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U.S. Capital Wealth Advisors’s EPR Properties EPR Stock Holding History

U.S. Capital 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
Q1 		$220K Buy
4,397
+385
+10% +$21.2K 0.01% 923
2025
Q4 		$200K Sell
4,012
-466
-10% -$24.3K 0.01% 939
2025
Q3 		$260K Buy
+4,478
New +$252K 0.01% 810

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 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

U.S. Capital Wealth Advisors's EPR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its EPR Properties (EPR) stake by 9.6% in Q1 2026, buying an estimated $21.2K and bringing the position to 4,397 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #923.

U.S. Capital Wealth Advisors first reported a position in EPR in Q3 2025 and has held it in 3 quarters since. The position peaked at $260K in Q3 2025. 464 funds tracked by Wall St. Rank hold EPR as of Q1 2026.

  • U.S. Capital Wealth Advisors held 4,397 shares of EPR Properties worth $220K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 385 EPR Properties shares in Q1 2026, an estimated $21.2K.
  • EPR Properties made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #923 holding.
  • U.S. Capital Wealth Advisors first reported a position in EPR Properties in Q3 2025 and has held it in 3 quarters since.
  • U.S. Capital Wealth Advisors's EPR Properties position peaked at $260K in Q3 2025.
  • 464 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.