Bogart Wealth LLC’s EPR Properties EPR Stock Holding History

Bogart Wealth LLC’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 Q4	–	Sell	-21	Closed	-$1.2K	–	1615
2025 Q3	$1.2K	Buy	21 +1	+5%	+$56	﹤0.01%	1248
2025 Q2	$1.19K	Buy	20 +4	+25%	+$211	﹤0.01%	1204
2025 Q1	$846	Buy	+16	New	+$785	﹤0.01%	1204

Other funds holding EPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

QCM

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

Bogart Wealth LLC's EPR Position: Q4 2025 in Review

Bogart Wealth LLC sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 21 shares — an estimated $1.2K sold.

Bogart Wealth LLC first reported a position in EPR in Q1 2025 and held it in 3 quarters. The position peaked at $1.2K in Q3 2025. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

Bogart Wealth LLC reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
Bogart Wealth LLC sold 21 EPR Properties shares in Q4 2025, an estimated $1.2K.
Bogart Wealth LLC first reported a position in EPR Properties in Q1 2025 and held it in 3 quarters.
Bogart Wealth LLC's EPR Properties position peaked at $1.2K in Q3 2025.
457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.