Position in EPR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$34,689
+$4,514 QoQ
Shares Held
598
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 484 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Spire Wealth Management holds $2,100,862 across 12 REIT - Specialty names. EPR ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
918 | $956,913 | |
| 2 | IRM |
Iron Mountain Inc
|
2,702 | $341,289 | |
| 3 | AMT |
American Tower Corp /Ma/
|
1,576 | $257,786 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
1,588 | $247,696 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
579 | $103,976 | |
| 6 | WY |
Weyerhaeuser Co
|
3,484 | $83,406 | |
| 7 | RYN |
Rayonier Inc
|
2,140 | $45,539 | |
| 8 | EPR |
Epr Properties
This page
|
598 | $34,689 |
All Filings in EPR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,689 | 598 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $30,175 | 604 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $27,245 | 546 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $31,557 | 544 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $31,693 | 544 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $123,054 | 2,339 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $92,855 | 2,097 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $96,069 | 1,959 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $51,383 | 1,224 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $108,417 | 2,554 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $67,733 | 1,398 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $57,989 | 1,396 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $107,312 | 2,293 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $53,073 | 1,393 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $52,543 | 1,393 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $34,246 | 955 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $65,373 | 1,393 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $76,211 | 1,393 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $48,582 | 1,023 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $50,515 | 1,023 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $53,891 | 1,023 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $47,661 | 1,023 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||