UniSuper Management’s EPR Properties EPR Stock Holding History

UniSuper Management’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 Q3	$505K	Hold	9,000	–	–	﹤0.01%	578
2026 Q2	$522K	Sell	9,000 -6,600	-42%	-$375K	﹤0.01%	576
2026 Q1	$779K	Buy	15,600 +300	+2%	+$16.5K	0.01%	558
2025 Q4	$763K	Sell	15,300 -5,900	-28%	-$307K	﹤0.01%	560
2025 Q3	$1.23M	Hold	21,200	–	–	0.01%	553
2025 Q2	$1.24M	Hold	21,200	–	–	0.01%	554
2025 Q1	$1.12M	Hold	21,200	–	–	0.01%	552
2024 Q4	$939K	Hold	21,200	–	–	0.01%	548
2024 Q3	$1.04M	Sell	21,200 -200	-0.9%	-$9.13K	0.01%	561
2024 Q2	$898K	Hold	21,400	–	–	0.01%	610
2024 Q1	$908K	Hold	21,400	–	–	0.01%	577
2023 Q4	$1.04M	Buy	21,400 +400	+2%	+$17.8K	0.01%	259
2023 Q3	$872K	Hold	21,000	–	–	0.01%	277
2023 Q2	$983K	Buy	+21,000	New	+$886K	0.01%	262

Other funds holding EPR

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

UniSuper Management's EPR Position: Q3 2026 in Review

UniSuper Management held its EPR Properties (EPR) position steady in Q3 2026 at 9,000 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

UniSuper Management first reported a position in EPR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.24M in Q2 2025. 105 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

UniSuper Management held 9,000 shares of EPR Properties worth $505K as of Q3 2026.
UniSuper Management left its EPR Properties share count unchanged in Q3 2026.
EPR Properties made up ﹤0.01% of UniSuper Management's portfolio in Q3 2026, its #578 holding.
UniSuper Management first reported a position in EPR Properties in Q2 2023 and has held it in 14 quarters since.
UniSuper Management's EPR Properties position peaked at $1.24M in Q2 2025.
105 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on UniSuper Management's 13F filing for Q3 2026, filed 26 Oct 2026.