Position in EPR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$281,869
+$38,116 QoQ
Shares Held
4,859
-0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#302
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, 2026Merit Financial Group, LLC holds $34,484,250 across 12 REIT - Specialty names. EPR ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
96,502 | $15,052,379 | |
| 2 | EQIX |
Equinix Inc
|
4,772 | $4,974,280 | |
| 3 | AMT |
American Tower Corp /Ma/
|
20,853 | $3,410,922 | |
| 4 | IRM |
Iron Mountain Inc
|
26,724 | $3,375,504 | |
| 5 | SBAC |
Sba Communications Corp
|
18,584 | $3,279,330 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
8,497 | $1,525,885 | |
| 7 | CCI |
Crown Castle Inc.
|
12,931 | $979,261 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
19,621 | $873,719 |
All Filings in EPR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,869 | 4,859 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $243,753 | 4,879 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $241,664 | 4,843 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $349,740 | 6,029 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $330,392 | 5,671 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||