Position in EPR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,439
+$894 QoQ
Shares Held
111
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#427
of 484 holders
Holding Since
Mar 2020
26 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, 2026Moisand Fitzgerald Tamayo, LLC holds $31,135 across 3 REIT - Specialty names. EPR ranks #3 (20.7% of the industry book) .
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,439 | 111 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,545 | 111 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,538 | 111 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,439 | 111 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,466 | 111 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,839 | 111 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,915 | 111 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,443 | 111 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,659 | 111 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,711 | 111 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,377 | 111 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $5,607 | 135 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $6,318 | 135 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $5,143 | 135 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $5,092 | 135 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $3,980 | 111 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,209 | 111 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,072 | 111 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,271 | 111 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $5,481 | 111 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,847 | 111 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,171 | 111 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,607 | 111 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,052 | 111 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,677 | 111 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,688 | 111 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||