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Wealthspire Advisors (New York)’s EPR Properties EPR Stock Holding History

Wealthspire Advisors (New York)’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
-281
Closed -$16.3K – 1584
2025
Q3 		$16.3K Buy
+281
New +$15.8K ﹤0.01% 1781

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s EPR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of EPR Properties (EPR) in Q4 2025, closing a stake of 281 shares — an estimated $16.3K sold.

Wealthspire Advisors (New York) first reported a position in EPR in Q3 2025 and held it in 1 quarter. The position peaked at $16.3K in Q3 2025. 456 funds tracked by Wall St. Rank hold EPR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining EPR Properties position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 281 EPR Properties shares in Q4 2025, an estimated $16.3K.
  • Wealthspire Advisors (New York) first reported a position in EPR Properties in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s EPR Properties position peaked at $16.3K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held EPR Properties as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.