Position in EPR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$979,382
+$259,459 QoQ
Shares Held
16,883
+17.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#191
of 484 holders
Holding Since
Mar 2025
5 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, 2026Caprock Group, LLC holds $8,364,769 across 7 REIT - Specialty names. EPR ranks #6 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
13,621 | $2,124,603 | |
| 2 | EQIX |
Equinix Inc
|
1,341 | $1,397,844 | |
| 3 | IRM |
Iron Mountain Inc
|
9,424 | $1,190,345 | |
| 4 | SBAC |
Sba Communications Corp
|
6,527 | $1,151,754 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
5,842 | $1,049,106 | |
| 6 | EPR |
Epr Properties
This page
|
16,883 | $979,382 | |
| 7 | AMT |
American Tower Corp /Ma/
|
2,884 | $471,735 |
All Filings in EPR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $979,382 | 16,883 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $719,923 | 14,410 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,343,407 | 26,922 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,200,342 | 20,692 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $273,992 | 5,208 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||