GI
EPR icon

GAMMA Investing’s EPR Properties EPR Stock Holding History

GAMMA Investing’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 		$137K Buy
2,434
+222
+10% +$13.3K ﹤0.01% 1624
2026
Q2 		$128K Buy
2,212
+132
+6% +$7.5K ﹤0.01% 1623
2026
Q1 		$104K Buy
2,080
+160
+8% +$8.8K ﹤0.01% 1642
2025
Q4 		$95.8K Sell
1,920
-58
-3% -$3.02K ﹤0.01% 1607
2025
Q3 		$115K Buy
1,978
+3
+0.2% +$169 0.01% 1398
2025
Q2 		$115K Buy
1,975
+104
+6% +$5.48K 0.01% 1324
2025
Q1 		$98.4K Buy
1,871
+744
+66% +$36.5K 0.01% 1271
2024
Q4 		$49.9K Buy
1,127
+302
+37% +$13.8K ﹤0.01% 1661
2024
Q3 		$40.5K Buy
825
+231
+39% +$10.5K ﹤0.01% 1647
2024
Q2 		$24.9K Buy
594
+430
+262% +$17.7K ﹤0.01% 1697
2024
Q1 		$6.96K Sell
164
-40
-20% -$1.74K ﹤0.01% 2252
2023
Q4 		$9.03K Buy
+204
New +$9.09K ﹤0.01% 1965

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
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
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GAMMA Investing's EPR Position: Q3 2026 in Review

GAMMA Investing increased its EPR Properties (EPR) stake by 10% in Q3 2026, buying an estimated $13.3K and bringing the position to 2,434 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

GAMMA Investing first reported a position in EPR in Q4 2023 and has held it in 12 quarters since. 19 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • GAMMA Investing held 2,434 shares of EPR Properties worth $137K as of Q3 2026.
  • GAMMA Investing bought 222 EPR Properties shares in Q3 2026, an estimated $13.3K.
  • EPR Properties made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1624 holding.
  • GAMMA Investing first reported a position in EPR Properties in Q4 2023 and has held it in 12 quarters since.
  • 19 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.