CGH
EPR icon

Crossmark Global Holdings’s EPR Properties EPR Stock Holding History

Crossmark Global Holdings’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 		$565K Hold
9,746
– – 0.01% 829
2026
Q1 		$487K Sell
9,746
-80
-0.8% -$4.4K 0.01% 832
2025
Q4 		$490K Buy
9,826
+300
+3% +$15.6K 0.01% 843
2025
Q3 		$553K Buy
9,526
+2
+0% +$112 0.01% 853
2025
Q2 		$555K Buy
9,524
+109
+1% +$5.74K 0.01% 842
2025
Q1 		$495K Buy
9,415
+986
+12% +$48.4K 0.01% 874
2024
Q4 		$373K Sell
8,429
-196
-2% -$8.98K 0.01% 960
2024
Q3 		$423K Sell
8,625
-19
-0.2% -$867 0.01% 936
2024
Q2 		$363K Sell
8,644
-1,061
-11% -$43.7K 0.01% 971
2024
Q1 		$412K Buy
9,705
+54
+0.6% +$2.35K 0.01% 951
2023
Q4 		$467K Sell
9,651
-74
-0.8% -$3.3K 0.01% 874
2023
Q3 		$407K Sell
9,725
-231
-2% -$10.2K 0.01% 895
2023
Q2 		$435K Sell
9,956
-211
-2% -$8.9K 0.01% 909
2023
Q1 		$388K Buy
10,167
+16
+0.2% +$638 0.01% 929
2022
Q4 		$383K Buy
10,151
+86
+0.9% +$3.35K 0.01% 912
2022
Q3 		$361K Sell
10,065
-120
-1% -$5.66K 0.01% 911
2022
Q2 		$478K Sell
10,185
-100
-1% -$5.07K 0.01% 827
2022
Q1 		$563K Sell
10,285
-400
-4% -$19.4K 0.01% 852
2021
Q4 		$507K Buy
10,685
+1,040
+11% +$51.6K 0.01% 885
2021
Q3 		$476K Sell
9,645
-110
-1% -$5.58K 0.01% 950
2021
Q2 		$514K Sell
9,755
-40
-0.4% -$1.99K 0.01% 912
2021
Q1 		$456K Sell
9,795
-70
-0.7% -$2.95K 0.01% 950
2020
Q4 		$321K Sell
9,865
-1,455
-13% -$42.8K 0.01% 1056
2020
Q3 		$311K Sell
11,320
-1,193
-10% -$37.3K 0.01% 1002
2020
Q2 		$415K Sell
12,513
-73,836
-86% -$2.19M 0.01% 841
2020
Q1 		$2.09M Sell
86,349
-1,521
-2% -$87.2K 0.07% 277
2019
Q4 		$6.21M Buy
87,870
+3,936
+5% +$290K 0.17% 146
2019
Q3 		$6.45M Sell
83,934
-1,593
-2% -$121K 0.19% 135
2019
Q2 		$6.38M Sell
85,527
-722
-0.8% -$56.3K 0.18% 137
2019
Q1 		$6.63M Buy
86,249
+178
+0.2% +$12.9K 0.19% 137
2018
Q4 		$5.51M Sell
86,071
-203
-0.2% -$14K 0.17% 154
2018
Q3 		$5.9M Buy
86,274
+3,007
+4% +$204K 0.15% 162
2018
Q2 		$5.39M Buy
83,267
+3,475
+4% +$206K 0.14% 174
2018
Q1 		$4.42M Sell
79,792
-460
-0.6% -$26.6K 0.11% 218
2017
Q4 		$5.25M Buy
80,252
+506
+0.6% +$34.6K 0.13% 201
2017
Q3 		$5.56M Buy
+79,746
New +$5.62M 0.14% 171
2016
Q3 		$5.56M Buy
+79,746
New +$6.37M 0.14% 171

Other funds holding EPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

Crossmark Global Holdings's EPR Position: Q2 2026 in Review

Crossmark Global Holdings held its EPR Properties (EPR) position steady in Q2 2026 at 9,746 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #829.

Crossmark Global Holdings first reported a position in EPR in Q3 2016 and has held it in 37 quarters since. The position peaked at $6.63M in Q1 2019. 61 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Crossmark Global Holdings held 9,746 shares of EPR Properties worth $565K as of Q2 2026.
  • Crossmark Global Holdings left its EPR Properties share count unchanged in Q2 2026.
  • EPR Properties made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #829 holding.
  • Crossmark Global Holdings first reported a position in EPR Properties in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's EPR Properties position peaked at $6.63M in Q1 2019.
  • 61 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.