Position in EPR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,459,275
+$417,860 QoQ
Shares Held
42,394
+3.8% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#120
of 484 holders
Holding Since
Jun 2023
12 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, 2026Focus Financial Network, Inc. holds $4,409,484 across 4 REIT - Specialty names. EPR ranks #1 (55.8% of the industry book) .
All Filings in EPR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,459,275 | 42,394 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,041,415 | 40,861 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,869,204 | 37,459 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,043,866 | 35,233 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,739,993 | 29,866 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,265,428 | 24,053 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $930,854 | 21,022 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $917,097 | 18,701 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $739,393 | 17,613 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $545,822 | 12,858 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $315,122 | 7,586 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $333,216 | 7,120 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||