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Lloyd Advisory Services, LLC.

Position in EPR — Epr Properties

CIK 1802474 SUWANEE, GA

Position in EPR

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$3,497
-$15,814 QoQ
Shares Held
70
-81.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
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, 2026

Lloyd Advisory Services, LLC. holds $225,364 across 2 REIT - Specialty names.

# Ticker Company Shares Value (USD) Open

All Filings in EPR

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,497 70
2025-12-31 $19,311 387