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Wedmont Private Capital’s EPR Properties EPR Stock Holding History

Wedmont Private Capital’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 		$398K Buy
7,312
+1,859
+34% +$112K 0.01% 665
2026
Q2 		$325K Buy
5,453
+1,594
+41% +$90.6K 0.01% 709
2026
Q1 		$205K Sell
3,859
-168
-4% -$9.24K 0.01% 806
2025
Q4 		$208K Sell
4,027
-60
-1% -$3.12K 0.01% 777
2025
Q3 		$225K Buy
+4,087
New +$230K 0.01% 711

Other funds holding EPR

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wedmont Private Capital's EPR Position: Q3 2026 in Review

Wedmont Private Capital increased its EPR Properties (EPR) stake by 34% in Q3 2026, buying an estimated $112K and bringing the position to 7,312 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #665.

Wedmont Private Capital first reported a position in EPR in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

  • Wedmont Private Capital held 7,312 shares of EPR Properties worth $398K as of Q3 2026.
  • Wedmont Private Capital bought 1,859 EPR Properties shares in Q3 2026, an estimated $112K.
  • EPR Properties made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #665 holding.
  • Wedmont Private Capital first reported a position in EPR Properties in Q3 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.