WealthCollab’s EPR Properties EPR Stock Holding History

WealthCollab’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	-25	Closed	-$1.11K	–	941
2024 Q4	$1.11K	Buy	+25	New	+$1.15K	﹤0.01%	816

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

WealthCollab's EPR Position: Q1 2025 in Review

WealthCollab sold out of EPR Properties (EPR) in Q1 2025, closing a stake of 25 shares — an estimated $1.11K sold.

WealthCollab first reported a position in EPR in Q4 2024 and held it in 1 quarter. The position peaked at $1.11K in Q4 2024. 387 funds tracked by Wall St. Rank hold EPR as of Q1 2025.

WealthCollab reported no remaining EPR Properties position as of Q1 2025 after selling out during the quarter.
WealthCollab sold 25 EPR Properties shares in Q1 2025, an estimated $1.11K.
WealthCollab first reported a position in EPR Properties in Q4 2024 and held it in 1 quarter.
WealthCollab's EPR Properties position peaked at $1.11K in Q4 2024.
387 funds tracked by Wall St. Rank held EPR Properties as of Q1 2025.

Based on WealthCollab's 13F filing for Q1 2025, filed 14 May 2025.