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Disclosery

FIRST TRUST ADVISORS LP: EPR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on EPR, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 223,183 EPR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,183 shares
    Change vs previous 13F +135,732 shares

    0.01% of the 13F portfolio, value $12,946,845.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 87,451 shares
    Change vs previous 13F -33,929 shares

    <0.01% of the 13F portfolio, value $4,369,051.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 121,380 shares
    Change vs previous 13F -39,592 shares

    <0.01% of the 13F portfolio, value $6,056,861.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 160,972 shares
    Change vs previous 13F -28,955 shares

    0.01% of the 13F portfolio, value $9,337,985.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 189,927 shares
    Change vs previous 13F +134,716 shares

    0.01% of the 13F portfolio, value $11,065,146.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 55,211 shares
    Change vs previous 13F -101,893 shares

    <0.01% of the 13F portfolio, value $2,904,650.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 157,104 shares
    Change vs previous 13F +2,500 shares

    0.01% of the 13F portfolio, value $6,956,565.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 154,604 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,581,779.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).