Position in EPR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$534,794
-$403,604 QoQ
Shares Held
9,219
-50.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#252
of 487 holders
Holding Since
Jun 2020
15 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, 2026Private Advisor Group, LLC holds $16,754,473 across 10 REIT - Specialty names. EPR ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
75,127 | $9,489,291 | |
| 2 | EQIX |
Equinix Inc
|
2,428 | $2,530,922 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
7,687 | $1,380,431 | |
| 4 | CCI |
Crown Castle Inc.
|
9,835 | $744,804 | |
| 5 | WY |
Weyerhaeuser Co
|
26,945 | $645,063 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
3,756 | $585,860 | |
| 7 | EPR |
Epr Properties
This page
|
9,219 | $534,794 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
8,394 | $373,784 |
All Filings in EPR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,794 | 9,219 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $938,398 | 18,783 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $893,409 | 17,904 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,198,718 | 20,664 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,021,356 | 17,531 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $939,772 | 17,863 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $788,981 | 17,818 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $799,204 | 16,297 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $669,455 | 15,947 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $303,729 | 7,155 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $382,900 | 7,903 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $249,406 | 6,004 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $274,248 | 5,860 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $226,123 | 5,935 | Shares | Sole | 2023-05-10 | |
| 2020-06-30 | $54,333 | 1,640 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||