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 Group's EPR Position: Q1 2026 in Review

UBS Group increased its EPR Properties (EPR) stake by 52% in Q1 2026, buying an estimated $15.3M and bringing the position to 815,343 shares worth $40.7M. The position accounts for 0.01% of the portfolio, ranked #1850.

UBS Group first reported a position in EPR in Q4 2014 and has held it in 46 quarters since. The position peaked at $66.3M in Q1 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • UBS Group held 815,343 shares of EPR Properties worth $40.7M as of Q1 2026.
  • UBS Group bought 279,091 EPR Properties shares in Q1 2026, an estimated $15.3M.
  • EPR Properties made up 0.01% of UBS Group's portfolio in Q1 2026, its #1850 holding.
  • UBS Group first reported a position in EPR Properties in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's EPR Properties position peaked at $66.3M in Q1 2025.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.