Wealth Enhancement Advisory Services
EPR icon

Wealth Enhancement Advisory Services’s EPR Properties EPR Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.47M Buy
46,194
+16,435
+55% +$934K ﹤0.01% 1436
2026
Q1 		$1.52M Sell
29,759
-2,517
-8% -$138K ﹤0.01% 1541
2025
Q4 		$1.65M Buy
32,276
+4,915
+18% +$256K ﹤0.01% 1628
2025
Q3 		$1.51M Buy
27,361
+1,092
+4% +$61.4K ﹤0.01% 1613
2025
Q2 		$1.56M Buy
26,269
+10,160
+63% +$535K ﹤0.01% 1493
2025
Q1 		$848K Buy
16,109
+838
+5% +$41.1K ﹤0.01% 1693
2024
Q4 		$676K Buy
15,271
+450
+3% +$20.6K ﹤0.01% 1782
2024
Q3 		$727K Buy
14,821
+1,668
+13% +$76.1K ﹤0.01% 1586
2024
Q2 		$552K Buy
13,153
+3,692
+39% +$152K ﹤0.01% 1591
2024
Q1 		$402K Sell
9,461
-25
-0.3% -$1.09K ﹤0.01% 1717
2023
Q4 		$460K Buy
9,486
+283
+3% +$12.6K ﹤0.01% 1555
2023
Q3 		$382K Buy
+9,203
New +$405K ﹤0.01% 1592
2018
Q1 		– Sell
-15,829
Closed -$944K – 155
2017
Q4 		$944K Buy
15,829
+3,027
+24% +$207K 0.07% 116
2017
Q3 		$899K Buy
+12,802
New +$902K 0.07% 116

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

Wealth Enhancement Advisory Services's EPR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its EPR Properties (EPR) stake by 55% in Q2 2026, buying an estimated $934K and bringing the position to 46,194 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Wealth Enhancement Advisory Services first reported a position in EPR in Q3 2017 and has held it in 14 quarters since. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 46,194 shares of EPR Properties worth $2.47M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,435 EPR Properties shares in Q2 2026, an estimated $934K.
  • EPR Properties made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1436 holding.
  • Wealth Enhancement Advisory Services first reported a position in EPR Properties in Q3 2017 and has held it in 14 quarters since.
  • 489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.