Teamwork Financial Advisors’s EPR Properties EPR Stock Holding History

Teamwork Financial Advisors’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	$537K	Sell	9,262 -373	-4%	-$21.2K	0.05%	122
2026 Q1	$481K	Buy	9,635 +643	+7%	+$35.4K	0.05%	138
2025 Q4	$449K	Sell	8,992 -977	-10%	-$50.9K	0.05%	138
2025 Q3	$578K	Sell	9,969 -14	-0.1%	-$787	0.06%	129
2025 Q2	$582K	Sell	9,983 -1,001	-9%	-$52.7K	0.07%	121
2025 Q1	$578K	Buy	10,984 +295	+3%	+$14.5K	0.08%	109
2024 Q4	$473K	Buy	+10,689	New	+$490K	0.06%	112
2020 Q1	–	Sell	-3,541	Closed	-$250K	–	122
2019 Q4	$250K	Buy	+3,541	New	+$261K	0.15%	98

Other funds holding EPR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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 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

Teamwork Financial Advisors's EPR Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its EPR Properties (EPR) stake by 3.9% in Q2 2026, selling an estimated $21.2K and leaving 9,262 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #122.

Teamwork Financial Advisors first reported a position in EPR in Q4 2019 and has held it in 8 quarters since. The position peaked at $582K in Q2 2025. 61 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Teamwork Financial Advisors held 9,262 shares of EPR Properties worth $537K as of Q2 2026.
Teamwork Financial Advisors sold 373 EPR Properties shares in Q2 2026, an estimated $21.2K.
EPR Properties made up 0.05% of Teamwork Financial Advisors's portfolio in Q2 2026, its #122 holding.
Teamwork Financial Advisors first reported a position in EPR Properties in Q4 2019 and has held it in 8 quarters since.
Teamwork Financial Advisors's EPR Properties position peaked at $582K in Q2 2025.
61 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.