Truist Financial
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Truist Financial’s EPR Properties EPR Stock Holding History

Truist Financial’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 		$227K Buy
4,036
+178
+5% +$10.7K ﹤0.01% 2676
2026
Q2 		$224K Buy
+3,858
New +$219K ﹤0.01% 2715
2026
Q1 		– Sell
-6,956
Closed -$347K – 2837
2025
Q4 		$347K Buy
6,956
+1,773
+34% +$92.3K ﹤0.01% 2248
2025
Q3 		$301K Buy
5,183
+1,189
+30% +$66.8K ﹤0.01% 2313
2025
Q2 		$233K Buy
+3,994
New +$210K ﹤0.01% 2339
2024
Q4 		– Sell
-2,463
Closed -$121K – 2546
2024
Q3 		$121K Sell
2,463
-25,422
-91% -$1.16M ﹤0.01% 2409
2024
Q2 		$1.17M Sell
27,885
-7,122
-20% -$293K ﹤0.01% 1528
2024
Q1 		$1.49M Buy
35,007
+37
+0.1% +$1.61K ﹤0.01% 1428
2023
Q4 		$1.69M Sell
34,970
-7,141
-17% -$318K ﹤0.01% 1348
2023
Q3 		$1.75M Buy
42,111
+29,599
+237% +$1.3M ﹤0.01% 1305
2023
Q2 		$586K Sell
12,512
-2,196
-15% -$92.7K ﹤0.01% 1873
2023
Q1 		$560K Buy
14,708
+18
+0.1% +$717 ﹤0.01% 1910
2022
Q4 		$554K Sell
14,690
-21,424
-59% -$834K ﹤0.01% 1884
2022
Q3 		$1.3M Buy
36,114
+5,414
+18% +$255K ﹤0.01% 1382
2022
Q2 		$1.44M Buy
30,700
+23,087
+303% +$1.17M ﹤0.01% 1381
2022
Q1 		$417K Sell
7,613
-14,460
-66% -$700K ﹤0.01% 2101
2021
Q4 		$1.05M Sell
22,073
-3,200
-13% -$159K ﹤0.01% 1608
2021
Q3 		$1.25M Buy
+25,273
New +$1.28M ﹤0.01% 1485
2020
Q4 		– Sell
-9,324
Closed -$256K – 2574
2020
Q3 		$256K Sell
9,324
-1,736
-16% -$54.3K ﹤0.01% 2125
2020
Q2 		$367K Sell
11,060
-295
-3% -$8.76K ﹤0.01% 1802
2020
Q1 		$274K Sell
11,355
-14,983
-57% -$859K ﹤0.01% 1919
2019
Q4 		$1.86M Buy
+26,338
New +$1.94M ﹤0.01% 1163
2014
Q3 		– Sell
-8,208
Closed -$459K – 766
2014
Q2 		$459K Sell
8,208
-1,574
-16% -$85.3K 0.01% 525
2014
Q1 		$522K Sell
9,782
-1,292
-12% -$66.6K 0.02% 499
2013
Q4 		$544K Buy
11,074
+1,790
+19% +$89.6K 0.02% 487
2013
Q3 		$452K Buy
9,284
+510
+6% +$25.7K 0.02% 509
2013
Q2 		$442K Buy
+8,774
New +$476K 0.02% 506

Other funds holding EPR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Truist Financial's EPR Position: Q3 2026 in Review

Truist Financial increased its EPR Properties (EPR) stake by 4.6% in Q3 2026, buying an estimated $10.7K and bringing the position to 4,036 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Truist Financial first reported a position in EPR in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.86M in Q4 2019. 341 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Truist Financial held 4,036 shares of EPR Properties worth $227K as of Q3 2026.
  • Truist Financial bought 178 EPR Properties shares in Q3 2026, an estimated $10.7K.
  • EPR Properties made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #2676 holding.
  • Truist Financial first reported a position in EPR Properties in Q2 2013 and has held it in 27 quarters since.
  • Truist Financial's EPR Properties position peaked at $1.86M in Q4 2019.
  • 341 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.