JFS Wealth Advisors’s EPR Properties EPR Stock Holding History

JFS Wealth Advisors’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	$642	Buy	+11	New	+$625	﹤0.01%	1909
2021 Q1	–	Sell	-300	Closed	-$10K	–	600
2020 Q4	$10K	Hold	300	–	–	﹤0.01%	419
2020 Q3	$8K	Hold	300	–	–	﹤0.01%	408
2020 Q2	$10K	Hold	300	–	–	﹤0.01%	382
2020 Q1	$7K	Buy	+300	New	+$17.2K	﹤0.01%	369

Other funds holding EPR

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 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

JFS Wealth Advisors's EPR Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in EPR Properties (EPR) in Q2 2026: 11 shares worth $642. The stake represents ﹤0.01% of the portfolio and ranks #1909 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in EPR as recently as Q4 2020.

JFS Wealth Advisors first reported a position in EPR in Q1 2020 and has held it in 5 quarters since. The position peaked at $10K in Q4 2020. 86 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

JFS Wealth Advisors held 11 shares of EPR Properties worth $642 as of Q2 2026.
EPR Properties was a new JFS Wealth Advisors position in Q2 2026.
EPR Properties made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1909 holding.
JFS Wealth Advisors first reported a position in EPR Properties in Q1 2020 and has held it in 5 quarters since.
JFS Wealth Advisors's EPR Properties position peaked at $10K in Q4 2020.
86 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.