Position in EPR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$783,135
+$26,791 QoQ
Shares Held
13,500
-10.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
4.26%
of 13F equity value
Holder Rank
#210
of 484 holders
Holding Since
Dec 2022
14 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, 2026Sound Stewardship, LLC holds $783,135 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
|
13,500 | $783,135 |
All Filings in EPR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,135 | 13,500 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $756,344 | 15,139 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $545,007 | 10,922 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $633,585 | 10,922 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $636,315 | 10,922 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $295,983 | 5,626 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $215,599 | 4,869 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $385,754 | 9,189 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $390,073 | 9,189 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $368,656 | 7,609 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $316,077 | 7,609 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $356,101 | 7,609 | Shares | Sole | 2023-10-26 | |
| 2023-03-31 | $289,902 | 7,609 | Shares | Sole | 2023-10-26 | |
| 2022-12-31 | $237,032 | 6,284 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||