Robertson Stephens Wealth Management, LLC
Position in EPR — Epr Properties
CIK 1767307
San Francisco, CA
Position in EPR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$272,647
+$37,835 QoQ
Shares Held
4,700
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#307
of 484 holders
Holding Since
Dec 2021
15 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, 2026Robertson Stephens Wealth Management, LLC holds $2,476,653 across 3 REIT - Specialty names. EPR ranks #2 (11.0% of the industry book) .
All Filings in EPR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,647 | 4,700 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $234,812 | 4,700 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $234,530 | 4,700 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $272,647 | 4,700 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $273,822 | 4,700 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $247,267 | 4,700 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $208,116 | 4,700 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $230,488 | 4,700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $199,405 | 4,750 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $199,515 | 4,700 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $228,877 | 4,724 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $220,100 | 4,703 | Shares | Sole | 2023-08-11 | |
| 2022-06-30 | $220,571 | 4,700 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $257,137 | 4,700 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $223,203 | 4,700 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||