Position in EPR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$629,408
+$44,577 QoQ
Shares Held
10,850
-7.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#232
of 484 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $5,758,213 across 7 REIT - Specialty names. EPR ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
11,596 | $1,896,757 | |
| 2 | EQIX |
Equinix Inc
|
898 | $936,066 | |
| 3 | IRM |
Iron Mountain Inc
|
7,038 | $888,969 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
3,543 | $636,251 | |
| 5 | EPR |
Epr Properties
This page
|
10,850 | $629,408 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
2,595 | $404,768 | |
| 7 | WY |
Weyerhaeuser Co
|
15,288 | $365,994 |
All Filings in EPR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,408 | 10,850 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $584,831 | 11,706 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $541,714 | 10,856 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $628,944 | 10,842 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $657,580 | 11,287 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $594,072 | 11,292 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $510,769 | 11,535 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||