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Epr Properties shares owned by Family Wealth Partners

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

Historical chart of Family Wealth Partners investment in Epr Properties

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Epr Properties by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $570k 11k 49.90
2025-09-30 $649k 11k 58.01
2025-06-30 $436k 7.5k 58.26
2025-03-31 $215k 4.1k 52.61

More positions owned by Family Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Lpl Financial Holdings (LPLA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Family Wealth Partners

Top funds holding Epr Properties

Vanguard Group
BlackRock
State Street Corporation
Norges Bank Investment Management
Geode Capital Management
AQR Capital Management
LSV Asset Management
Charles Schwab Investment Management
Quantinno Capital Management
Northern Trust
Dimensional Fund Advisors
Bank of New York Mellon
Invesco
Citadel Advisors
American Century Companies

View all funds holding Epr Properties