Position in EPR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$220,670
New position
Shares Held
3,804
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#330
of 487 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026SAGESPRING WEALTH PARTNERS, LLC holds $4,526,186 across 7 REIT - Specialty names. EPR ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
1,383 | $1,441,625 | |
| 2 | AMT |
American Tower Corp /Ma/
|
6,269 | $1,025,420 | |
| 3 | DLR |
Digital Realty Trust, Inc.
|
3,613 | $648,822 | |
| 4 | CCI |
Crown Castle Inc.
|
6,748 | $511,026 | |
| 5 | IRM |
Iron Mountain Inc
|
3,282 | $414,549 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
1,693 | $264,074 | |
| 7 | EPR |
Epr Properties
This page
|
3,804 | $220,670 |
All Filings in EPR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,670 | 3,804 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||