Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,044,089
+$1,329,626 QoQ
Shares Held
380,005
-8.3% QoQ
Ownership
0.496%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 484 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Legal & General Group Plc holds $4,469,846,818 across 17 REIT - Specialty names. EPR ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,133,223 | $1,181,260,322 | |
| 2 | AMT |
American Tower Corp /Ma/
|
4,853,850 | $793,944,243 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
3,850,980 | $691,558,987 | |
| 4 | CCI |
Crown Castle Inc.
|
6,033,243 | $456,897,490 | |
| 5 | IRM |
Iron Mountain Inc
|
3,244,741 | $409,843,234 | |
| 6 | WY |
Weyerhaeuser Co
|
12,885,150 | $308,470,490 | |
| 7 | SBAC |
Sba Communications Corp
|
1,428,343 | $252,045,404 | |
| 8 | RYN |
Rayonier Inc
|
10,036,382 | $213,574,207 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,044,089 | 380,005 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $20,714,463 | 414,621 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $23,079,597 | 462,517 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $26,499,779 | 456,814 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $29,511,485 | 506,548 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $26,530,906 | 504,294 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,032,752 | 497,578 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $26,214,134 | 534,546 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $24,260,199 | 577,899 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $25,700,757 | 605,436 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $30,098,641 | 621,231 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $24,683,316 | 594,206 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $28,101,247 | 600,454 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,767,759 | 597,579 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,567,314 | 571,774 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,858,549 | 553,780 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,963,725 | 574,552 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $30,600,834 | 559,328 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $28,586,225 | 601,942 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,748,041 | 602,431 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $31,562,958 | 599,145 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $29,303,851 | 628,973 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,915,739 | 612,792 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $16,770,572 | 609,839 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $19,711,852 | 594,985 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $13,156,569 | 543,211 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||