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Cyndeo Wealth Partners’s EPR Properties EPR Stock Holding History

Cyndeo Wealth Partners’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 		– Sell
-161,474
Closed -$9.41M – 484
2025
Q2 		$9.41M Buy
161,474
+6,520
+4% +$343K 0.56% 47
2025
Q1 		$8.15M Buy
154,954
+8,922
+6% +$438K 0.54% 54
2024
Q4 		$6.47M Buy
146,032
+8,102
+6% +$371K 0.44% 73
2024
Q3 		$6.76M Buy
137,930
+9,141
+7% +$417K 0.47% 64
2024
Q2 		$5.41M Buy
128,789
+8,609
+7% +$354K 0.42% 70
2024
Q1 		$5.1M Buy
120,180
+17,935
+18% +$782K 0.42% 76
2023
Q4 		$4.95M Buy
102,245
+16,275
+19% +$726K 0.46% 68
2023
Q3 		$3.57M Buy
85,970
+4,779
+6% +$210K 0.37% 90
2023
Q2 		$3.8M Buy
+81,191
New +$3.43M 0.4% 84

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

Cyndeo Wealth Partners's EPR Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of EPR Properties (EPR) in Q3 2025, closing a stake of 161,474 shares — an estimated $9.41M sold.

Cyndeo Wealth Partners first reported a position in EPR in Q2 2023 and held it in 9 quarters. The position peaked at $9.41M in Q2 2025. 456 funds tracked by Wall St. Rank hold EPR as of Q3 2025.

  • Cyndeo Wealth Partners reported no remaining EPR Properties position as of Q3 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 161,474 EPR Properties shares in Q3 2025, an estimated $9.41M.
  • Cyndeo Wealth Partners first reported a position in EPR Properties in Q2 2023 and held it in 9 quarters.
  • Cyndeo Wealth Partners's EPR Properties position peaked at $9.41M in Q2 2025.
  • 456 funds tracked by Wall St. Rank held EPR Properties as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.