Position in EPR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,044
+$1,043 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#468
of 484 holders
Holding Since
Sep 2020
7 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, 2026CX Institutional holds $2,816,377 across 11 REIT - Specialty names. EPR ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
4,943 | $808,526 | |
| 2 | IRM |
Iron Mountain Inc
|
5,489 | $693,315 | |
| 3 | EQIX |
Equinix Inc
|
473 | $493,050 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
2,745 | $492,947 | |
| 5 | WY |
Weyerhaeuser Co
|
9,568 | $229,057 | |
| 6 | SBAC |
Sba Communications Corp
|
212 | $37,409 | |
| 7 | CCI |
Crown Castle Inc.
|
397 | $30,064 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
332 | $14,783 |
All Filings in EPR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044 | 18 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1 | 18 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1 | 17 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,803 | 169 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $8,838 | 168 | Shares | Sole | 2025-04-15 | |
| 2021-03-31 | $605 | 13 | Shares | Sole | 2021-04-15 | |
| 2020-09-30 | $825 | 30 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||