Diversify Advisory Services’s EPR Properties EPR Stock Holding History

Diversify Advisory Services’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	$1.36M	Buy	24,726 +1,202	+5%	+$72.2K	0.02%	561
2026 Q2	$1.49M	Buy	23,524 +1,554	+7%	+$88.4K	0.02%	506
2026 Q1	$1.24M	Buy	21,970 +214	+1%	+$11.8K	0.19%	56
2025 Q4	$1.22M	Buy	21,756 +1,068	+5%	+$55.6K	0.04%	347
2025 Q3	$1.04M	Sell	20,688 -10,047	-33%	-$565K	0.03%	360
2025 Q2	$1.64M	Buy	30,735 +14,245	+86%	+$750K	0.06%	218
2025 Q1	$817K	Sell	16,490 -1,745	-10%	-$85.6K	0.05%	258
2024 Q4	$808K	Buy	18,235 +4,794	+36%	+$220K	0.04%	262
2024 Q3	$640K	Buy	13,441 +4,679	+53%	+$214K	0.03%	337
2024 Q2	$363K	Buy	+8,762	New	+$360K	0.02%	456

Other funds holding EPR

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

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

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Diversify Advisory Services's EPR Position: Q3 2026 in Review

Diversify Advisory Services increased its EPR Properties (EPR) stake by 5.1% in Q3 2026, buying an estimated $72.2K and bringing the position to 24,726 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #561.

Diversify Advisory Services first reported a position in EPR in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.64M in Q2 2025. 79 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

Diversify Advisory Services held 24,726 shares of EPR Properties worth $1.36M as of Q3 2026.
Diversify Advisory Services bought 1,202 EPR Properties shares in Q3 2026, an estimated $72.2K.
EPR Properties made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #561 holding.
Diversify Advisory Services first reported a position in EPR Properties in Q2 2024 and has held it in 10 quarters since.
Diversify Advisory Services's EPR Properties position peaked at $1.64M in Q2 2025.
79 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.