Position in EPR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$392,843
+$57,412 QoQ
Shares Held
6,772
+0.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#275
of 484 holders
Holding Since
Dec 2024
7 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, 2026Callan Family Office, LLC holds $15,748,019 across 9 REIT - Specialty names. EPR ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBAC |
Sba Communications Corp
|
29,765 | $5,252,331 | |
| 2 | EQIX |
Equinix Inc
|
4,969 | $5,179,635 | |
| 3 | AMT |
American Tower Corp /Ma/
|
9,561 | $1,563,892 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
8,130 | $1,459,985 | |
| 5 | IRM |
Iron Mountain Inc
|
9,041 | $1,141,968 | |
| 6 | EPR |
Epr Properties
This page
|
6,772 | $392,843 | |
| 7 | CCI |
Crown Castle Inc.
|
4,184 | $316,854 | |
| 8 | UNIT |
Uniti Group Inc.
|
19,821 | $227,346 |
All Filings in EPR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,843 | 6,772 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $335,431 | 6,714 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $347,154 | 6,957 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $397,078 | 6,845 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $419,530 | 7,201 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $275,308 | 5,233 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $268,956 | 6,074 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||