Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,106,225
+$65,961 QoQ
Shares Held
36,308
-11.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#129
of 484 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 18%
Shared 0%
None 81%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $107,156,928 across 16 REIT - Specialty names. EPR ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
30,383 | $31,670,934 | |
| 2 | AMT |
American Tower Corp /Ma/
|
159,737 | $26,128,180 | |
| 3 | IRM |
Iron Mountain Inc
|
94,727 | $11,964,967 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
43,969 | $7,895,952 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
47,014 | $7,333,242 | |
| 6 | WY |
Weyerhaeuser Co
|
255,190 | $6,109,248 | |
| 7 | CCI |
Crown Castle Inc.
|
51,130 | $3,872,073 | |
| 8 | SBAC |
Sba Communications Corp
|
21,056 | $3,715,540 |
All Filings in EPR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,106,225 | 36,308 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,040,264 | 40,838 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,747,447 | 35,019 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,471,284 | 42,601 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,032,108 | 34,880 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,162,102 | 22,089 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $917,880 | 20,729 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $932,838 | 19,022 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $609,339 | 14,515 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $607,714 | 14,316 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $234,401 | 4,838 | Shares | Sole | 2024-01-26 | |
| 2022-12-31 | $202,631 | 5,372 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||