ETF Holdings Breakdown of EPR

EPR institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-30	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	54,727	USD 3,174,713
2025-09-30	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	8,226	USD 477,190
2025-09-30	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	414	USD 24,016
2025-09-30	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	770	USD 44,668
Total =		64,137	USD 3,720,587

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with EPR

Daily Dividend Report: MSFT,SAND,EPR,LFT,CPT

Microsoft on Monday announced that its board of directors declared a quarterly dividend of $0.91 per share, reflecting an 8 cent or 10% increase over the previous quarter's dividend. The dividend is payable Dec. 11, 2025, to shareholders of record on Nov. 20, 2025. The ex-divide - 2025-09-16 13:30:02

EPR Properties (NYSE:EPR) Raised to “Buy” at Wall Street Zen

EPR Properties (NYSE:EPR – Get Free Report) was upgraded by stock analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Saturday. Several other research firms also recently issued reports on EPR. JPMorgan Chase & Co. boosted their price objective on EPR Properties from […] - 2025-09-15 05:40:50

EPR Properties (NYSE:EPR) Price Target Raised to $65.00

EPR Properties (NYSE:EPR – Free Report) had its target price raised by JPMorgan Chase & Co. from $56.00 to $65.00 in a research note published on Friday morning,Benzinga reports. The brokerage currently has an overweight rating on the real estate investment trust’s stock. A number of other equities research analysts have also commented on the […] - 2025-09-15 04:38:50

EPR Properties (NYSE:EPR) Receives $57.07 Consensus Price Target from Brokerages

EPR Properties (NYSE:EPR – Get Free Report) has earned a consensus rating of “Hold” from the eight ratings firms that are presently covering the firm, MarketBeat.com reports. One analyst has rated the stock with a sell recommendation, five have assigned a hold recommendation, one has assigned a buy recommendation and one has given a strong […] - 2025-09-10 02:33:00

Wells Fargo & Company Increases EPR Properties (NYSE:EPR) Price Target to $54.00

EPR Properties (NYSE:EPR – Get Free Report) had its price target raised by research analysts at Wells Fargo & Company from $53.00 to $54.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has an “underweight” rating on the real estate investment trust’s stock. Wells Fargo & Company‘s target price indicates a potential downside […] - 2025-08-29 03:02:51

Reviewing EPR Properties (NYSE:EPR) and Wheeler Real Estate Investment Trust (NASDAQ:WHLR)

EPR Properties (NYSE:EPR – Get Free Report) and Wheeler Real Estate Investment Trust (NASDAQ:WHLR – Get Free Report) are both finance companies, but which is the better business? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, dividends, valuation, institutional ownership, profitability and risk. Analyst Ratings This is a […] - 2025-08-26 02:16:48

Analyzing EPR Properties (NYSE:EPR) and Macerich (NYSE:MAC)

EPR Properties (NYSE:EPR – Get Free Report) and Macerich (NYSE:MAC – Get Free Report) are both mid-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, dividends, risk, analyst recommendations, profitability, valuation and earnings. Profitability This table compares EPR Properties and Macerich’s […] - 2025-08-21 02:22:51

Atria Wealth Solutions Inc. Sells 373 Shares of EPR Properties (NYSE:EPR)

Atria Wealth Solutions Inc. decreased its holdings in shares of EPR Properties (NYSE:EPR – Free Report) by 7.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,617 shares of the real estate investment trust’s stock after selling 373 shares during the period. […] - 2025-08-17 05:34:56

EPR Properties (NYSE:EPR) Shares Sold by Charles Schwab Investment Management Inc.

Charles Schwab Investment Management Inc. reduced its stake in EPR Properties (NYSE:EPR – Free Report) by 3.3% in the first quarter, HoldingsChannel.com reports. The fund owned 1,334,365 shares of the real estate investment trust’s stock after selling 45,936 shares during the quarter. Charles Schwab Investment Management Inc.’s holdings in EPR Properties were worth $70,201,000 as […] - 2025-08-15 05:09:01

Vanguard Group Inc. Has $582.16 Million Stock Holdings in EPR Properties (NYSE:EPR)

Vanguard Group Inc. lessened its position in shares of EPR Properties (NYSE:EPR – Free Report) by 1.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,065,516 shares of the real estate investment trust’s stock after selling 182,542 shares during the quarter. Vanguard […] - 2025-08-14 04:37:11

Raymond James Financial Boosts EPR Properties (NYSE:EPR) Price Target to $62.00

EPR Properties (NYSE:EPR – Get Free Report) had its target price raised by equities research analysts at Raymond James Financial from $57.00 to $62.00 in a research report issued on Tuesday,Benzinga reports. The firm presently has a “strong-buy” rating on the real estate investment trust’s stock. Raymond James Financial’s price target points to a potential […] - 2025-08-14 03:07:16

EPR Properties (NYSE:EPR) Lowered to Sector Perform Rating by Royal Bank Of Canada

Royal Bank Of Canada downgraded shares of EPR Properties (NYSE:EPR – Free Report) from an outperform rating to a sector perform rating in a research report sent to investors on Monday, MarketBeat Ratings reports. Royal Bank Of Canada currently has $58.00 price objective on the real estate investment trust’s stock. EPR has been the subject […] - 2025-08-07 03:01:06

Baker Avenue Asset Management LP Acquires New Stake in EPR Properties (NYSE:EPR)

Baker Avenue Asset Management LP acquired a new stake in EPR Properties (NYSE:EPR – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The fund acquired 3,977 shares of the real estate investment trust’s stock, valued at approximately $209,000. Several other institutional investors have also added to or reduced […] - 2025-08-04 05:19:00

EPR Properties (NYSE:EPR) Shares Sold by Pacer Advisors Inc.

Pacer Advisors Inc. lowered its stake in shares of EPR Properties (NYSE:EPR – Free Report) by 5.3% during the first quarter, HoldingsChannel.com reports. The firm owned 14,030 shares of the real estate investment trust’s stock after selling 784 shares during the period. Pacer Advisors Inc.’s holdings in EPR Properties were worth $738,000 at the end […] - 2025-08-01 04:20:58

XTX Topco Ltd Acquires New Position in EPR Properties (NYSE:EPR)

XTX Topco Ltd bought a new position in EPR Properties (NYSE:EPR – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 39,655 shares of the real estate investment trust’s stock, valued at approximately $2,086,000. A number of other […] - 2025-07-31 05:12:51

Contrasting EPR Properties (NYSE:EPR) & Wheeler Real Estate Investment Trust (NASDAQ:WHLR)

EPR Properties (NYSE:EPR – Get Free Report) and Wheeler Real Estate Investment Trust (NASDAQ:WHLR – Get Free Report) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional ownership, dividends, analyst recommendations, earnings, risk, profitability and valuation. Risk and Volatility EPR Properties […] - 2025-07-31 04:24:54

Comparing EPR Properties (NYSE:EPR) & Phillips Edison & Company, Inc. (NASDAQ:PECO)

EPR Properties (NYSE:EPR – Get Free Report) and Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Free Report) are both mid-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, valuation, risk, earnings, dividends, profitability and analyst recommendations. Volatility and Risk EPR […] - 2025-07-31 02:25:09

EPR Properties Reaches Analyst Target Price

In recent trading, shares of EPR Properties (Symbol: EPR) have crossed above the average analyst 12-month target price of $56.91, changing hands for $57.04/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuat - 2025-07-30 10:15:57

Cwm LLC Buys 3,864 Shares of EPR Properties (NYSE:EPR)

Cwm LLC boosted its stake in EPR Properties (NYSE:EPR – Free Report) by 71.7% during the 1st quarter, HoldingsChannel.com reports. The fund owned 9,252 shares of the real estate investment trust’s stock after purchasing an additional 3,864 shares during the quarter. Cwm LLC’s holdings in EPR Properties were worth $487,000 at the end of the […] - 2025-07-25 05:03:08

EPR Properties (NYSE:EPR) Shares Purchased by Cerity Partners LLC

Cerity Partners LLC boosted its stake in EPR Properties (NYSE:EPR – Free Report) by 6.6% in the first quarter, Holdings Channel reports. The fund owned 22,089 shares of the real estate investment trust’s stock after buying an additional 1,360 shares during the quarter. Cerity Partners LLC’s holdings in EPR Properties were worth $1,162,000 as of […] - 2025-07-23 05:44:47

Cerity Partners LLC Boosts Stock Position in EPR Properties (NYSE:EPR)

Cerity Partners LLC grew its stake in EPR Properties (NYSE:EPR – Free Report) by 6.6% in the first quarter, Holdings Channel.com reports. The firm owned 22,089 shares of the real estate investment trust’s stock after acquiring an additional 1,360 shares during the quarter. Cerity Partners LLC’s holdings in EPR Properties were worth $1,162,000 at the […] - 2025-07-23 04:56:59

Xponance Inc. Sells 627 Shares of EPR Properties (NYSE:EPR)

Xponance Inc. trimmed its position in shares of EPR Properties (NYSE:EPR – Free Report) by 6.7% during the 1st quarter, HoldingsChannel.com reports. The firm owned 8,746 shares of the real estate investment trust’s stock after selling 627 shares during the period. Xponance Inc.’s holdings in EPR Properties were worth $460,000 as of its most recent […] - 2025-07-18 05:31:38

Alps Advisors Inc. Has $274,000 Position in EPR Properties (NYSE:EPR)

Alps Advisors Inc. trimmed its position in EPR Properties (NYSE:EPR – Free Report) by 23.9% in the first quarter, Holdings Channel.com reports. The firm owned 5,205 shares of the real estate investment trust’s stock after selling 1,635 shares during the period. Alps Advisors Inc.’s holdings in EPR Properties were worth $274,000 at the end of […] - 2025-07-18 04:58:50

Up Over 40%, Is this Ultra-High-Yield Dividend Stock Still Worth Buying for Passive Income?

Key PointsEPR Properties' stock has rallied sharply due to falling interest rates and its improved growth prospects. - 2025-07-16 04:06:00

EPR Properties (NYSE:EPR) Shares Purchased by Principal Financial Group Inc.

Principal Financial Group Inc. boosted its stake in EPR Properties (NYSE:EPR – Free Report) by 0.4% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 174,282 shares of the real estate investment trust’s stock after acquiring an additional 699 shares during the period. Principal […] - 2025-07-15 04:52:09

Amalgamated Bank Sells 799 Shares of EPR Properties (NYSE:EPR)

Amalgamated Bank cut its stake in EPR Properties (NYSE:EPR – Free Report) by 2.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 35,202 shares of the real estate investment trust’s stock after selling 799 shares during the period. Amalgamated […] - 2025-07-07 06:19:05

New York State Teachers Retirement System Trims Position in EPR Properties (NYSE:EPR)

New York State Teachers Retirement System cut its holdings in shares of EPR Properties (NYSE:EPR – Free Report) by 5.8% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 74,183 shares of the real estate investment trust’s stock after selling 4,600 shares during the period. New […] - 2025-07-07 04:58:03

EPR Properties (NYSE:EPR) & Curbline Properties (NYSE:CURB) Financial Review

Curbline Properties (NYSE:CURB – Get Free Report) and EPR Properties (NYSE:EPR – Get Free Report) are both mid-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, valuation, dividends, analyst recommendations, risk, profitability and earnings. Analyst Recommendations This is a summary of […] - 2025-07-03 05:17:12

Spire Wealth Management Acquires 242 Shares of EPR Properties (NYSE:EPR)

Spire Wealth Management grew its holdings in shares of EPR Properties (NYSE:EPR – Free Report) by 11.5% in the first quarter, Holdings Channel.com reports. The firm owned 2,339 shares of the real estate investment trust’s stock after buying an additional 242 shares during the period. Spire Wealth Management’s holdings in EPR Properties were worth $123,000 […] - 2025-07-01 05:07:03

EPR Properties (NYSE:EPR) Receives $56.43 Consensus Target Price from Brokerages

EPR Properties (NYSE:EPR – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the eight ratings firms that are covering the stock, Marketbeat reports. One analyst has rated the stock with a sell recommendation, three have given a hold recommendation, three have assigned a buy recommendation and one has assigned a […] - 2025-06-27 02:37:07

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