Position in EPR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$171,245
+$10,824 QoQ
Shares Held
2,952
-8.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#347
of 484 holders
Holding Since
Mar 2020
26 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, 2026Allworth Financial LP holds $33,361,029 across 16 REIT - Specialty names. EPR ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
74,559 | $9,417,547 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
44,829 | $8,050,391 | |
| 3 | AMT |
American Tower Corp /Ma/
|
46,849 | $7,663,090 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
75,746 | $3,372,969 | |
| 5 | EQIX |
Equinix Inc
|
2,668 | $2,781,096 | |
| 6 | WY |
Weyerhaeuser Co
|
36,963 | $884,894 | |
| 7 | CCI |
Crown Castle Inc.
|
5,288 | $400,460 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
2,089 | $325,842 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,245 | 2,952 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $160,421 | 3,211 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $138,023 | 2,766 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $159,875 | 2,756 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $167,672 | 2,878 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $59,712 | 1,135 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $32,855 | 742 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $37,270 | 760 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $30,099 | 717 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $34,342 | 809 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $41,715 | 861 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $28,164 | 678 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $32,104 | 686 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $22,479 | 590 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $10,297 | 273 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $14,164 | 395 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,772 | 400 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $20,899 | 382 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $18,046 | 380 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $18,715 | 379 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,634 | 69 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,214 | 69 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,242 | 69 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,897 | 69 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,285 | 69 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $5,425 | 224 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||