Position in EPR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,784
+$836 QoQ
Shares Held
48
+23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#448
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, 2026Physician Wealth Advisors, Inc. holds $353,567 across 12 REIT - Specialty names. EPR ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
818 | $146,896 | |
| 2 | IRM |
Iron Mountain Inc
|
678 | $85,638 | |
| 3 | EQIX |
Equinix Inc
|
37 | $38,568 | |
| 4 | AMT |
American Tower Corp /Ma/
|
153 | $25,026 | |
| 5 | WY |
Weyerhaeuser Co
|
866 | $20,732 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
129 | $20,121 | |
| 7 | CCI |
Crown Castle Inc.
|
105 | $7,951 | |
| 8 | EPR |
Epr Properties
This page
|
48 | $2,784 |
All Filings in EPR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,784 | 48 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,948 | 39 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,297 | 26 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,160 | 20 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $524 | 9 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||