Wasatch Advisors’s EPR Properties EPR Stock Holding History

Wasatch 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	$43.1M	Sell	767,247 -183,862	-19%	-$11M	0.32%	90
2026 Q2	$55.2M	Sell	951,109 -22,330	-2%	-$1.27M	0.36%	85
2026 Q1	$48.6M	Buy	+973,439	New	+$53.5M	0.32%	78
2020 Q2	–	Sell	-47,901	Closed	-$1.16M	–	246
2020 Q1	$1.16M	Sell	47,901 -8,849	-16%	-$507K	0.01%	221
2019 Q4	$4.01M	Sell	56,750 -7,000	-11%	-$516K	0.03%	220
2019 Q3	$4.9M	Buy	63,750 +3,572	+6%	+$272K	0.05%	187
2019 Q2	$4.49M	Sell	60,178 -16,617	-22%	-$1.3M	0.04%	191
2019 Q1	$5.91M	Sell	76,795 -17,440	-19%	-$1.27M	0.06%	154
2018 Q4	$6.03M	Sell	94,235 -3,641	-4%	-$251K	0.08%	141
2018 Q3	$6.7M	Sell	97,876 -40,585	-29%	-$2.76M	0.08%	139
2018 Q2	$8.97M	Buy	138,461 +1,155	+0.8%	+$68.4K	0.11%	127
2018 Q1	$7.61M	Buy	137,306 +9,293	+7%	+$538K	0.1%	128
2017 Q4	$8.38M	Buy	128,013 +69,213	+118%	+$4.73M	0.11%	129
2017 Q3	$4.1M	Sell	58,800 -5,736	-9%	-$404K	0.06%	175
2017 Q2	$4.64M	Buy	64,536 +5,614	+10%	+$409K	0.06%	172
2017 Q1	$4.34M	Sell	58,922 -3,883	-6%	-$287K	0.06%	183
2016 Q4	$4.51M	Sell	62,805 -11,139	-15%	-$796K	0.07%	177
2016 Q3	$5.82M	Sell	73,944 -21,327	-22%	-$1.7M	0.09%	177
2016 Q2	$7.69M	Sell	95,271 -11,750	-11%	-$826K	0.12%	160
2016 Q1	$7.08M	Sell	107,021 -32,096	-23%	-$1.96M	0.11%	164
2015 Q4	$8.13M	Sell	139,117 -13,648	-9%	-$762K	0.11%	174
2015 Q3	$7.88M	Sell	152,765 -7,838	-5%	-$424K	0.11%	183
2015 Q2	$8.8M	Sell	160,603 -3,910	-2%	-$227K	0.1%	198
2015 Q1	$9.88M	Sell	164,513 -25,952	-14%	-$1.59M	0.1%	179
2014 Q4	$11M	Sell	190,465 -62,035	-25%	-$3.45M	0.11%	170
2014 Q3	$12.8M	Sell	252,500 -48,515	-16%	-$2.68M	0.13%	159
2014 Q2	$16.8M	Sell	301,015 -39,337	-12%	-$2.13M	0.16%	157
2014 Q1	$18.2M	Buy	340,352 +17,510	+5%	+$903K	0.18%	151
2013 Q4	$15.9M	Sell	322,842 -18,292	-5%	-$916K	0.16%	161
2013 Q3	$16.6M	Buy	+341,134	New	+$17.2M	0.17%	162

Other funds holding EPR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Wasatch Advisors's EPR Position: Q3 2026 in Review

Wasatch Advisors reduced its EPR Properties (EPR) stake by 19% in Q3 2026, selling an estimated $11M and leaving 767,247 shares worth $43.1M. The position accounts for 0.32% of the portfolio, ranked #90.

Wasatch Advisors first reported a position in EPR in Q3 2013 and has held it in 30 quarters since. The position peaked at $55.2M in Q2 2026. 35 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

Wasatch Advisors held 767,247 shares of EPR Properties worth $43.1M as of Q3 2026.
Wasatch Advisors sold 183,862 EPR Properties shares in Q3 2026, an estimated $11M.
EPR Properties made up 0.32% of Wasatch Advisors's portfolio in Q3 2026, its #90 holding.
Wasatch Advisors first reported a position in EPR Properties in Q3 2013 and has held it in 30 quarters since.
Wasatch Advisors's EPR Properties position peaked at $55.2M in Q2 2026.
35 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.