Position in EPR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$537,288
+$55,924 QoQ
Shares Held
9,262
-3.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#248
of 484 holders
Holding Since
Dec 2024
7 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, 2026Teamwork Financial Advisors, LLC holds $989,730 across 2 REIT - Specialty names. EPR ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPR |
Epr Properties
This page
|
9,262 | $537,288 | |
| 2 | IRM |
Iron Mountain Inc
|
3,582 | $452,442 |
All Filings in EPR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,288 | 9,262 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $481,364 | 9,635 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $448,700 | 8,992 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $578,301 | 9,969 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $581,609 | 9,983 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $577,868 | 10,984 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $473,308 | 10,689 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||