Position in EPR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$68,744
+$27,577 QoQ
Shares Held
1,376
+66.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MAI Capital Management holds $41,875,819 across 10 REIT - Specialty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
100,143 | $16,380,390 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
53,725 | $9,647,935 | |
| 3 | EQIX |
Equinix Inc
|
5,164 | $5,382,901 | |
| 4 | OUT |
OUTFRONT Media Inc.
|
115,157 | $3,772,542 | |
| 5 | IRM |
Iron Mountain Inc
|
22,736 | $2,871,783 | |
| 6 | WY |
Weyerhaeuser Co
|
48,517 | $1,161,496 | |
| 7 | CCI |
Crown Castle Inc.
|
13,792 | $1,044,467 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
6,510 | $1,015,429 |
All Filings in EPR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,744 | 1,376 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $41,167 | 825 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $68,973 | 1,189 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $75,563 | 1,297 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $62,658 | 1,191 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $52,737 | 1,191 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||