Position in EPR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,102,364
+$98,168 QoQ
Shares Held
19,003
-5.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 484 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $75,126,960 across 14 REIT - Specialty names. EPR ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
157,856 | $19,938,791 | |
| 2 | AMT |
American Tower Corp /Ma/
|
111,190 | $18,187,348 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
79,695 | $14,311,628 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
35,803 | $5,584,551 | |
| 5 | EQIX |
Equinix Inc
|
5,249 | $5,471,505 | |
| 6 | CCI |
Crown Castle Inc.
|
44,897 | $3,400,049 | |
| 7 | SBAC |
Sba Communications Corp
|
11,813 | $2,084,521 | |
| 8 | WY |
Weyerhaeuser Co
|
79,087 | $1,893,342 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,364 | 19,003 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,004,196 | 20,100 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,120,704 | 22,459 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,363,699 | 23,508 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,419,210 | 144,511 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,655,859 | 145,521 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,112,854 | 138,050 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,742,950 | 137,499 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,089,870 | 145,066 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,101,975 | 143,745 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,734,937 | 139,008 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,028,957 | 121,063 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,328,414 | 113,855 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,108,627 | 107,838 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,819,904 | 101,270 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,417,350 | 95,297 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,335,909 | 92,391 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,633,718 | 84,696 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,539,150 | 32,410 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,279,035 | 46,153 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,956,166 | 37,133 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,388,242 | 29,797 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $653,640 | 20,112 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $584,870 | 21,268 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $819,006 | 24,721 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $699,836 | 28,895 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||