Convergence Investment Partners, LLC
Position in EPR — Epr Properties
CIK 1456133
PALM BEACH GARDENS, FL
Position in EPR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,608,767
+$1,531,730 QoQ
Shares Held
44,971
+108.6% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#118
of 484 holders
Holding Since
Jun 2025
4 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, 2026Convergence Investment Partners, LLC holds $7,955,127 across 3 REIT - Specialty names. EPR ranks #2 (32.8% of the industry book) .
All Filings in EPR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,608,767 | 44,971 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,077,037 | 21,558 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $2,213,951 | 38,165 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,250,725 | 21,468 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||