Position in EPR
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$219,674
+$19,476 QoQ
Shares Held
4,397
+9.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $2,453,357 across 7 REIT - Specialty names. EPR ranks #6 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
26,053 | $636,474 | |
| 2 | IRM |
Iron Mountain Inc
|
4,991 | $509,780 | |
| 3 | AMT |
American Tower Corp /Ma/
|
2,142 | $369,666 | |
| 4 | CCI |
Crown Castle Inc.
|
3,905 | $317,515 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
2,186 | $276,878 | |
| 6 | EPR |
Epr Properties
This page
|
4,397 | $219,674 | |
| 7 | FRMI |
Fermi Inc.
|
21,125 | $123,370 |
All Filings in EPR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,674 | 4,397 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $200,198 | 4,012 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $259,768 | 4,478 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||