Position in EPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$207,790
-$22,874 QoQ
Shares Held
3,582
-22.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#335
of 484 holders
Holding Since
Mar 2020
16 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 Jun 30, 2026Advisory Services Network, LLC holds $13,946,981 across 10 REIT - Specialty names. EPR ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
35,421 | $5,793,805 | |
| 2 | WY |
Weyerhaeuser Co
|
76,948 | $1,842,131 | |
| 3 | IRM |
Iron Mountain Inc
|
12,457 | $1,573,437 | |
| 4 | RYN |
Rayonier Inc
|
54,156 | $1,152,438 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
6,049 | $1,086,275 | |
| 6 | CCI |
Crown Castle Inc.
|
10,445 | $790,995 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
4,463 | $696,135 | |
| 8 | EQIX |
Equinix Inc
|
538 | $560,799 |
All Filings in EPR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,790 | 3,582 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $230,664 | 4,617 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $432,928 | 7,463 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $394,127 | 6,765 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $355,656 | 8,032 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $396,929 | 8,094 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $339,786 | 8,094 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $639,041 | 15,054 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $33,672 | 695 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $243,839 | 5,870 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $335,165 | 8,797 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $237,333 | 6,292 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $21,492 | 408 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $495,235 | 15,238 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $20,240 | 736 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $59,024 | 2,437 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||