Position in EPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$815,040
+$113,102 QoQ
Shares Held
14,050
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#205
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, 2026Texas Yale Capital Corp. holds $13,015,152 across 8 REIT - Specialty names. EPR ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
30,058 | $5,397,815 | |
| 2 | AMT |
American Tower Corp /Ma/
|
17,140 | $2,803,589 | |
| 3 | IRM |
Iron Mountain Inc
|
13,505 | $1,705,816 | |
| 4 | CCI |
Crown Castle Inc.
|
13,070 | $989,791 | |
| 5 | EPR |
Epr Properties
This page
|
14,050 | $815,040 | |
| 6 | EQIX |
Equinix Inc
|
553 | $576,441 | |
| 7 | WY |
Weyerhaeuser Co
|
18,580 | $444,805 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
1,807 | $281,855 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $815,040 | 14,050 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $701,938 | 14,050 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $701,095 | 14,050 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $803,438 | 13,850 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $806,901 | 13,850 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $728,648 | 13,850 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $608,850 | 13,750 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $674,300 | 13,750 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $577,225 | 13,750 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $583,687 | 13,750 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $666,187 | 13,750 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $571,175 | 13,750 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $643,500 | 13,750 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $523,875 | 13,750 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $518,650 | 13,750 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $493,075 | 13,750 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $645,287 | 13,750 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $752,262 | 13,750 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $907,059 | 19,100 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $943,158 | 19,100 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,019,358 | 19,350 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $908,505 | 19,500 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $637,000 | 19,600 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $552,750 | 20,100 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $665,913 | 20,100 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $491,666 | 20,300 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||