JFS Wealth Advisors
EPR icon

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
Q3 		$618 Hold
11
– – ﹤0.01% 1870
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

JFS Wealth Advisors's EPR Position: Q3 2026 in Review

JFS Wealth Advisors held its EPR Properties (EPR) position steady in Q3 2026 at 11 shares worth $618. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

JFS Wealth Advisors first reported a position in EPR in Q1 2020 and has held it in 6 quarters since. The position peaked at $10K in Q4 2020. 192 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • JFS Wealth Advisors held 11 shares of EPR Properties worth $618 as of Q3 2026.
  • JFS Wealth Advisors left its EPR Properties share count unchanged in Q3 2026.
  • EPR Properties made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1870 holding.
  • JFS Wealth Advisors first reported a position in EPR Properties in Q1 2020 and has held it in 6 quarters since.
  • JFS Wealth Advisors's EPR Properties position peaked at $10K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.