Position in EPR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,442,279
+$693,330 QoQ
Shares Held
42,101
+20.3% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#121
of 484 holders
Holding Since
Sep 2025
4 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, 2026Hennion & Walsh Asset Management, Inc. holds $20,557,488 across 7 REIT - Specialty names. EPR ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
56,304 | $7,111,758 | |
| 2 | EQIX |
Equinix Inc
|
3,697 | $3,853,715 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
17,691 | $3,176,949 | |
| 4 | EPR |
Epr Properties
This page
|
42,101 | $2,442,279 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
15,522 | $2,421,121 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
30,793 | $1,008,778 | |
| 7 | AMT |
American Tower Corp /Ma/
|
3,319 | $542,888 |
All Filings in EPR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,442,279 | 42,101 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,748,949 | 35,007 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,118,209 | 22,409 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $456,306 | 7,866 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||