Position in EPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,808
+$34,999 QoQ
Shares Held
669
+562.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#379
of 484 holders
Holding Since
Dec 2022
2 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, 2026Truvestments Capital LLC holds $2,710,603 across 11 REIT - Specialty names. EPR ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
11,617 | $1,467,343 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
3,371 | $525,808 | |
| 3 | AMT |
American Tower Corp /Ma/
|
2,822 | $461,594 | |
| 4 | CCI |
Crown Castle Inc.
|
1,374 | $104,053 | |
| 5 | RYN |
Rayonier Inc
|
1,830 | $38,942 | |
| 6 | EPR |
Epr Properties
This page
|
669 | $38,808 | |
| 7 | WY |
Weyerhaeuser Co
|
1,588 | $38,016 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
97 | $17,419 |
All Filings in EPR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,808 | 669 | Shares | Sole | 2026-08-12 | |
| 2022-12-31 | $3,809 | 101 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||