Advisory Advocates’s EPR Properties EPR Stock Holding History

Advisory Advocates’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 Q1	–	Sell	-5,203	Closed	-$260K	–	169
2025 Q4	$260K	Buy	+5,203	New	+$271K	0.26%	130

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Advocates's EPR Position: Q1 2026 in Review

Advisory Advocates sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 5,203 shares — an estimated $260K sold.

Advisory Advocates first reported a position in EPR in Q4 2025 and held it in 1 quarter. The position peaked at $260K in Q4 2025. 464 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

Advisory Advocates reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
Advisory Advocates sold 5,203 EPR Properties shares in Q1 2026, an estimated $260K.
Advisory Advocates first reported a position in EPR Properties in Q4 2025 and held it in 1 quarter.
Advisory Advocates's EPR Properties position peaked at $260K in Q4 2025.
464 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Advisory Advocates's 13F filing for Q1 2026, filed 5 May 2026.