Position in EPR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,013
+$2,777 QoQ
Shares Held
345
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#394
of 484 holders
Holding Since
Sep 2022
11 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, 2026MATHER GROUP, LLC. holds $3,371,226 across 12 REIT - Specialty names. EPR ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,249 | $1,301,945 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
3,899 | $700,182 | |
| 3 | IRM |
Iron Mountain Inc
|
3,274 | $413,538 | |
| 4 | AMT |
American Tower Corp /Ma/
|
2,112 | $345,459 | |
| 5 | SBAC |
Sba Communications Corp
|
1,381 | $243,691 | |
| 6 | CCI |
Crown Castle Inc.
|
2,929 | $221,813 | |
| 7 | WY |
Weyerhaeuser Co
|
3,822 | $91,498 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
518 | $23,066 |
All Filings in EPR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,013 | 345 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,236 | 345 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $20,013 | 345 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $18,150 | 345 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $9,254 | 209 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $13,436 | 274 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $18,387 | 438 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $36,040 | 849 | Shares | Sole | 2024-04-09 | |
| 2023-03-31 | $600,303 | 15,756 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $626,604 | 16,612 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $570,281 | 15,903 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||