Position in EPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$269,746
+$240,619 QoQ
Shares Held
4,650
+12.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#308
of 484 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026NewEdge Advisors, LLC holds $43,663,351 across 18 REIT - Specialty names. EPR ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
53,338 | $8,724,496 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
43,832 | $7,871,350 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
47,449 | $7,401,095 | |
| 4 | IRM |
Iron Mountain Inc
|
56,273 | $7,107,842 | |
| 5 | LAND |
GLADSTONE LAND Corp
|
336,738 | $2,872,375 | |
| 6 | EQIX |
Equinix Inc
|
2,731 | $2,846,767 | |
| 7 | WY |
Weyerhaeuser Co
|
57,551 | $1,377,770 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
26,939 | $1,199,593 |
All Filings in EPR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,746 | 4,650 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $29,127 | 4,147 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $30,588 | 613 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $26,394 | 455 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $23,304 | 400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,044 | 400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,498 | 350 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,164 | 350 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,112 | 360 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $18,593 | 438 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,686 | 138 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,732 | 138 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,114 | 558 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,259 | 558 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,510 | 683 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||