BCM
EPR icon

Bluefin Capital Management’s EPR Properties EPR Stock Holding History

Bluefin Capital Management’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
2022
Q1 		– Sell
-195,100
Closed -$223K – 758
2021
Q4 		$223K Sell
195,100
-78,700
-29% -$3.91M 0.02% 524
2021
Q3 		$458K Sell
273,800
-274,000
-50% -$13.9M 0.05% 293
2021
Q2 		$2.19M Buy
547,800
+232,300
+74% +$11.5M 0.14% 106
2021
Q1 		$1.55M Buy
315,500
+78,800
+33% +$3.32M 0.07% 135
2020
Q4 		$225K Buy
+236,700
New +$6.96M 0.01% 413

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bluefin Capital Management's EPR Position: Q1 2026 in Review

Bluefin Capital Management opened a new position in EPR Properties (EPR) in Q1 2026: 5,100 shares worth $255K. The stake represents 0.16% of the portfolio and ranks #67 among its holdings. This is a return to the name: Bluefin Capital Management previously reported a position in EPR as recently as Q1 2021.

Bluefin Capital Management first reported a position in EPR in Q4 2020 and has held it in 3 quarters since. The position peaked at $1.92M in Q4 2020. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Bluefin Capital Management held 5,100 shares of EPR Properties worth $255K as of Q1 2026.
  • EPR Properties was a new Bluefin Capital Management position in Q1 2026.
  • EPR Properties made up 0.16% of Bluefin Capital Management's portfolio in Q1 2026, its #67 holding.
  • Bluefin Capital Management first reported a position in EPR Properties in Q4 2020 and has held it in 3 quarters since.
  • Bluefin Capital Management's EPR Properties position peaked at $1.92M in Q4 2020.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.