Position in EPR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$281,580
+$3,753 QoQ
Shares Held
4,854
-12.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#303
of 484 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Kestra Investment Management, LLC holds $2,436,629 across 3 REIT - Specialty names. EPR ranks #3 (11.6% of the industry book) .
All Filings in EPR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,580 | 4,854 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $277,827 | 5,561 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $753,739 | 15,105 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,031,997 | 17,790 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,888,730 | 32,419 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,705,563 | 32,419 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $603,315 | 13,625 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||