Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,209
+$1,417 QoQ
Shares Held
176
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#419
of 487 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $2,590,430 across 11 REIT - Specialty names. EPR ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
691 | $720,290 | |
| 2 | AMT |
American Tower Corp /Ma/
|
3,516 | $575,111 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
2,657 | $477,143 | |
| 4 | CCI |
Crown Castle Inc.
|
3,534 | $267,629 | |
| 5 | IRM |
Iron Mountain Inc
|
1,693 | $213,842 | |
| 6 | SBAC |
Sba Communications Corp
|
1,009 | $178,048 | |
| 7 | WY |
Weyerhaeuser Co
|
5,091 | $121,878 | |
| 8 | RYN |
Rayonier Inc
|
1,079 | $22,961 |
All Filings in EPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,209 | 176 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,792 | 176 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,782 | 176 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,209 | 176 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $10,253 | 176 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $9,259 | 176 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $7,793 | 176 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $8,631 | 176 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $7,388 | 176 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $7,471 | 176 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,527 | 176 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $7,311 | 176 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $8,236 | 176 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $6,705 | 176 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $6,638 | 176 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,311 | 176 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $8,259 | 176 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,628 | 176 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $8,358 | 176 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $8,690 | 176 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,271 | 176 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,199 | 176 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,720 | 176 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $4,840 | 176 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,830 | 176 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,262 | 176 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||