Joel Greenblatt's EPR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 212,860 shares of EPR Properties (EPR) worth $10.63 M, representing 0.03% of the portfolio. First purchased in 2019-Q1, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in EPR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 116,429 shares. Largest reduction occurred in Q3 2020, reducing 6,455 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's EPR Properties (EPR) Holding Value Over Time
Track share changes against reported price movement
Quarterly EPR Properties (EPR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +116,429 | Add 120.74% | 212,860 | $49.96 |
| Q4 2025 | +73,174 | Add 314.63% | 96,431 | $49.90 |
| Q3 2025 | +14,786 | Add 174.55% | 23,257 | $58.01 |
| Q2 2025 | +8,471 | New Buy | 8,471 | $58.26 |
| Q3 2020 | -6,455 | Sold Out | 0 | $0.00 |
| Q2 2020 | +6,455 | New Buy | 6,455 | $33.15 |
| Q3 2019 | -3,439 | Sold Out | 0 | $0.00 |
| Q2 2019 | +194 | Add 5.98% | 3,439 | $74.73 |
| Q1 2019 | +3,245 | New Buy | 3,245 | $77.04 |
Joel Greenblatt's EPR Properties Investment FAQs
Joel Greenblatt first purchased EPR Properties (EPR) in Q1 2019, acquiring 3,245 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held EPR Properties (EPR) for 9 quarters since Q1 2019.
Joel Greenblatt's largest addition to EPR Properties (EPR) was in Q1 2026, adding 212,860 shares worth $10.63 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 212,860 shares of EPR Properties (EPR), valued at approximately $10.63 M.
As of the Q1 2026 filing, EPR Properties (EPR) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in EPR Properties (EPR) was 212,860 shares, as reported at the end of Q1 2026.