Position in EPR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,770
-$1,026 QoQ
Shares Held
65
-32.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#441
of 484 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $20,325,834 across 17 REIT - Specialty names. EPR ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
62,930 | $11,300,969 | |
| 2 | EQIX |
Equinix Inc
|
2,893 | $3,015,634 | |
| 3 | AMT |
American Tower Corp /Ma/
|
16,627 | $2,719,678 | |
| 4 | WY |
Weyerhaeuser Co
|
43,029 | $1,030,114 | |
| 5 | IRM |
Iron Mountain Inc
|
6,279 | $793,100 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
4,463 | $696,138 | |
| 7 | RYN |
Rayonier Inc
|
15,264 | $324,817 | |
| 8 | CCI |
Crown Castle Inc.
|
3,127 | $236,807 |
All Filings in EPR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,770 | 65 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,796 | 96 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,842 | 77 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $928 | 16 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||