Position in EPR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$38,112
+$34,266 QoQ
Shares Held
657
+753.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#380
of 484 holders
Holding Since
Dec 2025
3 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $223,952 across 10 REIT - Specialty names. EPR ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
259 | $40,398 | |
| 2 | EPR |
Epr Properties
This page
|
657 | $38,112 | |
| 3 | GLPI |
Gaming & Leisure Properties, Inc.
|
832 | $37,048 | |
| 4 | IRM |
Iron Mountain Inc
|
283 | $35,745 | |
| 5 | EQIX |
Equinix Inc
|
24 | $25,017 | |
| 6 | SBAC |
Sba Communications Corp
|
104 | $18,351 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
100 | $17,958 | |
| 8 | RYN |
Rayonier Inc
|
283 | $6,022 |
All Filings in EPR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,112 | 657 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,846 | 77 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,491 | 90 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||