Triumph Capital Management
EPR icon

Triumph Capital Management’s EPR Properties EPR Stock Holding History

Triumph 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 		$87.1K Hold
1,551
– – 0.02% 531
2026
Q2 		$90K Buy
1,551
+20
+1% +$1.14K 0.02% 515
2026
Q1 		$77K Sell
1,531
-350
-19% -$19.2K 0.02% 521
2025
Q4 		$93.9K Sell
1,881
-4,853
-72% -$253K 0.02% 449
2025
Q3 		$391K Buy
+6,734
New +$378K 0.1% 205

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Geode Capital Management
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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
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 24.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Triumph Capital Management held its EPR Properties (EPR) position steady in Q3 2026 at 1,551 shares worth $87.1K. The position accounts for 0.02% of the portfolio, ranked #531.

Triumph Capital Management first reported a position in EPR in Q3 2025 and has held it in 5 quarters since. The position peaked at $391K in Q3 2025. 233 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Triumph Capital Management held 1,551 shares of EPR Properties worth $87.1K as of Q3 2026.
  • Triumph Capital Management left its EPR Properties share count unchanged in Q3 2026.
  • EPR Properties made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #531 holding.
  • Triumph Capital Management first reported a position in EPR Properties in Q3 2025 and has held it in 5 quarters since.
  • Triumph Capital Management's EPR Properties position peaked at $391K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.