Position in EPR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$209,010
-$20,419 QoQ
Shares Held
3,603
-8.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#334
of 484 holders
Holding Since
Mar 2025
4 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, 2026J.W. COLE ADVISORS, INC. holds $8,237,922 across 9 REIT - Specialty names. EPR ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
28,494 | $3,599,077 | |
| 2 | AMT |
American Tower Corp /Ma/
|
11,277 | $1,844,578 | |
| 3 | WY |
Weyerhaeuser Co
|
33,901 | $811,589 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
3,117 | $559,750 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,276 | $355,010 | |
| 6 | EQIX |
Equinix Inc
|
298 | $310,632 | |
| 7 | CCI |
Crown Castle Inc.
|
3,775 | $285,880 | |
| 8 | SBAC |
Sba Communications Corp
|
1,487 | $262,396 |
All Filings in EPR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,010 | 3,603 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $229,429 | 3,955 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $247,371 | 4,246 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $237,902 | 4,522 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||