Position in EPR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$64,902,049
+$8,363,319 QoQ
Shares Held
1,118,808
-1.1% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#12
of 484 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 7%
None 1%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $5,025,810,626 across 14 REIT - Specialty names. EPR ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,219,466 | $1,271,159,161 | |
| 2 | AMT |
American Tower Corp /Ma/
|
5,875,655 | $961,080,885 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
4,905,453 | $880,921,247 | |
| 4 | IRM |
Iron Mountain Inc
|
4,625,684 | $584,270,144 | |
| 5 | CCI |
Crown Castle Inc.
|
6,373,473 | $482,663,108 | |
| 6 | SBAC |
Sba Communications Corp
|
1,611,278 | $284,326,113 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
1,310,044 | $204,340,660 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,120,019 | $183,464,444 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,902,049 | 1,118,808 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $56,538,730 | 1,131,680 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $55,148,180 | 1,105,174 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $64,002,083 | 1,103,294 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $63,365,146 | 1,087,627 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $58,329,546 | 1,108,716 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $47,615,566 | 1,075,329 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $53,494,104 | 1,090,826 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $46,454,771 | 1,106,593 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $44,682,697 | 1,052,596 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $51,413,199 | 1,061,160 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $43,949,234 | 1,057,998 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $49,730,099 | 1,062,609 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $39,941,675 | 1,048,338 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $38,471,795 | 1,019,931 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $37,547,353 | 1,047,054 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $49,357,733 | 1,051,731 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $57,748,483 | 1,055,538 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $50,983,601 | 1,073,565 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $54,530,087 | 1,104,295 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $57,007,820 | 1,082,153 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $52,060,085 | 1,117,409 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $36,738,650 | 1,130,420 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $31,984,370 | 1,163,068 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $41,535,975 | 1,253,727 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $29,540,262 | 1,219,664 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||