Position in EPR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$438,848
+$5,567 QoQ
Shares Held
8,784
+1.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Waterloo Capital, L.P. holds $8,966,749 across 6 REIT - Specialty names. EPR ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OUT |
OUTFRONT Media Inc.
|
103,916 | $2,753,774 | |
| 2 | AMT |
American Tower Corp /Ma/
|
11,820 | $2,039,895 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
9,682 | $1,744,793 | |
| 4 | CCI |
Crown Castle Inc.
|
21,140 | $1,718,893 | |
| 5 | EPR |
Epr Properties
This page
|
8,784 | $438,848 | |
| 6 | EQIX |
Equinix Inc
|
276 | $270,546 |
All Filings in EPR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $438,848 | 8,784 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $433,281 | 8,683 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $534,388 | 9,212 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $533,137 | 9,151 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $525,205 | 9,983 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $631,034 | 14,251 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $738,248 | 15,054 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $660,093 | 15,724 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||