Prestige Wealth Management Group’s EPR Properties EPR Stock Holding History

Prestige Wealth Management Group’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	$10.2K	Hold	176	–	–	﹤0.01%	440
2026 Q1	$8.79K	Hold	176	–	–	﹤0.01%	448
2025 Q4	$8.84K	Hold	176	–	–	﹤0.01%	474
2025 Q3	$10.2K	Hold	176	–	–	﹤0.01%	453
2025 Q2	$10.3K	Hold	176	–	–	﹤0.01%	434
2025 Q1	$9.26K	Hold	176	–	–	﹤0.01%	451
2024 Q4	$7.84K	Hold	176	–	–	﹤0.01%	510
2024 Q3	$8.68K	Hold	176	–	–	﹤0.01%	484
2024 Q2	$7.44K	Hold	176	–	–	﹤0.01%	466
2024 Q1	$7.52K	Hold	176	–	–	﹤0.01%	498
2023 Q4	$8.58K	Hold	176	–	–	﹤0.01%	482
2023 Q3	$7.36K	Hold	176	–	–	﹤0.01%	498
2023 Q2	$8.29K	Hold	176	–	–	﹤0.01%	493
2023 Q1	$6.75K	Hold	176	–	–	﹤0.01%	510
2022 Q4	$6.69K	Hold	176	–	–	﹤0.01%	553
2022 Q3	$6K	Hold	176	–	–	﹤0.01%	508
2022 Q2	$8K	Hold	176	–	–	﹤0.01%	471
2022 Q1	$10K	Hold	176	–	–	﹤0.01%	461
2021 Q4	$8K	Hold	176	–	–	﹤0.01%	522
2021 Q3	$9K	Hold	176	–	–	﹤0.01%	504
2021 Q2	$9K	Hold	176	–	–	﹤0.01%	492
2021 Q1	$8K	Hold	176	–	–	﹤0.01%	517
2020 Q4	$6K	Hold	176	–	–	﹤0.01%	533
2020 Q3	$5K	Hold	176	–	–	﹤0.01%	533
2020 Q2	$6K	Hold	176	–	–	﹤0.01%	496
2020 Q1	$4K	Hold	176	–	–	﹤0.01%	522
2019 Q4	$12K	Hold	176	–	–	0.01%	334
2019 Q3	$14K	Hold	176	–	–	0.01%	311
2019 Q2	$13K	Sell	176 -172	-49%	-$13.4K	0.01%	305
2019 Q1	$27K	Hold	348	–	–	0.02%	238
2018 Q4	$22K	Buy	+348	New	+$23.9K	0.02%	286

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

Prestige Wealth Management Group's EPR Position: Q2 2026 in Review

Prestige Wealth Management Group held its EPR Properties (EPR) position steady in Q2 2026 at 176 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Prestige Wealth Management Group first reported a position in EPR in Q4 2018 and has held it in 31 quarters since. The position peaked at $27K in Q1 2019. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Prestige Wealth Management Group held 176 shares of EPR Properties worth $10.2K as of Q2 2026.
Prestige Wealth Management Group left its EPR Properties share count unchanged in Q2 2026.
EPR Properties made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #440 holding.
Prestige Wealth Management Group first reported a position in EPR Properties in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's EPR Properties position peaked at $27K in Q1 2019.
490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.