Position in EPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,101,528
+$1,883,353 QoQ
Shares Held
36,227
+863.2% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#130
of 484 holders
Holding Since
Mar 2022
13 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, 2026MACKENZIE FINANCIAL CORP holds $90,800,368 across 10 REIT - Specialty names. EPR ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
35,575 | $37,083,024 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
96,263 | $15,015,102 | |
| 3 | AMT |
American Tower Corp /Ma/
|
54,410 | $8,899,843 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
45,483 | $8,167,837 | |
| 5 | WY |
Weyerhaeuser Co
|
282,750 | $6,769,035 | |
| 6 | IRM |
Iron Mountain Inc
|
49,443 | $6,245,145 | |
| 7 | CCI |
Crown Castle Inc.
|
50,221 | $3,803,236 | |
| 8 | SBAC |
Sba Communications Corp
|
12,176 | $2,148,576 |
All Filings in EPR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,101,528 | 36,227 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $218,175 | 3,761 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $280,929 | 4,822 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $245,951 | 4,675 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $224,750 | 4,583 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $361,679 | 7,465 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $330,367 | 7,953 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $522,007 | 11,154 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $420,776 | 11,044 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $461,956 | 12,247 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $334,286 | 9,322 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $367,931 | 7,840 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $232,189 | 4,244 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||