Atlantic Edge Private Wealth Management’s EPR Properties EPR Stock Holding History

Atlantic Edge Private 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
2026 Q1	$50K	Hold	1,000	–	–	0.01%	239
2025 Q4	$49.9K	Hold	1,000	–	–	0.01%	221
2025 Q3	$58K	Buy	1,000 +75	+8%	+$4.21K	0.01%	207
2025 Q2	$53.9K	Buy	925 +75	+9%	+$3.95K	0.01%	207
2025 Q1	$44.7K	Buy	850 +400	+89%	+$19.6K	0.01%	212
2024 Q4	$19.9K	Hold	450	–	–	0.01%	279
2024 Q3	$22.1K	Hold	450	–	–	0.01%	256
2024 Q2	$18.9K	Hold	450	–	–	0.01%	259
2024 Q1	$19.1K	Hold	450	–	–	0.01%	254
2023 Q4	$21.8K	Buy	+450	New	+$20.1K	0.01%	230

Other funds holding EPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return