Position in EPR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$674,540
+$64,779 QoQ
Shares Held
11,628
-4.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#226
of 484 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $29,159,722 across 11 REIT - Specialty names. EPR ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
33,558 | $6,026,345 | |
| 2 | WY |
Weyerhaeuser Co
|
222,506 | $5,326,793 | |
| 3 | IRM |
Iron Mountain Inc
|
38,708 | $4,889,207 | |
| 4 | CCI |
Crown Castle Inc.
|
48,434 | $3,667,906 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
80,610 | $3,589,563 | |
| 6 | AMT |
American Tower Corp /Ma/
|
16,359 | $2,675,841 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
6,683 | $1,042,414 | |
| 8 | EQIX |
Equinix Inc
|
795 | $828,700 |
All Filings in EPR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,540 | 11,628 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $609,761 | 12,205 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $530,387 | 10,629 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $584,740 | 10,080 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $548,110 | 9,408 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $470,228 | 8,938 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $382,092 | 8,629 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $414,289 | 8,448 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $322,658 | 7,686 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $365,536 | 8,611 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $445,303 | 9,191 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $375,729 | 9,045 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $436,410 | 9,325 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $378,942 | 9,946 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $293,612 | 7,784 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $447,676 | 12,484 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $583,199 | 12,427 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $620,466 | 11,341 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $522,342 | 10,999 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $685,345 | 13,879 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $220,202 | 4,180 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||