Position in EPR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,729
+$3,032 QoQ
Shares Held
116
+56.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#423
of 484 holders
Holding Since
Dec 2025
3 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, 2026IMA Advisory Services, Inc. holds $1,729,769 across 7 REIT - Specialty names. EPR ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,276 | $1,330,089 | |
| 2 | IRM |
Iron Mountain Inc
|
2,804 | $354,173 | |
| 3 | AMT |
American Tower Corp /Ma/
|
190 | $31,078 | |
| 4 | DLR |
Digital Realty Trust, Inc.
|
40 | $7,183 | |
| 5 | EPR |
Epr Properties
This page
|
116 | $6,729 | |
| 6 | CCI |
Crown Castle Inc.
|
4 | $302 | |
| 7 | WY |
Weyerhaeuser Co
|
9 | $215 |
All Filings in EPR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,729 | 116 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,697 | 74 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,035 | 141 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||