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Financial Perspectives, Inc

Position in EPR — Epr Properties

CIK 2003287 MINNEAPOLIS, MN

Position in EPR

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$464
+$65 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#476
of 484 holders
Holding Since
Jun 2023
13 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, 2026

Financial Perspectives, Inc holds $393,821 across 6 REIT - Specialty names. EPR ranks #6 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 EPR
Epr Properties
This page
8 $464

All Filings in EPR

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $464 8
2026-03-31 $399 8
2025-12-31 $399 8
2025-09-30 $464 8
2025-06-30 $466 8
2025-03-31 $420 8
2024-12-31 $354 8
2024-09-30 $392 8
2024-06-30 $335 8
2024-03-31 $339 8
2023-12-31 $387 8
2023-09-30 $332 8
2023-06-30 $374 8