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Synergy Financial Group, LTD

Position in EPR — Epr Properties

CIK 1905669 SAN RAMON, CA

Position in EPR

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$222,821
-$76,878 QoQ
Shares Held
4,460
-25.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in EPR Over Time

Shares Held

Position Value (USD)

All Filings in EPR

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $222,821 4,460
2025-12-31 $299,699 6,006
2025-09-30 $375,150 6,467
2025-06-30 $372,048 6,386
2025-03-31 $331,337 6,298