CW
EPR icon

Curio Wealth’s EPR Properties EPR Stock Holding History

Curio Wealth’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
-127
Closed -$6.35K – 1260
2025
Q4 		$6.35K Buy
+127
New +$6.61K ﹤0.01% 281

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curio Wealth's EPR Position: Q1 2026 in Review

Curio Wealth sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 127 shares — an estimated $6.35K sold.

Curio Wealth first reported a position in EPR in Q4 2025 and held it in 1 quarter. The position peaked at $6.35K in Q4 2025. 466 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Curio Wealth reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
  • Curio Wealth sold 127 EPR Properties shares in Q1 2026, an estimated $6.35K.
  • Curio Wealth first reported a position in EPR Properties in Q4 2025 and held it in 1 quarter.
  • Curio Wealth's EPR Properties position peaked at $6.35K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.