Position in EPR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,078,714
+$1,583,417 QoQ
Shares Held
173,741
+2.2% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#49
of 484 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $5,261,107,096 across 15 REIT - Specialty names. EPR ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,902,047 | $1,982,674,771 | |
| 2 | AMT |
American Tower Corp /Ma/
|
5,742,438 | $939,290,583 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
3,746,513 | $672,798,803 | |
| 4 | IRM |
Iron Mountain Inc
|
4,373,424 | $552,407,183 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
6,681,429 | $297,524,033 | |
| 6 | CCI |
Crown Castle Inc.
|
3,218,165 | $243,711,634 | |
| 7 | SBAC |
Sba Communications Corp
|
1,152,311 | $203,336,798 | |
| 8 | BXDC |
Blackstone Digital Infrastructure Trust Inc.
|
8,158,773 | $176,474,259 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,078,714 | 173,741 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $8,495,297 | 170,042 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $8,171,075 | 163,749 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $9,809,548 | 169,101 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $10,044,955 | 172,416 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $9,168,975 | 174,282 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $7,686,254 | 173,583 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $8,594,896 | 175,263 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $10,580,302 | 252,032 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $12,037,758 | 283,575 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $13,396,472 | 276,501 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $11,538,814 | 277,776 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $13,225,164 | 282,589 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $11,308,384 | 296,808 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $11,094,394 | 294,125 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $11,189,000 | 312,019 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $16,380,352 | 349,038 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $13,916,034 | 254,360 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $12,073,192 | 254,226 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $12,769,913 | 258,605 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $13,701,751 | 260,094 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $11,982,202 | 257,184 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $7,037,712 | 216,545 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $7,627,070 | 277,348 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $9,940,059 | 300,032 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $65,281,375 | 2,695,350 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||