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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
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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Swedbank
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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
QCM
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
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return