True Wealth Design
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
Q3 		$50.5K Buy
899
+86
+11% +$5.16K 0.01% 500
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

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

True Wealth Design's EPR Position: Q3 2026 in Review

True Wealth Design increased its EPR Properties (EPR) stake by 11% in Q3 2026, buying an estimated $5.16K and bringing the position to 899 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #500.

True Wealth Design first reported a position in EPR in Q3 2024 and has held it in 8 quarters since. 92 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • True Wealth Design held 899 shares of EPR Properties worth $50.5K as of Q3 2026.
  • True Wealth Design bought 86 EPR Properties shares in Q3 2026, an estimated $5.16K.
  • EPR Properties made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #500 holding.
  • True Wealth Design first reported a position in EPR Properties in Q3 2024 and has held it in 8 quarters since.
  • 92 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.