EPR EPR PPTYS

Ownership history in MATHER GROUP, LLC.  ·  9 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. 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
0.01% (2022 Q3)
Avg. % of fund
0.0%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 345 0% 0.00% $20K $56.41
2025 Q1 ADDED 345 +136 +65.1% 0.00% $18K $49.54
2024 Q4 REDUCED 209 -65 -23.7% 0.00% $9K $40.98
2024 Q3 REDUCED 274 -164 -37.4% 0.00% $13K $44.54
2024 Q2 REDUCED 438 -411 -48.4% 0.00% $19K $37.44
2024 Q1 REDUCED 849 -14,907 -94.6% 0.00% $41K $37.08
2023 Q1 REDUCED 15,756 -856 -5.2% 0.01% $600K $30.82
2022 Q4 ADDED 16,612 +709 +4.5% 0.01% $627K $29.89
2022 Q3 INITIATED 15,903 0.01% $570K $27.82
% of Fund (quarterly)    EPR price (monthly, adj. close)
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