Position in EPR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,157,673
+$445,401 QoQ
Shares Held
23,172
+62.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 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 Mar 31, 2026Horizon Investments, LLC holds $35,557,729 across 11 REIT - Specialty names. EPR ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
58,456 | $10,088,336 | |
| 2 | WY |
Weyerhaeuser Co
|
339,273 | $8,288,439 | |
| 3 | EQIX |
Equinix Inc
|
8,010 | $7,851,722 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
67,987 | $3,016,583 | |
| 5 | SBAC |
Sba Communications Corp
|
10,878 | $1,872,212 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
6,523 | $1,175,509 | |
| 7 | EPR |
Epr Properties
This page
|
23,172 | $1,157,673 | |
| 8 | UNIT |
Uniti Group Inc.
|
84,142 | $789,251 |
All Filings in EPR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,157,673 | 23,172 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $712,272 | 14,274 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $537,506 | 9,226 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $335 | 8 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $339 | 8 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $387 | 8 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||