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 Q3	–	Sell	-3,000	Closed	-$174K	–	341
2026 Q2	$174K	Hold	3,000	–	–	0.01%	230
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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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 31.32% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of EPR Properties (EPR) in Q3 2026, closing a stake of 3,000 shares — an estimated $174K sold.

Heritage Wealth Advisors first reported a position in EPR in Q2 2020 and held it in 25 quarters. The position peaked at $175K in Q2 2025. 282 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

Heritage Wealth Advisors reported no remaining EPR Properties position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 3,000 EPR Properties shares in Q3 2026, an estimated $174K.
Heritage Wealth Advisors first reported a position in EPR Properties in Q2 2020 and held it in 25 quarters.
Heritage Wealth Advisors's EPR Properties position peaked at $175K in Q2 2025.
282 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.