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TD Capital Management’s EPR Properties EPR Stock Holding History

TD 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
Q2 		$20.7K Sell
357
-196
-35% -$11.1K ﹤0.01% 359
2026
Q1 		$27.6K Buy
553
+452
+448% +$24.9K ﹤0.01% 316
2025
Q4 		$5.03K Hold
101
– – ﹤0.01% 520
2025
Q3 		$5.85K Hold
101
– – ﹤0.01% 481
2025
Q2 		$5.87K Hold
101
– – ﹤0.01% 484
2025
Q1 		$5.3K Hold
101
– – ﹤0.01% 377
2024
Q4 		$4.46K Hold
101
– – ﹤0.01% 368
2024
Q3 		$4.94K Hold
101
– – ﹤0.01% 338
2024
Q2 		$4.23K Hold
101
– – ﹤0.01% 330
2024
Q1 		$4.28K Hold
101
– – ﹤0.01% 341
2023
Q4 		$4.88K Hold
101
– – ﹤0.01% 328
2023
Q3 		$4.19K Hold
101
– – ﹤0.01% 337
2023
Q2 		$4.72K Hold
101
– – ﹤0.01% 334
2023
Q1 		$3.84K Buy
101
+1
+1% +$40 ﹤0.01% 341
2022
Q4 		$3.78K Buy
100
+2
+2% +$78 ﹤0.01% 314
2022
Q3 		$4K Buy
+98
New +$4.62K ﹤0.01% 283
2022
Q1 		– Sell
-93
Closed -$4K – 178
2021
Q4 		$4K Buy
93
+1
+1% +$50 ﹤0.01% 318
2021
Q3 		$5K Buy
92
+1
+1% +$51 ﹤0.01% 293
2021
Q2 		$5K Buy
+91
New +$4.52K ﹤0.01% 284

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TD Capital Management's EPR Position: Q2 2026 in Review

TD Capital Management reduced its EPR Properties (EPR) stake by 35% in Q2 2026, selling an estimated $11.1K and leaving 357 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

TD Capital Management first reported a position in EPR in Q2 2021 and has held it in 19 quarters since. The position peaked at $27.6K in Q1 2026. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • TD Capital Management held 357 shares of EPR Properties worth $20.7K as of Q2 2026.
  • TD Capital Management sold 196 EPR Properties shares in Q2 2026, an estimated $11.1K.
  • EPR Properties made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #359 holding.
  • TD Capital Management first reported a position in EPR Properties in Q2 2021 and has held it in 19 quarters since.
  • TD Capital Management's EPR Properties position peaked at $27.6K in Q1 2026.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.