Position in EPR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$473,999
+$41,196 QoQ
Shares Held
8,171
-5.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#262
of 484 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $26,867,504 across 10 REIT - Specialty names. EPR ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
126,392 | $20,673,939 | |
| 2 | EQIX |
Equinix Inc
|
1,090 | $1,136,204 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
6,296 | $1,130,635 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
6,408 | $999,519 | |
| 5 | OUT |
OUTFRONT Media Inc.
|
29,012 | $950,433 | |
| 6 | IRM |
Iron Mountain Inc
|
6,796 | $858,402 | |
| 7 | EPR |
Epr Properties
This page
|
8,171 | $473,999 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
6,752 | $300,666 |
All Filings in EPR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,999 | 8,171 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $432,803 | 8,663 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $314,469 | 6,302 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $406,534 | 7,008 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $349,560 | 6,000 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $281,621 | 5,353 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||