Position in EPR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$569,077
+$28,760 QoQ
Shares Held
9,810
-9.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#240
of 484 holders
Holding Since
Mar 2025
6 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, 2026Optas, LLC holds $2,246,686 across 6 REIT - Specialty names. EPR ranks #1 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPR |
Epr Properties
This page
|
9,810 | $569,077 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
11,436 | $509,244 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
2,711 | $422,861 | |
| 4 | EQIX |
Equinix Inc
|
280 | $291,868 | |
| 5 | AMT |
American Tower Corp /Ma/
|
1,483 | $242,573 | |
| 6 | IRM |
Iron Mountain Inc
|
1,671 | $211,063 |
All Filings in EPR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,077 | 9,810 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $540,317 | 10,815 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $1,093,109 | 21,906 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $629,408 | 10,850 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $369,892 | 6,349 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $257,736 | 4,899 | Shares | Other | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||