Position in EPR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,544,748
+$214,364 QoQ
Shares Held
26,629
0.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#152
of 484 holders
Holding Since
Sep 2022
15 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, 2026PCG Wealth Advisors, LLC holds $1,544,748 across 1 REIT - Specialty name. EPR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPR |
Epr Properties
This page
|
26,629 | $1,544,748 |
All Filings in EPR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,544,748 | 26,629 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,330,384 | 26,629 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $992,012 | 19,880 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,153,238 | 19,880 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,158,208 | 19,880 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,045,886 | 19,880 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $624,525 | 14,104 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $691,660 | 14,104 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $592,085 | 14,104 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $598,714 | 14,104 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $383,869 | 7,923 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $329,121 | 7,923 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $370,796 | 7,923 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $301,866 | 7,923 | Shares | Sole | 2023-05-08 | |
| 2022-09-30 | $261,204 | 7,284 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||