Synergy Investment Management, LLC
Position in EPR — Epr Properties
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,905
+$4,727 QoQ
Shares Held
550
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#384
of 484 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Synergy Investment Management, LLC holds $249,255 across 10 REIT - Specialty names. EPR ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
75 | $78,178 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
417 | $74,884 | |
| 3 | IRM |
Iron Mountain Inc
|
285 | $35,998 | |
| 4 | EPR |
Epr Properties
This page
|
550 | $31,905 | |
| 5 | AMT |
American Tower Corp /Ma/
|
97 | $15,865 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
103 | $4,586 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
18 | $2,806 | |
| 8 | WY |
Weyerhaeuser Co
|
107 | $2,561 |
All Filings in EPR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,905 | 550 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,178 | 544 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $28,619 | 544 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $27,099 | 612 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||