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Epr Properties shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of Epr Properties (EPR) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in Epr Properties

Tip: Access up to 7 years of quarterly data

All positions including Epr Properties held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Epr Properties by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 1.0k 58.01
2025-06-30 $54k 925 58.26
2025-03-31 $45k 850 52.61
2024-12-31 $20k 450 44.28
2024-09-30 $22k 450 49.04
2024-06-30 $19k 450 41.98
2024-03-31 $19k 450 42.45
2023-12-31 $22k 450 48.45

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Epr Properties

Vanguard Group
BlackRock
State Street Corporation
Prudential Financial
Northern Trust
Geode Capital Management
AQR Capital Management
Charles Schwab Investment Management
LSV Asset Management
Bank of New York Mellon
Dimensional Fund Advisors
Citadel Advisors
Invesco
Renaissance Technologies
Quantinno Capital Management

View all funds holding Epr Properties