Teamwork Financial Advisors
EPR icon

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
Q3 		$391K Sell
6,959
-2,303
-25% -$138K 0.04% 125
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
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
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
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Teamwork Financial Advisors's EPR Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its EPR Properties (EPR) stake by 25% in Q3 2026, selling an estimated $138K and leaving 6,959 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #125.

Teamwork Financial Advisors first reported a position in EPR in Q4 2019 and has held it in 9 quarters since. The position peaked at $582K in Q2 2025. 97 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Teamwork Financial Advisors held 6,959 shares of EPR Properties worth $391K as of Q3 2026.
  • Teamwork Financial Advisors sold 2,303 EPR Properties shares in Q3 2026, an estimated $138K.
  • EPR Properties made up 0.04% of Teamwork Financial Advisors's portfolio in Q3 2026, its #125 holding.
  • Teamwork Financial Advisors first reported a position in EPR Properties in Q4 2019 and has held it in 9 quarters since.
  • Teamwork Financial Advisors's EPR Properties position peaked at $582K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.