Planning Strategies Inc.’s EPR Properties EPR Stock Holding History

Planning Strategies Inc.’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	$7.08K	Buy	+122	New	+$6.94K	﹤0.01%	374

Other funds holding EPR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planning Strategies Inc.'s EPR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in EPR Properties (EPR) in Q2 2026: 122 shares worth $7.08K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings.

153 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Planning Strategies Inc. held 122 shares of EPR Properties worth $7.08K as of Q2 2026.
EPR Properties was a new Planning Strategies Inc. position in Q2 2026.
EPR Properties made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #374 holding.
153 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.