Position in EPR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$55,921
+$5,961 QoQ
Shares Held
964
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#370
of 484 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Nova Wealth Management, Inc. holds $67,745 across 3 REIT - Specialty names. EPR ranks #1 (82.5% 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 | $55,921 | 964 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $49,960 | 1,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $49,900 | 1,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $58,010 | 1,000 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $58,260 | 1,000 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $64,342 | 1,223 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $54,154 | 1,223 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||