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Byrne Asset Management’s EPR Properties EPR Stock Holding History

Byrne Asset Management’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 		$757K Buy
13,058
+132
+1% +$7.5K 0.41% 65
2026
Q1 		$646K Sell
12,926
-27
-0.2% -$1.49K 0.38% 68
2025
Q4 		$646K Buy
12,953
+6,980
+117% +$363K 0.36% 72
2025
Q3 		$346K Sell
5,973
-332
-5% -$18.7K 0.21% 86
2025
Q2 		$367K Buy
+6,305
New +$332K 0.24% 77
2025
Q1 		– Hold
0
– – – 81
2024
Q4 		– Sell
-5,505
Closed -$252K – 98
2024
Q3 		$270K Buy
+5,505
New +$251K 0.18% 98
2024
Q2 		– Sell
-6,670
Closed -$274K – 97
2024
Q1 		$283K Buy
6,670
+95
+1% +$4.14K 0.2% 97
2023
Q4 		$322K Buy
+6,575
New +$293K 0.25% 88
2023
Q3 		– Sell
-6,365
Closed -$280K – 94
2023
Q2 		$298K Buy
6,365
+300
+5% +$12.7K 0.19% 123
2023
Q1 		$231K Sell
6,065
-1,486
-20% -$59.2K 0.17% 123
2022
Q4 		$285K Buy
7,551
+2,965
+65% +$115K 0.21% 111
2022
Q3 		$165K Buy
4,586
+1,076
+31% +$50.8K 0.13% 123
2022
Q2 		$170K Sell
3,510
-625
-15% -$31.7K 0.13% 108
2022
Q1 		$226K Buy
4,135
+110
+3% +$5.33K 0.14% 107
2021
Q4 		$191K Buy
+4,025
New +$200K 0.12% 113

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 $59.8B 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
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return