Position in EPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$214,404
-$25,991 QoQ
Shares Held
3,696
-15.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#332
of 484 holders
Holding Since
Jun 2020
6 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, 2026Integrated Wealth Concepts LLC holds $31,202,679 across 16 REIT - Specialty names. EPR ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
113,985 | $18,644,526 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
18,095 | $2,822,458 | |
| 3 | IRM |
Iron Mountain Inc
|
18,392 | $2,323,093 | |
| 4 | EQIX |
Equinix Inc
|
2,187 | $2,279,706 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
8,651 | $1,553,546 | |
| 6 | SBAC |
Sba Communications Corp
|
4,966 | $876,300 | |
| 7 | WY |
Weyerhaeuser Co
|
34,919 | $835,960 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
14,954 | $665,901 |
All Filings in EPR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,404 | 3,696 | Shares | Sole | 2026-08-12 | |
| 2022-03-31 | $240,395 | 4,394 | Shares | Other | 2022-05-12 | |
| 2021-09-30 | $381,509 | 7,726 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $403,370 | 7,657 | Shares | Other | 2021-08-13 | |
| 2020-09-30 | $267,437 | 9,725 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $323,083 | 9,752 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||