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Disclosery

Advisors Capital Management, LLC: EPR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on EPR, newest first. How the timeline and the estimate are built.

Advisors Capital Management, LLC held 527,078 EPR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 527,078 shares
    Change vs previous 13F +19,889 shares

    0.32% of the 13F portfolio, value $30,575,799.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 507,189 shares
    Change vs previous 13F +12,780 shares

    0.3% of the 13F portfolio, value $25,339,181.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 494,409 shares
    Change vs previous 13F +10,871 shares

    0.29% of the 13F portfolio, value $24,671,053.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 483,538 shares
    Change vs previous 13F +15,230 shares

    0.35% of the 13F portfolio, value $28,050,093.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 468,308 shares
    Change vs previous 13F -27,348 shares

    0.37% of the 13F portfolio, value $27,283,642.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 495,656 shares
    Change vs previous 13F +601 shares

    0.4% of the 13F portfolio, value $26,076,485.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 495,055 shares
    Change vs previous 13F +11,357 shares

    0.34% of the 13F portfolio, value $21,921,042.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 483,698 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $23,721,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).