Position in EPR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$207,500
-$574,832 QoQ
Shares Held
3,577
-77.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#337
of 484 holders
Holding Since
Sep 2025
3 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, 2026Concurrent Investment Advisors, LLC holds $13,577,653 across 8 REIT - Specialty names. EPR ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
24,204 | $4,346,553 | |
| 2 | EQIX |
Equinix Inc
|
3,782 | $3,942,318 | |
| 3 | AMT |
American Tower Corp /Ma/
|
8,758 | $1,432,545 | |
| 4 | IRM |
Iron Mountain Inc
|
11,121 | $1,404,693 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
6,930 | $1,080,941 | |
| 6 | CCI |
Crown Castle Inc.
|
7,972 | $603,718 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
12,562 | $559,385 | |
| 8 | EPR |
Epr Properties
This page
|
3,577 | $207,500 |
All Filings in EPR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,500 | 3,577 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $782,332 | 15,678 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $438,671 | 7,562 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||