MOACM
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Mutual of America Capital Management’s EPR Properties EPR Stock Holding History

Mutual of America Capital 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
Q1 		$1.46M Sell
29,179
-2,509
-8% -$138K 0.02% 880
2025
Q4 		$1.58M Sell
31,688
-3,466
-10% -$180K 0.02% 877
2025
Q3 		$2.04M Sell
35,154
-2,675
-7% -$150K 0.02% 816
2025
Q2 		$2.2M Sell
37,829
-1,147
-3% -$60.4K 0.02% 791
2025
Q1 		$2.05M Sell
38,976
-1,027
-3% -$50.4K 0.02% 825
2024
Q4 		$1.77M Sell
40,003
-922
-2% -$42.2K 0.02% 894
2024
Q3 		$2.01M Sell
40,925
-2,403
-6% -$110K 0.02% 881
2024
Q2 		$1.82M Sell
43,328
-1,556
-3% -$64K 0.02% 901
2024
Q1 		$1.91M Sell
44,884
-1,667
-4% -$72.7K 0.02% 915
2023
Q4 		$2.26M Sell
46,551
-2,418
-5% -$108K 0.03% 853
2023
Q3 		$2.03M Sell
48,969
-5,567
-10% -$245K 0.03% 863
2023
Q2 		$2.55M Sell
54,536
-5,822
-10% -$246K 0.03% 804
2023
Q1 		$2.3M Sell
60,358
-1,267
-2% -$50.5K 0.03% 850
2022
Q4 		$2.32M Buy
61,625
+1,359
+2% +$52.9K 0.03% 839
2022
Q3 		$2.16M Sell
60,266
-2,416
-4% -$114K 0.03% 816
2022
Q2 		$2.94M Sell
62,682
-5,536
-8% -$280K 0.04% 704
2022
Q1 		$3.73M Buy
68,218
+1,310
+2% +$63.4K 0.04% 691
2021
Q4 		$3.18M Buy
66,908
+952
+1% +$47.3K 0.03% 791
2021
Q3 		$3.26M Sell
65,956
-369
-0.6% -$18.7K 0.03% 752
2021
Q2 		$3.49M Sell
66,325
-1,272
-2% -$63.2K 0.03% 727
2021
Q1 		$3.15M Sell
67,597
-1,669
-2% -$70.4K 0.03% 765
2020
Q4 		$2.25M Sell
69,266
-1,059
-2% -$31.2K 0.03% 857
2020
Q3 		$1.93M Buy
70,325
+269
+0.4% +$8.41K 0.03% 836
2020
Q2 		$2.32M Sell
70,056
-2,984
-4% -$88.6K 0.03% 760
2020
Q1 		$1.77M Buy
73,040
+2,906
+4% +$167K 0.03% 760
2019
Q4 		$4.95M Buy
70,134
+1,040
+2% +$76.7K 0.06% 436
2019
Q3 		$5.31M Buy
69,094
+2,803
+4% +$213K 0.07% 369
2019
Q2 		$4.94M Buy
66,291
+340
+0.5% +$26.5K 0.07% 410
2019
Q1 		$5.07M Buy
65,951
+797
+1% +$58K 0.07% 380
2018
Q4 		$4.17M Buy
65,154
+1,325
+2% +$91.2K 0.07% 423
2018
Q3 		$4.37M Buy
63,829
+8,466
+15% +$575K 0.06% 486
2018
Q2 		$3.59M Buy
55,363
+2,387
+5% +$141K 0.05% 584
2018
Q1 		$2.94M Buy
52,976
+1,678
+3% +$97.2K 0.05% 675
2017
Q4 		$3.36M Sell
51,298
-803
-2% -$54.9K 0.05% 608
2017
Q3 		$3.63M Sell
52,101
-28
-0.1% -$1.97K 0.06% 536
2017
Q2 		$3.75M Buy
52,129
+1,007
+2% +$73.4K 0.06% 502
2017
Q1 		$3.76M Buy
51,122
+2,253
+5% +$166K 0.07% 480
2016
Q4 		$3.51M Buy
48,869
+160
+0.3% +$11.4K 0.07% 493
2016
Q3 		$3.83M Buy
48,709
+1,827
+4% +$146K 0.08% 410
2016
Q2 		$3.78M Buy
46,882
+2,652
+6% +$187K 0.08% 366
2016
Q1 		$2.95M Buy
+44,230
New +$2.7M 0.07% 455

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mutual of America Capital Management's EPR Position: Q1 2026 in Review

Mutual of America Capital Management reduced its EPR Properties (EPR) stake by 7.9% in Q1 2026, selling an estimated $138K and leaving 29,179 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #880.

Mutual of America Capital Management first reported a position in EPR in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.31M in Q3 2019. 464 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Mutual of America Capital Management held 29,179 shares of EPR Properties worth $1.46M as of Q1 2026.
  • Mutual of America Capital Management sold 2,509 EPR Properties shares in Q1 2026, an estimated $138K.
  • EPR Properties made up 0.02% of Mutual of America Capital Management's portfolio in Q1 2026, its #880 holding.
  • Mutual of America Capital Management first reported a position in EPR Properties in Q1 2016 and has held it in 41 quarters since.
  • Mutual of America Capital Management's EPR Properties position peaked at $5.31M in Q3 2019.
  • 464 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.