Position in EPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$50,666,046
+$10,707,542 QoQ
Shares Held
873,402
+9.2% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 484 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $5,552,701,578 across 18 REIT - Specialty names. EPR ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,758,552 | $1,833,097,007 | |
| 2 | AMT |
American Tower Corp /Ma/
|
8,853,450 | $1,448,158,805 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
3,796,025 | $681,690,162 | |
| 4 | SBAC |
Sba Communications Corp
|
2,707,005 | $477,678,094 | |
| 5 | CCI |
Crown Castle Inc.
|
4,355,264 | $329,824,134 | |
| 6 | IRM |
Iron Mountain Inc
|
2,212,137 | $279,415,016 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
3,464,741 | $154,284,911 | |
| 8 | RYN |
Rayonier Inc
|
4,936,155 | $105,041,375 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,666,046 | 873,402 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $39,958,504 | 799,810 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $37,953,685 | 760,595 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $52,314,168 | 901,813 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $41,129,401 | 705,963 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $37,319,846 | 709,368 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $30,355,795 | 685,542 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $33,009,652 | 673,117 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $20,824,425 | 496,056 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $18,250,694 | 429,934 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $22,297,074 | 460,208 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $16,128,277 | 388,259 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,558,261 | 311,074 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,014,195 | 341,580 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $12,754,977 | 338,149 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,932,979 | 360,652 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,895,753 | 338,712 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $20,532,880 | 375,304 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $16,139,475 | 339,850 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $16,324,532 | 330,590 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $22,464,330 | 426,430 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $22,919,156 | 491,933 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $10,857,436 | 334,075 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $7,429,315 | 270,157 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $10,084,638 | 304,396 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $15,841,887 | 654,083 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||