Kestra Advisory Services’s EPR Properties EPR Stock Holding History

Kestra Advisory Services’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	$1.09M	Buy	19,454 +3,261	+20%	+$196K	﹤0.01%	1902
2026 Q2	$939K	Sell	16,193 -1,715	-10%	-$97.5K	﹤0.01%	1882
2026 Q1	$895K	Buy	17,908 +5,327	+42%	+$293K	﹤0.01%	1811
2025 Q4	$628K	Buy	12,581 +1,559	+14%	+$81.2K	﹤0.01%	1979
2025 Q3	$639K	Sell	11,022 -2,303	-17%	-$129K	﹤0.01%	1891
2025 Q2	$776K	Sell	13,325 -2,129	-14%	-$112K	﹤0.01%	1656
2025 Q1	$813K	Buy	15,454 +3,772	+32%	+$185K	﹤0.01%	1513
2024 Q4	$517K	Buy	+11,682	New	+$535K	﹤0.01%	1858
2024 Q3	–	Sell	-12,485	Closed	-$528K	–	2608
2024 Q2	$528K	Buy	+12,485	New	+$514K	﹤0.01%	1736

Other funds holding EPR

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Kestra Advisory Services's EPR Position: Q3 2026 in Review

Kestra Advisory Services increased its EPR Properties (EPR) stake by 20% in Q3 2026, buying an estimated $196K and bringing the position to 19,454 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Kestra Advisory Services first reported a position in EPR in Q2 2024 and has held it in 9 quarters since. 232 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

Kestra Advisory Services held 19,454 shares of EPR Properties worth $1.09M as of Q3 2026.
Kestra Advisory Services bought 3,261 EPR Properties shares in Q3 2026, an estimated $196K.
EPR Properties made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1902 holding.
Kestra Advisory Services first reported a position in EPR Properties in Q2 2024 and has held it in 9 quarters since.
232 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.