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Evergreen Capital Management’s EPR Properties EPR Stock Holding History

Evergreen 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 		$474K Sell
8,171
-492
-6% -$28K 0.01% 934
2026
Q1 		$433K Buy
8,663
+2,361
+37% +$130K 0.01% 881
2025
Q4 		$316K Sell
6,302
-706
-10% -$36.8K 0.01% 1001
2025
Q3 		$407K Buy
7,008
+1,008
+17% +$56.6K 0.01% 756
2025
Q2 		$351K Buy
6,000
+647
+12% +$34.1K 0.01% 731
2025
Q1 		$282K Buy
+5,353
New +$263K 0.01% 786

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 $3.37T AUM 44.26% 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

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

Evergreen Capital Management reduced its EPR Properties (EPR) stake by 5.7% in Q2 2026, selling an estimated $28K and leaving 8,171 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #934.

Evergreen Capital Management first reported a position in EPR in Q1 2025 and has held it in 6 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Evergreen Capital Management held 8,171 shares of EPR Properties worth $474K as of Q2 2026.
  • Evergreen Capital Management sold 492 EPR Properties shares in Q2 2026, an estimated $28K.
  • EPR Properties made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #934 holding.
  • Evergreen Capital Management first reported a position in EPR Properties in Q1 2025 and has held it in 6 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.