Public record / Tickers / EPR

EPR — EPR PROPERTIES†

Both disclosure regimes on one name: who in Congress filed about EPR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
5
all PTR rows naming EPR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2023-08-13
13F holders
375
top-375 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $1.0K–$15.0K

SELL · traded 2023-07-12 → filed 2023-08-13. Ranked over every EPR row by the provable lower bound, never a point estimate.

No member disclosed EPR in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated EPR rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING EPR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning EPR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$1K–$15K
2020-04-11Zoe Lofgren D–CA-18SELL SP (spouse-owned)Traded 03-16 +26d$1K–$15K
2019-04-15Van Taylor R–TX-3SELL SP (spouse-owned)Traded 03-25 +21d$1K–$15K
2017-07-18Zoe Lofgren D–CA-18BUY SP (spouse-owned)Traded 06-15 +33d$1K–$15K
2015-07-20Susan M. Collins R–MESELL SP (spouse-owned)Traded 2014-07-23 LATE·362d$1K–$15Kamendment pending
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 5 ↗

Members active in EPR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed EPR in the trailing 12 months.

Congress ↔ notable managers · EPR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $10.6M held
Trimming
1 Caxton Associates $3.8M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · EPR PPTYS

Merged timeline of congressional filings and notable-manager moves on EPR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+116,429 sh
2026-05-14Caxton Associates 13FTRIM−7,356 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of EPR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$496M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$329M1
3STATE STREET CORP$193M1
4VANGUARD CAPITAL MANAGEMENT LLC$164M1
5Quantinno Capital Management LP$78.6M1
6AQR CAPITAL MANAGEMENT LLC$72.3M1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$68.6M1
8MORGAN STANLEY$61.9M1
9NORTHERN TRUST CORP$59.0M1
10DIMENSIONAL FUND ADVISORS LP$56.5M1
11BALYASNY ASSET MANAGEMENT L.P.$48.7M1
12WASATCH ADVISORS LP$48.6M1
13AMERICAN CENTURY COMPANIES INC$46.8M1
14Invesco Ltd.$41.2M1
15UBS Group AG$40.7M1
16MILLENNIUM MANAGEMENT LLC$38.7M1
17RENAISSANCE TECHNOLOGIES LLC$28.2M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$25.4M1
19Advisors Capital Management, LLC$25.3M1
20Nuveen, LLC$24.3M1
21VANGUARD FIDUCIARY TRUST CO$23.5M1
22Allianz Asset Management GmbH$22.3M1
23Aberdeen Group plc$22.0M1
24Legal & General Group Plc$20.7M1
25D. E. Shaw & Co., Inc.$18.3M1
26BANK OF AMERICA CORP /DE/$17.6M1
27HSBC HOLDINGS PLC$16.8M1
28Freestone Grove Partners LP$14.1M1
29TWO SIGMA INVESTMENTS, LP$12.8M1
30WELLINGTON MANAGEMENT GROUP LLP$12.8M1
31ALLIANCEBERNSTEIN L.P.$12.8M1
32PUBLIC SECTOR PENSION INVESTMENT BOARD$12.4M1
33Gotham Asset Management, LLC$10.6M1
34FRANKLIN RESOURCES INC$10.0M1
35Qube Research & Technologies Ltd$9.8M1
36RAYMOND JAMES FINANCIAL INC$8.5M1
37PRINCIPAL FINANCIAL GROUP INC$8.5M1
38Y-Intercept (Hong Kong) Ltd$8.3M1
39Swiss National Bank$7.5M1
40CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$7.3M1
41STATE OF WISCONSIN INVESTMENT BOARD$7.3M1
42MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.9M1
43INTECH INVESTMENT MANAGEMENT LLC$6.8M1
44ZACKS INVESTMENT MANAGEMENT$6.6M1
45CITIGROUP INC$6.1M1
46Point72 Asset Management, L.P.$5.9M1
47NOMURA ASSET MANAGEMENT CO LTD$5.9M1
48MERCER GLOBAL ADVISORS INC /ADV$5.7M1
49FMR LLC$5.5M1
50Universal- Beteiligungs- und Servicegesellschaft mbH$5.3M1
51Asset Management One Co., Ltd.$5.3M1
52SEI INVESTMENTS CO$4.8M1
53Retirement Systems of Alabama$4.7M1
54LPL Financial LLC$4.5M1
55NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.5M1
56XTX Topco Ltd$4.5M1
57FIRST TRUST ADVISORS LP$4.4M1
58Apollo Management Holdings, L.P.$4.3M1
59SCHRODER INVESTMENT MANAGEMENT GROUP$4.2M1
60MACQUARIE GROUP LTD$4.2M1
61STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.1M1
62Creative Planning$3.8M1
63CAXTON ASSOCIATES LLP$3.8M1
64Swedbank AB$3.7M1
65VOYA INVESTMENT MANAGEMENT LLC$3.5M1
66OSAIC HOLDINGS, INC.$3.5M1
67Vanguard Investments Australia, Ltd.$3.4M1
68Focus Partners Wealth$3.4M1
69VANGUARD ASSET MANAGEMENT, Ltd$3.4M1
70Mitsubishi UFJ Trust & Banking Corp$3.3M1
71Mitsubishi UFJ Asset Management Co., Ltd.$3.1M1
72Corient Private Wealth LLC$3.0M1
73Zurcher Kantonalbank (Zurich Cantonalbank)$3.0M1
74Mariner, LLC$2.8M1
75MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.7M1
76ENVESTNET ASSET MANAGEMENT INC$2.7M1
77Summit Trail Advisors, LLC$2.7M1
78COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.6M1
79IEQ CAPITAL, LLC$2.6M1
80EXCHANGE TRADED CONCEPTS, LLC$2.5M1
81PEAK6 LLC$2.4M1
82OPPENHEIMER & CO INC$2.4M1
83New Age Alpha Advisors, LLC$2.4M1
84CITADEL ADVISORS LLC$2.4M1
85EFG International AG$2.3M1
86WELLS FARGO & COMPANY/MN$2.3M1
87HUB Investment Partners, LLC$2.2M1
88BANK OF MONTREAL /CAN/$2.1M1
89Amundi$2.1M1
90State of New Jersey Common Pension Fund D$2.1M1
91DEUTSCHE BANK AG\$2.1M1
92Focus Financial Network, Inc.$2.0M1
93Cerity Partners LLC$2.0M1
94LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.0M1
95STIFEL FINANCIAL CORP$1.9M1
96PFG Advisors$1.8M1
97Hennion & Walsh Asset Management, Inc.$1.7M1
98Resona Asset Management Co.,Ltd.$1.7M1
99Janus Henderson Group Ltd.$1.7M1
100Bridgefront Capital, LLC$1.6M1
101ROYAL BANK OF CANADA$1.6M1
102HANCOCK WHITNEY CORP$1.6M1
103Daiwa Securities Group Inc.$1.6M1
104Vanguard Global Advisers, LLC$1.6M1
105WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M1
106ASSETMARK, INC$1.5M1
107LAZARD ASSET MANAGEMENT LLC$1.5M1
108MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M1
109QRG CAPITAL MANAGEMENT, INC.$1.3M1
110PCG Wealth Advisors, LLC$1.3M1
111Cetera Investment Advisers$1.3M1
112DIVERSIFY WEALTH MANAGEMENT, LLC$1.3M1
113Diversify Advisory Services, LLC$1.2M1
114Tidal Investments LLC$1.2M1
115Graham Capital Management, L.P.$1.2M1
116Engineers Gate Manager LP$1.1M1
117Convergence Investment Partners, LLC$1.1M1
118Chicago Partners Investment Group LLC$1.0M1
119Arizona State Retirement System$1.0M1
120TEACHER RETIREMENT SYSTEM OF TEXAS$1.0M1
121Inscription Capital, LLC$1.0M1
122COMMONWEALTH EQUITY SERVICES, LLC$1.0M1
123Metis Global Partners, LLC$997K1
124Vanguard Personalized Indexing Management, LLC$955K1
125Private Advisor Group, LLC$938K1
126STATE OF MICHIGAN RETIREMENT SYSTEM$914K1
127Sequoia Financial Advisors, LLC$906K1
128Global Assets Advisory, LLC$900K1
129ELEVATION POINT WEALTH PARTNERS, LLC$899K1
130Kestra Advisory Services, LLC$895K1
131Pathstone Holdings, LLC$890K1
132Vestmark Advisory Solutions, Inc.$868K1
133NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$852K1
134WINCAP FINANCIAL LLC$843K1
135Sumitomo Mitsui DS Asset Management Company, Ltd$840K1
136Focus Partners Advisor Solutions, LLC$831K1
137M&T BANK CORP$782K1
138OREGON PUBLIC EMPLOYEES RETIREMENT FUND$781K1
139UniSuper Management Pty Ltd$779K1
140EVOLVE PRIVATE WEALTH, LLC$770K1
141CWM, LLC$767K1
142Sound Stewardship, LLC$756K1
143Caprock Group, LLC$725K1
144Kera Capital Partners, Inc.$722K1
145Verdence Capital Advisors LLC$711K1
146Texas Yale Capital Corp.$702K1
147CHILDRESS CAPITAL ADVISORS, LLC$699K1
148Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$692K1
149FAMILY WEALTH PARTNERS, LLC$681K1
150INDEPENDENT FINANCIAL GROUP, LLC$664K1
151Dynamic Technology Lab Private Ltd$643K1
152Frank, Rimerman Advisors LLC$625K1
153IFM Investors Pty Ltd$611K1
154D.A. DAVIDSON & CO.$610K1
155HighTower Advisors, LLC$610K1
156Cambria Investment Management, L.P.$606K1
157Oak Thistle LLC$606K1
158NISSAY ASSET MANAGEMENT CORP /JAPAN$604K1
159Abel Hall, LLC$591K1
160Edgestream Partners, L.P.$577K1
161Pictet Asset Management Holding SA$577K1
162BTC Capital Management, Inc.$577K1
163Samalin Investment Counsel, LLC$570K1
164Baker Avenue Asset Management, LP$559K1
165MML INVESTORS SERVICES, LLC$553K1
166Optas, LLC$540K1
167Kovack Advisors, Inc.$529K1
168COLDSTREAM CAPITAL MANAGEMENT INC$520K1
169MQS Management LLC$518K1
170CHOREO, LLC$514K1
171EP Wealth Advisors, LLC$512K1
172Sanctuary Advisors, LLC$511K1
173RFG Advisory, LLC$497K1
174Groupe la Francaise$492K1
175Crossmark Global Holdings, Inc.$487K1
176MOODY NATIONAL BANK TRUST DIVISION$483K1
177Teamwork Financial Advisors, LLC$481K1
178QUADRANT CAPITAL GROUP LLC$470K1
179Maridea Wealth Management LLC$459K1
180XPONANCE LLC$457K1
181JACKSON SQUARE CAPITAL, LLC$453K1
182GUGGENHEIM CAPITAL LLC$452K1
183Federation des caisses Desjardins du Quebec$448K1
184O'SHAUGHNESSY ASSET MANAGEMENT, LLC$447K1
185CSS LLC/IL$443K1
186Robeco Institutional Asset Management B.V.$442K1
187Brevan Howard Capital Management LP$441K1
188Impact Partnership Wealth, LLC$436K1
189Swiss Life Asset Management Ltd$435K1
190EVERGREEN CAPITAL MANAGEMENT LLC$433K1
191AXQ CAPITAL, LP$429K1
192Formidable Asset Management, LLC$394K1
193SUSQUEHANNA INTERNATIONAL GROUP, LLP$380K1
194Pallas Capital Advisors LLC$378K1
195Lido Advisors, LLC$369K1
196TWINBEECH CAPITAL LP$362K1
197IMC-Chicago, LLC$358K1
198Advisor OS, LLC$344K1
199Pinnacle Family Advisors, LLC$344K1
200Brooklyn Investment Group$339K1
201UNITED CAPITAL FINANCIAL ADVISORS, LLC$336K1
202Callan Family Office, LLC$335K1
203JAMES INVESTMENT RESEARCH, INC.$335K1
204RDA Financial Network$331K1
205US BANCORP \DE\$328K1
206Ruffer LLP$325K1
207Ensign Peak Advisors, Inc$321K1
208Arax Advisory Partners$319K1
209Hazelview Securities Inc.$316K1
210PURSUE WEALTH PARTNERS LLC$311K1
211FEDERATED HERMES, INC.$302K1
212Calamos Advisors LLC$301K1
213Calamos Wealth Management LLC$301K1
214Community Bank of Raymore$298K1
215MRP Capital Investments, LLC$286K1
216SECURIAN ASSET MANAGEMENT, INC$280K1
217Kestra Investment Management, LLC$278K1
218BNP Paribas Asset Management Holding S.A.$277K1
219Camelot Portfolios, LLC$275K1
220Orion Porfolio Solutions, LLC$257K1
221INCEPTIONR LLC$257K1
222Vanderbilt University$256K1
223BOOTHBAY FUND MANAGEMENT, LLC$256K1
224BLUEFIN CAPITAL MANAGEMENT, LLC$255K1
225Man Group plc$254K1
226Krilogy Financial LLC$251K1
227Jefferies Financial Group Inc.$249K1
228PANAGORA ASSET MANAGEMENT INC$249K1
229EntryPoint Capital, LLC$246K1
230Merit Financial Group, LLC$244K1
231WINTON GROUP Ltd$240K1
232BLAIR WILLIAM & CO/IL$240K1
233Robertson Stephens Wealth Management, LLC$236K1
234Presima Securities ULC$235K1
235M&G Plc$232K1
236NewEdge Advisors, LLC$232K1
237Fieldview Capital Management, LLC$226K1
238Waverly Advisors, LLC$225K1
239Synergy Financial Group, LTD$223K1
240Cordoba Advisory Partners LLC$223K1
241RENAISSANCE GROUP LLC$221K1
242Wealthcare Advisory Partners LLC$220K1
243AFFINITY INVESTMENT ADVISORS, LLC$220K1
244U.S. Capital Wealth Advisors, LLC$220K1
245BAILARD, INC.$215K1
246HOHIMER WEALTH MANAGEMENT, LLC$213K1
247Sagewood Asset Management LP$206K1
248Wedmont Private Capital$205K1
249Cornerstone Wealth Group, LLC$201K1
250Ashton Thomas Private Wealth, LLC$201K1
251Virtus Investment Advisers, LLC$189K1
252Allworth Financial LP$160K1
253SIGNATUREFD, LLC$141K1
254TD Waterhouse Canada Inc.$101K1
255FIL Ltd$89.8K1
256NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$88.9K1
257Larson Financial Group LLC$86.4K1
258TOTH FINANCIAL ADVISORY CORP$84.9K1
259FIFTH THIRD BANCORP$81.2K1
260Mirae Asset Global Investments Co., Ltd.$78.3K1
261Triumph Capital Management$77.0K1
262Steward Partners Investment Advisory, LLC$72.3K1
263Rockefeller Capital Management L.P.$70.0K1
264MAI Capital Management$68.7K1
265UMB Bank, n.a.$56.9K1
266Atlantic Edge Private Wealth Management, LLC$50.0K1
267SJS Investment Consulting Inc.$48.9K1
268Geneos Wealth Management Inc.$45.8K1
269Smartleaf Asset Management LLC$44.9K1
270True Wealth Design, LLC$34.7K1
271Spire Wealth Management$30.2K1
272TD Capital Management LLC$27.6K1
273Blue Trust, Inc.$22.2K1
274Quarry LP$21.5K1
275Costello Asset Management, INC$20.1K1
276BEACON INVESTMENT ADVISORY SERVICES, INC.$20.0K1
277GROUP ONE TRADING LLC$19.4K1
278Atlantic Union Bankshares Corp$19.0K1
279ALGERT GLOBAL LLC$18.0K1
280Clearstead Trust, LLC$17.9K1
281MATHER GROUP, LLC.$17.2K1
282Cassaday & Co Wealth Management LLC$12.4K1
283Bayforest Capital Ltd$12.3K1
284WPG Advisers, LLC$11.8K1
285Parkside Financial Bank & Trust$11.1K1
286Crewe Advisors LLC$10.3K1
287Sachetta, LLC$9.0K1
288Prestige Wealth Management Group LLC$8.8K1
289THRIVENT FINANCIAL FOR LUTHERANS$8.5K1
290CANADA LIFE ASSURANCE Co$7.0K1
291VISION FINANCIAL MARKETS LLC$6.6K1
292Bell Investment Advisors, Inc$5.7K1
293Moisand Fitzgerald Tamayo, LLC$5.5K1
294Godfrey Financial Associates, Inc.$5.0K1
295Transamerica Financial Advisors, LLC$4.2K1
296ELEVATION WEALTH PARTNERS, LLC$3.8K1
297Frazier Financial Advisors, LLC$3.8K1
298Kingdom Financial Group LLC.$3.5K1
299Pinnacle Wealth Planning Services, Inc.$3.4K1
300State of Alaska, Department of Revenue$3.0K1
301Physician Wealth Advisors, Inc.$1.9K1
302Retirement Wealth Solutions LLC$1.7K1
303Treasurer of the State of North Carolina$1.6K1
304Mountain Hill Investment Partners Corp.$1.5K1
305Penserra Capital Management LLC$1.4K1
306Vestcor Inc$1.1K1
307CENTRAL TRUST Co$1.0K1
308Clearstead Advisors, LLC$1.0K1
309Owl Creek Wealth Partners LLC$1.0K1
310Glen Eagle Advisors, LLC$9711
311GSA CAPITAL PARTNERS LLP$9671
312Cambridge Investment Research Advisors, Inc.$9611
313Signature Equity Partners, LLC$9491
314DekaBank Deutsche Girozentrale$8991
315Ilmarinen Mutual Pension Insurance Co$8941
316Manchester Capital Management LLC$8501
317Cromwell Holdings LLC$7041
318Rialto Wealth Management, LLC$5001
319Financial Perspectives, Inc$4001
320MV CAPITAL MANAGEMENT, INC.$3501
321HRT FINANCIAL LP$3241
322Keating Financial Advisory Services, Inc.$2001
323AMERIFLEX GROUP, INC.$1501
324KBC Group NV$1191
325CENTAURUS FINANCIAL, INC.$1171
326Capital Analysts, LLC$101
327Capital Advisors, Ltd. LLC$41
328TRUIST FINANCIAL CORP— value not disclosed1
329VANGUARD GROUP INC— value not disclosed1
330HARBOUR INVESTMENTS, INC.— value not disclosed1
331ONTARIO TEACHERS PENSION PLAN BOARD— value not disclosed1
332TORONTO DOMINION BANK— value not disclosed1
333VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
334PARK AVENUE SECURITIES LLC— value not disclosed1
335PRUDENTIAL FINANCIAL INC— value not disclosed1
336JUPITER ASSET MANAGEMENT LTD— value not disclosed1
337CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
338CIBC Private Wealth Group LLC— value not disclosed1
339APG Asset Management US Inc.— value not disclosed1
340NORGES BANK— value not disclosed1
341ALPS ADVISORS INC— value not disclosed1
342TWO SIGMA SECURITIES, LLC— value not disclosed1
343Verition Fund Management LLC— value not disclosed1
344Alberta Investment Management Corp— value not disclosed1
345TWO SIGMA ADVISERS, LP— value not disclosed1
346Supplemental Annuity Collective Trust of NJ— value not disclosed1
347Tower Research Capital LLC (TRC)— value not disclosed1
348HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
349DT Investment Partners, LLC— value not disclosed1
350PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
351VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
352JANE STREET GROUP, LLC— value not disclosed1
353Arete Wealth Advisors, LLC— value not disclosed1
354ARMISTICE CAPITAL, LLC— value not disclosed1
355Versor Investments LP— value not disclosed1
356DV Trading LLC— value not disclosed1
357Midwest Professional Planners, LTD.— value not disclosed1
358Investors Research Corp— value not disclosed1
359ExodusPoint Capital Management, LP— value not disclosed1
360Global Retirement Partners, LLC— value not disclosed1
361CERTUITY, LLC— value not disclosed1
362Lloyd Advisory Services, LLC.— value not disclosed1
363N.E.W. Advisory Services LLC— value not disclosed1
364Interchange Capital Partners, LLC— value not disclosed1
365AlphaQuest LLC— value not disclosed1
366Allspring Global Investments Holdings, LLC— value not disclosed1
367Prosperity Consulting Group, LLC— value not disclosed1
368SageView Advisory Group, LLC— value not disclosed1
369Cape Investment Advisory, Inc.— value not disclosed1
370Dunhill Financial, LLC— value not disclosed1
371Ballast Asset Management, LP— value not disclosed1
372Concurrent Investment Advisors, LLC— value not disclosed1
373Jain Global LLC— value not disclosed1
374Aster Capital Management (DIFC) Ltd— value not disclosed1
375MASECO LLP— value not disclosed1
Truncated by Public Filings. Every one of the 327 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on EPR

RETAINED WINDOW · ACTIVE HITS

Zero hits on EPR in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for EPR · financials and macro

Financials — as filed PLANNED

EPR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: EPR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing