Swedbank
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Swedbank’s EPR Properties EPR Stock Holding History

Swedbank’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 		$4.25M Buy
73,232
+150
+0.2% +$8.53K ﹤0.01% 599
2026
Q1 		$3.65M Buy
73,082
+55
+0.1% +$3.02K ﹤0.01% 591
2025
Q4 		$3.64M Sell
73,027
-49,980
-41% -$2.6M ﹤0.01% 595
2025
Q3 		$7.14M Buy
123,007
+60
+0% +$3.37K 0.01% 532
2025
Q2 		$7.16M Buy
122,947
+60
+0% +$3.16K 0.01% 514
2025
Q1 		$6.47M Sell
122,887
-54,985
-31% -$2.7M 0.01% 521
2024
Q4 		$7.88M Buy
177,872
+50
+0% +$2.29K 0.01% 492
2024
Q3 		$8.72M Buy
177,822
+65
+0% +$2.97K 0.01% 470
2024
Q2 		$7.46M Buy
177,757
+2,757
+2% +$113K 0.01% 478
2024
Q1 		$7.43M Sell
175,000
-682
-0.4% -$29.7K 0.06% 348
2023
Q4 		$8.51M Buy
175,682
+63,040
+56% +$2.81M 0.01% 460
2023
Q3 		$4.68M Buy
112,642
+35
+0% +$1.54K 0.01% 514
2023
Q2 		$5.27M Sell
112,607
-8,125
-7% -$343K 0.01% 507
2023
Q1 		$4.6M Buy
120,732
+1,975
+2% +$78.7K 0.01% 520
2022
Q4 		$4.48M Buy
118,757
+7
+0% +$272 0.01% 512
2022
Q3 		$4.26M Sell
118,750
-5,750
-5% -$271K 0.01% 523
2022
Q2 		$5.84M Buy
124,500
+12,000
+11% +$608K 0.01% 497
2022
Q1 		$6.15M Hold
112,500
– – 0.01% 517
2021
Q4 		$5.35M Hold
112,500
– – 0.01% 547
2021
Q3 		$5.56M Hold
112,500
– – 0.01% 535
2021
Q2 		$5.93M Sell
112,500
-325
-0.3% -$16.2K 0.01% 535
2021
Q1 		$5.26M Buy
+112,825
New +$4.76M 0.01% 537

Other funds holding EPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return