Voloridge Investment Management
EPR icon

Voloridge Investment Management’s EPR Properties EPR Stock Holding History

Voloridge Investment 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
Q1 		– Sell
-48,142
Closed -$2.4M – 1084
2025
Q4 		$2.4M Buy
48,142
+3,983
+9% +$207K 0.01% 888
2025
Q3 		$2.56M Sell
44,159
-10,474
-19% -$589K 0.01% 885
2025
Q2 		$3.18M Buy
+54,633
New +$2.88M 0.01% 871
2024
Q4 		– Sell
-86,034
Closed -$4.22M – 1236
2024
Q3 		$4.22M Buy
+86,034
New +$3.93M 0.02% 817
2024
Q1 		– Sell
-14,324
Closed -$694K – 1203
2023
Q4 		$694K Sell
14,324
-10,402
-42% -$464K ﹤0.01% 989
2023
Q3 		$1.03M Buy
+24,726
New +$1.09M 0.01% 1089
2023
Q1 		– Sell
-10,407
Closed -$393K – 1416
2022
Q4 		$393K Sell
10,407
-12,983
-56% -$505K ﹤0.01% 1306
2022
Q3 		$839K Sell
23,390
-84,003
-78% -$3.96M ﹤0.01% 1187
2022
Q2 		$5.04M Buy
107,393
+35,069
+48% +$1.78M 0.03% 672
2022
Q1 		$3.96M Buy
+72,324
New +$3.5M 0.02% 717
2021
Q4 		– Sell
-42,276
Closed -$2.09M – 1631
2021
Q3 		$2.09M Buy
42,276
+27,264
+182% +$1.38M 0.01% 1041
2021
Q2 		$791K Buy
+15,012
New +$746K 0.01% 1327
2021
Q1 		– Sell
-311,636
Closed -$10.1M – 1469
2020
Q4 		$10.1M Sell
311,636
-49,870
-14% -$1.47M 0.09% 267
2020
Q3 		$9.94M Buy
361,506
+152,778
+73% +$4.78M 0.08% 266
2020
Q2 		$6.92M Buy
208,728
+72,120
+53% +$2.14M 0.08% 277
2020
Q1 		$3.31M Buy
136,608
+119,352
+692% +$6.84M 0.1% 234
2019
Q4 		$1.22M Sell
17,256
-10,702
-38% -$789K 0.02% 596
2019
Q3 		$2.15M Buy
27,958
+4,670
+20% +$355K 0.04% 435
2019
Q2 		$1.74M Buy
23,288
+11,604
+99% +$905K 0.05% 352
2019
Q1 		$898K Buy
+11,684
New +$850K 0.03% 513
2017
Q4 		– Sell
-6,998
Closed -$488K – 512
2017
Q3 		$488K Buy
+6,998
New +$493K 0.01% 354

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Voloridge Investment Management's EPR Position: Q1 2026 in Review

Voloridge Investment Management sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 48,142 shares — an estimated $2.4M sold.

Voloridge Investment Management first reported a position in EPR in Q3 2017 and held it in 21 quarters. The position peaked at $10.1M in Q4 2020. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Voloridge Investment Management reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
  • Voloridge Investment Management sold 48,142 EPR Properties shares in Q1 2026, an estimated $2.4M.
  • Voloridge Investment Management first reported a position in EPR Properties in Q3 2017 and held it in 21 quarters.
  • Voloridge Investment Management's EPR Properties position peaked at $10.1M in Q4 2020.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.