1IA
EPR icon

1620 Investment Advisors’s EPR Properties EPR Stock Holding History

1620 Investment Advisors’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 		$1.23M Sell
21,172
-799
-4% -$45.4K 0.76% 28
2026
Q1 		$1.1M Buy
21,971
+184
+0.8% +$10.1K 0.74% 29
2025
Q4 		$1.09M Sell
21,787
-1,066
-5% -$55.5K 0.72% 29
2025
Q3 		$1.33M Buy
22,853
+11
+0% +$618 0.9% 22
2025
Q2 		$1.33M Buy
22,842
+7,696
+51% +$405K 0.94% 21
2025
Q1 		$797K Buy
15,146
+75
+0.5% +$3.68K 0.61% 38
2024
Q4 		$667K Buy
15,071
+219
+1% +$10K 0.51% 53
2024
Q3 		$728K Buy
14,852
+341
+2% +$15.6K 0.53% 49
2024
Q2 		$609K Buy
14,511
+1,188
+9% +$48.9K 0.47% 55
2024
Q1 		$566K Buy
13,323
+48
+0.4% +$2.09K 0.57% 59
2023
Q4 		$643K Sell
13,275
-211
-2% -$9.41K 0.7% 45
2023
Q3 		$560K Buy
13,486
+59
+0.4% +$2.6K 0.63% 52
2023
Q2 		$628K Sell
13,427
-17
-0.1% -$717 0.68% 47
2023
Q1 		$512K Buy
13,444
+261
+2% +$10.4K 0.62% 52
2022
Q4 		$497K Sell
13,183
-384
-3% -$14.9K 0.6% 58
2022
Q3 		$487K Buy
13,567
+134
+1% +$6.32K 0.72% 50
2022
Q2 		$630K Buy
13,433
+820
+7% +$41.5K 0.87% 38
2022
Q1 		$599K Hold
12,613
– – 0.65% 56
2021
Q4 		$599K Buy
+12,613
New +$626K 0.67% 54

Other funds holding EPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return