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Stratos Wealth Partners’s EPR Properties EPR Stock Holding History

Stratos Wealth Partners’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 		$218K Buy
+3,766
New +$214K ﹤0.01% 1580
2025
Q4 		– Sell
-3,657
Closed -$212K – 1613
2025
Q3 		$212K Buy
3,657
+2
+0.1% +$112 ﹤0.01% 1437
2025
Q2 		$213K Buy
+3,655
New +$193K ﹤0.01% 1306
2025
Q1 		– Sell
-4,679
Closed -$207K – 1402
2024
Q4 		$207K Hold
4,679
– – ﹤0.01% 1333
2024
Q3 		$229K Sell
4,679
-100
-2% -$4.57K ﹤0.01% 1273
2024
Q2 		$201K Buy
+4,779
New +$197K ﹤0.01% 1270
2018
Q4 		– Sell
-560
Closed -$38K – 1286
2018
Q3 		$38K Buy
+560
New +$38.1K ﹤0.01% 1579
2018
Q2 		– Sell
-609
Closed -$34K – 1424
2018
Q1 		$34K Sell
609
-5
-0.8% -$290 ﹤0.01% 1775
2017
Q4 		$40K Sell
614
-4,935
-89% -$337K ﹤0.01% 1623
2017
Q3 		$387K Buy
5,549
+1,410
+34% +$99.3K 0.02% 585
2017
Q2 		$297K Buy
+4,139
New +$302K 0.02% 638

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stratos Wealth Partners's EPR Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in EPR Properties (EPR) in Q2 2026: 3,766 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1580 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in EPR as recently as Q3 2025.

Stratos Wealth Partners first reported a position in EPR in Q2 2017 and has held it in 11 quarters since. The position peaked at $387K in Q3 2017. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Stratos Wealth Partners held 3,766 shares of EPR Properties worth $218K as of Q2 2026.
  • EPR Properties was a new Stratos Wealth Partners position in Q2 2026.
  • EPR Properties made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1580 holding.
  • Stratos Wealth Partners first reported a position in EPR Properties in Q2 2017 and has held it in 11 quarters since.
  • Stratos Wealth Partners's EPR Properties position peaked at $387K in Q3 2017.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.