Position in EPR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$13,516
-$21,290 QoQ
Shares Held
233
-61.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#407
of 484 holders
Holding Since
Sep 2021
10 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, 2026SUMMIT SECURITIES GROUP LLC holds $366,306 across 12 REIT - Specialty names. EPR ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLPI |
Gaming & Leisure Properties, Inc.
|
2,076 | $92,444 | |
| 2 | IRM |
Iron Mountain Inc
|
575 | $72,628 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
376 | $67,522 | |
| 4 | EQIX |
Equinix Inc
|
42 | $43,780 | |
| 5 | UNIT |
Uniti Group Inc.
|
2,287 | $26,231 | |
| 6 | AMT |
American Tower Corp /Ma/
|
108 | $17,665 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
100 | $15,598 | |
| 8 | EPR |
Epr Properties
This page
|
233 | $13,516 |
All Filings in EPR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,516 | 233 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $34,806 | 600 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,652 | 200 | Shares | Sole | 2025-08-12 | |
| 2023-03-31 | $38 | 1 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,142 | 534 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,965 | 501 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $150,176 | 3,200 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $355,615 | 6,500 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $470,151 | 9,900 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $276,528 | 5,600 | Shares | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||