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Farmers & Merchants Investments Inc’s EPR Properties EPR Stock Holding History

Farmers & Merchants Investments Inc’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 		$3.77K Sell
65
-4
-6% -$227 ﹤0.01% 1103
2026
Q1 		$3.45K Hold
69
– – ﹤0.01% 1095
2025
Q4 		$3.44K Buy
69
+4
+6% +$208 ﹤0.01% 1076
2025
Q3 		$3.77K Hold
65
– – ﹤0.01% 1067
2025
Q2 		$3.79K Buy
65
+5
+8% +$263 ﹤0.01% 1034
2025
Q1 		$3.16K Buy
60
+27
+82% +$1.32K ﹤0.01% 1057
2024
Q4 		$1.46K Hold
33
– – ﹤0.01% 1329
2024
Q3 		$1.62K Hold
33
– – ﹤0.01% 1288
2024
Q2 		$1.39K Hold
33
– – ﹤0.01% 1316
2024
Q1 		$1.4K Hold
33
– – ﹤0.01% 1289
2023
Q4 		$1.6K Hold
33
– – ﹤0.01% 1237
2023
Q3 		$1.37K Hold
33
– – ﹤0.01% 1238
2023
Q2 		$1.54K Hold
33
– – ﹤0.01% 1201
2023
Q1 		$1.26K Hold
33
– – ﹤0.01% 1277
2022
Q4 		$1.25K Hold
33
– – ﹤0.01% 1305
2022
Q3 		$1K Buy
+33
New +$1.56K ﹤0.01% 1248

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Farmers & Merchants Investments Inc's EPR Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its EPR Properties (EPR) stake by 5.8% in Q2 2026, selling an estimated $227 and leaving 65 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Farmers & Merchants Investments Inc first reported a position in EPR in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.79K in Q2 2025. 243 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Farmers & Merchants Investments Inc held 65 shares of EPR Properties worth $3.77K as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 4 EPR Properties shares in Q2 2026, an estimated $227.
  • EPR Properties made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1103 holding.
  • Farmers & Merchants Investments Inc first reported a position in EPR Properties in Q3 2022 and has held it in 16 quarters since.
  • Farmers & Merchants Investments Inc's EPR Properties position peaked at $3.79K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.