Elevation Wealth Partners
EPR icon

Elevation Wealth Partners’s EPR Properties EPR Stock Holding History

Elevation Wealth Partners’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 		$76.7K Buy
1,367
+710
+108% +$42.6K 0.02% 258
2026
Q2 		$38.1K Buy
657
+580
+753% +$33K 0.01% 380
2026
Q1 		$3.85K Sell
77
-13
-14% -$715 ﹤0.01% 780
2025
Q4 		$4.49K Sell
90
-4
-4% -$208 ﹤0.01% 652
2025
Q3 		$5.45K Buy
+94
New +$5.28K ﹤0.01% 465

Other funds holding EPR

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Elevation Wealth Partners's EPR Position: Q3 2026 in Review

Elevation Wealth Partners increased its EPR Properties (EPR) stake by 108% in Q3 2026, buying an estimated $42.6K and bringing the position to 1,367 shares worth $76.7K. The position accounts for 0.02% of the portfolio, ranked #258.

Elevation Wealth Partners first reported a position in EPR in Q3 2025 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Elevation Wealth Partners held 1,367 shares of EPR Properties worth $76.7K as of Q3 2026.
  • Elevation Wealth Partners bought 710 EPR Properties shares in Q3 2026, an estimated $42.6K.
  • EPR Properties made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #258 holding.
  • Elevation Wealth Partners first reported a position in EPR Properties in Q3 2025 and has held it in 5 quarters since.
  • 233 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.