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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Square Capital's EPR Position: Q1 2026 in Review

Jackson Square Capital increased its EPR Properties (EPR) stake by 4.9% in Q1 2026, buying an estimated $23.1K and bringing the position to 9,071 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #100.

Jackson Square Capital first reported a position in EPR in Q4 2019 and has held it in 8 quarters since. The position peaked at $619K in Q2 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

Jackson Square Capital held 9,071 shares of EPR Properties worth $453K as of Q1 2026.
Jackson Square Capital bought 421 EPR Properties shares in Q1 2026, an estimated $23.1K.
EPR Properties made up 0.1% of Jackson Square Capital's portfolio in Q1 2026, its #100 holding.
Jackson Square Capital first reported a position in EPR Properties in Q4 2019 and has held it in 8 quarters since.
Jackson Square Capital's EPR Properties position peaked at $619K in Q2 2025.
463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Jackson Square Capital's 13F filing for Q1 2026, filed 13 Apr 2026.