Position in EPR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$11,140
-$985 QoQ
Shares Held
223
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Parkside Financial Bank & Trust holds $1,554,169 across 14 REIT - Specialty names. EPR ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
2,245 | $387,442 | |
| 2 | EQIX |
Equinix Inc
|
384 | $376,411 | |
| 3 | CCI |
Crown Castle Inc.
|
2,809 | $228,399 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
883 | $159,125 | |
| 5 | IRM |
Iron Mountain Inc
|
1,499 | $153,107 | |
| 6 | WY |
Weyerhaeuser Co
|
3,919 | $95,740 | |
| 7 | SBAC |
Sba Communications Corp
|
406 | $69,875 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
1,067 | $28,275 |
All Filings in EPR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,140 | 223 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,125 | 243 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,717 | 202 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,768 | 202 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,415 | 198 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,117 | 93 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,824 | 78 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,273 | 78 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,310 | 78 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,778 | 78 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,732 | 138 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,458 | 138 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $5,257 | 138 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $5,205 | 138 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,948 | 138 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $6,476 | 138 | Shares | Defined | 2022-07-13 | |
| 2022-03-31 | $7,549 | 138 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,886 | 145 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $7,160 | 145 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $7,638 | 145 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $6,429 | 138 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $4,485 | 138 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,795 | 138 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $4,903 | 148 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $2,615 | 108 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||