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LRI Investments’s EPR Properties EPR Stock Holding History

LRI Investments’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 		$4.35K Hold
75
– – ﹤0.01% 1165
2026
Q1 		$3.75K Hold
75
– – ﹤0.01% 1160
2025
Q4 		$3.74K Hold
75
– – ﹤0.01% 1094
2025
Q3 		$4.35K Hold
75
– – ﹤0.01% 1073
2025
Q2 		$4.37K Hold
75
– – ﹤0.01% 1048
2025
Q1 		$3.95K Hold
75
– – ﹤0.01% 1000
2024
Q4 		$3.32K Hold
75
– – ﹤0.01% 1002
2024
Q3 		$3.32K Hold
75
– – ﹤0.01% 1003
2024
Q2 		$3.15K Hold
75
– – ﹤0.01% 996
2024
Q1 		$3.18K Buy
+75
New +$3.27K ﹤0.01% 692

Other funds holding EPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return