Position in EPR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,009,083
+$240,549 QoQ
Shares Held
17,395
+13.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#186
of 484 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $15,742,065 across 8 REIT - Specialty names. EPR ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
20,309 | $3,647,090 | |
| 2 | CCI |
Crown Castle Inc.
|
37,706 | $2,855,475 | |
| 3 | AMT |
American Tower Corp /Ma/
|
17,394 | $2,845,136 | |
| 4 | IRM |
Iron Mountain Inc
|
15,295 | $1,931,911 | |
| 5 | EQIX |
Equinix Inc
|
1,506 | $1,569,839 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
36,040 | $1,180,670 | |
| 7 | EPR |
Epr Properties
This page
|
17,395 | $1,009,083 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
15,784 | $702,861 |
All Filings in EPR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,009,083 | 17,395 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $768,534 | 15,383 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $761,174 | 15,254 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $812,430 | 14,005 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $775,615 | 13,313 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $721,283 | 13,710 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $608,362 | 13,739 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $661,549 | 13,490 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $281,014 | 6,694 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $283,014 | 6,667 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||