Position in EPR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$561,651
+$79,038 QoQ
Shares Held
9,682
+0.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#243
of 484 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $4,678,009 across 9 REIT - Specialty names. EPR ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
11,232 | $1,418,713 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
16,455 | $732,740 | |
| 3 | EPR |
Epr Properties
This page
|
9,682 | $561,651 | |
| 4 | OUT |
OUTFRONT Media Inc.
|
14,160 | $463,880 | |
| 5 | CCI |
Crown Castle Inc.
|
5,829 | $441,429 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
2,284 | $356,257 | |
| 7 | EQIX |
Equinix Inc
|
247 | $257,470 | |
| 8 | WY |
Weyerhaeuser Co
|
9,608 | $230,015 |
All Filings in EPR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,651 | 9,682 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $482,613 | 9,660 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $474,498 | 9,509 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $649,072 | 11,189 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $658,803 | 11,308 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $586,443 | 11,147 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $493,057 | 11,135 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $560,085 | 11,421 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $295,622 | 7,042 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $298,380 | 7,029 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $329,168 | 6,794 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $579,399 | 13,948 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $533,987 | 11,410 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $426,300 | 11,189 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $416,201 | 11,034 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $390,658 | 10,894 | Shares | Defined | 2022-10-05 | |
| 2022-03-31 | $632,720 | 11,565 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $613,379 | 12,916 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $2,204,421 | 44,642 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $2,354,689 | 44,698 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $2,085,741 | 44,768 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $1,456,064 | 44,802 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $1,232,054 | 44,802 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $1,484,289 | 44,802 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $1,073,066 | 44,305 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||