Fourth Dimension Wealth, LLC

Position in EPR — Epr Properties

CIK 2056691 MIDDLEBURG HEIGHTS, OH

Position in EPR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$43,507

+$18,527 QoQ

Shares Held

750

+50.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#377

of 484 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Fourth Dimension Wealth, LLC holds $121,130 across 5 REIT - Specialty names. EPR ranks #2 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMT	American Tower Corp /Ma/	300	$49,071
2	EPR	Epr Properties This page	750	$43,507
3	WY	Weyerhaeuser Co	668	$15,991
4	CCI	Crown Castle Inc.	150	$11,359
5	GLPI	Gaming & Leisure Properties, Inc.	27	$1,202

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,507	750	+50.0%	Shares	Sole	2026-07-31
2026-03-31	$24,980	500	0.0%	Shares	Sole	2026-05-11
2025-12-31	$24,950	500	+66.7%	Shares	Sole	2026-02-04
2025-09-30	$17,403	300	0.0%	Shares	Sole	2025-11-04
2025-06-30	$17,478	300	0.0%	Shares	Sole	2025-08-05
2025-03-31	$15,783	300	0.0%	Shares	Sole	2025-04-23
2024-12-31	$13,284	300	—	Shares	Sole	2025-02-18
No filing history on record for this holder in this stock.