Physician Wealth Advisors’s EPR Properties EPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.79K Buy
48
+9
+23% +$512 ﹤0.01% 1361
2026
Q1
$1.95K Buy
39
+13
+50% +$715 ﹤0.01% 1370
2025
Q4
$1.3K Buy
26
+6
+30% +$312 ﹤0.01% 1486
2025
Q3
$1.16K Buy
20
+11
+122% +$618 ﹤0.01% 1488
2025
Q2
$525 Buy
+9
New +$474 ﹤0.01% 1696

Other funds holding EPR

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

Physician Wealth Advisors increased its EPR Properties (EPR) stake by 23% in Q2 2026, buying an estimated $512 and bringing the position to 48 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Physician Wealth Advisors first reported a position in EPR in Q2 2025 and has held it in 5 quarters since. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Physician Wealth Advisors held 48 shares of EPR Properties worth $2.79K as of Q2 2026.
  • Physician Wealth Advisors bought 9 EPR Properties shares in Q2 2026, an estimated $512.
  • EPR Properties made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1361 holding.
  • Physician Wealth Advisors first reported a position in EPR Properties in Q2 2025 and has held it in 5 quarters since.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.