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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

LSV Asset Management

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

AQR Capital Management

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