FFA
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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
Q3 		$88.3K Buy
1,573
+88
+6% +$5.29K ﹤0.01% 2966
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

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
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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's EPR Position: Q3 2026 in Review

Farther Finance Advisors increased its EPR Properties (EPR) stake by 5.9% in Q3 2026, buying an estimated $5.29K and bringing the position to 1,573 shares worth $88.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

Farther Finance Advisors first reported a position in EPR in Q4 2022 and has held it in 16 quarters since. 20 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Farther Finance Advisors held 1,573 shares of EPR Properties worth $88.3K as of Q3 2026.
  • Farther Finance Advisors bought 88 EPR Properties shares in Q3 2026, an estimated $5.29K.
  • EPR Properties made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2966 holding.
  • Farther Finance Advisors first reported a position in EPR Properties in Q4 2022 and has held it in 16 quarters since.
  • 20 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.