PCG Wealth Advisors’s EPR Properties EPR Stock Holding History

PCG 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 Q2	$1.54M	Hold	26,629	–	–	0.34%	80
2026 Q1	$1.33M	Buy	26,629 +6,749	+34%	+$371K	0.34%	79
2025 Q4	$992K	Hold	19,880	–	–	0.28%	81
2025 Q3	$1.15M	Hold	19,880	–	–	0.34%	77
2025 Q2	$1.16M	Hold	19,880	–	–	0.59%	44
2025 Q1	$1.05M	Buy	19,880 +5,776	+41%	+$283K	0.37%	71
2024 Q4	$625K	Hold	14,104	–	–	0.23%	80
2024 Q3	$692K	Hold	14,104	–	–	0.27%	72
2024 Q2	$592K	Hold	14,104	–	–	0.26%	70
2024 Q1	$599K	Buy	14,104 +6,181	+78%	+$270K	0.28%	63
2023 Q4	$384K	Hold	7,923	–	–	0.21%	70
2023 Q3	$329K	Hold	7,923	–	–	0.22%	75
2023 Q2	$371K	Hold	7,923	–	–	0.23%	73
2023 Q1	$302K	Buy	+7,923	New	+$316K	0.19%	83
2022 Q4	–	Sell	-7,284	Closed	-$262K	–	119
2022 Q3	$262K	Buy	+7,284	New	+$344K	0.09%	114

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PCG Wealth Advisors's EPR Position: Q2 2026 in Review

PCG Wealth Advisors held its EPR Properties (EPR) position steady in Q2 2026 at 26,629 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #80.

PCG Wealth Advisors first reported a position in EPR in Q3 2022 and has held it in 15 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

PCG Wealth Advisors held 26,629 shares of EPR Properties worth $1.54M as of Q2 2026.
PCG Wealth Advisors left its EPR Properties share count unchanged in Q2 2026.
EPR Properties made up 0.34% of PCG Wealth Advisors's portfolio in Q2 2026, its #80 holding.
PCG Wealth Advisors first reported a position in EPR Properties in Q3 2022 and has held it in 15 quarters since.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.