Position in EPR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$195,145
+$5,647 QoQ
Shares Held
3,364
-11.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#344
of 484 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Virtus Investment Advisers, LLC holds $767,692 across 4 REIT - Specialty names. EPR ranks #2 (25.4% of the industry book) .
All Filings in EPR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,145 | 3,364 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $189,498 | 3,793 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $162,324 | 3,253 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $177,626 | 3,062 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $171,459 | 2,943 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $180,925 | 3,439 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||