FFN
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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return