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Versor Investments’s EPR Properties EPR Stock Holding History

Versor Investments’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
Q1 		– Sell
-34,481
Closed -$1.72M – 225
2025
Q4 		$1.72M Buy
34,481
+9,717
+39% +$506K 0.27% 55
2025
Q3 		$1.44M Buy
24,764
+3,483
+16% +$196K 0.26% 48
2025
Q2 		$1.24M Buy
21,281
+2,297
+12% +$121K 0.22% 108
2025
Q1 		$999K Buy
18,984
+7,000
+58% +$343K 0.16% 214
2024
Q4 		$531K Sell
11,984
-6,616
-36% -$303K 0.09% 368
2024
Q3 		$912K Buy
18,600
+5,600
+43% +$256K 0.14% 223
2024
Q2 		$546K Sell
13,000
-14,900
-53% -$613K 0.1% 332
2024
Q1 		$1.18M Buy
27,900
+18,900
+210% +$824K 0.24% 104
2023
Q4 		$436K Buy
+9,000
New +$401K 0.09% 379
2022
Q4 		– Sell
-6,300
Closed -$226K – 793
2022
Q3 		$226K Buy
+6,300
New +$297K 0.01% 695
2020
Q4 		– Sell
-12,500
Closed -$344K – 167
2020
Q3 		$344K Buy
+12,500
New +$391K 0.03% 197

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Versor Investments's EPR Position: Q1 2026 in Review

Versor Investments sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 34,481 shares — an estimated $1.72M sold.

Versor Investments first reported a position in EPR in Q3 2020 and held it in 11 quarters. The position peaked at $1.72M in Q4 2025. 466 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Versor Investments reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 34,481 EPR Properties shares in Q1 2026, an estimated $1.72M.
  • Versor Investments first reported a position in EPR Properties in Q3 2020 and held it in 11 quarters.
  • Versor Investments's EPR Properties position peaked at $1.72M in Q4 2025.
  • 466 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.