Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s EPR Properties EPR Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
Q2 		$10.9M Buy
187,475
+80,739
+76% +$4.59M 0.02% 621
2026
Q1 		$5.33M Buy
106,736
+127
+0.1% +$6.98K 0.01% 842
2025
Q4 		$5.32M Sell
106,609
-24,838
-19% -$1.29M 0.01% 865
2025
Q3 		$7.63M Sell
131,447
-99,154
-43% -$5.57M 0.01% 692
2025
Q2 		$13.4M Buy
230,601
+23,109
+11% +$1.22M 0.02% 489
2025
Q1 		$10.9M Buy
207,492
+107,852
+108% +$5.29M 0.02% 539
2024
Q4 		$4.41M Buy
+99,640
New +$4.57M 0.01% 741

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's EPR Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its EPR Properties (EPR) stake by 76% in Q2 2026, buying an estimated $4.59M and bringing the position to 187,475 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #621.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in EPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.4M in Q2 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 187,475 shares of EPR Properties worth $10.9M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 80,739 EPR Properties shares in Q2 2026, an estimated $4.59M.
  • EPR Properties made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #621 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in EPR Properties in Q4 2024 and has held it in 7 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's EPR Properties position peaked at $13.4M in Q2 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.