Position in EPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,447,974
+$1,108,498 QoQ
Shares Held
76,676
+14.7% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 487 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 47%
Shared 2%
None 51%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Focus Partners Wealth holds $207,326,104 across 15 REIT - Specialty names. EPR ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
391,017 | $63,958,650 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
219,189 | $39,361,960 | |
| 3 | RYN |
Rayonier Inc
|
1,279,401 | $27,225,653 | |
| 4 | IRM |
Iron Mountain Inc
|
211,460 | $26,709,512 | |
| 5 | CCI |
Crown Castle Inc.
|
207,374 | $15,704,433 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
240,661 | $10,716,634 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
52,476 | $8,185,206 | |
| 8 | EQIX |
Equinix Inc
|
6,069 | $6,326,264 |
All Filings in EPR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,447,974 | 76,676 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,339,476 | 66,843 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,492,355 | 49,947 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $996,379 | 17,176 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $638,005 | 10,951 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $466,177 | 8,861 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $345,339 | 7,799 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $301,939 | 6,157 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $252,299 | 6,010 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $248,035 | 5,843 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $283,093 | 5,843 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||