Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,705,776
-$882,590 QoQ
Shares Held
287,981
-18.2% QoQ
Ownership
0.376%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 484 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $3,972,932,488 across 17 REIT - Specialty names. EPR ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
8,941,260 | $1,605,671,467 | |
| 2 | EQIX |
Equinix Inc
|
668,563 | $696,903,381 | |
| 3 | AMT |
American Tower Corp /Ma/
|
3,905,537 | $638,828,682 | |
| 4 | CCI |
Crown Castle Inc.
|
4,605,558 | $348,778,903 | |
| 5 | WY |
Weyerhaeuser Co
|
6,804,397 | $162,897,262 | |
| 6 | IRM |
Iron Mountain Inc
|
1,118,827 | $141,319,035 | |
| 7 | SBAC |
Sba Communications Corp
|
795,612 | $140,393,690 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
468,752 | $73,115,934 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,705,776 | 287,981 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $17,588,366 | 352,049 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $21,510,390 | 431,070 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $22,421,557 | 386,512 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $14,491,240 | 248,734 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,437,053 | 236,401 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,816,352 | 131,354 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,857,677 | 119,447 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,688,024 | 87,852 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,905,354 | 91,999 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,258,017 | 67,245 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,397,304 | 81,784 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,119,540 | 152,127 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,127,756 | 213,327 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,826,826 | 180,987 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,361,696 | 205,290 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,391,646 | 498,437 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,316,606 | 188,569 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,340,383 | 154,567 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $6,142,178 | 124,386 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $37,833,297 | 718,172 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $59,615,675 | 1,279,581 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $52,116,250 | 1,603,577 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,583,376 | 93,941 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $51,178,294 | 1,544,772 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $50,637,527 | 2,090,732 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||