Position in EPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,157,911
+$3,362,151 QoQ
Shares Held
123,391
+62.4% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 487 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Creative Planning holds $155,363,585 across 16 REIT - Specialty names. EPR ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
250,046 | $44,903,260 | |
| 2 | AMT |
American Tower Corp /Ma/
|
176,000 | $28,788,319 | |
| 3 | EQIX |
Equinix Inc
|
26,176 | $27,285,599 | |
| 4 | IRM |
Iron Mountain Inc
|
139,922 | $17,673,546 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
196,432 | $8,747,116 | |
| 6 | EPR |
Epr Properties
This page
|
123,391 | $7,157,911 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
33,620 | $5,244,046 | |
| 8 | CCI |
Crown Castle Inc.
|
67,653 | $5,123,361 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,157,911 | 123,391 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,795,760 | 75,976 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,235,370 | 44,797 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,353,639 | 40,573 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,291,132 | 39,326 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,156,799 | 40,996 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,301,610 | 29,395 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,105,949 | 22,552 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $686,498 | 16,353 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $578,168 | 13,620 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $592,881 | 12,237 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $466,950 | 11,241 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $589,539 | 12,597 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $345,490 | 9,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $311,265 | 8,252 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $204,150 | 5,693 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $254,923 | 5,432 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,224,956 | 22,390 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $874,955 | 18,424 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $903,407 | 18,295 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,334,068 | 25,324 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,607,727 | 34,508 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $930,280 | 28,624 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $835,752 | 30,391 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $994,761 | 30,026 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $786,132 | 32,458 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||