Retirement Wealth Solutions LLC

Pension

Position in EPR — Epr Properties

CIK 2044741 MARSHFIELD, WI

Position in EPR

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,422

+$1,674 QoQ

Shares Held

+68.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#445

of 484 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $30,655 across 5 REIT - Specialty names. EPR ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New	74	$11,542
2	GLPI	Gaming & Leisure Properties, Inc.	253	$11,266
3	EPR	Epr Properties This page	59	$3,422
4	CCI	Crown Castle Inc.	30	$2,271
5	DLR	Digital Realty Trust, Inc.	12	$2,154

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,422	59	+68.6%	Shares	Sole	2026-07-07
2026-03-31	$1,748	35	-7.9%	Shares	Sole	2026-04-07
2025-12-31	$1,896	38	-39.7%	Shares	Sole	2026-01-07
2025-09-30	$3,654	63	—	Shares	Sole	2025-10-08
No filing history on record for this holder in this stock.