Position in EPR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$53,659
+$7,896 QoQ
Shares Held
925
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 484 holders
Holding Since
Mar 2020
19 quarters on record
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $935,736 across 12 REIT - Specialty names. EPR ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
13,024 | $311,794 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
1,261 | $226,450 | |
| 3 | AMT |
American Tower Corp /Ma/
|
1,033 | $168,967 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
369 | $57,556 | |
| 5 | EPR |
Epr Properties
This page
|
925 | $53,659 | |
| 6 | CCI |
Crown Castle Inc.
|
551 | $41,727 | |
| 7 | EQIX |
Equinix Inc
|
35 | $36,483 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
411 | $18,301 |
All Filings in EPR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,659 | 925 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $45,763 | 916 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $45,259 | 907 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $52,092 | 898 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $42,355 | 727 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $29,251 | 556 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $23,158 | 523 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $25,157 | 513 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,157 | 504 | Shares | Sole | 2024-07-23 | |
| 2022-06-30 | $24,685 | 526 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $28,777 | 526 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $43,263 | 911 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $44,985 | 911 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $53,733 | 1,020 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $52,972 | 1,137 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $36,952 | 1,137 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $46,970 | 1,708 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $52,941 | 1,598 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $42,288 | 1,746 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||