CoreCap Advisors’s EPR Properties EPR Stock Holding History

CoreCap 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	$2.2K	Sell	38 -279	-88%	-$15.9K	﹤0.01%	2512
2026 Q1	$15.8K	Hold	317	–	–	﹤0.01%	1770
2025 Q4	$15.8K	Buy	317 +10	+3%	+$521	﹤0.01%	1780
2025 Q3	$17.8K	Hold	307	–	–	﹤0.01%	1716
2025 Q2	$17.9K	Buy	307 +6	+2%	+$316	﹤0.01%	1659
2025 Q1	$15.8K	Buy	301 +29	+11%	+$1.42K	﹤0.01%	1634
2024 Q4	$12K	Hold	272	–	–	﹤0.01%	1706
2024 Q3	$13.3K	Hold	272	–	–	﹤0.01%	1702
2024 Q2	$11.4K	Sell	272 -13	-5%	-$535	﹤0.01%	1036
2024 Q1	$12.1K	Buy	+285	New	+$12.4K	﹤0.01%	1683
2022 Q4	$10.3K	Buy	+272	New	+$10.6K	﹤0.01%	1530
2022 Q3	–	Sell	-272	Closed	-$13K	–	977
2022 Q2	$13K	Buy	+272	New	+$13.8K	﹤0.01%	1384
2022 Q1	–	Sell	-272	Closed	-$13K	–	986
2021 Q4	$13K	Buy	+272	New	+$13.5K	﹤0.01%	1459

Other funds holding EPR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

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

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return