Position in EPR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,679,713
+$1,192,954 QoQ
Shares Held
46,194
+55.2% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#115
of 484 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $80,055,535 across 16 REIT - Specialty names. EPR ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
129,999 | $21,263,936 | |
| 2 | EQIX |
Equinix Inc
|
14,338 | $14,945,787 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
92,981 | $14,503,176 | |
| 4 | IRM |
Iron Mountain Inc
|
61,836 | $7,810,505 | |
| 5 | CCI |
Crown Castle Inc.
|
71,597 | $5,422,040 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
21,810 | $3,916,639 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
77,224 | $3,438,784 | |
| 8 | EPR |
Epr Properties
This page
|
46,194 | $2,679,713 |
All Filings in EPR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,679,713 | 46,194 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,486,759 | 29,759 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,610,572 | 32,276 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,587,211 | 27,361 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,530,431 | 26,269 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $847,494 | 16,109 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $676,199 | 15,271 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $726,821 | 14,821 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $552,162 | 13,153 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $401,619 | 9,461 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $459,596 | 9,486 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $382,292 | 9,203 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||