Arlington Trust Co LLC EPR EPR Properties REIT

Ownership history in Arlington Trust Co LLC  ·  11 quarters on record

AI Ownership Summary

Arlington Trust Co LLC reported EPR Properties REIT (EPR) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows EPR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arlington Trust Co LLC's position in EPR Properties REIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EPR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arlington Trust Co LLC held EPR — position size vs. price
% of Fund (quarterly)    EPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 222 0% 0.00% $13K 2026-07-07 $59.84
2026 Q1 ADDED 222 +7 +3.3% 0.00% $11K 2026-04-08 $52.17
2025 Q4 UNCHANGED 215 0% 0.00% $11K 2026-01-30 $52.78
2025 Q3 UNCHANGED 215 0% 0.00% $12K 2025-10-28 $49.93
2025 Q2 UNCHANGED 215 0% 0.00% $13K 2025-07-08 $54.83
2025 Q1 UNCHANGED 215 0% 0.00% $11K 2025-04-28 $45.63
2024 Q4 UNCHANGED 215 0% 0.00% $10K 2025-01-29 $41.90
2024 Q3 UNCHANGED 215 0% 0.00% $11K 2024-10-29 $41.60
2024 Q2 UNCHANGED 215 0% 0.00% $9K 2024-08-06 $39.02
2024 Q1 UNCHANGED 215 0% 0.00% $9K 2024-04-16 $33.96
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Arlington Trust Co LLC and EPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arlington Trust Co LLC reported owning EPR?

Arlington Trust Co LLC reported EPR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EPR position in Arlington Trust Co LLC's portfolio?

The largest reported portfolio weight for EPR was 0.00% in 2025 Q2.

What is the latest reported EPR position on this page?

The most recent filing on this page is 2026 Q2, when Arlington Trust Co LLC reported 222 shares, equal to 0.00% of portfolio, with an estimated market value of $13K.

What does the chart on this EPR ownership page compare?

The chart compares Arlington Trust Co LLC's quarterly EPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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