Position in EPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$284,771
-$43,616 QoQ
Shares Held
4,909
-25.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#301
of 484 holders
Holding Since
Jun 2023
9 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, 2026ATLAS CAPITAL ADVISORS INC. holds $815,734 across 6 REIT - Specialty names. EPR ranks #2 (34.9% of the industry book) .
All Filings in EPR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,771 | 4,909 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $328,387 | 6,573 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $327,992 | 6,573 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $672,903 | 11,550 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $508,212 | 9,660 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $6,865 | 140 | Shares | Sole | 2024-11-05 | |
| 2023-12-31 | $236,048 | 4,872 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $142,357 | 3,427 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $64,256 | 1,373 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||