Position in EPR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$9,499,891
+$6,395,677 QoQ
Shares Held
163,763
+163.6% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#54
of 484 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 14%
Shared 5%
None 81%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $320,665,302 across 14 REIT - Specialty names. EPR ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
147,829 | $154,095,471 | |
| 2 | AMT |
American Tower Corp /Ma/
|
761,891 | $83,981,312 | |
| 3 | IRM |
Iron Mountain Inc
|
224,512 | $28,358,110 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
57,518 | $10,329,082 | |
| 5 | EPR |
Epr Properties
This page
|
163,763 | $9,499,891 | |
| 6 | CCI |
Crown Castle Inc.
|
375,059 | $8,227,457 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
43,893 | $6,846,430 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
110,862 | $4,936,684 |
All Filings in EPR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,499,891 | 163,763 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,104,214 | 62,134 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,822,996 | 36,533 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $859,011 | 14,808 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $853,509 | 14,650 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $446,080 | 8,479 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $367,966 | 8,310 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $349,557 | 7,128 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $279,964 | 6,669 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $271,128 | 6,387 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $303,829 | 6,271 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $261,037 | 6,284 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $272,188 | 5,816 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $252,298 | 6,622 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||