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Interchange Capital Partners’s EPR Properties EPR Stock Holding History

Interchange Capital Partners’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 		$340K Buy
+5,858
New +$333K 0.06% 270
2026
Q1 		– Sell
-13,612
Closed -$679K – 363
2025
Q4 		$679K Buy
+13,612
New +$709K 0.13% 152

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

Interchange Capital Partners's EPR Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in EPR Properties (EPR) in Q2 2026: 5,858 shares worth $340K. The stake represents 0.06% of the portfolio and ranks #270 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in EPR as recently as Q4 2025.

Interchange Capital Partners first reported a position in EPR in Q4 2025 and has held it in 2 quarters since. The position peaked at $679K in Q4 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Interchange Capital Partners held 5,858 shares of EPR Properties worth $340K as of Q2 2026.
  • EPR Properties was a new Interchange Capital Partners position in Q2 2026.
  • EPR Properties made up 0.06% of Interchange Capital Partners's portfolio in Q2 2026, its #270 holding.
  • Interchange Capital Partners first reported a position in EPR Properties in Q4 2025 and has held it in 2 quarters since.
  • Interchange Capital Partners's EPR Properties position peaked at $679K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.