Krilogy Financial
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Krilogy Financial’s EPR Properties EPR Stock Holding History

Krilogy Financial’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 		$220K Sell
3,967
-190
-5% -$11.4K 0.01% 986
2026
Q2 		$241K Sell
4,157
-335
-7% -$19K 0.01% 901
2026
Q1 		$251K Sell
4,492
-810
-15% -$44.5K 0.01% 808
2025
Q4 		$279K Sell
5,302
-1,125
-18% -$58.6K 0.01% 753
2025
Q3 		$319K Buy
+6,427
New +$361K 0.01% 657

Other funds holding EPR

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Krilogy Financial's EPR Position: Q3 2026 in Review

Krilogy Financial reduced its EPR Properties (EPR) stake by 4.6% in Q3 2026, selling an estimated $11.4K and leaving 3,967 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #986.

Krilogy Financial first reported a position in EPR in Q3 2025 and has held it in 5 quarters since. The position peaked at $319K in Q3 2025. 97 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Krilogy Financial held 3,967 shares of EPR Properties worth $220K as of Q3 2026.
  • Krilogy Financial sold 190 EPR Properties shares in Q3 2026, an estimated $11.4K.
  • EPR Properties made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #986 holding.
  • Krilogy Financial first reported a position in EPR Properties in Q3 2025 and has held it in 5 quarters since.
  • Krilogy Financial's EPR Properties position peaked at $319K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.