INTECH Investment Management’s EPR Properties EPR Stock Holding History

INTECH Investment 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	$5.25M	Sell	90,525 -46,436	-34%	-$2.64M	0.05%	339
2026 Q1	$6.84M	Sell	136,961 -90,393	-40%	-$4.97M	0.07%	267
2025 Q4	$11.3M	Buy	227,354 +161,371	+245%	+$8.4M	0.1%	170
2025 Q3	$3.83M	Buy	65,983 +41,381	+168%	+$2.33M	0.03%	467
2025 Q2	$1.43M	Buy	24,602 +879	+4%	+$46.3K	0.01%	987
2025 Q1	$1.25M	Sell	23,723 -20,182	-46%	-$990K	0.01%	1064
2024 Q4	$1.94M	Buy	43,905 +24,373	+125%	+$1.12M	0.02%	721
2024 Q3	$958K	Sell	19,532 -14,185	-42%	-$648K	0.01%	833
2024 Q2	$1.42M	Buy	+33,717	New	+$1.39M	0.02%	532

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

INTECH Investment Management's EPR Position: Q2 2026 in Review

INTECH Investment Management reduced its EPR Properties (EPR) stake by 34% in Q2 2026, selling an estimated $2.64M and leaving 90,525 shares worth $5.25M. The position accounts for 0.05% of the portfolio, ranked #339.

INTECH Investment Management first reported a position in EPR in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.3M in Q4 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

INTECH Investment Management held 90,525 shares of EPR Properties worth $5.25M as of Q2 2026.
INTECH Investment Management sold 46,436 EPR Properties shares in Q2 2026, an estimated $2.64M.
EPR Properties made up 0.05% of INTECH Investment Management's portfolio in Q2 2026, its #339 holding.
INTECH Investment Management first reported a position in EPR Properties in Q2 2024 and has held it in 9 quarters since.
INTECH Investment Management's EPR Properties position peaked at $11.3M in Q4 2025.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.