Position in EPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$921,198
+$27,764 QoQ
Shares Held
15,880
-11.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#195
of 484 holders
Holding Since
Jun 2025
5 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $7,781,139 across 6 REIT - Specialty names. EPR ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBAC |
Sba Communications Corp
|
15,428 | $2,722,424 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
11,019 | $1,978,792 | |
| 3 | AMT |
American Tower Corp /Ma/
|
9,677 | $1,582,866 | |
| 4 | EPR |
Epr Properties
This page
|
15,880 | $921,198 | |
| 5 | EQIX |
Equinix Inc
|
335 | $349,200 | |
| 6 | CCI |
Crown Castle Inc.
|
2,993 | $226,659 |
All Filings in EPR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,198 | 15,880 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $893,434 | 17,883 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,611,819 | 32,301 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,619,001 | 27,909 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,456 | 25 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||