Position in EPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,882,366
+$554,380 QoQ
Shares Held
32,449
+22.1% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 484 holders
Holding Since
Mar 2022
11 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, 2026Cetera Investment Advisers holds $192,077,016 across 18 REIT - Specialty names. EPR ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
273,036 | $44,660,498 | |
| 2 | IRM |
Iron Mountain Inc
|
257,097 | $32,473,922 | |
| 3 | FRMI |
Fermi Inc.
|
3,170,950 | $29,045,902 | |
| 4 | EQIX |
Equinix Inc
|
25,008 | $26,068,089 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
86,282 | $15,494,521 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
73,475 | $11,460,630 | |
| 7 | CCI |
Crown Castle Inc.
|
143,158 | $10,841,355 | |
| 8 | RYN |
Rayonier Inc
|
407,256 | $8,666,407 |
All Filings in EPR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,882,366 | 32,449 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,327,986 | 26,581 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,153,937 | 23,125 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,358,420 | 23,417 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,086,840 | 18,655 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,083,660 | 20,598 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $812,980 | 18,360 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $915,037 | 18,659 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $736,077 | 17,534 | Shares | Sole | 2024-08-22 | |
| 2023-12-31 | $217,540 | 4,490 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $203,138 | 3,713 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||