Position in EPR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$9,992
-$3,131 QoQ
Shares Held
200
-24.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 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, 2026Capital Analysts, LLC holds $17,369,878 across 10 REIT - Specialty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
75,234 | $12,306,024 | |
| 2 | EQIX |
Equinix Inc
|
4,338 | $4,521,886 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
1,892 | $339,764 | |
| 4 | WY |
Weyerhaeuser Co
|
6,339 | $151,755 | |
| 5 | CCI |
Crown Castle Inc.
|
224 | $16,963 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
348 | $11,400 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
60 | $9,358 | |
| 8 | IRM |
Iron Mountain Inc
|
57 | $7,199 |
All Filings in EPR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,992 | 200 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $13,123 | 263 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $15,198 | 262 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,517 | 335 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $17,466 | 332 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,568 | 329 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,790 | 322 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $13,559 | 323 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,796 | 325 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $15,552 | 321 | Shares | Defined | 2024-01-30 | |
| 2020-09-30 | $25,740 | 936 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $31,009 | 936 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $22,161 | 915 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||