Physician Wealth Advisors’s EPR Properties EPR Stock Holding History

Physician 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	$3.2K	Buy	57 +9	+19%	+$541	﹤0.01%	1332
2026 Q2	$2.78K	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

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

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

Physician Wealth Advisors increased its EPR Properties (EPR) stake by 19% in Q3 2026, buying an estimated $541 and bringing the position to 57 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Physician Wealth Advisors first reported a position in EPR in Q2 2025 and has held it in 6 quarters since. 282 funds tracked by Wall St. Rank hold EPR as of Q3 2026.

Physician Wealth Advisors held 57 shares of EPR Properties worth $3.2K as of Q3 2026.
Physician Wealth Advisors bought 9 EPR Properties shares in Q3 2026, an estimated $541.
EPR Properties made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1332 holding.
Physician Wealth Advisors first reported a position in EPR Properties in Q2 2025 and has held it in 6 quarters since.
282 funds tracked by Wall St. Rank held EPR Properties as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.