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Abich Financial Wealth Management’s EPR Properties EPR Stock Holding History

Abich Financial Wealth Management’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$127K Buy
+2,187
New +$123K 0.05% 179
2024
Q3 		$25.1K Buy
511
+483
+1,725% +$22.1K 0.06% 136
2024
Q2 		$1.18K Sell
28
-874
-97% -$36K ﹤0.01% 582
2024
Q1 		$38.3K Buy
902
+315
+54% +$13.7K 0.03% 170
2023
Q4 		$28.4K Buy
+587
New +$26.2K 0.03% 159

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Abich Financial Wealth Management's EPR Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in EPR Properties (EPR) in Q3 2025: 2,187 shares worth $127K. The stake represents 0.05% of the portfolio and ranks #179 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in EPR as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in EPR in Q4 2023 and has held it in 5 quarters since. 456 funds tracked by Wall St. Rank hold EPR as of Q3 2025.

  • Abich Financial Wealth Management held 2,187 shares of EPR Properties worth $127K as of Q3 2025.
  • EPR Properties was a new Abich Financial Wealth Management position in Q3 2025.
  • EPR Properties made up 0.05% of Abich Financial Wealth Management's portfolio in Q3 2025, its #179 holding.
  • Abich Financial Wealth Management first reported a position in EPR Properties in Q4 2023 and has held it in 5 quarters since.
  • 456 funds tracked by Wall St. Rank held EPR Properties as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.