Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$274,561
+$49,442 QoQ
Shares Held
4,733
+5.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#305
of 484 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, 2026Waverly Advisors, LLC holds $52,670,490 across 10 REIT - Specialty names. EPR ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
81,889 | $12,773,046 | |
| 2 | EQIX |
Equinix Inc
|
11,682 | $12,177,199 | |
| 3 | AMT |
American Tower Corp /Ma/
|
53,328 | $8,722,860 | |
| 4 | CCI |
Crown Castle Inc.
|
98,342 | $7,447,439 | |
| 5 | IRM |
Iron Mountain Inc
|
37,733 | $4,766,055 | |
| 6 | WY |
Weyerhaeuser Co
|
100,911 | $2,415,809 | |
| 7 | RYN |
Rayonier Inc
|
99,991 | $2,127,808 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
9,656 | $1,734,024 |
All Filings in EPR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,561 | 4,733 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $225,119 | 4,506 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $207,883 | 4,166 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $259,884 | 4,480 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $254,479 | 4,368 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||