Janney Montgomery Scott LLC EPR/PRC EPR PPTY CV C PFD 575

Ownership history in Janney Montgomery Scott LLC  ·  15 quarters on record

AI Ownership Summary

Janney Montgomery Scott LLC reported EPR PPTY CV C PFD 575 (EPR/PRC) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows EPR/PRC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPR/PRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Janney Montgomery Scott LLC's position in EPR PPTY CV C PFD 575, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EPR/PRC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Janney Montgomery Scott LLC held EPR/PRC — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 79,039 -1,475 -1.8% 0.00% $2K 2026-08-05
2026 Q1 ADDED 80,514 +2,425 +3.1% 0.00% $2K 2026-04-22
2025 Q4 ADDED 78,089 +4,525 +6.2% 0.00% $1.7M 2026-02-11
2025 Q3 ADDED 73,564 +3,350 +4.8% 0.00% $1.9M 2025-11-14 (Est.)
2025 Q2 REDUCED 70,214 -3,335 -4.5% 0.00% $1.8M 2025-07-17
2025 Q1 ADDED 73,549 +3,885 +5.6% 0.00% $1.7M 2025-04-17
2024 Q4 ADDED 69,664 +15,589 +28.8% 0.00% $1.4M 2025-01-17
2024 Q3 ADDED 54,075 +10,325 +23.6% 0.00% $1.2M 2024-10-29
2024 Q2 ADDED 43,750 +8,750 +25.0% 0.00% $845K 2024-07-25
2024 Q1 ADDED 35,000 +4,600 +15.1% 0.00% $664K 2024-05-01
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Janney Montgomery Scott LLC and EPR/PRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Janney Montgomery Scott LLC reported owning EPR/PRC?

Janney Montgomery Scott LLC reported EPR/PRC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EPR/PRC position in Janney Montgomery Scott LLC's portfolio?

The largest reported portfolio weight for EPR/PRC was 0.00% in 2025 Q1.

What is the latest reported EPR/PRC position on this page?

The most recent filing on this page is 2026 Q2, when Janney Montgomery Scott LLC reported 79,039 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this EPR/PRC ownership page compare?

The chart compares Janney Montgomery Scott LLC's quarterly EPR/PRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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