Heritage Wealth Advisors’s EPR Properties EPR Stock Holding History

Heritage 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 Q1	$150K	Hold	3,000	–	–	0.01%	226
2025 Q4	$150K	Hold	3,000	–	–	0.01%	240
2025 Q3	$174K	Hold	3,000	–	–	0.01%	211
2025 Q2	$175K	Hold	3,000	–	–	0.01%	214
2025 Q1	$158K	Hold	3,000	–	–	0.01%	217
2024 Q4	$133K	Hold	3,000	–	–	0.01%	234
2024 Q3	$147K	Hold	3,000	–	–	0.01%	236
2024 Q2	$126K	Hold	3,000	–	–	0.01%	236
2024 Q1	$127K	Hold	3,000	–	–	0.01%	243
2023 Q4	$145K	Hold	3,000	–	–	0.01%	238
2023 Q3	$125K	Hold	3,000	–	–	0.01%	236
2023 Q2	$140K	Hold	3,000	–	–	0.01%	230
2023 Q1	$114K	Hold	3,000	–	–	0.01%	250
2022 Q4	$113K	Hold	3,000	–	–	0.01%	255
2022 Q3	$108K	Hold	3,000	–	–	0.01%	247
2022 Q2	$141K	Hold	3,000	–	–	0.01%	232
2022 Q1	$164K	Hold	3,000	–	–	0.01%	213
2021 Q4	$142K	Hold	3,000	–	–	0.01%	232
2021 Q3	$148K	Hold	3,000	–	–	0.01%	220
2021 Q2	$158K	Hold	3,000	–	–	0.01%	219
2021 Q1	$140K	Hold	3,000	–	–	0.01%	229
2020 Q4	$98K	Hold	3,000	–	–	0.01%	260
2020 Q3	$82.5K	Hold	3,000	–	–	0.01%	229
2020 Q2	$99.4K	Buy	+3,000	New	+$89K	0.01%	205

Other funds holding EPR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

QCM

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Heritage Wealth Advisors's EPR Position: Q1 2026 in Review

Heritage Wealth Advisors held its EPR Properties (EPR) position steady in Q1 2026 at 3,000 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #226.

Heritage Wealth Advisors first reported a position in EPR in Q2 2020 and has held it in 24 quarters since. The position peaked at $175K in Q2 2025. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

Heritage Wealth Advisors held 3,000 shares of EPR Properties worth $150K as of Q1 2026.
Heritage Wealth Advisors left its EPR Properties share count unchanged in Q1 2026.
EPR Properties made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #226 holding.
Heritage Wealth Advisors first reported a position in EPR Properties in Q2 2020 and has held it in 24 quarters since.
Heritage Wealth Advisors's EPR Properties position peaked at $175K in Q2 2025.
463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.