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Moody National Bank Trust Division’s EPR Properties EPR Stock Holding History

Moody National Bank Trust Division’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 		$579K Buy
10,318
+636
+7% +$38.2K 0.05% 336
2026
Q2 		$562K Buy
9,682
+22
+0.2% +$1.25K 0.05% 325
2026
Q1 		$483K Buy
9,660
+151
+2% +$8.3K 0.05% 345
2025
Q4 		$474K Sell
9,509
-1,680
-15% -$87.5K 0.05% 345
2025
Q3 		$649K Sell
11,189
-119
-1% -$6.69K 0.05% 316
2025
Q2 		$659K Buy
11,308
+161
+1% +$8.48K 0.06% 304
2025
Q1 		$586K Buy
11,147
+12
+0.1% +$589 0.06% 317
2024
Q4 		$493K Sell
11,135
-286
-3% -$13.1K 0.05% 349
2024
Q3 		$560K Buy
11,421
+4,379
+62% +$200K 0.06% 328
2024
Q2 		$296K Buy
7,042
+13
+0.2% +$535 0.02% 382
2024
Q1 		$298K Buy
7,029
+235
+3% +$10.2K 0.02% 395
2023
Q4 		$329K Sell
6,794
-7,154
-51% -$319K 0.03% 396
2023
Q3 		$579K Buy
13,948
+2,538
+22% +$112K 0.04% 343
2023
Q2 		$534K Buy
11,410
+221
+2% +$9.33K 0.04% 353
2023
Q1 		$426K Buy
11,189
+155
+1% +$6.18K 0.04% 415
2022
Q4 		$417K Buy
11,034
+140
+1% +$5.45K 0.04% 397
2022
Q3 		$391K Buy
+10,894
New +$514K 0.04% 383
2022
Q2 		– Sell
-11,565
Closed -$633K – 521
2022
Q1 		$633K Sell
11,565
-1,351
-10% -$65.4K 0.02% 257
2021
Q4 		$613K Sell
12,916
-31,726
-71% -$1.57M 0.02% 264
2021
Q3 		$2.2M Sell
44,642
-56
-0.1% -$2.84K 0.03% 224
2021
Q2 		$2.35M Sell
44,698
-70
-0.2% -$3.48K 0.05% 222
2021
Q1 		$2.09M Sell
44,768
-34
-0.1% -$1.43K 0.05% 225
2020
Q4 		$1.46M Hold
44,802
– – 0.04% 234
2020
Q3 		$1.23M Hold
44,802
– – 0.04% 228
2020
Q2 		$1.48M Buy
44,802
+497
+1% +$14.8K 0.05% 216
2020
Q1 		$1.07M Sell
44,305
-290
-0.7% -$16.6K 0.04% 218
2019
Q4 		$3.15M Buy
44,595
+63
+0.1% +$4.65K 0.08% 163
2019
Q3 		$3.42M Buy
44,532
+227
+0.5% +$17.3K 0.1% 156
2019
Q2 		$3.31M Hold
44,305
– – 0.09% 155
2019
Q1 		$3.41M Sell
44,305
-75
-0.2% -$5.46K 0.09% 158
2018
Q4 		$2.84M Hold
44,380
– – 0.08% 156
2018
Q3 		$3.04M Buy
44,380
+40,680
+1,099% +$2.76M 0.08% 165
2018
Q2 		$240K Hold
3,700
– – 0.01% 241
2018
Q1 		$205K Sell
3,700
-95
-3% -$5.5K 0.01% 247
2017
Q4 		$248K Hold
3,795
– – 0.01% 239
2017
Q3 		$265K Sell
3,795
-1,345
-26% -$94.7K 0.01% 234
2017
Q2 		$370K Hold
5,140
– – 0.02% 218
2017
Q1 		$379K Hold
5,140
– – 0.02% 209
2016
Q4 		$368K Hold
5,140
– – 0.02% 201
2016
Q3 		$405K Hold
5,140
– – 0.02% 184
2016
Q2 		$414K Hold
5,140
– – 0.02% 182
2016
Q1 		$343K Buy
+5,140
New +$313K 0.02% 198

Other funds holding EPR

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Moody National Bank Trust Division's EPR Position: Q3 2026 in Review

Moody National Bank Trust Division increased its EPR Properties (EPR) stake by 6.6% in Q3 2026, buying an estimated $38.2K and bringing the position to 10,318 shares worth $579K. The position accounts for 0.05% of the portfolio, ranked #336.

Moody National Bank Trust Division first reported a position in EPR in Q1 2016 and has held it in 42 quarters since. The position peaked at $3.42M in Q3 2019. 48 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Moody National Bank Trust Division held 10,318 shares of EPR Properties worth $579K as of Q3 2026.
  • Moody National Bank Trust Division bought 636 EPR Properties shares in Q3 2026, an estimated $38.2K.
  • EPR Properties made up 0.05% of Moody National Bank Trust Division's portfolio in Q3 2026, its #336 holding.
  • Moody National Bank Trust Division first reported a position in EPR Properties in Q1 2016 and has held it in 42 quarters since.
  • Moody National Bank Trust Division's EPR Properties position peaked at $3.42M in Q3 2019.
  • 48 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.