Position in EPR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$47,162
+$12,440 QoQ
Shares Held
813
+17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#376
of 484 holders
Holding Since
Sep 2024
7 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, 2026True Wealth Design, LLC holds $774,233 across 14 REIT - Specialty names. EPR ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
1,078 | $176,328 | |
| 2 | EQIX |
Equinix Inc
|
142 | $148,019 | |
| 3 | IRM |
Iron Mountain Inc
|
1,140 | $143,993 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
833 | $129,931 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,288 | $57,354 | |
| 6 | EPR |
Epr Properties
This page
|
813 | $47,162 | |
| 7 | SBAC |
Sba Communications Corp
|
239 | $42,173 | |
| 8 | WY |
Weyerhaeuser Co
|
535 | $12,807 |
All Filings in EPR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,162 | 813 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $34,722 | 695 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $34,081 | 683 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $26,742 | 461 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,458 | 231 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,049 | 134 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $15,888 | 324 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||