A detailed history of Beverly Hills Private Wealth, LLC transactions in Epr Pptys Pfd Conv Ser E 9.00% stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 16,175 shares of EPRPRE stock, worth $0. This represents 0.1% of its overall portfolio holdings.

Number of Shares
16,175
Previous 10,321 56.72%
Holding current value
$0
Previous $281 Million 72.71%
% of portfolio
0.1%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025

BUY
N/A
5,854 Added 56.72%
16,175 $485 Million
Q4 2024

Feb 13, 2025

BUY
N/A
427 Added 4.32%
10,321 $281 Million
Q3 2024

Nov 12, 2024

BUY
N/A
9,894 New
9,894 $303 Million

Others Institutions Holding EPRPRE

About EPR PPTYS PFD CONV SER E 9.00%


  • Ticker EPRPRE
More about EPRPRE
Track This Portfolio

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.