Wealthcare Advisory Partners LLC

Position in EPR — Epr Properties

CIK 1683059 WEST CHESTER, PA

Position in EPR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$272,937

+$53,113 QoQ

Shares Held

4,705

+6.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#306

of 484 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $2,049,012 across 5 REIT - Specialty names. EPR ranks #2 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	8,501	$1,073,761
2	EPR	Epr Properties This page	4,705	$272,937
3	CCI	Crown Castle Inc.	3,133	$237,262
4	DLR	Digital Realty Trust, Inc.	1,299	$233,274
5	AMT	American Tower Corp /Ma/	1,417	$231,778

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,937	4,705	+6.9%	Shares	Sole	2026-07-09
2026-03-31	$219,824	4,400	-6.9%	Shares	Sole	2026-04-14
2024-03-31	$200,533	4,724	+3.1%	Shares	Sole	2024-04-15
2023-12-31	$221,949	4,581	-38.1%	Shares	Sole	2024-02-06
2023-06-30	$346,554	7,405	+1.5%	Shares	Sole	2023-07-17
2023-03-31	$278,015	7,297	-7.6%	Shares	Sole	2023-05-04
2022-12-31	$297,723	7,893	+3.9%	Shares	Sole	2023-02-13
2022-09-30	$272,320	7,594	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$353,007	7,522	-1.4%	Shares	Sole	2022-08-15
2022-03-31	$417,218	7,626	+34.2%	Shares	Sole	2022-04-15
2021-12-31	$269,790	5,681	+8133.3%	Shares	Sole	2022-02-11
2020-03-31	$1,671	69	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.