YIH
EPR icon

Y-Intercept (HK)’s EPR Properties EPR Stock Holding History

Y-Intercept (HK)’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 		$1.09M Sell
18,764
-147,431
-89% -$8.38M 0.02% 1015
2026
Q1 		$8.3M Buy
+166,195
New +$9.14M 0.16% 151
2025
Q4 		– Sell
-17,967
Closed -$1.04M – 1671
2025
Q3 		$1.04M Buy
+17,967
New +$1.01M 0.03% 951
2024
Q3 		– Sell
-10,359
Closed -$435K – 1451
2024
Q2 		$435K Sell
10,359
-2,244
-18% -$92.3K 0.02% 881
2024
Q1 		$535K Sell
12,603
-7,649
-38% -$334K 0.04% 681
2023
Q4 		$981K Buy
+20,252
New +$903K 0.09% 323
2022
Q4 		– Sell
-12,081
Closed -$433K – 1089
2022
Q3 		$433K Buy
+12,081
New +$570K 0.04% 584
2021
Q3 		– Sell
-4,474
Closed -$236K – 718
2021
Q2 		$236K Buy
+4,474
New +$222K 0.06% 490

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
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return