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GPS Wealth Strategies Group’s EPR Properties EPR Stock Holding History

GPS Wealth Strategies Group’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
-19
Closed -$1.1K – 864
2025
Q3 		$1.1K Hold
19
– – ﹤0.01% 1465
2025
Q2 		$1.11K Hold
19
– – ﹤0.01% 1417
2025
Q1 		$1K Hold
19
– – ﹤0.01% 1372
2024
Q4 		$841 Hold
19
– – ﹤0.01% 1305
2024
Q3 		$932 Buy
+19
New +$867 ﹤0.01% 1295

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

GPS Wealth Strategies Group's EPR Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 19 shares — an estimated $1.1K sold.

GPS Wealth Strategies Group first reported a position in EPR in Q3 2024 and held it in 5 quarters. The position peaked at $1.11K in Q2 2025. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 19 EPR Properties shares in Q4 2025, an estimated $1.1K.
  • GPS Wealth Strategies Group first reported a position in EPR Properties in Q3 2024 and held it in 5 quarters.
  • GPS Wealth Strategies Group's EPR Properties position peaked at $1.11K in Q2 2025.
  • 457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.