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LPL Financial LLC

SEC CIK
0001403438
Latest filing
Aug 7, 2026

EPR.PE holding history

Epr Properties in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EPR.PE overviewAll 13F holders of EPR.PEFull Q2 2026 holdings

Shares (Q2 2026)
14,113
Value
$448.4K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of EPR.PE by LPL Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,113$448.4K<0.1%−543−3.7%ReducedHolders
Q1 202614,656$445.2K<0.1%+405+2.8%AddedHolders
Q4 202514,251$426.4K<0.1%−800−5.3%ReducedHolders
Q3 202515,051$475.0K<0.1%−7,283−32.6%ReducedHolders
Q2 202522,334$696.4K<0.1%−10,000−30.9%ReducedHolders
Q1 202532,334$970.3K<0.1%+1,722+5.6%AddedHolders
Q4 202430,612$833.6K<0.1%+5,151+20.2%AddedHolders
Q3 202425,461$779.9K<0.1%+4,351+20.6%AddedHolders
Q2 202421,110$588.8K<0.1%+10,999+108.8%AddedHolders
Q1 202410,111$273.6K<0.1%+1,750+20.9%AddedHolders
Q4 20238,361$235.1K<0.1%+8,361NewHolders
Q3 20230$00.0%−8,028−100.0%Sold outHolders
Q2 20238,028$227.7K<0.1%00.0%UnchangedHolders
Q1 20238,028$212.3K<0.1%00.0%UnchangedHolders
Q4 20228,028$206.6K<0.1%+8,028NewHolders