EPR EPR PPTYS

Ownership history in MACKENZIE FINANCIAL CORP  ·  18 quarters on record

This page tracks every 13F SEC filing in which MACKENZIE FINANCIAL CORP 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
0.02% (2019 Q3)
Avg. % of fund
0.01%
First filed
2018 Q3
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,761 -1,061 -22.0% 0.00% $218K $56.41
2025 Q2 ADDED 4,822 +147 +3.1% 0.00% $281K $55.77
2025 Q1 ADDED 4,675 +92 +2.0% 0.00% $246K $49.54
2024 Q3 REDUCED 4,583 -2,882 -38.6% 0.00% $225K $44.54
2023 Q4 REDUCED 7,465 -488 -6.1% 0.00% $362K $41.50
2023 Q3 REDUCED 7,953 -3,201 -28.7% 0.00% $322K $34.93
2023 Q2 ADDED 11,154 +110 +1.0% 0.00% $527K $38.61
2023 Q1 REDUCED 11,044 -1,203 -9.8% 0.00% $421K $30.82
2022 Q4 ADDED 12,247 +2,925 +31.4% 0.00% $462K $29.89
2022 Q3 ADDED 9,322 +1,482 +18.9% 0.00% $334K $27.82
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EPR price (monthly, adj. close)
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