Sound Stewardship’s EPR Properties EPR Stock Holding History

Sound Stewardship’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	$713K	Sell	12,700 -800	-6%	-$48K	0.29%	40
2026 Q2	$783K	Sell	13,500 -1,639	-11%	-$93.2K	0.32%	38
2026 Q1	$756K	Buy	15,139 +4,217	+39%	+$232K	0.35%	36
2025 Q4	$545K	Hold	10,922	–	–	0.26%	39
2025 Q3	$634K	Hold	10,922	–	–	0.3%	38
2025 Q2	$636K	Buy	10,922 +5,296	+94%	+$279K	0.33%	38
2025 Q1	$296K	Buy	5,626 +757	+16%	+$37.1K	0.17%	50
2024 Q4	$216K	Buy	+4,869	New	+$223K	0.13%	59
2024 Q3	–	Sell	-9,189	Closed	-$386K	–	61
2024 Q2	$386K	Hold	9,189	–	–	0.23%	43
2024 Q1	$390K	Buy	9,189 +1,580	+21%	+$68.9K	0.24%	44
2023 Q4	$369K	Hold	7,609	–	–	0.24%	49
2023 Q3	$316K	Hold	7,609	–	–	0.21%	51
2023 Q2	$356K	Hold	7,609	–	–	0.23%	48
2023 Q1	$290K	Buy	7,609 +1,325	+21%	+$52.8K	0.2%	55
2022 Q4	$237K	Buy	+6,284	New	+$245K	0.18%	55

Other funds holding EPR

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sound Stewardship's EPR Position: Q3 2026 in Review

Sound Stewardship reduced its EPR Properties (EPR) stake by 5.9% in Q3 2026, selling an estimated $48K and leaving 12,700 shares worth $713K. The position accounts for 0.29% of the portfolio, ranked #40.

Sound Stewardship first reported a position in EPR in Q4 2022 and has held it in 15 quarters since. The position peaked at $783K in Q2 2026. 183 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

Sound Stewardship held 12,700 shares of EPR Properties worth $713K as of Q3 2026.
Sound Stewardship sold 800 EPR Properties shares in Q3 2026, an estimated $48K.
EPR Properties made up 0.29% of Sound Stewardship's portfolio in Q3 2026, its #40 holding.
Sound Stewardship first reported a position in EPR Properties in Q4 2022 and has held it in 15 quarters since.
Sound Stewardship's EPR Properties position peaked at $783K in Q2 2026.
183 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.