Position in EPR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$388,434
+$53,902 QoQ
Shares Held
6,696
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#66
of 153 holders
Holding Since
Mar 2025
6 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, 2026JAMES INVESTMENT RESEARCH, INC. holds $1,172,699 across 3 REIT - Specialty names. EPR ranks #2 (33.1% of the industry book) .
All Filings in EPR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,434 | 6,696 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $334,532 | 6,696 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $333,631 | 6,686 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $387,854 | 6,686 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $343,559 | 5,897 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $310,241 | 5,897 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||