Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,157
New position
Shares Held
313
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#397
of 484 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026IFG Advisory, LLC holds $4,212,177 across 12 REIT - Specialty names. EPR ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
21,040 | $3,441,512 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
3,481 | $625,117 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
203 | $31,663 | |
| 4 | SBAC |
Sba Communications Corp
|
152 | $26,821 | |
| 5 | CCI |
Crown Castle Inc.
|
292 | $22,113 | |
| 6 | EPR |
Epr Properties
This page
|
313 | $18,157 | |
| 7 | FPI |
Farmland Partners Inc.
|
1,800 | $17,424 | |
| 8 | IRM |
Iron Mountain Inc
|
107 | $13,515 |
All Filings in EPR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,157 | 313 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||