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Epr Properties shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Epr Properties (EPR) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Epr Properties

Tip: Access up to 7 years of quarterly data

All positions including Epr Properties held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Epr Properties by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 120k 42.45
2023-12-31 $5.0M 102k 48.45
2023-09-30 $3.6M 86k 41.54
2023-06-30 $3.8M 81k 46.80

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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
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Principal Exchange Traded Active High Yl (YLD)
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JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding Epr Properties

Vanguard Group
Wellington Management Company
PGGM Vermogensbeheer B.V.
Charles Schwab Investment Management
Bank of New York Mellon
LSV Asset Management
Dimensional Fund Advisors
Norges Bank Investment Management
Legal & General Group
Jpmorgan Chase & Co
Balyasny Asset Management
AQR Capital Management
Ubs Global Asset Management Americas
Schonfeld Strategic Advisors
Principal Financial Group

View all funds holding Epr Properties