Wedbush Securities’s EPR Properties EPR Stock Holding History

Wedbush Securities’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	$585K	Buy	11,706 +850	+8%	+$46.7K	0.02%	629
2025 Q4	$542K	Buy	10,856 +14	+0.1%	+$729	0.02%	645
2025 Q3	$629K	Sell	10,842 -445	-4%	-$25K	0.02%	575
2025 Q2	$658K	Sell	11,287 -5	-0%	-$263	0.02%	538
2025 Q1	$594K	Sell	11,292 -243	-2%	-$11.9K	0.02%	550
2024 Q4	$511K	Buy	+11,535	New	+$528K	0.02%	603
2020 Q1	–	Sell	-3,163	Closed	-$223K	–	921
2019 Q4	$223K	Buy	3,163 +558	+21%	+$41.2K	0.02%	818
2019 Q3	$200K	Buy	+2,605	New	+$198K	0.02%	829
2017 Q3	–	Sell	-2,890	Closed	-$208K	–	850
2017 Q2	$208K	Buy	+2,890	New	+$211K	0.03%	692

Other funds holding EPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return