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Truvestments Capital’s EPR Properties EPR Stock Holding History

Truvestments Capital’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 		$38.8K Buy
+669
New +$38K 0.01% 584
2023
Q1 		– Sell
-101
Closed -$3.81K – 755
2022
Q4 		$3.81K Buy
+101
New +$3.93K ﹤0.01% 590

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 $3.38T AUM 44.17% 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

Truvestments Capital's EPR Position: Q2 2026 in Review

Truvestments Capital opened a new position in EPR Properties (EPR) in Q2 2026: 669 shares worth $38.8K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: Truvestments Capital previously reported a position in EPR as recently as Q4 2022.

Truvestments Capital first reported a position in EPR in Q4 2022 and has held it in 2 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Truvestments Capital held 669 shares of EPR Properties worth $38.8K as of Q2 2026.
  • EPR Properties was a new Truvestments Capital position in Q2 2026.
  • EPR Properties made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #584 holding.
  • Truvestments Capital first reported a position in EPR Properties in Q4 2022 and has held it in 2 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.