Position in EPR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$554,343
+$95,211 QoQ
Shares Held
9,556
+4.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#247
of 484 holders
Holding Since
Dec 2024
7 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, 2026Maridea Wealth Management LLC holds $1,247,777 across 3 REIT - Specialty names. EPR ranks #1 (44.4% 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 | $554,343 | 9,556 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $459,132 | 9,190 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $575,646 | 11,536 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $653,888 | 11,272 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $682,282 | 11,711 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $605,804 | 11,515 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $509,662 | 11,510 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||