Retirement Wealth Solutions
EPR icon

Retirement Wealth Solutions’s EPR Properties EPR Stock Holding History

Retirement Wealth Solutions’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 		$3.26K Sell
58
-1
-2% -$60 ﹤0.01% 484
2026
Q2 		$3.42K Buy
59
+24
+69% +$1.36K ﹤0.01% 420
2026
Q1 		$1.75K Sell
35
-3
-8% -$165 ﹤0.01% 534
2025
Q4 		$1.9K Sell
38
-25
-40% -$1.3K ﹤0.01% 462
2025
Q3 		$3.66K Buy
+63
New +$3.54K ﹤0.01% 359

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

Retirement Wealth Solutions's EPR Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its EPR Properties (EPR) stake by 1.7% in Q3 2026, selling an estimated $60 and leaving 58 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Retirement Wealth Solutions first reported a position in EPR in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.66K in Q3 2025. 97 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Retirement Wealth Solutions held 58 shares of EPR Properties worth $3.26K as of Q3 2026.
  • Retirement Wealth Solutions sold 1 EPR Properties share in Q3 2026, an estimated $60.
  • EPR Properties made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #484 holding.
  • Retirement Wealth Solutions first reported a position in EPR Properties in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's EPR Properties position peaked at $3.66K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.