Atlantic Edge Private Wealth Management, LLC
Position in EPR — Epr Properties
CIK 2011145
JACKSONVILLE, FL
Position in EPR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$58,010
+$8,050 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#369
of 484 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $114,147 across 4 REIT - Specialty names. EPR ranks #1 (50.8% of the industry book) .
All Filings in EPR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,010 | 1,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $49,960 | 1,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $49,900 | 1,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $58,010 | 1,000 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $53,890 | 925 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $44,718 | 850 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $19,926 | 450 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $22,068 | 450 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $18,891 | 450 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $19,102 | 450 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $21,802 | 450 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||