Jackson Square Capital’s EPR Properties EPR Stock Holding History

Jackson Square Capital’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	$523K	Sell	9,009 -62	-0.7%	-$3.52K	0.07%	102
2026 Q1	$453K	Buy	9,071 +421	+5%	+$23.1K	0.1%	100
2025 Q4	$432K	Sell	8,650 -1,310	-13%	-$68.2K	0.09%	113
2025 Q3	$578K	Sell	9,960 -666	-6%	-$37.4K	0.13%	97
2025 Q2	$619K	Sell	10,626 -222	-2%	-$11.7K	0.14%	101
2025 Q1	$571K	Buy	+10,848	New	+$532K	0.19%	87
2024 Q4	–	Sell	-9,580	Closed	-$470K	–	150
2024 Q3	$470K	Buy	+9,580	New	+$437K	0.12%	104
2023 Q3	–	Sell	-5,309	Closed	-$248K	–	112
2023 Q2	$248K	Buy	+5,309	New	+$224K	0.1%	105
2020 Q1	–	Sell	-336	Closed	-$24K	–	340
2019 Q4	$24K	Buy	+336	New	+$24.8K	0.01%	201

Other funds holding EPR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Jackson Square Capital's EPR Position: Q2 2026 in Review

Jackson Square Capital reduced its EPR Properties (EPR) stake by 0.68% in Q2 2026, selling an estimated $3.52K and leaving 9,009 shares worth $523K. The position accounts for 0.07% of the portfolio, ranked #102.

Jackson Square Capital first reported a position in EPR in Q4 2019 and has held it in 9 quarters since. The position peaked at $619K in Q2 2025. 82 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Jackson Square Capital held 9,009 shares of EPR Properties worth $523K as of Q2 2026.
Jackson Square Capital sold 62 EPR Properties shares in Q2 2026, an estimated $3.52K.
EPR Properties made up 0.07% of Jackson Square Capital's portfolio in Q2 2026, its #102 holding.
Jackson Square Capital first reported a position in EPR Properties in Q4 2019 and has held it in 9 quarters since.
Jackson Square Capital's EPR Properties position peaked at $619K in Q2 2025.
82 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.