TD Capital Management
EPR icon

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
Q3 		$5.66K Sell
101
-256
-72% -$15.4K ﹤0.01% 515
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

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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 31.32% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

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

TD Capital Management reduced its EPR Properties (EPR) stake by 72% in Q3 2026, selling an estimated $15.4K and leaving 101 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

TD Capital Management first reported a position in EPR in Q2 2021 and has held it in 20 quarters since. The position peaked at $27.6K in Q1 2026. 282 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • TD Capital Management held 101 shares of EPR Properties worth $5.66K as of Q3 2026.
  • TD Capital Management sold 256 EPR Properties shares in Q3 2026, an estimated $15.4K.
  • EPR Properties made up ﹤0.01% of TD Capital Management's portfolio in Q3 2026, its #515 holding.
  • TD Capital Management first reported a position in EPR Properties in Q2 2021 and has held it in 20 quarters since.
  • TD Capital Management's EPR Properties position peaked at $27.6K in Q1 2026.
  • 282 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on TD Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.