Position in EPR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,736,529
+$407,094 QoQ
Shares Held
29,935
+12.4% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#142
of 484 holders
Holding Since
Mar 2020
21 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, 2026Janney Montgomery Scott LLC holds $128,040,562 across 14 REIT - Specialty names. EPR ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
327,631 | $53,590,602 | |
| 2 | CCI |
Crown Castle Inc.
|
229,409 | $17,373,143 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
352,640 | $15,703,059 | |
| 4 | IRM |
Iron Mountain Inc
|
105,090 | $13,273,917 | |
| 5 | EQIX |
Equinix Inc
|
8,107 | $8,450,655 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
43,808 | $7,867,040 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
39,048 | $6,090,707 | |
| 8 | EPR |
Epr Properties
This page
|
29,935 | $1,736,529 |
All Filings in EPR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,736,529 | 29,935 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $1,329,435 | 26,642 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,254,234 | 21,621 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,262,727 | 21,674 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,223,182 | 23,250 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,134,763 | 25,627 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,148,124 | 23,412 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,019,862 | 24,294 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $997,999 | 23,510 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $885,229 | 18,271 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $730,439 | 17,584 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $781,466 | 16,698 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $533,209 | 13,995 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $414,957 | 11,001 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $634,650 | 17,698 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $826,014 | 17,601 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $866,715 | 15,842 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $480,028 | 10,108 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $409,705 | 8,297 | Shares | Sole | 2021-10-29 | |
| 2020-06-30 | $322,156 | 9,724 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $317,814 | 13,122 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||