Position in EPR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$174
+$25 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#481
of 484 holders
Holding Since
Jun 2025
3 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, 2026Cape Investment Advisory, Inc. holds $646,410 across 8 REIT - Specialty names. EPR ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
246 | $256,427 | |
| 2 | AMT |
American Tower Corp /Ma/
|
1,191 | $194,811 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
1,187 | $185,147 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
100 | $4,453 | |
| 5 | IRM |
Iron Mountain Inc
|
31 | $3,915 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
7 | $1,256 | |
| 7 | CCI |
Crown Castle Inc.
|
3 | $227 | |
| 8 | EPR |
Epr Properties
This page
|
3 | $174 |
All Filings in EPR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174 | 3 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $149 | 3 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $174 | 3 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||