Spire Wealth Management
EPR icon

Spire Wealth Management’s EPR Properties EPR Stock Holding History

Spire Wealth Management’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 		$15.4K Sell
275
-323
-54% -$19.4K ﹤0.01% 1471
2026
Q2 		$34.7K Sell
598
-6
-1% -$341 ﹤0.01% 1275
2026
Q1 		$30.2K Buy
604
+58
+11% +$3.19K ﹤0.01% 1308
2025
Q4 		$27.2K Buy
546
+2
+0.4% +$104 ﹤0.01% 1367
2025
Q3 		$31.6K Hold
544
– – ﹤0.01% 1379
2025
Q2 		$31.7K Sell
544
-1,795
-77% -$94.6K ﹤0.01% 1364
2025
Q1 		$123K Buy
2,339
+242
+12% +$11.9K ﹤0.01% 964
2024
Q4 		$92.8K Buy
2,097
+138
+7% +$6.32K ﹤0.01% 1060
2024
Q3 		$96.1K Buy
1,959
+735
+60% +$33.6K ﹤0.01% 924
2024
Q2 		$51.4K Sell
1,224
-1,330
-52% -$54.7K ﹤0.01% 1111
2024
Q1 		$108K Buy
2,554
+1,156
+83% +$50.4K ﹤0.01% 974
2023
Q4 		$63K Buy
1,398
+2
+0.1% +$89 ﹤0.01% 1126
2023
Q3 		$58K Sell
1,396
-897
-39% -$39.5K ﹤0.01% 1120
2023
Q2 		$107K Buy
2,293
+900
+65% +$38K ﹤0.01% 949
2023
Q1 		$53.1K Hold
1,393
– – ﹤0.01% 1179
2022
Q4 		$53K Buy
1,393
+438
+46% +$17K ﹤0.01% 971
2022
Q3 		$34K Sell
955
-438
-31% -$20.7K ﹤0.01% 1094
2022
Q2 		$65K Hold
1,393
– – ﹤0.01% 1185
2022
Q1 		$76K Buy
1,393
+370
+36% +$17.9K ﹤0.01% 1278
2021
Q4 		$49K Hold
1,023
– – ﹤0.01% 1744
2021
Q3 		$51K Hold
1,023
– – ﹤0.01% 1466
2021
Q2 		$54K Hold
1,023
– – ﹤0.01% 1449
2021
Q1 		$27K Buy
+1,023
New +$43.1K ﹤0.01% 2021

Other funds holding EPR

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Spire Wealth Management's EPR Position: Q3 2026 in Review

Spire Wealth Management reduced its EPR Properties (EPR) stake by 54% in Q3 2026, selling an estimated $19.4K and leaving 275 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Spire Wealth Management first reported a position in EPR in Q1 2021 and has held it in 23 quarters since. The position peaked at $123K in Q1 2025. 180 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Spire Wealth Management held 275 shares of EPR Properties worth $15.4K as of Q3 2026.
  • Spire Wealth Management sold 323 EPR Properties shares in Q3 2026, an estimated $19.4K.
  • EPR Properties made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1471 holding.
  • Spire Wealth Management first reported a position in EPR Properties in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's EPR Properties position peaked at $123K in Q1 2025.
  • 180 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.