Flagship Wealth Advisors’s EPR Properties EPR Stock Holding History

Flagship Wealth Advisors’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 Q3	$86.9K	Buy	+1,548	New	+$93K	0.02%	216

Other funds holding EPR

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Flagship Wealth Advisors's EPR Position: Q3 2026 in Review

Flagship Wealth Advisors opened a new position in EPR Properties (EPR) in Q3 2026: 1,548 shares worth $86.9K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings.

251 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

Flagship Wealth Advisors held 1,548 shares of EPR Properties worth $86.9K as of Q3 2026.
EPR Properties was a new Flagship Wealth Advisors position in Q3 2026.
EPR Properties made up 0.02% of Flagship Wealth Advisors's portfolio in Q3 2026, its #216 holding.
251 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.