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LSV ASSET MANAGEMENT: EPR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LSV ASSET MANAGEMENT on EPR, newest first. How the timeline and the estimate are built.

LSV ASSET MANAGEMENT held 1,966,967 EPR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,966,967 shares
    Change vs previous 13F +514,209 shares

    0.21% of the 13F portfolio, value $114,104,000.

    13F-HR 0001050470-26-000007 filed by LSV ASSET MANAGEMENT
    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 1,452,758 shares
    Change vs previous 13F +87,400 shares

    0.16% of the 13F portfolio, value $72,580,000.

    13F-HR 0001050470-26-000004 filed by LSV ASSET MANAGEMENT
    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 1,365,358 shares
    Change vs previous 13F +95,200 shares

    0.15% of the 13F portfolio, value $68,131,000.

    13F-HR 0001050470-26-000003 filed by LSV ASSET MANAGEMENT
    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 1,270,158 shares
    Change vs previous 13F -23,300 shares

    0.16% of the 13F portfolio, value $73,682,000.

    13F-HR 0001050470-25-000017 filed by LSV ASSET MANAGEMENT
    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 1,293,458 shares
    Change vs previous 13F +35,792 shares

    0.18% of the 13F portfolio, value $75,357,000.

    13F-HR 0001050470-25-000010 filed by LSV ASSET MANAGEMENT
    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 1,257,666 shares
    Change vs previous 13F +128,568 shares

    0.16% of the 13F portfolio, value $66,166,000.

    13F-HR 0001050470-25-000008 filed by LSV ASSET MANAGEMENT
    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 1,129,098 shares
    Change vs previous 13F +123,400 shares

    0.12% of the 13F portfolio, value $49,996,000.

    13F-HR 0001050470-25-000004 filed by LSV ASSET MANAGEMENT
    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 1,005,698 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $49,319,000.

    13F-HR 0001050470-24-000016 filed by LSV ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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