Position in EPR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$985,879
+$668,034 QoQ
Shares Held
16,995
+167.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#190
of 484 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Arax Advisory Partners holds $19,340,607 across 16 REIT - Specialty names. EPR ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
38,436 | $5,995,247 | |
| 2 | AMT |
American Tower Corp /Ma/
|
17,287 | $2,827,634 | |
| 3 | EQIX |
Equinix Inc
|
2,505 | $2,611,186 | |
| 4 | IRM |
Iron Mountain Inc
|
16,454 | $2,078,304 | |
| 5 | WY |
Weyerhaeuser Co
|
55,155 | $1,320,410 | |
| 6 | EPR |
Epr Properties
This page
|
16,995 | $985,879 | |
| 7 | SBAC |
Sba Communications Corp
|
5,096 | $899,240 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
19,133 | $851,992 |
All Filings in EPR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,879 | 16,995 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $317,845 | 6,362 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $106,336 | 2,131 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,221,052 | 21,049 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $72,766 | 1,249 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $49,190 | 935 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,483 | 711 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $30,846 | 629 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $14,231 | 339 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||