Position in EPR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$384,083
+$39,860 QoQ
Shares Held
6,621
-3.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#277
of 484 holders
Holding Since
Mar 2026
2 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, 2026Advisor OS, LLC holds $2,037,769 across 3 REIT - Specialty names. EPR ranks #2 (18.8% of the industry book) .
All Filings in EPR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,083 | 6,621 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $344,223 | 6,890 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||