Position in EPR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$98,617
+$13,685 QoQ
Shares Held
1,700
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#360
of 484 holders
Holding Since
Jun 2025
5 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, 2026TOTH FINANCIAL ADVISORY CORP holds $1,362,844 across 5 REIT - Specialty names. EPR ranks #3 (7.2% of the industry book) .
All Filings in EPR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,617 | 1,700 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $84,932 | 1,700 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $84,830 | 1,700 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $98,617 | 1,700 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,097 | 36 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||