Vermillion & White Wealth Management Group’s EPR Properties EPR Stock Holding History

Vermillion & White Wealth Management 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
2025 Q1	–	Sell	-5,032	Closed	-$223K	–	536
2024 Q4	$223K	Buy	+5,032	New	+$231K	0.16%	60
2024 Q3	–	Sell	-621	Closed	-$26K	–	361
2024 Q2	$26K	Buy	+621	New	+$25.6K	0.02%	170
2024 Q1	–	Sell	-512	Closed	-$24.8K	–	354
2023 Q4	$24.8K	Buy	+512	New	+$22.8K	0.02%	133

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Vermillion & White Wealth Management Group's EPR Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of EPR Properties (EPR) in Q1 2025, closing a stake of 5,032 shares — an estimated $223K sold.

Vermillion & White Wealth Management Group first reported a position in EPR in Q4 2023 and held it in 3 quarters. The position peaked at $223K in Q4 2024. 387 funds tracked by Wall St. Rank hold EPR as of Q1 2025.

Vermillion & White Wealth Management Group reported no remaining EPR Properties position as of Q1 2025 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 5,032 EPR Properties shares in Q1 2025, an estimated $223K.
Vermillion & White Wealth Management Group first reported a position in EPR Properties in Q4 2023 and held it in 3 quarters.
Vermillion & White Wealth Management Group's EPR Properties position peaked at $223K in Q4 2024.
387 funds tracked by Wall St. Rank held EPR Properties as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.