Position in EPR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$142,356
+$27,099 QoQ
Shares Held
2,454
+6.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#353
of 487 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $6,215,214 across 16 REIT - Specialty names. EPR ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
15,962 | $2,866,455 | |
| 2 | EQIX |
Equinix Inc
|
699 | $728,630 | |
| 3 | AMT |
American Tower Corp /Ma/
|
4,177 | $683,231 | |
| 4 | CCI |
Crown Castle Inc.
|
6,521 | $493,835 | |
| 5 | IRM |
Iron Mountain Inc
|
2,729 | $344,699 | |
| 6 | WY |
Weyerhaeuser Co
|
14,020 | $335,638 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
1,594 | $248,632 | |
| 8 | OUT |
OUTFRONT Media Inc.
|
4,476 | $146,633 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,356 | 2,454 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $115,257 | 2,307 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $93,612 | 1,876 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $129,710 | 2,236 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $143,669 | 2,466 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $67,340 | 1,280 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $80,855 | 1,826 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $88,370 | 1,802 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $84,883 | 2,022 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $33,280 | 784 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $37,451 | 773 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $31,736 | 764 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $35,287 | 754 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $32,956 | 865 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $92 | 1,469 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $62,898 | 1,754 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $75,134 | 1,601 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $32,661 | 597 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $28,351 | 597 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $29,183 | 591 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $46,674 | 886 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $27,301 | 586 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,420 | 136 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $7,370 | 268 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $19,149 | 578 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $31,074 | 1,283 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||