Allworth Financial’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $171K | Sell |
2,952
-259
| -8% | -$14.7K | ﹤0.01% | 1581 |
|
|
2026
Q1 | $160K | Buy |
3,211
+445
| +16% | +$24.5K | ﹤0.01% | 1534 |
|
|
2025
Q4 | $138K | Buy |
2,766
+10
| +0.4% | +$521 | ﹤0.01% | 1546 |
|
|
2025
Q3 | $160K | Sell |
2,756
-122
| -4% | -$6.86K | ﹤0.01% | 1421 |
|
|
2025
Q2 | $168K | Buy |
2,878
+1,743
| +154% | +$91.8K | ﹤0.01% | 1257 |
|
|
2025
Q1 | $55.4K | Buy |
1,135
+393
| +53% | +$19.3K | ﹤0.01% | 1509 |
|
|
2024
Q4 | $34.6K | Sell |
742
-18
| -2% | -$825 | ﹤0.01% | 1771 |
|
|
2024
Q3 | $37.3K | Buy |
760
+43
| +6% | +$1.96K | ﹤0.01% | 1542 |
|
|
2024
Q2 | $31.5K | Sell |
717
-92
| -11% | -$3.79K | ﹤0.01% | 1595 |
|
|
2024
Q1 | $34.3K | Sell |
809
-52
| -6% | -$2.27K | ﹤0.01% | 1472 |
|
|
2023
Q4 | $41.7K | Buy |
861
+183
| +27% | +$8.16K | ﹤0.01% | 1262 |
|
|
2023
Q3 | $28.1K | Sell |
678
-8
| -1% | -$352 | ﹤0.01% | 1338 |
|
|
2023
Q2 | $32.1K | Buy |
686
+96
| +16% | +$4.05K | ﹤0.01% | 1291 |
|
|
2023
Q1 | $22.5K | Buy |
590
+317
| +116% | +$12.6K | ﹤0.01% | 1389 |
|
|
2022
Q4 | $10.3K | Sell |
273
-122
| -31% | -$4.75K | ﹤0.01% | 1678 |
|
|
2022
Q3 | $14K | Sell |
395
-5
| -1% | -$236 | ﹤0.01% | 1440 |
|
|
2022
Q2 | $19K | Buy |
400
+18
| +5% | +$912 | ﹤0.01% | 1256 |
|
|
2022
Q1 | $21K | Buy |
382
+2
| +0.5% | +$97 | ﹤0.01% | 1239 |
|
|
2021
Q4 | $18K | Buy |
380
+1
| +0.3% | +$50 | ﹤0.01% | 1159 |
|
|
2021
Q3 | $19K | Buy |
379
+310
| +449% | +$15.7K | ﹤0.01% | 1052 |
|
|
2021
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 1250 |
|
|
2021
Q1 | $3K | Hold |
69
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q4 | $2K | Hold |
69
| – | – | ﹤0.01% | 1146 |
|
|
2020
Q3 | $2K | Hold |
69
| – | – | ﹤0.01% | 983 |
|
|
2020
Q2 | $2K | Sell |
69
-155
| -69% | -$4.6K | ﹤0.01% | 1004 |
|
|
2020
Q1 | $5K | Buy |
224
+105
| +88% | +$6.02K | ﹤0.01% | 862 |
|
|
2019
Q4 | $8K | Buy |
119
+1
| +0.8% | +$74 | ﹤0.01% | 685 |
|
|
2019
Q3 | $9K | Buy |
118
+1
| +0.9% | +$76 | ﹤0.01% | 600 |
|
|
2019
Q2 | $9K | Buy |
117
+1
| +0.9% | +$78 | ﹤0.01% | 599 |
|
|
2019
Q1 | $9K | Buy |
116
+62
| +115% | +$4.51K | ﹤0.01% | 587 |
|
|
2018
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 678 |
|
|
2018
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 684 |
|
|
2018
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 714 |
|
|
2018
Q1 | $3K | Hold |
54
| – | – | ﹤0.01% | 653 |
|
|
2017
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 585 |
|
|
2017
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 590 |
|
|
2017
Q2 | $4K | Buy |
+54
| New | +$3.94K | ﹤0.01% | 592 |
|
Other funds holding EPR
QCM
Allworth Financial's EPR Position: Q2 2026 in Review
Allworth Financial reduced its EPR Properties (EPR) stake by 8.1% in Q2 2026, selling an estimated $14.7K and leaving 2,952 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.
Allworth Financial first reported a position in EPR in Q2 2017 and has held it in 37 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.
- Allworth Financial held 2,952 shares of EPR Properties worth $171K as of Q2 2026.
- Allworth Financial sold 259 EPR Properties shares in Q2 2026, an estimated $14.7K.
- EPR Properties made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1581 holding.
- Allworth Financial first reported a position in EPR Properties in Q2 2017 and has held it in 37 quarters since.
- 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.