Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,715
New position
Shares Held
133
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#419
of 484 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026JPL Wealth Management, LLC holds $8,585,927 across 12 REIT - Specialty names. EPR ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
32,504 | $5,069,973 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
19,051 | $3,421,177 | |
| 3 | AMT |
American Tower Corp /Ma/
|
171 | $27,969 | |
| 4 | EQIX |
Equinix Inc
|
25 | $26,059 | |
| 5 | IRM |
Iron Mountain Inc
|
108 | $13,640 | |
| 6 | EPR |
Epr Properties
This page
|
133 | $7,715 | |
| 7 | CCI |
Crown Castle Inc.
|
94 | $7,118 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
82 | $3,650 |
All Filings in EPR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,715 | 133 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||