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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Stratos Wealth Partners's EPR Position: Q4 2025 in Review

Stratos Wealth Partners sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 3,657 shares — an estimated $212K sold.

Stratos Wealth Partners first reported a position in EPR in Q2 2017 and held it in 10 quarters. The position peaked at $387K in Q3 2017. 457 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

Stratos Wealth Partners reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
Stratos Wealth Partners sold 3,657 EPR Properties shares in Q4 2025, an estimated $212K.
Stratos Wealth Partners first reported a position in EPR Properties in Q2 2017 and held it in 10 quarters.
Stratos Wealth Partners's EPR Properties position peaked at $387K in Q3 2017.
457 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.