Position in EPR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,815,225
+$383,472 QoQ
Shares Held
48,530
-0.3% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#112
of 484 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026OPPENHEIMER & CO INC holds $26,551,131 across 9 REIT - Specialty names. EPR ranks #6 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
38,376 | $6,277,162 | |
| 2 | WY |
Weyerhaeuser Co
|
231,342 | $5,538,327 | |
| 3 | SBAC |
Sba Communications Corp
|
21,395 | $3,775,361 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
20,953 | $3,762,739 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
19,708 | $3,074,053 | |
| 6 | EPR |
Epr Properties
This page
|
48,530 | $2,815,225 | |
| 7 | IRM |
Iron Mountain Inc
|
5,828 | $736,134 | |
| 8 | EQIX |
Equinix Inc
|
467 | $486,796 |
All Filings in EPR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,815,225 | 48,530 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,431,753 | 48,674 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,489,910 | 49,898 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,911,637 | 50,192 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,971,959 | 51,012 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,790,287 | 72,045 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,104,160 | 70,103 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,428,043 | 69,903 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,965,928 | 70,651 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,963,094 | 69,802 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,853,075 | 58,887 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,522,807 | 60,732 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,031,563 | 64,777 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,470,785 | 64,850 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,295,262 | 60,850 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,276,886 | 91,380 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,119,906 | 66,480 | Shares | Sole | 2022-08-08 | |
| 2020-09-30 | $2,414,692 | 87,807 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,879,228 | 86,907 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,271,952 | 135,093 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||