Position in EPR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$220,205
+$7,309 QoQ
Shares Held
3,796
+3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#328
of 484 holders
Holding Since
Jun 2025
3 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, 2026Keystone Financial Services holds $220,205 across 1 REIT - Specialty name. EPR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPR |
Epr Properties
This page
|
3,796 | $220,205 |
All Filings in EPR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,205 | 3,796 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $212,896 | 3,670 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $207,929 | 3,569 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||