Uniplan Investment Counsel’s EPR Properties EPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.8M Sell
96,027
-7,268
-7% -$400K 0.49% 55
2025
Q4
$5.15M Sell
103,295
-2,029
-2% -$106K 0.52% 55
2025
Q3
$6.11M Sell
105,324
-24,937
-19% -$1.4M 0.6% 44
2025
Q2
$7.59M Sell
130,261
-3,171
-2% -$167K 0.77% 35
2025
Q1
$7.02M Sell
133,432
-8,791
-6% -$431K 0.68% 39
2024
Q4
$6.3M Sell
142,223
-3,168
-2% -$145K 0.59% 46
2024
Q3
$7.13M Sell
145,391
-12,692
-8% -$579K 0.62% 42
2024
Q2
$6.64M Sell
158,083
-29,318
-16% -$1.21M 0.6% 46
2024
Q1
$7.96M Sell
187,401
-6,566
-3% -$286K 0.63% 42
2023
Q4
$9.51M Buy
+193,967
New +$8.65M 0.71% 36
2020
Q4
Sell
-553,768
Closed -$15.2M 125
2020
Q3
$15.2M Sell
553,768
-10,935
-2% -$342K 1.06% 33
2020
Q2
$18.7M Sell
564,703
-42,834
-7% -$1.27M 1.3% 26
2020
Q1
$14.7M Buy
607,537
+47,080
+8% +$2.7M 1.11% 30
2019
Q4
$39.6M Sell
560,457
-6,429
-1% -$474K 2.35% 12
2019
Q3
$43.6M Sell
566,886
-23,697
-4% -$1.8M 2.71% 9
2019
Q2
$44.1M Sell
590,583
-132
-0% -$10.3K 2.79% 8
2019
Q1
$45.4M Sell
590,715
-33,131
-5% -$2.41M 2.88% 6
2018
Q4
$39.9M Sell
623,846
-42,732
-6% -$2.94M 2.75% 6
2018
Q3
$45.6M Sell
666,578
-95,271
-13% -$6.47M 2.66% 8
2018
Q2
$49.4M Sell
761,849
-86,210
-10% -$5.1M 2.42% 9
2018
Q1
$47.1M Sell
848,059
-364,310
-30% -$21.1M 2.21% 10
2017
Q4
$79.4M Sell
1,212,369
-5,497
-0.5% -$376K 3.24% 5
2017
Q3
$84.9M Buy
1,217,866
+177,534
+17% +$12.5M 3.59% 4
2017
Q2
$74.8M Buy
1,040,332
+19,107
+2% +$1.39M 3.28% 4
2017
Q1
$75.2M Sell
1,021,225
-57,866
-5% -$4.27M 3.41% 3
2016
Q4
$77.4M Sell
1,079,091
-4,363
-0.4% -$312K 3.52% 2
2016
Q3
$85.3M Buy
1,083,454
+43,445
+4% +$3.47M 3.84% 2
2016
Q2
$83.9M Sell
1,040,009
-45,395
-4% -$3.19M 3.8% 2
2016
Q1
$66M Sell
1,085,404
-5,894
-0.5% -$359K 3.24% 2
2015
Q4
$63.8M Sell
1,091,298
-81,857
-7% -$4.57M 3.1% 2
2015
Q3
$60.5M Buy
1,173,155
+7,177
+0.6% +$389K 2.92% 2
2015
Q2
$63.9M Buy
+1,165,978
New +$67.7M 2.91% 2

Other funds holding EPR

Uniplan Investment Counsel's EPR Position: Q1 2026 in Review

Uniplan Investment Counsel reduced its EPR Properties (EPR) stake by 7% in Q1 2026, selling an estimated $400K and leaving 96,027 shares worth $4.8M. The position accounts for 0.49% of the portfolio, ranked #55.

Uniplan Investment Counsel first reported a position in EPR in Q2 2015 and has held it in 32 quarters since. The position peaked at $85.3M in Q3 2016. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Uniplan Investment Counsel held 96,027 shares of EPR Properties worth $4.8M as of Q1 2026.
  • Uniplan Investment Counsel sold 7,268 EPR Properties shares in Q1 2026, an estimated $400K.
  • EPR Properties made up 0.49% of Uniplan Investment Counsel's portfolio in Q1 2026, its #55 holding.
  • Uniplan Investment Counsel first reported a position in EPR Properties in Q2 2015 and has held it in 32 quarters since.
  • Uniplan Investment Counsel's EPR Properties position peaked at $85.3M in Q3 2016.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Uniplan Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.