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Wilmington Savings Fund Society’s EPR Properties EPR Stock Holding History

Wilmington Savings Fund Society’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
-377
Closed -$22K – 1569
2025
Q2 		$22K Hold
377
– – ﹤0.01% 1443
2025
Q1 		$19.8K Hold
377
– – ﹤0.01% 1463
2024
Q4 		$16.7K Hold
377
– – ﹤0.01% 1540
2024
Q3 		$18.5K Buy
+377
New +$17.2K ﹤0.01% 1478

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wilmington Savings Fund Society's EPR Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of EPR Properties (EPR) in Q3 2025, closing a stake of 377 shares — an estimated $22K sold.

Wilmington Savings Fund Society first reported a position in EPR in Q3 2024 and held it in 4 quarters. The position peaked at $22K in Q2 2025. 456 funds tracked by Wall St. Rank hold EPR as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining EPR Properties position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 377 EPR Properties shares in Q3 2025, an estimated $22K.
  • Wilmington Savings Fund Society first reported a position in EPR Properties in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's EPR Properties position peaked at $22K in Q2 2025.
  • 456 funds tracked by Wall St. Rank held EPR Properties as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.