FFA
EPR icon

Farther Finance Advisors’s EPR Properties EPR Stock Holding History

Farther Finance Advisors’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 		$86.2K Buy
1,485
+79
+6% +$4.49K ﹤0.01% 2823
2026
Q1 		$70.7K Buy
1,406
+152
+12% +$8.36K ﹤0.01% 2756
2025
Q4 		$62.6K Buy
1,254
+38
+3% +$1.98K ﹤0.01% 2667
2025
Q3 		$70.5K Buy
1,216
+164
+16% +$9.22K ﹤0.01% 2254
2025
Q2 		$61.3K Buy
1,052
+877
+501% +$46.2K ﹤0.01% 2032
2025
Q1 		$9.16K Buy
175
+70
+67% +$3.43K ﹤0.01% 2785
2024
Q4 		$4.65K Sell
105
-15
-13% -$687 ﹤0.01% 2703
2024
Q3 		$5.88K Buy
120
+18
+18% +$822 ﹤0.01% 2578
2024
Q2 		$4.21K Buy
102
+55
+117% +$2.26K ﹤0.01% 2475
2024
Q1 		$1.97K Hold
47
– – ﹤0.01% 2496
2023
Q4 		$2.28K Buy
47
+25
+114% +$1.11K ﹤0.01% 2383
2023
Q3 		$914 Hold
22
– – ﹤0.01% 2098
2023
Q2 		$1.03K Hold
22
– – ﹤0.01% 1969
2023
Q1 		$838 Hold
22
– – ﹤0.01% 1888
2022
Q4 		$830 Buy
+22
New +$856 ﹤0.01% 1702

Other funds holding EPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Farther Finance Advisors's EPR Position: Q2 2026 in Review

Farther Finance Advisors increased its EPR Properties (EPR) stake by 5.6% in Q2 2026, buying an estimated $4.49K and bringing the position to 1,485 shares worth $86.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

Farther Finance Advisors first reported a position in EPR in Q4 2022 and has held it in 15 quarters since. 61 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Farther Finance Advisors held 1,485 shares of EPR Properties worth $86.2K as of Q2 2026.
  • Farther Finance Advisors bought 79 EPR Properties shares in Q2 2026, an estimated $4.49K.
  • EPR Properties made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2823 holding.
  • Farther Finance Advisors first reported a position in EPR Properties in Q4 2022 and has held it in 15 quarters since.
  • 61 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.