Abel Hall LLC
EPR icon

Abel Hall LLC’s EPR Properties EPR Stock Holding History

Abel Hall LLC’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 		$688K Buy
12,261
+400
+3% +$24K 0.12% 134
2026
Q2 		$688K Buy
11,861
+26
+0.2% +$1.48K 0.12% 150
2026
Q1 		$591K Buy
11,835
+847
+8% +$46.6K 0.13% 146
2025
Q4 		$548K Buy
+10,988
New +$572K 0.13% 151
2025
Q2 		– Sell
-5,600
Closed -$295K – 300
2025
Q1 		$295K Sell
5,600
-709
-11% -$34.8K 0.18% 104
2024
Q4 		$279K Buy
6,309
+53
+0.8% +$2.43K 0.18% 95
2024
Q3 		$307K Buy
6,256
+31
+0.5% +$1.42K 0.2% 89
2024
Q2 		$261K Buy
6,225
+112
+2% +$4.61K 0.18% 96
2024
Q1 		$259K Buy
+6,113
New +$267K 0.19% 95

Other funds holding EPR

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Abel Hall LLC's EPR Position: Q3 2026 in Review

Abel Hall LLC increased its EPR Properties (EPR) stake by 3.4% in Q3 2026, buying an estimated $24K and bringing the position to 12,261 shares worth $688K. The position accounts for 0.12% of the portfolio, ranked #134.

Abel Hall LLC first reported a position in EPR in Q1 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Abel Hall LLC held 12,261 shares of EPR Properties worth $688K as of Q3 2026.
  • Abel Hall LLC bought 400 EPR Properties shares in Q3 2026, an estimated $24K.
  • EPR Properties made up 0.12% of Abel Hall LLC's portfolio in Q3 2026, its #134 holding.
  • Abel Hall LLC first reported a position in EPR Properties in Q1 2024 and has held it in 9 quarters since.
  • 121 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.