Position in EPR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$415,293
+$79,113 QoQ
Shares Held
7,159
+6.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#270
of 484 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $64,272,779 across 9 REIT - Specialty names. EPR ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
172,265 | $21,758,792 | |
| 2 | AMT |
American Tower Corp /Ma/
|
99,063 | $16,203,734 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
92,700 | $14,459,346 | |
| 4 | EQIX |
Equinix Inc
|
4,933 | $5,142,109 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
22,538 | $4,047,374 | |
| 6 | CCI |
Crown Castle Inc.
|
18,855 | $1,427,889 | |
| 7 | SBAC |
Sba Communications Corp
|
2,418 | $426,680 | |
| 8 | EPR |
Epr Properties
This page
|
7,159 | $415,293 |
All Filings in EPR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,293 | 7,159 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $336,180 | 6,729 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||