KERR FINANCIAL PLANNING Corp

Position in EPR — Epr Properties

CIK 2095947 FRESNO, CA

Position in EPR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$7,251

-$23,974 QoQ

Shares Held

125

-80.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#421

of 484 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

KERR FINANCIAL PLANNING Corp holds $162,863 across 5 REIT - Specialty names. EPR ranks #5 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CCI	Crown Castle Inc.	1,355	$102,614
2	EQIX	Equinix Inc	30	$31,271
3	SBAC	Sba Communications Corp	82	$14,469
4	GLPI	Gaming & Leisure Properties, Inc.	163	$7,258
5	EPR	Epr Properties This page	125	$7,251

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,251	125	-80.0%	Shares	Sole	2026-07-02
2026-03-31	$31,225	625	0.0%	Shares	Sole	2026-04-29
2025-12-31	$31,187	625	0.0%	Shares	Sole	2026-02-10
2025-09-30	$36,256	625	—	Shares	Sole	2025-11-25
No filing history on record for this holder in this stock.