Position in EPR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$457,988
+$91,332 QoQ
Shares Held
7,895
+7.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#264
of 484 holders
Holding Since
Sep 2021
5 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $50,533,089 across 10 REIT - Specialty names. EPR ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
20,426 | $21,291,856 | |
| 2 | AMT |
American Tower Corp /Ma/
|
125,795 | $20,576,286 | |
| 3 | IRM |
Iron Mountain Inc
|
23,651 | $2,987,356 | |
| 4 | SBAC |
Sba Communications Corp
|
11,762 | $2,075,521 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
9,822 | $1,763,832 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
3,372 | $525,964 | |
| 7 | EPR |
Epr Properties
This page
|
7,895 | $457,988 | |
| 8 | CCI |
Crown Castle Inc.
|
5,608 | $424,693 |
All Filings in EPR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,988 | 7,895 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $366,656 | 7,339 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $423,152 | 8,480 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $474,927 | 8,187 | Shares | Sole | 2025-11-14 | |
| 2021-09-30 | $543,180 | 11,000 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||