IMA Advisory Services’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
$6.76K Buy
116
+42
+57% +$2.39K ﹤0.01% 839
2026
Q1
$3.72K Sell
74
-67
-48% -$3.68K ﹤0.01% 475
2025
Q4
$7.08K Buy
+141
New +$7.34K ﹤0.01% 366

Other funds holding EPR

IMA Advisory Services's EPR Position: Q2 2026 in Review

IMA Advisory Services increased its EPR Properties (EPR) stake by 57% in Q2 2026, buying an estimated $2.39K and bringing the position to 116 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

IMA Advisory Services first reported a position in EPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.08K in Q4 2025. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • IMA Advisory Services held 116 shares of EPR Properties worth $6.76K as of Q2 2026.
  • IMA Advisory Services bought 42 EPR Properties shares in Q2 2026, an estimated $2.39K.
  • EPR Properties made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #839 holding.
  • IMA Advisory Services first reported a position in EPR Properties in Q4 2025 and has held it in 3 quarters since.
  • IMA Advisory Services's EPR Properties position peaked at $7.08K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.