EPR EPR PROPERTIES COM

Ownership history in GLOBEFLEX CAPITAL L P  ·  18 quarters on record

AI Ownership Summary

GLOBEFLEX CAPITAL L P reported EPR PROPERTIES COM (EPR) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.25% in 2025 Q3. The latest visible filing shows EPR at 0.25% 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 GLOBEFLEX CAPITAL L P's position in EPR PROPERTIES COM, 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
2025 Q3

EPR was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 GLOBEFLEX CAPITAL L P held EPR — position size vs. price
% of Fund (quarterly)    EPR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 28,264 0% 0.25% $1.6M 2025-11-12 $49.83
2025 Q2 ADDED 28,264 +6,959 +32.7% 0.14% $1.6M 2025-08-14 $51.05
2025 Q1 UNCHANGED 21,305 0% 0.10% $1.1M 2025-05-12 $50.37
2024 Q4 REDUCED 21,305 -2,429 -10.2% 0.08% $943K 2025-02-10 $44.31
2024 Q3 UNCHANGED 23,734 0% 0.11% $1.2M 2024-11-13 $41.06
2024 Q2 UNCHANGED 23,734 0% 0.10% $996K 2024-08-13 $39.38
2024 Q1 UNCHANGED 23,734 0% 0.10% $1.0M 2024-05-14 $38.04
2023 Q4 UNCHANGED 23,734 0% 0.12% $1.1M 2024-02-13 $35.86
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GLOBEFLEX CAPITAL L P and EPR

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

How long has GLOBEFLEX CAPITAL L P reported owning EPR?

GLOBEFLEX CAPITAL L P reported EPR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EPR position in GLOBEFLEX CAPITAL L P's portfolio?

The largest reported portfolio weight for EPR was 0.25% in 2025 Q3.

What is the latest reported EPR position on this page?

The most recent filing on this page is 2025 Q3, when GLOBEFLEX CAPITAL L P reported 28,264 shares, equal to 0.25% of portfolio, with an estimated market value of $1.6M.

What does the chart on this EPR ownership page compare?

The chart compares GLOBEFLEX CAPITAL L P'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.

← Back to GLOBEFLEX CAPITAL L P Holdings