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Tidal Investments’s EPR Properties EPR Stock Holding History

Tidal Investments’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 		$1.11M Sell
19,203
-5,451
-22% -$310K ﹤0.01% 1695
2026
Q1 		$1.23M Sell
24,654
-7,090
-22% -$390K ﹤0.01% 1350
2025
Q4 		$1.58M Buy
31,744
+16,199
+104% +$843K ﹤0.01% 1048
2025
Q3 		$902K Sell
15,545
-1,655
-10% -$93K ﹤0.01% 1261
2025
Q2 		$1M Sell
17,200
-1,630
-9% -$85.9K 0.01% 1036
2025
Q1 		$991K Buy
18,830
+7,989
+74% +$392K 0.01% 983
2024
Q4 		$480K Buy
+10,841
New +$497K ﹤0.01% 1404

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

Tidal Investments's EPR Position: Q2 2026 in Review

Tidal Investments reduced its EPR Properties (EPR) stake by 22% in Q2 2026, selling an estimated $310K and leaving 19,203 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Tidal Investments first reported a position in EPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Tidal Investments held 19,203 shares of EPR Properties worth $1.11M as of Q2 2026.
  • Tidal Investments sold 5,451 EPR Properties shares in Q2 2026, an estimated $310K.
  • EPR Properties made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1695 holding.
  • Tidal Investments first reported a position in EPR Properties in Q4 2024 and has held it in 7 quarters since.
  • Tidal Investments's EPR Properties position peaked at $1.58M in Q4 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.