Wealthcare Advisory Partners’s EPR Properties EPR Stock Holding History

Wealthcare Advisory 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	$273K	Buy	4,705 +305	+7%	+$17.3K	0.01%	915
2026 Q1	$220K	Buy	+4,400	New	+$242K	﹤0.01%	986
2024 Q2	–	Sell	-4,724	Closed	-$201K	–	833
2024 Q1	$201K	Buy	4,724 +143	+3%	+$6.24K	0.01%	770
2023 Q4	$222K	Buy	+4,581	New	+$204K	0.01%	691
2023 Q3	–	Sell	-7,405	Closed	-$347K	–	710
2023 Q2	$347K	Buy	7,405 +108	+1%	+$4.56K	0.02%	529
2023 Q1	$278K	Sell	7,297 -596	-8%	-$23.8K	0.01%	598
2022 Q4	$298K	Buy	7,893 +299	+4%	+$11.6K	0.01%	544
2022 Q3	$272K	Buy	7,594 +72	+1%	+$3.4K	0.02%	505
2022 Q2	$353K	Sell	7,522 -104	-1%	-$5.27K	0.02%	390
2022 Q1	$417K	Buy	7,626 +1,945	+34%	+$94.2K	0.03%	340
2021 Q4	$270K	Buy	+5,681	New	+$282K	0.02%	469
2020 Q2	–	Sell	-69	Closed	-$2K	–	618
2020 Q1	$2K	Buy	69 +40	+138%	+$2.29K	﹤0.01%	1281
2019 Q4	$2K	Hold	29	–	–	﹤0.01%	1253
2019 Q3	$2K	Hold	29	–	–	﹤0.01%	1208
2019 Q2	$2K	Hold	29	–	–	﹤0.01%	1180
2019 Q1	$2K	Hold	29	–	–	﹤0.01%	1088
2018 Q4	$2K	Hold	29	–	–	﹤0.01%	1072
2018 Q3	$2K	Hold	29	–	–	﹤0.01%	1114
2018 Q2	$2K	Buy	+29	New	+$1.72K	﹤0.01%	1113

Other funds holding EPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthcare Advisory Partners's EPR Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its EPR Properties (EPR) stake by 6.9% in Q2 2026, buying an estimated $17.3K and bringing the position to 4,705 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #915.

Wealthcare Advisory Partners first reported a position in EPR in Q2 2018 and has held it in 19 quarters since. The position peaked at $417K in Q1 2022. 489 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

Wealthcare Advisory Partners held 4,705 shares of EPR Properties worth $273K as of Q2 2026.
Wealthcare Advisory Partners bought 305 EPR Properties shares in Q2 2026, an estimated $17.3K.
EPR Properties made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #915 holding.
Wealthcare Advisory Partners first reported a position in EPR Properties in Q2 2018 and has held it in 19 quarters since.
Wealthcare Advisory Partners's EPR Properties position peaked at $417K in Q1 2022.
489 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.