FAM
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Formidable Asset Management’s EPR Properties EPR Stock Holding History

Formidable Asset Management’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 		$444K Sell
7,651
-239
-3% -$13.6K 0.07% 252
2026
Q1 		$394K Hold
7,890
– – 0.06% 263
2025
Q4 		$394K Sell
7,890
-478
-6% -$24.9K 0.06% 281
2025
Q3 		$485K Hold
8,368
– – 0.08% 239
2025
Q2 		$488K Sell
8,368
-510
-6% -$26.9K 0.08% 230
2025
Q1 		$467K Sell
8,878
-717
-7% -$35.2K 0.08% 238
2024
Q4 		$425K Buy
+9,595
New +$440K 0.07% 252

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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

Formidable Asset Management's EPR Position: Q2 2026 in Review

Formidable Asset Management reduced its EPR Properties (EPR) stake by 3% in Q2 2026, selling an estimated $13.6K and leaving 7,651 shares worth $444K. The position accounts for 0.07% of the portfolio, ranked #252.

Formidable Asset Management first reported a position in EPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $488K in Q2 2025. 72 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Formidable Asset Management held 7,651 shares of EPR Properties worth $444K as of Q2 2026.
  • Formidable Asset Management sold 239 EPR Properties shares in Q2 2026, an estimated $13.6K.
  • EPR Properties made up 0.07% of Formidable Asset Management's portfolio in Q2 2026, its #252 holding.
  • Formidable Asset Management first reported a position in EPR Properties in Q4 2024 and has held it in 7 quarters since.
  • Formidable Asset Management's EPR Properties position peaked at $488K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.