Position in EPR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$99,661
-$92,753 QoQ
Shares Held
1,718
-55.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#358
of 484 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $12,499,174 across 16 REIT - Specialty names. EPR ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
3,263 | $3,401,318 | |
| 2 | LAMR |
Lamar Advertising Co/New
|
18,330 | $2,859,113 | |
| 3 | AMT |
American Tower Corp /Ma/
|
14,679 | $2,401,044 | |
| 4 | IRM |
Iron Mountain Inc
|
11,300 | $1,427,303 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
5,095 | $914,960 | |
| 6 | CCI |
Crown Castle Inc.
|
9,312 | $705,197 | |
| 7 | WY |
Weyerhaeuser Co
|
10,765 | $257,714 | |
| 8 | SBAC |
Sba Communications Corp
|
1,292 | $227,986 |
All Filings in EPR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,661 | 1,718 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $192,414 | 3,856 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $210,866 | 3,635 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $251,741 | 4,321 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $182,300 | 4,117 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $190,716 | 3,889 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $137,988 | 3,287 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $139,490 | 3,286 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $159,206 | 3,286 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $99,072 | 2,385 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $113,396 | 2,423 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $90,830 | 2,384 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $86,718 | 2,299 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $74,839 | 2,087 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $98,177 | 2,092 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $114,125 | 2,086 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $96,686 | 1,958 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $102,146 | 1,939 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $90,338 | 1,939 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $63,017 | 1,939 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $53,322 | 1,939 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $64,239 | 1,939 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $45,460 | 1,877 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||