Position in EPR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$406
+$57 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#477
of 484 holders
Holding Since
Jun 2024
9 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, 2026MV CAPITAL MANAGEMENT, INC. holds $220,514 across 11 REIT - Specialty names. EPR ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
86 | $89,645 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
262 | $47,049 | |
| 3 | AMT |
American Tower Corp /Ma/
|
257 | $42,037 | |
| 4 | CCI |
Crown Castle Inc.
|
283 | $21,431 | |
| 5 | IRM |
Iron Mountain Inc
|
110 | $13,894 | |
| 6 | SBAC |
Sba Communications Corp
|
23 | $4,058 | |
| 7 | WY |
Weyerhaeuser Co
|
43 | $1,029 | |
| 8 | FRMI |
Fermi Inc.
|
74 | $677 |
All Filings in EPR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406 | 7 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $349 | 7 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $349 | 7 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $406 | 7 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $407 | 7 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $368 | 7 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $309 | 7 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $343 | 7 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $209 | 5 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||