Position in EPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$59,323,052
-$2,557,599 QoQ
Shares Held
1,022,635
-17.4% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 484 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $6,208,593,924 across 19 REIT - Specialty names. EPR ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
9,610,971 | $1,572,066,514 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
6,506,324 | $1,168,405,656 | |
| 3 | EQIX |
Equinix Inc
|
1,071,415 | $1,116,832,272 | |
| 4 | CCI |
Crown Castle Inc.
|
9,829,936 | $744,421,042 | |
| 5 | IRM |
Iron Mountain Inc
|
4,426,922 | $559,164,510 | |
| 6 | SBAC |
Sba Communications Corp
|
1,276,825 | $225,308,529 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
1,435,353 | $223,886,353 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,553,332 | $202,759,868 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,323,052 | 1,022,635 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $61,880,651 | 1,238,604 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $65,095,394 | 1,304,517 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $63,142,257 | 1,088,472 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $31,150,337 | 534,678 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $27,519,235 | 523,080 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $28,237,043 | 637,693 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $28,199,273 | 575,026 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $31,440,495 | 748,940 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $28,868,500 | 680,059 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $25,807,518 | 532,663 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $24,240,539 | 583,547 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $24,921,791 | 532,517 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,314,420 | 533,187 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,540,303 | 571,058 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,046,944 | 475,375 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,722,876 | 505,495 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $9,823,943 | 179,564 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $11,271,842 | 237,352 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,050,468 | 163,031 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,995,461 | 75,844 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $6,910,924 | 148,335 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,104,260 | 126,285 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,665,793 | 96,938 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,113,882 | 124,174 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,762,289 | 320,491 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||