Position in EPR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,276
+$777 QoQ
Shares Held
22
+120.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#462
of 484 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Rialto Wealth Management, LLC holds $193,997 across 12 REIT - Specialty names. EPR ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
566 | $92,580 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
215 | $38,609 | |
| 3 | LAMR |
Lamar Advertising Co/New
|
215 | $33,535 | |
| 4 | SBAC |
Sba Communications Corp
|
70 | $12,352 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
97 | $4,319 | |
| 6 | IRM |
Iron Mountain Inc
|
25 | $3,157 | |
| 7 | EQIX |
Equinix Inc
|
3 | $3,127 | |
| 8 | WY |
Weyerhaeuser Co
|
109 | $2,609 |
All Filings in EPR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,276 | 22 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $499 | 10 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $499 | 10 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $580 | 10 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $582 | 10 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||