Wedbush Securities’s EPR Properties EPR Stock Holding History

Wedbush Securities’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	$609K	Hold	10,850	–	–	0.02%	640
2026 Q2	$629K	Sell	10,850 -856	-7%	-$48.7K	0.02%	644
2026 Q1	$585K	Buy	11,706 +850	+8%	+$46.7K	0.02%	629
2025 Q4	$542K	Buy	10,856 +14	+0.1%	+$729	0.02%	645
2025 Q3	$629K	Sell	10,842 -445	-4%	-$25K	0.02%	575
2025 Q2	$658K	Sell	11,287 -5	-0%	-$263	0.02%	538
2025 Q1	$594K	Sell	11,292 -243	-2%	-$11.9K	0.02%	550
2024 Q4	$511K	Buy	+11,535	New	+$528K	0.02%	603
2020 Q1	–	Sell	-3,163	Closed	-$223K	–	921
2019 Q4	$223K	Buy	3,163 +558	+21%	+$41.2K	0.02%	818
2019 Q3	$200K	Buy	+2,605	New	+$198K	0.02%	829
2017 Q3	–	Sell	-2,890	Closed	-$208K	–	850
2017 Q2	$208K	Buy	+2,890	New	+$211K	0.03%	692

Other funds holding EPR

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Wedbush Securities's EPR Position: Q3 2026 in Review

Wedbush Securities held its EPR Properties (EPR) position steady in Q3 2026 at 10,850 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #640.

Wedbush Securities first reported a position in EPR in Q2 2017 and has held it in 11 quarters since. The position peaked at $658K in Q2 2025. 200 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

Wedbush Securities held 10,850 shares of EPR Properties worth $609K as of Q3 2026.
Wedbush Securities left its EPR Properties share count unchanged in Q3 2026.
EPR Properties made up 0.02% of Wedbush Securities's portfolio in Q3 2026, its #640 holding.
Wedbush Securities first reported a position in EPR Properties in Q2 2017 and has held it in 11 quarters since.
Wedbush Securities's EPR Properties position peaked at $658K in Q2 2025.
200 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.