Position in EPR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$10,673
+$1,481 QoQ
Shares Held
184
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#414
of 484 holders
Holding Since
Sep 2022
10 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, 2026MassMutual Private Wealth & Trust, FSB holds $10,924,960 across 14 REIT - Specialty names. EPR ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
26,350 | $4,731,933 | |
| 2 | AMT |
American Tower Corp /Ma/
|
20,379 | $3,333,393 | |
| 3 | CCI |
Crown Castle Inc.
|
14,278 | $1,081,272 | |
| 4 | IRM |
Iron Mountain Inc
|
7,439 | $939,620 | |
| 5 | EQIX |
Equinix Inc
|
588 | $612,925 | |
| 6 | WY |
Weyerhaeuser Co
|
2,930 | $70,144 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
323 | $50,381 | |
| 8 | SBAC |
Sba Communications Corp
|
264 | $46,585 |
All Filings in EPR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,673 | 184 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $9,192 | 184 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,181 | 184 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,673 | 184 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,719 | 184 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $8,943 | 170 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,435 | 55 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $98 | 2 | Shares | Sole | 2024-10-02 | |
| 2024-03-31 | $2,759 | 65 | Shares | Sole | 2024-04-09 | |
| 2022-09-30 | $502 | 14 | Shares | Sole | 2022-10-07 | |
| No filing history on record for this holder in this stock. | ||||||