Focus Financial Network
EPR icon

Focus Financial Network’s EPR Properties EPR Stock Holding History

Focus Financial Network’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 		$2.48M Buy
44,185
+1,791
+4% +$108K 0.08% 197
2026
Q2 		$2.46M Buy
42,394
+1,533
+4% +$87.2K 0.08% 204
2026
Q1 		$2.04M Buy
40,861
+3,402
+9% +$187K 0.07% 209
2025
Q4 		$1.87M Buy
37,459
+2,226
+6% +$116K 0.07% 223
2025
Q3 		$2.04M Buy
35,233
+5,367
+18% +$302K 0.07% 202
2025
Q2 		$1.74M Buy
29,866
+5,813
+24% +$306K 0.07% 208
2025
Q1 		$1.27M Buy
24,053
+3,031
+14% +$149K 0.05% 252
2024
Q4 		$931K Buy
21,022
+2,321
+12% +$106K 0.04% 286
2024
Q3 		$922K Buy
18,701
+1,088
+6% +$49.7K 0.04% 285
2024
Q2 		$783K Buy
17,613
+4,755
+37% +$196K 0.03% 304
2024
Q1 		$520K Buy
+12,858
New +$561K 0.03% 373
2023
Q4 		– Sell
-7,586
Closed -$317K – 723
2023
Q3 		$317K Buy
7,586
+466
+7% +$20.5K 0.02% 451
2023
Q2 		$335K Buy
+7,120
New +$300K 0.02% 441

Other funds holding EPR

Wasatch Advisors
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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Versant Capital Management
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

Focus Financial Network's EPR Position: Q3 2026 in Review

Focus Financial Network increased its EPR Properties (EPR) stake by 4.2% in Q3 2026, buying an estimated $108K and bringing the position to 44,185 shares worth $2.48M. The position accounts for 0.08% of the portfolio, ranked #197.

Focus Financial Network first reported a position in EPR in Q2 2023 and has held it in 13 quarters since. 55 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Focus Financial Network held 44,185 shares of EPR Properties worth $2.48M as of Q3 2026.
  • Focus Financial Network bought 1,791 EPR Properties shares in Q3 2026, an estimated $108K.
  • EPR Properties made up 0.08% of Focus Financial Network's portfolio in Q3 2026, its #197 holding.
  • Focus Financial Network first reported a position in EPR Properties in Q2 2023 and has held it in 13 quarters since.
  • 55 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.