CI
EPR icon

CX Institutional’s EPR Properties EPR Stock Holding History

CX Institutional’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 		$1K Hold
18
– – ﹤0.01% 1517
2026
Q1 		$1K Buy
18
+1
+6% +$55 ﹤0.01% 1498
2025
Q4 		$1K Sell
17
-152
-90% -$7.91K ﹤0.01% 1451
2025
Q3 		$10K Buy
169
+1
+0.6% +$56 ﹤0.01% 1186
2025
Q2 		$10K Hold
168
– – ﹤0.01% 1035
2025
Q1 		$9K Buy
+168
New +$8.24K ﹤0.01% 1020
2021
Q2 		– Sell
-13
Closed -$1K – 960
2021
Q1 		$1K Buy
+13
New +$548 ﹤0.01% 852
2020
Q4 		– Sell
-30
Closed -$1K – 868
2020
Q3 		$1K Buy
+30
New +$938 ﹤0.01% 839

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 $59.6B 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