Position in EPR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$939,355
+$44,672 QoQ
Shares Held
16,193
-9.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#194
of 484 holders
Holding Since
Jun 2024
8 quarters on record
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Kestra Advisory Services, LLC holds $45,577,329 across 13 REIT - Specialty names. EPR ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
|
100,099 | $12,643,504 | |
| 2 | AMT |
American Tower Corp /Ma/
|
50,373 | $8,239,511 | |
| 3 | EQIX |
Equinix Inc
|
6,547 | $6,824,527 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
40,786 | $6,361,800 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
31,191 | $5,601,279 | |
| 6 | CCI |
Crown Castle Inc.
|
21,562 | $1,632,890 | |
| 7 | GLPI |
Gaming & Leisure Properties, Inc.
|
27,546 | $1,226,623 | |
| 8 | WY |
Weyerhaeuser Co
|
49,829 | $1,192,906 |
All Filings in EPR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,355 | 16,193 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $894,683 | 17,908 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $627,791 | 12,581 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $639,386 | 11,022 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $776,314 | 13,325 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $813,034 | 15,454 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $517,278 | 11,682 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $524,120 | 12,485 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||