AWS
EPR icon

Atria Wealth Solutions’s EPR Properties EPR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-4,617
Closed -$243K – 1584
2025
Q1 		$243K Sell
4,617
-373
-7% -$18.3K ﹤0.01% 1604
2024
Q4 		$221K Sell
4,990
-12
-0.2% -$550 ﹤0.01% 1763
2024
Q3 		$245K Buy
5,002
+223
+5% +$10.2K ﹤0.01% 1640
2024
Q2 		$201K Buy
+4,779
New +$197K ﹤0.01% 1782

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Atria Wealth Solutions's EPR Position: Q2 2025 in Review

Atria Wealth Solutions sold out of EPR Properties (EPR) in Q2 2025, closing a stake of 4,617 shares — an estimated $243K sold.

Atria Wealth Solutions first reported a position in EPR in Q2 2024 and held it in 4 quarters. The position peaked at $245K in Q3 2024. 418 funds tracked by Wall St. Rank hold EPR as of Q2 2025.

  • Atria Wealth Solutions reported no remaining EPR Properties position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,617 EPR Properties shares in Q2 2025, an estimated $243K.
  • Atria Wealth Solutions first reported a position in EPR Properties in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's EPR Properties position peaked at $245K in Q3 2024.
  • 418 funds tracked by Wall St. Rank held EPR Properties as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.