Cornerstone Wealth Group, LLC

Position in EPR — Epr Properties

CIK 1774879 HUNTERSVILLE, NC

Position in EPR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$260,754

+$83,297 QoQ

Shares Held

4,495

+26.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#311

of 484 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Real Estate · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $1,363,454 across 4 REIT - Specialty names. EPR ranks #4 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	4,419	$558,163
2	LAMR	Lamar Advertising Co/New	1,807	$281,855
3	EQIX	Equinix Inc	252	$262,682
4	EPR	Epr Properties This page	4,495	$260,754

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,754	4,495	+26.5%	Shares	Sole	2026-07-27
2026-03-31	$177,457	3,552	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.