Position in EPR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$142,934
-$34,117 QoQ
Shares Held
2,464
-30.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#349
of 484 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,251,197 across 16 REIT - Specialty names. EPR ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
4,378 | $716,103 | |
| 2 | EQIX |
Equinix Inc
|
683 | $711,946 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
2,513 | $391,973 | |
| 4 | IRM |
Iron Mountain Inc
|
2,884 | $364,274 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
1,935 | $347,484 | |
| 6 | EPR |
Epr Properties
This page
|
2,464 | $142,934 | |
| 7 | WY |
Weyerhaeuser Co
|
4,797 | $114,835 | |
| 8 | CCI |
Crown Castle Inc.
|
1,476 | $111,773 |
All Filings in EPR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,934 | 2,464 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $177,051 | 3,544 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $185,373 | 3,715 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $277,750 | 4,788 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $290,249 | 4,982 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $99,326 | 1,888 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $67,747 | 1,530 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $49,431 | 1,008 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $53,271 | 1,269 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $45,505 | 1,072 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $50,145 | 1,035 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $45,112 | 1,086 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $52,040 | 1,112 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $35,280 | 926 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $32,854 | 871 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||