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Epr Properties Pfd C 5.75% shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of Epr Properties Pfd C 5.75% (EPR.PC) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in Epr Properties Pfd C 5.75%

Tip: Access up to 7 years of quarterly data

All positions including Epr Properties Pfd C 5.75% held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Epr Properties Pfd C 5.75% by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.7k 253 22.65
2025-12-31 $5.5k 250 22.16
2025-09-30 $6.3k 246 25.44
2025-06-30 $6.2k 243 25.58
2025-03-31 $5.5k 239 23.05
2024-12-31 $4.9k 235 20.80

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Top funds holding Epr Properties Pfd C 5.75%

Weiss Asset Management LP[1
Camden Asset Management
Aequim Alternative Investments
BlackRock
Colony Capital
D.A. Davidson & Co.
Warberg Asset Management
Janney Montgomery Scott
North Star Investment Management
Wells Fargo & Company
Toroso Investments
Westwood Holdings
LDR Capital Management
Uniplan Investment Counsel
Envestnet Asset Management

View all funds holding Epr Properties Pfd C 5.75%