Wealth Enhancement Advisory Services
EPR icon

Wealth Enhancement Advisory Services’s EPR Properties EPR Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.73M Buy
79,973
+33,779
+73% +$2.03M 0.01% 1270
2026
Q2 		$2.47M Buy
46,194
+16,435
+55% +$934K ﹤0.01% 1436
2026
Q1 		$1.52M Sell
29,759
-2,517
-8% -$138K ﹤0.01% 1541
2025
Q4 		$1.65M Buy
32,276
+4,915
+18% +$256K ﹤0.01% 1628
2025
Q3 		$1.51M Buy
27,361
+1,092
+4% +$61.4K ﹤0.01% 1613
2025
Q2 		$1.56M Buy
26,269
+10,160
+63% +$535K ﹤0.01% 1493
2025
Q1 		$848K Buy
16,109
+838
+5% +$41.1K ﹤0.01% 1693
2024
Q4 		$676K Buy
15,271
+450
+3% +$20.6K ﹤0.01% 1782
2024
Q3 		$727K Buy
14,821
+1,668
+13% +$76.1K ﹤0.01% 1586
2024
Q2 		$552K Buy
13,153
+3,692
+39% +$152K ﹤0.01% 1591
2024
Q1 		$402K Sell
9,461
-25
-0.3% -$1.09K ﹤0.01% 1717
2023
Q4 		$460K Buy
9,486
+283
+3% +$12.6K ﹤0.01% 1555
2023
Q3 		$382K Buy
+9,203
New +$405K ﹤0.01% 1592
2018
Q1 		– Sell
-15,829
Closed -$944K – 155
2017
Q4 		$944K Buy
15,829
+3,027
+24% +$207K 0.07% 116
2017
Q3 		$899K Buy
+12,802
New +$902K 0.07% 116

Other funds holding EPR

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 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

Wealth Enhancement Advisory Services's EPR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its EPR Properties (EPR) stake by 73% in Q3 2026, buying an estimated $2.03M and bringing the position to 79,973 shares worth $3.73M. The position accounts for 0.01% of the portfolio, ranked #1270.

Wealth Enhancement Advisory Services first reported a position in EPR in Q3 2017 and has held it in 15 quarters since. 121 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 79,973 shares of EPR Properties worth $3.73M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 33,779 EPR Properties shares in Q3 2026, an estimated $2.03M.
  • EPR Properties made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1270 holding.
  • Wealth Enhancement Advisory Services first reported a position in EPR Properties in Q3 2017 and has held it in 15 quarters since.
  • 121 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.