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Epr Properties shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Epr Properties (EPR) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Epr Properties

Tip: Access up to 7 years of quarterly data

All positions including Epr Properties held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Epr Properties by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 28k 58.31
2025-06-30 $1.5k 25 58.28
2018-06-30 $8.0k 130 61.54
2018-03-31 $7.0k 130 53.85

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
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Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

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