Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,047,843
+$792,650 QoQ
Shares Held
52,540
+16.4% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 484 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $1,135,515,384 across 19 REIT - Specialty names. EPR ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
3,420,232 | $559,447,346 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
751,003 | $117,141,447 | |
| 3 | EQIX |
Equinix Inc
|
111,802 | $116,541,283 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
589,022 | $105,776,569 | |
| 5 | IRM |
Iron Mountain Inc
|
662,157 | $83,637,048 | |
| 6 | CCI |
Crown Castle Inc.
|
771,305 | $58,410,924 | |
| 7 | WY |
Weyerhaeuser Co
|
1,285,883 | $30,784,036 | |
| 8 | SBAC |
Sba Communications Corp
|
121,175 | $21,382,538 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,047,843 | 52,540 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,255,193 | 45,140 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $826,092 | 16,555 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,323,101 | 57,285 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,737,793 | 98,486 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,795,294 | 91,148 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,531,859 | 79,762 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,913,292 | 79,798 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $451,451 | 10,754 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,677,659 | 63,078 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,446,626 | 50,498 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,673,229 | 40,280 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,821,196 | 60,282 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $2,382,277 | 62,527 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,816,098 | 74,658 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,117,423 | 59,047 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,997,465 | 63,871 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,535,303 | 64,619 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,846,263 | 59,934 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,410,471 | 89,317 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,640,765 | 69,111 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,597,345 | 55,749 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,246,099 | 99,880 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,484,084 | 126,694 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $5,071,042 | 153,065 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,713,467 | 277,187 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||