Vanguard Portfolio Management
EPR icon

Vanguard Portfolio Management’s EPR Properties EPR Stock Holding History

Vanguard Portfolio 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 		$382M Sell
6,800,373
-8,806
-0.1% -$529K 0.02% 804
2026
Q2 		$395M Buy
6,809,179
+217,801
+3% +$12.4M 0.02% 823
2026
Q1 		$329M Buy
+6,591,378
New +$362M 0.02% 846

Other funds holding EPR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vanguard Portfolio Management's EPR Position: Q3 2026 in Review

Vanguard Portfolio Management reduced its EPR Properties (EPR) stake by 0.13% in Q3 2026, selling an estimated $529K and leaving 6,800,373 shares worth $382M. The position accounts for 0.02% of the portfolio, ranked #804.

Vanguard Portfolio Management first reported a position in EPR in Q1 2026 and has held it in 3 quarters since. The position peaked at $395M in Q2 2026. 401 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Vanguard Portfolio Management held 6,800,373 shares of EPR Properties worth $382M as of Q3 2026.
  • Vanguard Portfolio Management sold 8,806 EPR Properties shares in Q3 2026, an estimated $529K.
  • EPR Properties made up 0.02% of Vanguard Portfolio Management's portfolio in Q3 2026, its #804 holding.
  • Vanguard Portfolio Management first reported a position in EPR Properties in Q1 2026 and has held it in 3 quarters since.
  • Vanguard Portfolio Management's EPR Properties position peaked at $395M in Q2 2026.
  • 401 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Vanguard Portfolio Management's 13F filing for Q3 2026, filed 13 Nov 2026.