Position in EPR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$841,667
+$159,763 QoQ
Shares Held
14,509
+6.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#201
of 484 holders
Holding Since
Mar 2025
6 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, 2026FAMILY WEALTH PARTNERS, LLC holds $841,667 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
|
14,509 | $841,667 |
All Filings in EPR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,667 | 14,509 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $681,904 | 13,649 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $569,957 | 11,422 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $649,305 | 11,193 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $435,493 | 7,475 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $214,806 | 4,083 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||