Heartwood Wealth Advisors’s EPR Properties EPR Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-46	Closed	-$2.67K	–	333
2025 Q3	$2.67K	Buy	+46	New	+$2.58K	﹤0.01%	469

Other funds holding EPR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Heartwood Wealth Advisors's EPR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 46 shares — an estimated $2.67K sold.

Heartwood Wealth Advisors first reported a position in EPR in Q3 2025 and held it in 1 quarter. The position peaked at $2.67K in Q3 2025. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

Heartwood Wealth Advisors reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 46 EPR Properties shares in Q4 2025, an estimated $2.67K.
Heartwood Wealth Advisors first reported a position in EPR Properties in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's EPR Properties position peaked at $2.67K in Q3 2025.
457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.