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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
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

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

Triumph Capital Management's EPR Position: Q2 2026 in Review

Triumph Capital Management increased its EPR Properties (EPR) stake by 1.3% in Q2 2026, buying an estimated $1.14K and bringing the position to 1,551 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #515.

Triumph Capital Management first reported a position in EPR in Q3 2025 and has held it in 4 quarters since. The position peaked at $391K in Q3 2025. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Triumph Capital Management held 1,551 shares of EPR Properties worth $90K as of Q2 2026.
  • Triumph Capital Management bought 20 EPR Properties shares in Q2 2026, an estimated $1.14K.
  • EPR Properties made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #515 holding.
  • Triumph Capital Management first reported a position in EPR Properties in Q3 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's EPR Properties position peaked at $391K in Q3 2025.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.