Position in EPR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$638
-$9,112 QoQ
Shares Held
11
-96.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#473
of 484 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $307,851 across 9 REIT - Specialty names. EPR ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
137 | $142,807 | |
| 2 | IRM |
Iron Mountain Inc
|
783 | $98,900 | |
| 3 | CCI |
Crown Castle Inc.
|
740 | $56,040 | |
| 4 | AMT |
American Tower Corp /Ma/
|
45 | $7,360 | |
| 5 | WY |
Weyerhaeuser Co
|
29 | $694 | |
| 6 | EPR |
Epr Properties
This page
|
11 | $638 | |
| 7 | RYN |
Rayonier Inc
|
26 | $553 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
3 | $538 |
All Filings in EPR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $638 | 11 | Shares | Sole | 2026-07-10 | |
| 2020-12-31 | $9,750 | 300 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $8,250 | 300 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $9,939 | 300 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,266 | 300 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||