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Tortoise Investment Management’s EPR Properties EPR Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-3
Closed -$174 – 612
2025
Q3 		$174 Buy
+3
New +$169 ﹤0.01% 1319

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Tortoise Investment Management's EPR Position: Q4 2025 in Review

Tortoise Investment Management sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 3 shares — an estimated $174 sold.

Tortoise Investment Management first reported a position in EPR in Q3 2025 and held it in 1 quarter. The position peaked at $174 in Q3 2025. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

  • Tortoise Investment Management reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 3 EPR Properties shares in Q4 2025, an estimated $174.
  • Tortoise Investment Management first reported a position in EPR Properties in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's EPR Properties position peaked at $174 in Q3 2025.
  • 457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.