Position in EPR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$16,590
+$2,302 QoQ
Shares Held
286
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#402
of 487 holders
Holding Since
Jun 2025
5 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, 2026Westside Investment Management, Inc. holds $165,089 across 8 REIT - Specialty names. EPR ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
53 | $55,246 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
213 | $38,250 | |
| 3 | AMT |
American Tower Corp /Ma/
|
166 | $27,152 | |
| 4 | EPR |
Epr Properties
This page
|
286 | $16,590 | |
| 5 | IRM |
Iron Mountain Inc
|
92 | $11,620 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
146 | $6,501 | |
| 7 | CCI |
Crown Castle Inc.
|
81 | $6,134 | |
| 8 | RYN |
Rayonier Inc
|
169 | $3,596 |
All Filings in EPR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,590 | 286 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,288 | 286 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $14,271 | 286 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,590 | 286 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,331 | 143 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||