Position in EPR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$241,147
+$16,727 QoQ
Shares Held
4,157
-7.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#323
of 487 holders
Holding Since
Sep 2025
4 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, 2026Krilogy Financial LLC holds $9,279,242 across 8 REIT - Specialty names. EPR ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYN |
Rayonier Inc
|
152,802 | $3,251,626 | |
| 2 | EQIX |
Equinix Inc
|
2,677 | $2,790,478 | |
| 3 | AMT |
American Tower Corp /Ma/
|
9,561 | $1,563,892 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
3,501 | $546,085 | |
| 5 | IRM |
Iron Mountain Inc
|
3,686 | $465,578 | |
| 6 | EPR |
Epr Properties
This page
|
4,157 | $241,147 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,933 | $219,666 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
1,118 | $200,770 |
All Filings in EPR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,147 | 4,157 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $224,420 | 4,492 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $264,569 | 5,302 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $372,830 | 6,427 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||