Position in EPR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$765,732
+$206,630 QoQ
Shares Held
13,200
+18.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#214
of 484 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $4,122,645 across 7 REIT - Specialty names. EPR ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
5,957 | $929,172 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
17,428 | $776,068 | |
| 3 | EPR |
Epr Properties
This page
|
13,200 | $765,732 | |
| 4 | EQIX |
Equinix Inc
|
430 | $448,227 | |
| 5 | IRM |
Iron Mountain Inc
|
3,513 | $443,727 | |
| 6 | AMT |
American Tower Corp /Ma/
|
2,391 | $391,095 | |
| 7 | SBAC |
Sba Communications Corp
|
2,089 | $368,624 |
All Filings in EPR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,732 | 13,200 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $559,102 | 11,191 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $495,107 | 9,922 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $512,286 | 8,831 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $333,596 | 5,726 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $209,229 | 3,977 | Shares | Sole | 2025-05-08 | |
| 2023-09-30 | $10,094 | 243 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,965 | 42 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,143 | 30 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $716 | 19 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||