Position in EPR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,671
+$926 QoQ
Shares Held
115
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#424
of 484 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $246,492 across 9 REIT - Specialty names. EPR ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
155 | $161,570 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
174 | $31,246 | |
| 3 | IRM |
Iron Mountain Inc
|
203 | $25,640 | |
| 4 | WY |
Weyerhaeuser Co
|
344 | $8,235 | |
| 5 | AMT |
American Tower Corp /Ma/
|
42 | $6,869 | |
| 6 | EPR |
Epr Properties
This page
|
115 | $6,671 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
114 | $5,076 | |
| 8 | CCI |
Crown Castle Inc.
|
11 | $833 |
All Filings in EPR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,671 | 115 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,745 | 115 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,738 | 115 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $6,671 | 115 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $8,972 | 154 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,101 | 154 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $6,819 | 154 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,012 | 143 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,548 | 156 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,622 | 156 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,558 | 156 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,646 | 160 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,909 | 169 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,943 | 156 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,393 | 143 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,657 | 102 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,819 | 124 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $5,366 | 113 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,518 | 132 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||