Position in EPR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$667,056
-$238,718 QoQ
Shares Held
11,499
-36.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#229
of 487 holders
Holding Since
Sep 2025
4 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, 2026Sequoia Financial Advisors, LLC holds $19,677,749 across 13 REIT - Specialty names. EPR ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
35,551 | $6,384,248 | |
| 2 | EQIX |
Equinix Inc
|
2,240 | $2,334,953 | |
| 3 | AMT |
American Tower Corp /Ma/
|
12,326 | $2,016,163 | |
| 4 | FRMI |
Fermi Inc.
|
201,456 | $1,845,336 | |
| 5 | IRM |
Iron Mountain Inc
|
12,408 | $1,567,254 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
34,538 | $1,537,977 | |
| 7 | RYN |
Rayonier Inc
|
42,450 | $903,336 | |
| 8 | WY |
Weyerhaeuser Co
|
32,323 | $773,812 |
All Filings in EPR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,056 | 11,499 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $905,774 | 18,130 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $468,062 | 9,380 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $216,725 | 3,736 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||