Position in EPR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$319,113
+$44,284 QoQ
Shares Held
5,501
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#293
of 484 holders
Holding Since
Jun 2021
19 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, 2026Camelot Portfolios, LLC holds $620,572 across 2 REIT - Specialty names. EPR ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPR |
Epr Properties
This page
|
5,501 | $319,113 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,843 | $301,459 |
All Filings in EPR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,113 | 5,501 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $274,829 | 5,501 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $274,499 | 5,501 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $319,055 | 5,500 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $320,430 | 5,500 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $289,512 | 5,503 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 | $748,335 | 17,826 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $441,352 | 10,397 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $866,528 | 17,885 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $455,403 | 10,963 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $892,101 | 19,062 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $534,885 | 14,039 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $533,285 | 14,138 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $448,501 | 12,507 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $867,172 | 18,478 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,064,984 | 19,466 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $664,147 | 13,985 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $643,372 | 13,029 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $714,867 | 13,570 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||