Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$374,744
+$31,070 QoQ
Shares Held
6,460
-6.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#278
of 484 holders
Holding Since
Sep 2025
4 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, 2026Pinnacle Family Advisors, LLC holds $1,115,678 across 2 REIT - Specialty names. EPR ranks #2 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
5,866 | $740,934 | |
| 2 | EPR |
Epr Properties
This page
|
6,460 | $374,744 |
All Filings in EPR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,744 | 6,460 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $343,674 | 6,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $339,918 | 6,812 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $385,882 | 6,652 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||