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BOLTON SECURITIES CORPORATION’s EPR Properties EPR Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$5.8K Buy
+100
New +$5.62K ﹤0.01% 1673
2025
Q1 		$5.26K Buy
+100
New +$4.9K ﹤0.01% 1568

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's EPR Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in EPR Properties (EPR) in Q3 2025: 100 shares worth $5.8K. The stake represents ﹤0.01% of the portfolio and ranks #1673 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in EPR as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in EPR in Q1 2025 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold EPR as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 100 shares of EPR Properties worth $5.8K as of Q3 2025.
  • EPR Properties was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • EPR Properties made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #1673 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in EPR Properties in Q1 2025 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held EPR Properties as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.