SJS Investment Consulting
EPR icon

SJS Investment Consulting’s EPR Properties EPR Stock Holding History

SJS Investment Consulting’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 		$63.1K Sell
1,124
-72
-6% -$4.32K 0.01% 535
2026
Q2 		$69.4K Buy
1,196
+217
+22% +$12.3K 0.01% 315
2026
Q1 		$48.9K Buy
979
+199
+26% +$10.9K 0.01% 397
2025
Q4 		$38.9K Sell
780
-81
-9% -$4.22K ﹤0.01% 440
2025
Q3 		$50K Buy
861
+844
+4,965% +$47.4K 0.01% 296
2025
Q2 		$991 Buy
+17
New +$896 ﹤0.01% 853

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Geode Capital Management
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Dimensional Fund Advisors
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
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Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

SJS Investment Consulting's EPR Position: Q3 2026 in Review

SJS Investment Consulting reduced its EPR Properties (EPR) stake by 6% in Q3 2026, selling an estimated $4.32K and leaving 1,124 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #535.

SJS Investment Consulting first reported a position in EPR in Q2 2025 and has held it in 6 quarters since. The position peaked at $69.4K in Q2 2026. 341 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • SJS Investment Consulting held 1,124 shares of EPR Properties worth $63.1K as of Q3 2026.
  • SJS Investment Consulting sold 72 EPR Properties shares in Q3 2026, an estimated $4.32K.
  • EPR Properties made up 0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #535 holding.
  • SJS Investment Consulting first reported a position in EPR Properties in Q2 2025 and has held it in 6 quarters since.
  • SJS Investment Consulting's EPR Properties position peaked at $69.4K in Q2 2026.
  • 341 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.