Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$904,143
+$35,689 QoQ
Shares Held
15,586
-10.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#197
of 484 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, 2026Vestmark Advisory Solutions, Inc. holds $13,637,934 across 7 REIT - Specialty names. EPR ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
17,065 | $3,064,532 | |
| 2 | CCI |
Crown Castle Inc.
|
33,425 | $2,531,273 | |
| 3 | AMT |
American Tower Corp /Ma/
|
12,810 | $2,095,330 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
13,241 | $2,065,330 | |
| 5 | EQIX |
Equinix Inc
|
1,748 | $1,822,096 | |
| 6 | IRM |
Iron Mountain Inc
|
9,146 | $1,155,230 | |
| 7 | EPR |
Epr Properties
This page
|
15,586 | $904,143 |
All Filings in EPR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,143 | 15,586 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $868,454 | 17,383 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,586,869 | 31,801 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $1,619,001 | 27,909 | Shares | Other | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||