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Essential Partners’s EPR Properties EPR Stock Holding History

Essential 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 		$15.8K Hold
282
– – 0.01% 998
2026
Q2 		$16.4K Sell
282
-1,828
-87% -$104K 0.01% 987
2026
Q1 		$105K Sell
2,110
-578
-22% -$31.8K 0.04% 416
2025
Q4 		$134K Sell
2,688
-1,068
-28% -$55.6K 0.04% 383
2025
Q3 		$218K Buy
3,756
+979
+35% +$55K 0.07% 306
2025
Q2 		$162K Buy
+2,777
New +$146K 0.06% 298

Other funds holding EPR

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Essential Partners's EPR Position: Q3 2026 in Review

Essential Partners held its EPR Properties (EPR) position steady in Q3 2026 at 282 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #998.

Essential Partners first reported a position in EPR in Q2 2025 and has held it in 6 quarters since. The position peaked at $218K in Q3 2025. 34 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Essential Partners held 282 shares of EPR Properties worth $15.8K as of Q3 2026.
  • Essential Partners left its EPR Properties share count unchanged in Q3 2026.
  • EPR Properties made up 0.01% of Essential Partners's portfolio in Q3 2026, its #998 holding.
  • Essential Partners first reported a position in EPR Properties in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's EPR Properties position peaked at $218K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.