The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

EPR Properties (EPR)

NYSE - Nasdaq Real-time price. Currency in USD

Add to watchlist

41.12

+0.59

(+1.46%)

At close: 04:00PM EDT

40.93

-0.19

(-0.46%)

Pre-market:

09:10AM EDT

Major holders

Currency in USD

2.10%	% of shares held by all insiders
76.69%	% of shares held by institutions
78.34%	% of float held by institutions
489	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	11,257,272	30 Dec 2023	14.88%	462,899,012
Blackrock Inc.	9,854,780	30 Dec 2023	13.02%	405,228,543
Invesco Ltd.	5,022,953	30 Dec 2023	6.64%	206,543,821
State Street Corporation	4,214,273	30 Dec 2023	5.57%	173,290,901
Wellington Management Group, LLP	1,691,029	30 Dec 2023	2.23%	69,535,110
Geode Capital Management, LLC	1,324,462	30 Dec 2023	1.75%	54,461,876
Bank Of New York Mellon Corporation	1,278,772	30 Dec 2023	1.69%	52,583,103
PGGM Investments	1,272,738	30 Dec 2023	1.68%	52,334,985
Charles Schwab Investment Management, Inc.	1,244,414	30 Dec 2023	1.64%	51,170,302
Lsv Asset Management	1,112,454	30 Dec 2023	1.47%	45,744,107

Holder	Shares	Date reported	% out	Value
Vanguard Specialized-Real Estate Index Fund	3,042,997	30 Jan 2024	4.02%	125,128,033
Vanguard Total Stock Market Index Fund	2,364,115	30 Dec 2023	3.12%	97,212,406
iShares Core S&P Midcap ETF	2,293,171	28 Feb 2024	3.03%	94,295,189
Vanguard Small-Cap Index Fund	1,917,919	30 Dec 2023	2.53%	78,864,827
Vanguard Small Cap Value Index Fund	1,322,004	30 Dec 2023	1.75%	54,360,803
Vanguard Extended Market Index Fund	1,111,141	30 Dec 2023	1.47%	45,690,116
Invesco Summit Fund, Inc.	926,100	30 Jan 2024	1.22%	38,081,231
SPDR S&P Mid Cap 400 ETF Trust	601,654	28 Feb 2024	0.80%	24,740,011
Vanguard Specialized-Real Estate II Index Fund	478,333	30 Jan 2024	0.63%	19,669,052
DFA Real Estate Securities Portfolio	434,736	30 Jan 2024	0.57%	17,876,343