Position in EPR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$753,375
-$78,359 QoQ
Shares Held
12,987
-22.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#216
of 484 holders
Holding Since
Sep 2024
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, 2026Focus Partners Advisor Solutions, LLC holds $5,489,334 across 6 REIT - Specialty names. EPR ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,312 | $1,367,615 | |
| 2 | AMT |
American Tower Corp /Ma/
|
7,018 | $1,147,934 | |
| 3 | IRM |
Iron Mountain Inc
|
6,674 | $842,992 | |
| 4 | EPR |
Epr Properties
This page
|
12,987 | $753,375 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
4,611 | $719,223 | |
| 6 | SBAC |
Sba Communications Corp
|
3,730 | $658,195 |
All Filings in EPR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,375 | 12,987 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $831,734 | 16,648 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $628,041 | 12,586 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,478,906 | 25,494 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $772,877 | 13,266 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $238,638 | 4,536 | Shares | Other | 2025-05-15 | |
| 2024-09-30 | $239,364 | 4,881 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||