A detailed history of Family Wealth Partners, LLC transactions in Epr Properties stock. As of the latest transaction made, Family Wealth Partners, LLC holds 11,193 shares of EPR stock, worth $573,977. This represents 0.24% of its overall portfolio holdings.

Number of Shares
11,193
Previous 7,475 49.74%
Holding current value
$573,977
Previous $436 Million 49.1%
% of portfolio
0.24%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$52.58 - $61.21 $195,492 - $227,578
3,718 Added 49.74%
11,193 $649 Million
Q2 2025

Jul 14, 2025

BUY
$43.53 - $59.11 $147,653 - $200,501
3,392 Added 83.08%
7,475 $436 Million
Q1 2025

Apr 16, 2025

BUY
$43.98 - $53.81 $179,570 - $219,706
4,083 New
4,083 $215 Million

Others Institutions Holding EPR

About EPR PROPERTIES


  • Ticker EPR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Specialty
  • Shares Outstandng 75,014,704
  • Market Cap $3.85B
  • Description
  • EPR Properties is a leading experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues which create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and ...
More about EPR
Track This Portfolio

Track Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.