Position in EPR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,364,627
+$227,788 QoQ
Shares Held
23,524
+3.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#160
of 484 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $7,351,224 across 7 REIT - Specialty names. EPR ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OUT |
OUTFRONT Media Inc.
|
69,101 | $2,263,748 | |
| 2 | AMT |
American Tower Corp /Ma/
|
9,657 | $1,579,595 | |
| 3 | EPR |
Epr Properties
This page
|
23,524 | $1,364,627 | |
| 4 | IRM |
Iron Mountain Inc
|
8,550 | $1,079,950 | |
| 5 | EQIX |
Equinix Inc
|
465 | $484,711 | |
| 6 | WY |
Weyerhaeuser Co
|
12,189 | $291,804 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
1,597 | $286,789 |
All Filings in EPR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,364,627 | 23,524 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,136,839 | 22,755 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||