FWP
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Family Wealth Partners’s EPR Properties EPR Stock Holding History

Family Wealth Partners’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$436K Buy
7,475
+3,392
+83% +$198K 0.17% 43
2025
Q1 		$215K Buy
+4,083
New +$215K 0.1% 47