IFP Advisors’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $142K | Buy |
2,454
+147
| +6% | +$8.36K | ﹤0.01% | 1742 |
|
|
2026
Q1 | $115K | Buy |
2,307
+431
| +23% | +$23.7K | ﹤0.01% | 1756 |
|
|
2025
Q4 | $93.6K | Sell |
1,876
-360
| -16% | -$18.7K | ﹤0.01% | 1843 |
|
|
2025
Q3 | $130K | Sell |
2,236
-230
| -9% | -$12.9K | ﹤0.01% | 1521 |
|
|
2025
Q2 | $144K | Buy |
2,466
+1,186
| +93% | +$62.5K | ﹤0.01% | 1434 |
|
|
2025
Q1 | $67.3K | Sell |
1,280
-546
| -30% | -$26.8K | ﹤0.01% | 1747 |
|
|
2024
Q4 | $80.9K | Buy |
1,826
+24
| +1% | +$1.1K | ﹤0.01% | 1574 |
|
|
2024
Q3 | $88.3K | Sell |
1,802
-220
| -11% | -$10K | ﹤0.01% | 1462 |
|
|
2024
Q2 | $84.9K | Buy |
2,022
+1,238
| +158% | +$50.9K | ﹤0.01% | 1433 |
|
|
2024
Q1 | $33.3K | Buy |
784
+11
| +1% | +$480 | ﹤0.01% | 1748 |
|
|
2023
Q4 | $37.5K | Buy |
773
+9
| +1% | +$401 | ﹤0.01% | 1658 |
|
|
2023
Q3 | $31.7K | Buy |
764
+10
| +1% | +$440 | ﹤0.01% | 1750 |
|
|
2023
Q2 | $35.3K | Sell |
754
-111
| -13% | -$4.68K | ﹤0.01% | 1763 |
|
|
2023
Q1 | $53K | Sell |
865
-604
| -41% | -$24.1K | ﹤0.01% | 1547 |
|
|
2022
Q4 | $92K | Sell |
1,469
-285
| -16% | -$11.1K | ﹤0.01% | 1797 |
|
|
2022
Q3 | $123K | Buy |
1,754
+153
| +10% | +$7.22K | ﹤0.01% | 1709 |
|
|
2022
Q2 | $113K | Hold |
1,601
| – | – | ﹤0.01% | 1605 |
|
|
2022
Q1 | $113K | Buy |
1,601
+1,004
| +168% | +$48.6K | ﹤0.01% | 1605 |
|
|
2021
Q4 | $29K | Buy |
597
+6
| +1% | +$298 | ﹤0.01% | 1779 |
|
|
2021
Q3 | $29K | Sell |
591
-295
| -33% | -$15K | ﹤0.01% | 1813 |
|
|
2021
Q2 | $47K | Buy |
886
+300
| +51% | +$14.9K | ﹤0.01% | 1550 |
|
|
2021
Q1 | $27K | Buy |
586
+450
| +331% | +$19K | ﹤0.01% | 1709 |
|
|
2020
Q4 | $5K | Sell |
136
-132
| -49% | -$3.88K | ﹤0.01% | 2313 |
|
|
2020
Q3 | $8K | Sell |
268
-310
| -54% | -$9.69K | ﹤0.01% | 1982 |
|
|
2020
Q2 | $19K | Sell |
578
-705
| -55% | -$20.9K | ﹤0.01% | 1583 |
|
|
2020
Q1 | $33K | Sell |
1,283
-152
| -11% | -$8.72K | ﹤0.01% | 1292 |
|
|
2019
Q4 | $103K | Sell |
1,435
-2,101
| -59% | -$155K | 0.01% | 931 |
|
|
2019
Q3 | $269K | Buy |
+3,536
| New | +$269K | 0.02% | 667 |
|
|
2019
Q1 | $169K | Sell |
2,214
-2,388
| -52% | -$174K | 0.02% | 517 |
|
|
2018
Q4 | $295K | Sell |
4,602
-1,486
| -24% | -$102K | 0.02% | 721 |
|
|
2018
Q3 | $416K | Sell |
6,088
-569
| -9% | -$38.7K | 0.02% | 753 |
|
|
2018
Q2 | $431K | Sell |
6,657
-577
| -8% | -$34.2K | 0.02% | 726 |
|
|
2018
Q1 | $474K | Hold |
7,234
| – | – | 0.02% | 643 |
|
|
2017
Q4 | $474K | Sell |
7,234
-10,814
| -60% | -$739K | 0.02% | 643 |
|
|
2017
Q3 | $1.26M | Sell |
18,048
-1,069
| -6% | -$75.3K | 0.05% | 372 |
|
|
2017
Q2 | $1.37M | Buy |
19,117
+15,799
| +476% | +$1.15M | 0.06% | 347 |
|
|
2017
Q1 | $244K | Buy |
3,318
+157
| +5% | +$11.6K | 0.01% | 1019 |
|
|
2016
Q4 | $227K | Buy |
3,161
+178
| +6% | +$12.7K | 0.01% | 986 |
|
|
2016
Q3 | $235K | Buy |
2,983
+244
| +9% | +$19.5K | 0.01% | 925 |
|
|
2016
Q2 | $221K | Buy |
2,739
+525
| +24% | +$36.9K | 0.01% | 919 |
|
|
2016
Q1 | $169K | Buy |
2,214
+289
| +15% | +$17.6K | 0.02% | 517 |
|
|
2015
Q4 | $113K | Buy |
+1,925
| New | +$107K | 0.01% | 1114 |
|
Other funds holding EPR
QCM
IFP Advisors's EPR Position: Q2 2026 in Review
IFP Advisors increased its EPR Properties (EPR) stake by 6.4% in Q2 2026, buying an estimated $8.36K and bringing the position to 2,454 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.
IFP Advisors first reported a position in EPR in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.37M in Q2 2017. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.
- IFP Advisors held 2,454 shares of EPR Properties worth $142K as of Q2 2026.
- IFP Advisors bought 147 EPR Properties shares in Q2 2026, an estimated $8.36K.
- EPR Properties made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1742 holding.
- IFP Advisors first reported a position in EPR Properties in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's EPR Properties position peaked at $1.37M in Q2 2017.
- 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.