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WinCap Financial’s EPR Properties EPR Stock Holding History

WinCap Financial’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
Q2 		$1.06M Buy
18,313
+1,444
+9% +$82.1K 0.57% 44
2026
Q1 		$843K Buy
16,869
+1,294
+8% +$71.1K 0.56% 46
2025
Q4 		$777K Buy
15,575
+258
+2% +$13.4K 0.53% 50
2025
Q3 		$889K Buy
15,317
+541
+4% +$30.4K 0.61% 46
2025
Q2 		$861K Sell
14,776
-804
-5% -$42.4K 0.69% 44
2025
Q1 		$820K Sell
15,580
-139
-0.9% -$6.82K 0.78% 41
2024
Q4 		$696K Buy
+15,719
New +$720K 0.71% 49

Other funds holding EPR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

WinCap Financial's EPR Position: Q2 2026 in Review

WinCap Financial increased its EPR Properties (EPR) stake by 8.6% in Q2 2026, buying an estimated $82.1K and bringing the position to 18,313 shares worth $1.06M. The position accounts for 0.57% of the portfolio, ranked #44.

WinCap Financial first reported a position in EPR in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • WinCap Financial held 18,313 shares of EPR Properties worth $1.06M as of Q2 2026.
  • WinCap Financial bought 1,444 EPR Properties shares in Q2 2026, an estimated $82.1K.
  • EPR Properties made up 0.57% of WinCap Financial's portfolio in Q2 2026, its #44 holding.
  • WinCap Financial first reported a position in EPR Properties in Q4 2024 and has held it in 7 quarters since.
  • 55 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on WinCap Financial's 13F filing for Q2 2026, filed 9 Jul 2026.