TWD
EPR icon

True Wealth Design’s EPR Properties EPR Stock Holding History

True Wealth Design’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 		$47.2K Buy
813
+118
+17% +$6.71K 0.01% 506
2026
Q1 		$34.7K Buy
695
+12
+2% +$660 0.01% 516
2025
Q4 		$34.1K Buy
683
+222
+48% +$11.6K 0.01% 446
2025
Q3 		$26.7K Buy
461
+230
+100% +$12.9K 0.01% 500
2025
Q2 		$13.5K Buy
231
+97
+72% +$5.11K ﹤0.01% 480
2025
Q1 		$7.05K Buy
+134
New +$6.57K ﹤0.01% 574
2024
Q4 		– Sell
-324
Closed -$15.9K – 1412
2024
Q3 		$15.9K Buy
+324
New +$14.8K 0.01% 354

Other funds holding EPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return