Position in EPR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,196,467
+$2,619,330 QoQ
Shares Held
55,102
+377.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#104
of 487 holders
Holding Since
Dec 2023
7 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, 2026Edgestream Partners, L.P. holds $17,299,464 across 7 REIT - Specialty names. EPR ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
37,805 | $5,896,823 | |
| 2 | EPR |
Epr Properties
This page
|
55,102 | $3,196,467 | |
| 3 | IRM |
Iron Mountain Inc
|
19,236 | $2,429,699 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
50,305 | $2,240,081 | |
| 5 | CCI |
Crown Castle Inc.
|
22,913 | $1,735,201 | |
| 6 | EQIX |
Equinix Inc
|
1,008 | $1,050,729 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
4,179 | $750,464 |
All Filings in EPR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,196,467 | 55,102 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $577,137 | 11,552 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,438,006 | 88,938 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,402,853 | 110,375 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,561,598 | 146,955 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,467,461 | 46,901 | Shares | Sole | 2025-05-02 | |
| 2023-12-31 | $207,462 | 4,282 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||