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Samalin Investment Counsel, LLC

Position in EPR — Epr Properties

CIK 1544366 CHAPPAQUA, NY

Position in EPR

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$503,584
-$66,609 QoQ
Shares Held
8,681
-23.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#259
of 484 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in EPR Over Time

Shares Held

Position Value (USD)

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

Samalin Investment Counsel, LLC holds $1,788,113 across 5 REIT - Specialty names. EPR ranks #1 (28.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EPR
Epr Properties
This page
8,681 $503,584

All Filings in EPR

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $503,584 8,681
2026-03-31 $570,193 11,413
2025-12-31 $631,634 12,658
2025-09-30 $686,664 11,837
2025-06-30 $735,241 12,620
2025-03-31 $650,101 12,357
2024-12-31 $602,429 13,605
2024-09-30 $664,344 13,547
2024-06-30 $548,048 13,055
2024-03-31 $510,503 12,026
2023-12-31 $465,216 9,602
2023-09-30 $263,197 6,336
2023-06-30 $265,870 5,681