Position in EPR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,240
+$1,699 QoQ
Shares Held
211
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#412
of 487 holders
Holding Since
Mar 2020
25 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, 2026WHITTIER TRUST CO holds $4,479,024 across 11 REIT - Specialty names. EPR ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
11,440 | $1,871,240 | |
| 2 | EQIX |
Equinix Inc
|
756 | $788,046 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
4,678 | $729,674 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
2,611 | $468,883 | |
| 5 | IRM |
Iron Mountain Inc
|
1,600 | $202,096 | |
| 6 | WY |
Weyerhaeuser Co
|
8,225 | $196,905 | |
| 7 | CCI |
Crown Castle Inc.
|
1,201 | $90,951 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,444 | $64,301 |
All Filings in EPR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,240 | 211 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,541 | 211 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,528 | 211 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,240 | 211 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $12,292 | 211 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,100 | 211 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,343 | 211 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,347 | 211 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $8,857 | 211 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,711 | 111 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,377 | 111 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $4,610 | 111 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $5,194 | 111 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $4,229 | 111 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,186 | 111 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,980 | 111 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,209 | 111 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,072 | 111 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,271 | 111 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,481 | 111 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,847 | 111 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,171 | 111 | Shares | Sole | 2021-04-26 | |
| 2020-09-30 | $3,052 | 111 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,677 | 111 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $2,688 | 111 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||