Position in EPR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$218,465
+$6,323 QoQ
Shares Held
3,766
+3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 484 holders
Holding Since
Jun 2024
6 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, 2026Stratos Wealth Partners, LTD. holds $10,003,585 across 7 REIT - Specialty names. EPR ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
5,011 | $5,223,416 | |
| 2 | AMT |
American Tower Corp /Ma/
|
10,731 | $1,755,269 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
6,880 | $1,235,510 | |
| 4 | CCI |
Crown Castle Inc.
|
8,254 | $625,075 | |
| 5 | IRM |
Iron Mountain Inc
|
4,122 | $520,649 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
2,726 | $425,201 | |
| 7 | EPR |
Epr Properties
This page
|
3,766 | $218,465 |
All Filings in EPR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,465 | 3,766 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $212,142 | 3,657 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $212,940 | 3,655 | Shares | Sole | 2025-07-29 | |
| 2024-12-31 | $207,186 | 4,679 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $229,458 | 4,679 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $200,622 | 4,779 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||