Position in EPR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$559,216
+$309,866 QoQ
Shares Held
9,640
+93.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#244
of 484 holders
Holding Since
Jun 2023
7 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, 2026Jefferies Financial Group Inc. holds $6,140,734 across 6 REIT - Specialty names. EPR ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
2,058 | $2,145,238 | |
| 2 | CCI |
Crown Castle Inc.
|
18,195 | $1,377,907 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
5,872 | $1,054,493 | |
| 4 | UNIT |
Uniti Group Inc.
|
60,066 | $688,957 | |
| 5 | EPR |
Epr Properties
This page
|
9,640 | $559,216 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
2,019 | $314,923 |
All Filings in EPR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,216 | 9,640 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $249,350 | 4,991 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $3,466,153 | 69,462 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,863,466 | 66,600 | Shares | Defined | 2025-11-13 | |
| 2024-06-30 | $263,508 | 6,277 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $230,503 | 5,430 | Shares | Defined | 2024-05-13 | |
| 2023-06-30 | $335,883 | 7,177 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||