Position in EPR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$114,103,755
+$41,523,966 QoQ
Shares Held
1,966,967
+35.4% QoQ
Ownership
2.57%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#6
of 487 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026LSV ASSET MANAGEMENT holds $215,709,341 across 4 REIT - Specialty names. EPR ranks #1 (52.9% of the industry book) .
All Filings in EPR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,103,755 | 1,966,967 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $72,579,789 | 1,452,758 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $68,131,364 | 1,365,358 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $73,681,865 | 1,270,158 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $75,356,863 | 1,293,458 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $66,165,808 | 1,257,666 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $49,996,459 | 1,129,098 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $49,319,429 | 1,005,698 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $47,835,958 | 1,139,494 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $48,153,327 | 1,134,354 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $53,898,396 | 1,112,454 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $47,603,095 | 1,145,958 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $54,124,480 | 1,156,506 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $35,751,897 | 938,370 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $34,478,720 | 914,070 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $18,801,398 | 524,300 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,343,825 | 113,868 | Shares | Sole | 2022-08-10 | |
| 2020-03-31 | $426,272 | 17,600 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||