Position in EPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$87,595
+$15,353 QoQ
Shares Held
1,510
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#362
of 484 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $33,379,530 across 16 REIT - Specialty names. EPR ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
7,122 | $7,423,901 | |
| 2 | AMT |
American Tower Corp /Ma/
|
35,937 | $5,878,215 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
32,289 | $5,798,458 | |
| 4 | IRM |
Iron Mountain Inc
|
42,548 | $5,374,237 | |
| 5 | WY |
Weyerhaeuser Co
|
147,063 | $3,520,688 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
10,633 | $1,658,535 | |
| 7 | CCI |
Crown Castle Inc.
|
16,552 | $1,253,482 | |
| 8 | SBAC |
Sba Communications Corp
|
5,895 | $1,040,231 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,595 | 1,510 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $72,242 | 1,446 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $76,297 | 1,529 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $104,882 | 1,808 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $86,341 | 1,482 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $74,864 | 1,423 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $62,346 | 1,408 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $78,856 | 1,608 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $67,126 | 1,599 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $67,453 | 1,589 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $76,551 | 1,580 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $63,514 | 1,529 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $71,416 | 1,526 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $79,590 | 2,089 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $131,831 | 3,495 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $163,055 | 4,547 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $212,358 | 4,525 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $246,413 | 4,504 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $199,790 | 4,207 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $91,649 | 1,856 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $41,195 | 782 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $23,760 | 510 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $21,190 | 652 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $29,975 | 1,090 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $86,833 | 2,621 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,757 | 279 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||