Position in EPR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$30,223
+$4,444 QoQ
Shares Held
521
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#386
of 484 holders
Holding Since
Dec 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, 2026Ares Financial Consulting, LLC holds $265,952 across 11 REIT - Specialty names. EPR ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
3,906 | $93,509 | |
| 2 | AMT |
American Tower Corp /Ma/
|
312 | $51,033 | |
| 3 | EQIX |
Equinix Inc
|
44 | $45,865 | |
| 4 | EPR |
Epr Properties
This page
|
521 | $30,223 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
74 | $13,288 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
189 | $8,416 | |
| 7 | RYN |
Rayonier Inc
|
361 | $7,682 | |
| 8 | IRM |
Iron Mountain Inc
|
35 | $4,420 |
All Filings in EPR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,223 | 521 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $25,779 | 516 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $16,467 | 330 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||