Position in EPR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$767,285
-$141,344 QoQ
Shares Held
15,358
-15.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026CWM, LLC holds $37,341,722 across 16 REIT - Specialty names. EPR ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
11,693 | $11,461,946 | |
| 2 | AMT |
American Tower Corp /Ma/
|
33,623 | $5,802,657 | |
| 3 | IRM |
Iron Mountain Inc
|
53,578 | $5,472,456 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
110,968 | $4,923,650 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
26,662 | $3,377,008 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
10,473 | $1,887,339 | |
| 7 | WY |
Weyerhaeuser Co
|
42,904 | $1,048,144 | |
| 8 | EPR |
Epr Properties
This page
|
15,358 | $767,285 |
All Filings in EPR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $767,285 | 15,358 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $908,629 | 18,209 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,265,604 | 21,817 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,382,801 | 23,735 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $486,747 | 9,252 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $238,580 | 5,388 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $376,774 | 7,683 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $215,609 | 5,136 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $89,909 | 2,118 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $61,095 | 1,261 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $67,668 | 1,629 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $73,663 | 1,574 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $54,978 | 1,443 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $62,539 | 1,658 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $57,483 | 1,603 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $64,857 | 1,382 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $74,897 | 1,369 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $65,251 | 1,374 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $77,018 | 1,462 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $68,114 | 1,462 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $47,515 | 1,462 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $40,205 | 1,462 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $48,436 | 1,462 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $35,409 | 1,462 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||