Position in EPR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$16,736
+$1,567 QoQ
Shares Held
335
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026Sound Income Strategies, LLC holds $38,727,644 across 13 REIT - Specialty names. EPR ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
107,212 | $19,320,674 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
426,881 | $18,940,709 | |
| 3 | IRM |
Iron Mountain Inc
|
2,084 | $212,859 | |
| 4 | AMT |
American Tower Corp /Ma/
|
436 | $75,244 | |
| 5 | WY |
Weyerhaeuser Co
|
2,742 | $66,987 | |
| 6 | CCI |
Crown Castle Inc.
|
515 | $41,874 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
250 | $31,665 | |
| 8 | EPR |
Epr Properties
This page
|
335 | $16,736 |
All Filings in EPR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,736 | 335 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,169 | 304 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $17,635 | 304 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $17,711 | 304 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $25,831 | 491 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $19,881 | 449 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $22,018 | 449 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $41,056 | 978 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $23,517 | 554 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $21,754 | 449 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $18,651 | 449 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $21,013 | 449 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $17,106 | 449 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $16,936 | 449 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $20,045 | 559 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $26,233 | 559 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $30,582 | 559 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $26,546 | 559 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $27,603 | 559 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $38,667 | 734 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $35,827 | 769 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $31,850 | 980 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $29,177 | 1,061 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $33,958 | 1,025 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $24,825 | 1,025 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||