Position in EPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,251,019
+$375,222 QoQ
Shares Held
38,804
+3.4% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#127
of 484 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $395,160,224 across 15 REIT - Specialty names. EPR ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
143,064 | $149,128,481 | |
| 2 | AMT |
American Tower Corp /Ma/
|
382,609 | $62,583,352 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
347,425 | $62,390,579 | |
| 4 | IRM |
Iron Mountain Inc
|
259,638 | $32,794,873 | |
| 5 | WY |
Weyerhaeuser Co
|
918,574 | $21,990,660 | |
| 6 | CCI |
Crown Castle Inc.
|
263,217 | $19,933,422 | |
| 7 | FRMI |
Fermi Inc.
|
1,613,946 | $14,783,745 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
53,863 | $8,401,549 |
All Filings in EPR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,251,019 | 38,804 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,875,797 | 37,546 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,965,959 | 39,398 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,231,817 | 38,473 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,842,297 | 31,622 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,615,915 | 30,715 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,395,262 | 31,510 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,211,973 | 24,714 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $662,948 | 15,792 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $899,854 | 21,198 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,095,066 | 22,602 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $608,103 | 14,639 | Shares | Defined | 2023-11-13 | |
| 2020-09-30 | $384,862 | 13,995 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $551,514 | 16,647 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $599,467 | 24,751 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||