West Branch Capital’s EPR Properties EPR Stock Holding History

West Branch Capital’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 Q3	–	Sell	-68	Closed	-$3.96K	–	463
2025 Q2	$3.96K	Hold	68	–	–	﹤0.01%	345
2025 Q1	$3.58K	Hold	68	–	–	﹤0.01%	368
2024 Q4	$3.01K	Hold	68	–	–	﹤0.01%	356
2024 Q3	$3.33K	Hold	68	–	–	﹤0.01%	358
2024 Q2	$2.85K	Hold	68	–	–	﹤0.01%	366
2024 Q1	$2.89K	Hold	68	–	–	﹤0.01%	366
2023 Q4	$3.29K	Hold	68	–	–	﹤0.01%	367
2023 Q3	$2.83K	Hold	68	–	–	﹤0.01%	374
2023 Q2	$3.18K	Hold	68	–	–	﹤0.01%	379
2023 Q1	$2.59K	Hold	68	–	–	﹤0.01%	387
2022 Q4	$2.56K	Hold	68	–	–	﹤0.01%	382
2022 Q3	$2K	Hold	68	–	–	﹤0.01%	403
2022 Q2	$3K	Hold	68	–	–	﹤0.01%	368
2022 Q1	$4K	Hold	68	–	–	﹤0.01%	370
2021 Q4	$3K	Hold	68	–	–	﹤0.01%	405
2021 Q3	$3K	Hold	68	–	–	﹤0.01%	381
2021 Q2	$4K	Buy	+68	New	+$3.38K	﹤0.01%	388

Other funds holding EPR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

West Branch Capital's EPR Position: Q3 2025 in Review

West Branch Capital sold out of EPR Properties (EPR) in Q3 2025, closing a stake of 68 shares — an estimated $3.96K sold.

West Branch Capital first reported a position in EPR in Q2 2021 and held it in 17 quarters. The position peaked at $4K in Q1 2022. 456 funds tracked by Wall St. Rank hold EPR as of Q3 2025.

West Branch Capital reported no remaining EPR Properties position as of Q3 2025 after selling out during the quarter.
West Branch Capital sold 68 EPR Properties shares in Q3 2025, an estimated $3.96K.
West Branch Capital first reported a position in EPR Properties in Q2 2021 and held it in 17 quarters.
West Branch Capital's EPR Properties position peaked at $4K in Q1 2022.
456 funds tracked by Wall St. Rank held EPR Properties as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.