Position in EPR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$256,994
-$145,150 QoQ
Shares Held
5,144
-36.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $25,152,307 across 9 REIT - Specialty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
6,456 | $6,729,669 | |
| 2 | AMT |
American Tower Corp /Ma/
|
40,845 | $6,681,016 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
21,044 | $3,282,443 | |
| 4 | CCI |
Crown Castle Inc.
|
39,971 | $3,027,003 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
7,082 | $1,271,785 | |
| 6 | IRM |
Iron Mountain Inc
|
9,659 | $1,220,028 | |
| 7 | OUT |
OUTFRONT Media Inc.
|
32,615 | $1,068,467 | |
| 8 | RYN |
Rayonier Inc
|
48,784 | $1,038,123 |
All Filings in EPR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,994 | 5,144 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $402,144 | 8,059 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $466,110 | 8,035 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $410,616 | 7,048 | Shares | Sole | 2025-08-27 | |
| No filing history on record for this holder in this stock. | ||||||