Position in EPR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,002
+$555 QoQ
Shares Held
69
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#438
of 484 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $1,651,084 across 14 REIT - Specialty names. EPR ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
2,519 | $452,362 | |
| 2 | EQIX |
Equinix Inc
|
300 | $312,717 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
1,590 | $248,008 | |
| 4 | CCI |
Crown Castle Inc.
|
2,230 | $168,877 | |
| 5 | AMT |
American Tower Corp /Ma/
|
813 | $132,982 | |
| 6 | OUT |
OUTFRONT Media Inc.
|
3,538 | $115,904 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,943 | $86,521 | |
| 8 | RYN |
Rayonier Inc
|
1,553 | $33,047 |
All Filings in EPR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,002 | 69 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,447 | 69 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,544 | 51 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $2,015 | 62 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||