Vanguard Personalized Indexing Management, LLC
Position in EPR — Epr Properties
CIK 1767306
OAKLAND, CA
Position in EPR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,117,678
+$162,993 QoQ
Shares Held
19,267
+0.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#175
of 484 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $48,333,928 across 13 REIT - Specialty names. EPR ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
15,426 | $16,079,908 | |
| 2 | AMT |
American Tower Corp /Ma/
|
51,117 | $8,361,207 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
41,251 | $7,407,854 | |
| 4 | IRM |
Iron Mountain Inc
|
49,684 | $6,275,586 | |
| 5 | CCI |
Crown Castle Inc.
|
32,401 | $2,453,727 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
11,058 | $1,724,826 | |
| 7 | WY |
Weyerhaeuser Co
|
60,667 | $1,452,367 | |
| 8 | SBAC |
Sba Communications Corp
|
7,713 | $1,361,035 |
All Filings in EPR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,117,678 | 19,267 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $954,685 | 19,109 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $939,018 | 18,818 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,131,601 | 19,507 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,116,261 | 19,160 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $958,922 | 18,227 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $760,641 | 17,178 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $648,652 | 13,227 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $508,461 | 12,112 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $496,919 | 11,706 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $595,838 | 12,298 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $766,662 | 18,456 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $833,133 | 17,802 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $619,315 | 16,255 | Shares | Sole | 2023-05-10 | |
| 2022-03-31 | $226,280 | 4,136 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $216,457 | 4,646 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||