CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in EPR — Epr Properties
CIK 884546
SAN FRANCISCO, CA
Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$79,430,540
+$10,878,676 QoQ
Shares Held
1,369,256
-0.2% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 484 holders
Holding Since
Mar 2020
25 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $5,429,496,423 across 17 REIT - Specialty names. EPR ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,243,842 | $1,296,568,462 | |
| 2 | AMT |
American Tower Corp /Ma/
|
5,607,388 | $917,200,454 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
4,737,619 | $850,781,619 | |
| 4 | IRM |
Iron Mountain Inc
|
4,263,487 | $538,521,042 | |
| 5 | CCI |
Crown Castle Inc.
|
6,333,284 | $479,619,597 | |
| 6 | SBAC |
Sba Communications Corp
|
1,710,278 | $301,795,655 | |
| 7 | WY |
Weyerhaeuser Co
|
11,302,099 | $270,572,249 | |
| 8 | LAMR |
Lamar Advertising Co/New
|
1,342,240 | $209,362,594 |
All Filings in EPR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,430,540 | 1,369,256 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $68,551,864 | 1,372,135 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67,101,128 | 1,344,712 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $77,017,672 | 1,327,662 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $77,111,770 | 1,323,580 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $61,119,728 | 1,380,301 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $66,199,096 | 1,349,900 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $54,378,079 | 1,295,333 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $54,494,380 | 1,283,731 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $60,291,858 | 1,244,414 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $50,996,248 | 1,227,642 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $55,631,394 | 1,188,705 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $44,580,086 | 1,170,081 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $42,715,825 | 1,132,445 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $39,110,744 | 1,090,651 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $49,637,110 | 1,057,684 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $56,057,124 | 1,024,623 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $46,228,095 | 973,428 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $45,335,136 | 918,087 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $47,086,753 | 893,826 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $40,676,517 | 873,074 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $27,833,650 | 856,420 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,829,510 | 830,164 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $33,827,982 | 1,021,068 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $17,548,261 | 724,536 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||