EPR — EPR PPTYS

Ownership history in Keystone Financial Services  ·  2 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in EPR PPTYS (EPR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2025 Q2)
Avg. % of fund
0.07%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,670 +101 +2.8% 0.07% $213K $56.41
2025 Q2 INITIATED 3,569 — — 0.07% $208K $55.77
% of Fund (quarterly)    EPR price (monthly, adj. close)

Other funds also holding EPR

As of 2025 Q4 — sorted by position size

Ballast Asset Management, LP 1.74% 1620 INVESTMENT ADVISORS, INC. 3Y 0.72% Midwest Professional Planners, LTD. 3Y 7Y 0.44% Advisors Capital Management, LLC 3Y 7Y 0.29% PCG Wealth Advisors, LLC 3Y 0.28% Versor Investments LP 3Y 7Y 0.27% Sound Stewardship, LLC 0.26% Oak Thistle LLC 3Y 0.26% Uniplan Investment Counsel, Inc. 3Y 7Y 0.25% MRP Capital Investments, LLC 3Y 0.24%
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