SA
EPR icon

Strategic Advocates’s EPR Properties EPR Stock Holding History

Strategic Advocates’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
Q1 		– Sell
-462
Closed -$23.4K – 369
2025
Q4 		$23.4K Buy
462
+2
+0.4% +$104 0.01% 270
2025
Q3 		$26.7K Buy
+460
New +$25.8K 0.01% 251
2024
Q3 		– Sell
-8,447
Closed -$355K – 125
2024
Q2 		$355K Sell
8,447
-79
-0.9% -$3.25K 0.14% 88
2024
Q1 		$362K Buy
+8,526
New +$372K 0.14% 83

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Advocates's EPR Position: Q1 2026 in Review

Strategic Advocates sold out of EPR Properties (EPR) in Q1 2026, closing a stake of 462 shares — an estimated $23.4K sold.

Strategic Advocates first reported a position in EPR in Q1 2024 and held it in 4 quarters. The position peaked at $362K in Q1 2024. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • Strategic Advocates reported no remaining EPR Properties position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 462 EPR Properties shares in Q1 2026, an estimated $23.4K.
  • Strategic Advocates first reported a position in EPR Properties in Q1 2024 and held it in 4 quarters.
  • Strategic Advocates's EPR Properties position peaked at $362K in Q1 2024.
  • 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.