Costello Asset Management, INC

Position in EPR — Epr Properties

CIK 1760145 FEASTERVILLE, PA

Position in EPR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$11,602

-$8,481 QoQ

Shares Held

200

-50.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#412

of 484 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Costello Asset Management, INC holds $296,374 across 5 REIT - Specialty names. EPR ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	1,344	$219,838
2	WY	Weyerhaeuser Co	1,689	$40,434
3	RYN	Rayonier Inc	991	$21,088
4	EPR	Epr Properties This page	200	$11,602
5	LAND	GLADSTONE LAND Corp	400	$3,412

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,602	200	-50.2%	Shares	Sole	2026-07-28
2026-03-31	$20,083	402	0.0%	Shares	Sole	2026-04-30
2025-12-31	$20,059	402	0.0%	Shares	Sole	2026-02-03
2025-09-30	$23,320	402	0.0%	Shares	Sole	2025-11-06
2025-06-30	$23,420	402	0.0%	Shares	Sole	2025-07-24
2025-03-31	$21,149	402	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.