BCM
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BTC Capital Management’s EPR Properties EPR Stock Holding History

BTC 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
2026
Q2 		$690K Buy
11,886
+343
+3% +$19.5K 0.04% 161
2026
Q1 		$577K Buy
11,543
+521
+5% +$28.6K 0.04% 168
2025
Q4 		$551K Buy
11,022
+1,514
+16% +$78.8K 0.04% 164
2025
Q3 		$552K Buy
9,508
+962
+11% +$54.1K 0.04% 161
2025
Q2 		$497K Buy
8,546
+475
+6% +$25K 0.04% 159
2025
Q1 		$425K Buy
8,071
+494
+7% +$24.2K 0.04% 171
2024
Q4 		$336K Buy
7,577
+795
+12% +$36.4K 0.03% 187
2024
Q3 		$333K Sell
6,782
-84
-1% -$3.83K 0.03% 196
2024
Q2 		$288K Sell
6,866
-426
-6% -$17.5K 0.03% 197
2024
Q1 		$310K Buy
+7,292
New +$318K 0.03% 200
2023
Q3 		$260K Buy
+6,253
New +$275K 0.03% 207

Other funds holding EPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return