Position in EPR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,303
+$2,817 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#393
of 484 holders
Holding Since
Dec 2024
5 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, 2026Colonial Trust Co / SC holds $372,789 across 9 REIT - Specialty names. EPR ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
3,285 | $78,642 | |
| 2 | CCI |
Crown Castle Inc.
|
1,019 | $77,168 | |
| 3 | RYN |
Rayonier Inc
|
3,436 | $73,118 | |
| 4 | EQIX |
Equinix Inc
|
40 | $41,695 | |
| 5 | AMT |
American Tower Corp /Ma/
|
249 | $40,728 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
225 | $40,405 | |
| 7 | EPR |
Epr Properties
This page
|
350 | $20,303 | |
| 8 | IRM |
Iron Mountain Inc
|
3 | $378 |
All Filings in EPR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,303 | 350 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $17,486 | 350 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $37,724 | 756 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,248 | 56 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $2,435 | 55 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||