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1620 INVESTMENT ADVISORS, INC.

Position in EPR — Epr Properties

CIK 1907281 PLYMOUTH, MA

Position in EPR

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$1,228,187
+$130,516 QoQ
Shares Held
21,172
-3.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#166
of 484 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 50% Shared 0% None 50%

Common Shares in EPR Over Time

Shares Held

Position Value (USD)

Position in REIT - Specialty

Real Estate · as of Jun 30, 2026

1620 INVESTMENT ADVISORS, INC. holds $2,290,336 across 8 REIT - Specialty names. EPR ranks #1 (53.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EPR
Epr Properties
This page
21,172 $1,228,187

All Filings in EPR

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,228,187 21,172
2026-03-31 $1,097,671 21,971
2025-12-31 $1,087,171 21,787
2025-09-30 $1,325,702 22,853
2025-06-30 $1,330,774 22,842
2025-03-31 $796,831 15,146
2024-12-31 $667,343 15,071
2024-09-30 $728,342 14,852
2024-06-30 $609,171 14,511
2024-03-31 $565,561 13,323
2023-12-31 $643,173 13,275
2023-09-30 $560,208 13,486
2023-06-30 $628,383 13,427
2023-03-31 $512,216 13,444
2022-12-31 $497,262 13,183
2022-09-30 $486,512 13,567
2022-06-30 $630,410 13,433
2022-03-31 $690,057 12,613
2021-12-31 $598,991 12,613