FWP
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Family Wealth Partners’s EPR Properties EPR Stock Holding History

Family 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
Q2 		$842K Buy
14,509
+860
+6% +$48.9K 0.26% 49
2026
Q1 		$681K Buy
13,649
+2,227
+19% +$122K 0.23% 51
2025
Q4 		$570K Buy
11,422
+229
+2% +$11.9K 0.21% 49
2025
Q3 		$649K Buy
11,193
+3,718
+50% +$209K 0.24% 45
2025
Q2 		$436K Buy
7,475
+3,392
+83% +$179K 0.17% 43
2025
Q1 		$215K Buy
+4,083
New +$200K 0.1% 47

Other funds holding EPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Family Wealth Partners's EPR Position: Q2 2026 in Review

Family Wealth Partners increased its EPR Properties (EPR) stake by 6.3% in Q2 2026, buying an estimated $48.9K and bringing the position to 14,509 shares worth $842K. The position accounts for 0.26% of the portfolio, ranked #49.

Family Wealth Partners first reported a position in EPR in Q1 2025 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Family Wealth Partners held 14,509 shares of EPR Properties worth $842K as of Q2 2026.
  • Family Wealth Partners bought 860 EPR Properties shares in Q2 2026, an estimated $48.9K.
  • EPR Properties made up 0.26% of Family Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Family Wealth Partners first reported a position in EPR Properties in Q1 2025 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.