Position in EPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$816,026
+$304,086 QoQ
Shares Held
14,067
+37.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#204
of 484 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $13,015,665 across 9 REIT - Specialty names. EPR ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
31,956 | $5,227,042 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
43,254 | $1,926,100 | |
| 3 | IRM |
Iron Mountain Inc
|
11,861 | $1,498,162 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
8,155 | $1,272,016 | |
| 5 | EQIX |
Equinix Inc
|
1,003 | $1,045,517 | |
| 6 | EPR |
Epr Properties
This page
|
14,067 | $816,026 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
3,586 | $643,973 | |
| 8 | SBAC |
Sba Communications Corp
|
1,978 | $349,037 |
All Filings in EPR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,026 | 14,067 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $511,940 | 10,247 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $491,914 | 9,858 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $342,743 | 5,883 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $256,736 | 4,880 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $201,252 | 4,545 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||