Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$212,780
+$126,350 QoQ
Shares Held
3,668
+112.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#333
of 484 holders
Holding Since
Sep 2025
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, 2026Larson Financial Group LLC holds $10,373,472 across 16 REIT - Specialty names. EPR ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRMI |
Fermi Inc.
|
600,908 | $5,504,317 | |
| 2 | WY |
Weyerhaeuser Co
|
82,248 | $1,969,017 | |
| 3 | IRM |
Iron Mountain Inc
|
7,819 | $987,617 | |
| 4 | EQIX |
Equinix Inc
|
593 | $618,137 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
1,701 | $265,321 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
1,433 | $257,338 | |
| 7 | EPR |
Epr Properties
This page
|
3,668 | $212,780 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
4,179 | $186,090 |
All Filings in EPR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,780 | 3,668 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $86,430 | 1,730 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,584 | 653 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,184 | 279 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||