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JT Stratford LLC’s EPR Properties EPR Stock Holding History

JT Stratford LLC’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
2025
Q3 		– Sell
-3,519
Closed -$205K – 311
2025
Q2 		$205K Buy
+3,519
New +$185K 0.03% 292
2023
Q4 		– Sell
-24,066
Closed -$1,000K – 249
2023
Q3 		$1,000K Sell
24,066
-1,439
-6% -$63.4K 0.26% 105
2023
Q2 		$1.19M Sell
25,505
-852
-3% -$36K 0.32% 86
2023
Q1 		$1M Sell
26,357
-749
-3% -$29.9K 0.29% 100
2022
Q4 		$1.02M Buy
+27,106
New +$1.05M 0.33% 81
2020
Q1 		– Sell
-8,280
Closed -$585K – 116
2019
Q4 		$585K Sell
8,280
-1,016
-11% -$74.9K 0.27% 86
2019
Q3 		$715K Buy
9,296
+3,273
+54% +$249K 0.4% 73
2019
Q2 		$449K Buy
6,023
+371
+7% +$28.9K 0.25% 86
2019
Q1 		$435K Buy
+5,652
New +$411K 0.25% 79

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JT Stratford LLC's EPR Position: Q3 2025 in Review

JT Stratford LLC sold out of EPR Properties (EPR) in Q3 2025, closing a stake of 3,519 shares — an estimated $205K sold.

JT Stratford LLC first reported a position in EPR in Q1 2019 and held it in 9 quarters. The position peaked at $1.19M in Q2 2023. 456 funds tracked by Wall St. Rank hold EPR as of Q3 2025.

  • JT Stratford LLC reported no remaining EPR Properties position as of Q3 2025 after selling out during the quarter.
  • JT Stratford LLC sold 3,519 EPR Properties shares in Q3 2025, an estimated $205K.
  • JT Stratford LLC first reported a position in EPR Properties in Q1 2019 and held it in 9 quarters.
  • JT Stratford LLC's EPR Properties position peaked at $1.19M in Q2 2023.
  • 456 funds tracked by Wall St. Rank held EPR Properties as of Q3 2025.

Based on JT Stratford LLC's 13F filing for Q3 2025, filed 12 Nov 2025.