BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in EPR — Epr Properties
CIK 1654599
MORRISTOWN, NJ
Position in EPR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$23,204
+$3,220 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#389
of 484 holders
Holding Since
Mar 2026
2 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $20,510,174 across 7 REIT - Specialty names. EPR ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
69,849 | $12,543,483 | |
| 2 | EQIX |
Equinix Inc
|
7,239 | $7,545,861 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
2,225 | $347,055 | |
| 4 | CCI |
Crown Castle Inc.
|
419 | $31,730 | |
| 5 | EPR |
Epr Properties
This page
|
400 | $23,204 | |
| 6 | WY |
Weyerhaeuser Co
|
720 | $17,236 | |
| 7 | UNIT |
Uniti Group Inc.
|
140 | $1,605 |
All Filings in EPR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,204 | 400 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $19,984 | 400 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||