Position in EPR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$14,908
+$2,069 QoQ
Shares Held
257
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#405
of 484 holders
Holding Since
Mar 2025
6 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, 2026Rossby Financial, LCC holds $274,867 across 12 REIT - Specialty names. EPR ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
51 | $53,161 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
274 | $49,204 | |
| 3 | AMT |
American Tower Corp /Ma/
|
255 | $41,710 | |
| 4 | IRM |
Iron Mountain Inc
|
292 | $36,882 | |
| 5 | OUT |
OUTFRONT Media Inc.
|
1,075 | $35,217 | |
| 6 | WY |
Weyerhaeuser Co
|
690 | $16,518 | |
| 7 | EPR |
Epr Properties
This page
|
257 | $14,908 | |
| 8 | CCI |
Crown Castle Inc.
|
182 | $13,782 |
All Filings in EPR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,908 | 257 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $12,839 | 257 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,824 | 257 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $106,912 | 1,843 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $91,992 | 1,579 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $91,594 | 1,741 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||