Position in EPR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,350
+$603 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#433
of 484 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026LRI Investments, LLC holds $625,561 across 9 REIT - Specialty names. EPR ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
951 | $155,554 | |
| 2 | WY |
Weyerhaeuser Co
|
6,385 | $152,856 | |
| 3 | UNIT |
Uniti Group Inc.
|
10,000 | $114,700 | |
| 4 | LAND |
GLADSTONE LAND Corp
|
10,465 | $89,266 | |
| 5 | IRM |
Iron Mountain Inc
|
284 | $35,870 | |
| 6 | RYN |
Rayonier Inc
|
1,423 | $30,281 | |
| 7 | EQIX |
Equinix Inc
|
22 | $22,931 | |
| 8 | DLR |
Digital Realty Trust, Inc.
|
110 | $19,753 |
All Filings in EPR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,350 | 75 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,747 | 75 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,742 | 75 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,350 | 75 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,369 | 75 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,945 | 75 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,321 | 75 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,678 | 75 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,148 | 75 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,183 | 75 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||