Moisand Fitzgerald Tamayo’s EPR Properties EPR Stock Holding History

Moisand Fitzgerald Tamayo’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	$6.44K	Hold	111	–	–	﹤0.01%	412
2026 Q1	$5.55K	Hold	111	–	–	﹤0.01%	395
2025 Q4	$5.54K	Hold	111	–	–	﹤0.01%	399
2025 Q3	$6.44K	Hold	111	–	–	﹤0.01%	402
2025 Q2	$6.47K	Hold	111	–	–	﹤0.01%	386
2025 Q1	$5.84K	Hold	111	–	–	﹤0.01%	401
2024 Q4	$4.92K	Hold	111	–	–	﹤0.01%	420
2024 Q3	$5.44K	Hold	111	–	–	﹤0.01%	424
2024 Q2	$4.66K	Hold	111	–	–	﹤0.01%	397
2024 Q1	$4.71K	Hold	111	–	–	﹤0.01%	393
2023 Q4	$5.38K	Sell	111 -24	-18%	-$1.07K	﹤0.01%	416
2023 Q3	$5.61K	Hold	135	–	–	﹤0.01%	418
2023 Q2	$6.32K	Hold	135	–	–	﹤0.01%	383
2023 Q1	$5.14K	Hold	135	–	–	﹤0.01%	417
2022 Q4	$5.09K	Buy	135 +24	+22%	+$934	﹤0.01%	411
2022 Q3	$4K	Hold	111	–	–	﹤0.01%	394
2022 Q2	$5K	Hold	111	–	–	﹤0.01%	319
2022 Q1	$6K	Hold	111	–	–	﹤0.01%	234
2021 Q4	$5K	Hold	111	–	–	﹤0.01%	297
2021 Q3	$5K	Hold	111	–	–	﹤0.01%	288
2021 Q2	$6K	Hold	111	–	–	﹤0.01%	302
2021 Q1	$5K	Hold	111	–	–	﹤0.01%	260
2020 Q4	$4K	Hold	111	–	–	﹤0.01%	276
2020 Q3	$3K	Hold	111	–	–	﹤0.01%	272
2020 Q2	$4K	Hold	111	–	–	﹤0.01%	233
2020 Q1	$3K	Hold	111	–	–	﹤0.01%	215
2019 Q4	$8K	Hold	111	–	–	﹤0.01%	208
2019 Q3	$9K	Hold	111	–	–	﹤0.01%	200
2019 Q2	$8K	Hold	111	–	–	﹤0.01%	204
2019 Q1	$9K	Hold	111	–	–	0.01%	195
2018 Q4	$7K	Hold	111	–	–	﹤0.01%	205
2018 Q3	$8K	Hold	111	–	–	﹤0.01%	219
2018 Q2	$7K	Hold	111	–	–	﹤0.01%	209
2018 Q1	$6K	Hold	111	–	–	﹤0.01%	235
2017 Q4	$7K	Hold	111	–	–	﹤0.01%	205
2017 Q3	$8K	Buy	+111	New	+$7.82K	﹤0.01%	213

Other funds holding EPR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

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

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return