Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$174,030
+$24,150 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 487 holders
Holding Since
Jun 2020
25 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, 2026Heritage Wealth Advisors holds $479,864 across 4 REIT - Specialty names. EPR ranks #2 (36.3% of the industry book) .
All Filings in EPR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,030 | 3,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $149,880 | 3,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $149,700 | 3,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $174,030 | 3,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $174,780 | 3,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $157,830 | 3,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $132,840 | 3,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $147,120 | 3,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $125,940 | 3,000 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $127,350 | 3,000 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $145,350 | 3,000 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $124,620 | 3,000 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $140,400 | 3,000 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $114,300 | 3,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $113,160 | 3,000 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $107,580 | 3,000 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $140,790 | 3,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $164,130 | 3,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $142,470 | 3,000 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $148,140 | 3,000 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $158,040 | 3,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $139,770 | 3,000 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $97,500 | 3,000 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $82,500 | 3,000 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $99,390 | 3,000 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||