Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in EPR — Epr Properties
CIK 1510434
Seattle, WA
Position in EPR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$898,284
+$206,089 QoQ
Shares Held
15,485
+11.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#200
of 487 holders
Holding Since
Dec 2021
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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $4,211,754 across 7 REIT - Specialty names. EPR ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
6,600 | $1,029,467 | |
| 2 | EPR |
Epr Properties
This page
|
15,485 | $898,284 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
19,416 | $864,593 | |
| 4 | IRM |
Iron Mountain Inc
|
5,075 | $641,022 | |
| 5 | SBAC |
Sba Communications Corp
|
2,315 | $408,503 | |
| 6 | EQIX |
Equinix Inc
|
240 | $250,173 | |
| 7 | UNIT |
Uniti Group Inc.
|
10,437 | $119,712 |
All Filings in EPR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898,284 | 15,485 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $692,195 | 13,855 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $469,508 | 9,409 | Shares | Sole | 2026-01-16 | |
| 2023-03-31 | $785,012 | 20,604 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $770,129 | 20,417 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $732,153 | 20,417 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $815,174 | 17,370 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $950,312 | 17,370 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $824,901 | 17,370 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||