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 Q3	$57K	Buy	1,018 +1,000	+5,556%	+$60.1K	﹤0.01%	991
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

CX Institutional's EPR Position: Q3 2026 in Review

CX Institutional increased its EPR Properties (EPR) stake by 5,556% in Q3 2026, buying an estimated $60.1K and bringing the position to 1,018 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

CX Institutional first reported a position in EPR in Q3 2020 and has held it in 9 quarters since. 97 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

CX Institutional held 1,018 shares of EPR Properties worth $57K as of Q3 2026.
CX Institutional bought 1,000 EPR Properties shares in Q3 2026, an estimated $60.1K.
EPR Properties made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #991 holding.
CX Institutional first reported a position in EPR Properties in Q3 2020 and has held it in 9 quarters since.
97 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.