Position in EPR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$7,085,283
+$1,356,620 QoQ
Shares Held
122,139
+6.5% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $102,246,759 across 16 REIT - Specialty names. EPR ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
20,133 | $20,986,437 | |
| 2 | IRM |
Iron Mountain Inc
|
106,912 | $13,504,054 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
73,746 | $13,243,306 | |
| 4 | AMT |
American Tower Corp /Ma/
|
58,701 | $9,601,722 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
58,888 | $9,185,350 | |
| 6 | CCI |
Crown Castle Inc.
|
100,116 | $7,581,784 | |
| 7 | EPR |
Epr Properties
This page
|
122,139 | $7,085,283 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
154,626 | $6,885,495 |
All Filings in EPR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,085,283 | 122,139 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $5,728,663 | 114,665 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,067,844 | 101,560 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,632,364 | 97,093 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,893,898 | 84,001 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,665,812 | 69,679 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,785,521 | 62,907 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,193,386 | 65,118 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,474,553 | 58,946 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,142,493 | 50,471 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,397,015 | 49,474 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,926,126 | 46,368 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,756,263 | 37,527 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,532,229 | 40,216 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,121,000 | 29,719 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,070,672 | 29,857 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,326,476 | 28,265 | Shares | Sole | 2022-08-10 | |
| 2020-06-30 | $270,672 | 8,170 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||