MV Capital Management
EPR icon

MV Capital Management’s EPR Properties EPR Stock Holding History

MV 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
Q3 		$393 Hold
7
– – ﹤0.01% 1049
2026
Q2 		$407 Hold
7
– – ﹤0.01% 1063
2026
Q1 		$350 Hold
7
– – ﹤0.01% 1022
2025
Q4 		$350 Hold
7
– – ﹤0.01% 964
2025
Q3 		$407 Hold
7
– – ﹤0.01% 884
2025
Q2 		$408 Hold
7
– – ﹤0.01% 876
2025
Q1 		$369 Hold
7
– – ﹤0.01% 850
2024
Q4 		$310 Hold
7
– – ﹤0.01% 866
2024
Q3 		$344 Buy
7
+2
+40% +$91 ﹤0.01% 846
2024
Q2 		$210 Buy
+5
New +$206 ﹤0.01% 791

Other funds holding EPR

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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MV Capital Management's EPR Position: Q3 2026 in Review

MV Capital Management held its EPR Properties (EPR) position steady in Q3 2026 at 7 shares worth $393. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

MV Capital Management first reported a position in EPR in Q2 2024 and has held it in 10 quarters since. The position peaked at $408 in Q2 2025. 233 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • MV Capital Management held 7 shares of EPR Properties worth $393 as of Q3 2026.
  • MV Capital Management left its EPR Properties share count unchanged in Q3 2026.
  • EPR Properties made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #1049 holding.
  • MV Capital Management first reported a position in EPR Properties in Q2 2024 and has held it in 10 quarters since.
  • MV Capital Management's EPR Properties position peaked at $408 in Q2 2025.
  • 233 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.