Position in EPR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,222,814
+$695,090 QoQ
Shares Held
90,033
-0.7% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 484 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $408,603,242 across 18 REIT - Specialty names. EPR ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
863,324 | $141,213,906 | |
| 2 | IRM |
Iron Mountain Inc
|
640,383 | $80,886,776 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
271,739 | $48,798,889 | |
| 4 | EQIX |
Equinix Inc
|
37,893 | $39,499,284 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
178,996 | $27,919,796 | |
| 6 | CCI |
Crown Castle Inc.
|
360,543 | $27,303,921 | |
| 7 | WY |
Weyerhaeuser Co
|
817,820 | $19,578,610 | |
| 8 | RYN |
Rayonier Inc
|
306,355 | $6,519,234 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,222,814 | 90,033 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,527,724 | 90,627 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,271,589 | 85,603 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,780,314 | 82,405 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,986,939 | 85,598 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,027,821 | 76,560 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,268,173 | 73,807 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,423,090 | 69,802 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,210,540 | 52,657 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,283,889 | 77,359 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,978,269 | 61,471 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,626,657 | 63,232 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,659,597 | 56,829 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,869,262 | 49,062 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,105,794 | 55,827 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $677,431 | 18,891 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $901,947 | 19,219 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $961,965 | 17,583 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $835,776 | 17,599 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $816,004 | 16,525 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,012,720 | 19,224 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $952,392 | 20,442 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $570,115 | 17,542 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $441,622 | 16,059 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $624,036 | 18,836 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $870,902 | 35,958 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||