Position in EPR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$252,981
+$33,207 QoQ
Shares Held
4,361
-0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#316
of 484 holders
Holding Since
Sep 2023
11 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, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $252,981 across 1 REIT - Specialty name. EPR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPR |
Epr Properties
This page
|
4,361 | $252,981 |
All Filings in EPR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,981 | 4,361 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $219,774 | 4,399 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $219,510 | 4,399 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $255,185 | 4,399 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $256,285 | 4,399 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $232,325 | 4,416 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $402,471 | 8,207 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $344,529 | 8,207 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $348,387 | 8,207 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $399,131 | 8,238 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $342,206 | 8,238 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||