Sumitomo Mitsui DS Asset Management’s EPR Properties EPR Stock Holding History

Sumitomo Mitsui DS Asset 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 Q2	$1.12M	Buy	19,313 +2,494	+15%	+$142K	0.01%	616
2026 Q1	$840K	Hold	16,819	–	–	0.01%	633
2025 Q4	$839K	Hold	16,819	–	–	0.01%	627
2025 Q3	$976K	Hold	16,819	–	–	0.01%	614
2025 Q2	$980K	Buy	16,819 +1,512	+10%	+$79.7K	0.01%	615
2025 Q1	$805K	Hold	15,307	–	–	0.01%	653
2024 Q4	$678K	Hold	15,307	–	–	0.01%	675
2024 Q3	$751K	Buy	15,307 +2,695	+21%	+$123K	0.01%	660
2024 Q2	$529K	Hold	12,612	–	–	0.01%	686
2024 Q1	$535K	Hold	12,612	–	–	0.01%	678
2023 Q4	$611K	Buy	12,612 +1,353	+12%	+$60.3K	0.01%	688
2023 Q3	$468K	Hold	11,259	–	–	0.01%	691
2023 Q2	$527K	Hold	11,259	–	–	0.01%	671
2023 Q1	$429K	Hold	11,259	–	–	0.01%	692
2022 Q4	$425K	Buy	11,259 +1,659	+17%	+$64.6K	0.01%	679
2022 Q3	$344K	Buy	9,600 +819	+9%	+$38.6K	0.01%	691
2022 Q2	$412K	Buy	8,781 +807	+10%	+$40.9K	0.01%	663
2022 Q1	$436K	Buy	7,974 +1,008	+14%	+$48.8K	0.01%	679
2021 Q4	$330K	Hold	6,966	–	–	0.01%	722
2021 Q3	$343K	Buy	6,966 +902	+15%	+$45.8K	0.01%	698
2021 Q2	$319K	Buy	6,064 +829	+16%	+$41.2K	0.01%	715
2021 Q1	$243K	Buy	+5,235	New	+$221K	0.01%	716
2020 Q1	–	Sell	-3,713	Closed	-$262K	–	695
2019 Q4	$262K	Buy	3,713 +759	+26%	+$56K	0.01%	691
2019 Q3	$227K	Hold	2,954	–	–	0.01%	690
2019 Q2	$220K	Hold	2,954	–	–	0.01%	703
2019 Q1	$227K	Buy	+2,954	New	+$215K	﹤0.01%	779
2018 Q4	–	Sell	-3,426	Closed	-$234K	–	783
2018 Q3	$234K	Buy	+3,426	New	+$233K	﹤0.01%	780
2017 Q2	–	Sell	-3,323	Closed	-$244K	–	763
2017 Q1	$244K	Sell	3,323 -90	-3%	-$6.64K	﹤0.01%	736
2016 Q4	$244K	Buy	3,413 +800	+31%	+$57.1K	﹤0.01%	731
2016 Q3	$205K	Buy	+2,613	New	+$209K	﹤0.01%	727
2014 Q3	–	Sell	-5,863	Closed	-$327K	–	736
2014 Q2	$327K	Sell	5,863 -2,400	-29%	-$130K	0.01%	729
2014 Q1	$441K	Sell	8,263 -3,275	-28%	-$169K	0.01%	705
2013 Q4	$567K	Hold	11,538	–	–	0.02%	669
2013 Q3	$562K	Sell	11,538 -100	-0.9%	-$5.04K	0.02%	656
2013 Q2	$585K	Buy	+11,638	New	+$632K	0.02%	633

Other funds holding EPR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's EPR Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its EPR Properties (EPR) stake by 15% in Q2 2026, buying an estimated $142K and bringing the position to 19,313 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #616.

Sumitomo Mitsui DS Asset Management first reported a position in EPR in Q2 2013 and has held it in 35 quarters since. 108 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 19,313 shares of EPR Properties worth $1.12M as of Q2 2026.
Sumitomo Mitsui DS Asset Management bought 2,494 EPR Properties shares in Q2 2026, an estimated $142K.
EPR Properties made up 0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #616 holding.
Sumitomo Mitsui DS Asset Management first reported a position in EPR Properties in Q2 2013 and has held it in 35 quarters since.
108 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.