Atlantic Edge Private Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
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)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Epr Properties

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Renaissance Technologies
Charles Schwab Investment Management
Dimensional Fund Advisors
Bank of New York Mellon
Invesco
LSV Asset Management
AQR Capital Management
American Century Companies
Morgan Stanley
Sycale Advisors

View all funds holding Epr Properties