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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BTC Capital Management's EPR Position: Q2 2026 in Review

BTC Capital Management increased its EPR Properties (EPR) stake by 3% in Q2 2026, buying an estimated $19.5K and bringing the position to 11,886 shares worth $690K. The position accounts for 0.04% of the portfolio, ranked #161.

BTC Capital Management first reported a position in EPR in Q3 2023 and has held it in 11 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • BTC Capital Management held 11,886 shares of EPR Properties worth $690K as of Q2 2026.
  • BTC Capital Management bought 343 EPR Properties shares in Q2 2026, an estimated $19.5K.
  • EPR Properties made up 0.04% of BTC Capital Management's portfolio in Q2 2026, its #161 holding.
  • BTC Capital Management first reported a position in EPR Properties in Q3 2023 and has held it in 11 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.