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Winton Group’s EPR Properties EPR Stock Holding History

Winton Group’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
Q2 		– Sell
-4,800
Closed -$240K – 1264
2026
Q1 		$240K Buy
+4,800
New +$264K 0.01% 934
2023
Q1 		– Sell
-9,556
Closed -$360K – 991
2022
Q4 		$360K Buy
9,556
+2,002
+27% +$77.9K 0.02% 737
2022
Q3 		$271K Buy
+7,554
New +$356K 0.02% 824
2020
Q3 		– Sell
-42,761
Closed -$1.42M – 1512
2020
Q2 		$1.42M Sell
42,761
-178,564
-81% -$5.3M 0.04% 818
2020
Q1 		$5.36M Sell
221,325
-21,493
-9% -$1.23M 0.14% 221
2019
Q4 		$17.2M Buy
242,818
+188,820
+350% +$13.9M 0.24% 77
2019
Q3 		$4.15M Buy
53,998
+39,801
+280% +$3.03M 0.05% 366
2019
Q2 		$1.06M Buy
14,197
+8,000
+129% +$624K 0.02% 398
2019
Q1 		$477K Buy
6,197
+1,547
+33% +$113K 0.01% 601
2018
Q4 		$298K Buy
+4,650
New +$320K 0.01% 662
2018
Q2 		– Sell
-4,197
Closed -$233K – 1058
2018
Q1 		$233K Buy
+4,197
New +$243K 0.01% 1069
2017
Q3 		– Sell
-82,802
Closed -$5.95M – 654
2017
Q2 		$5.95M Buy
82,802
+45,456
+122% +$3.31M 0.18% 158
2017
Q1 		$2.75M Buy
+37,346
New +$2.76M 0.07% 245

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Winton Group's EPR Position: Q2 2026 in Review

Winton Group sold out of EPR Properties (EPR) in Q2 2026, closing a stake of 4,800 shares — an estimated $240K sold.

Winton Group first reported a position in EPR in Q1 2017 and held it in 13 quarters. The position peaked at $17.2M in Q4 2019. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Winton Group reported no remaining EPR Properties position as of Q2 2026 after selling out during the quarter.
  • Winton Group sold 4,800 EPR Properties shares in Q2 2026, an estimated $240K.
  • Winton Group first reported a position in EPR Properties in Q1 2017 and held it in 13 quarters.
  • Winton Group's EPR Properties position peaked at $17.2M in Q4 2019.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.