Position in EPR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$803,612
+$33,279 QoQ
Shares Held
13,853
-10.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#206
of 484 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in EPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $6,984,787 across 6 REIT - Specialty names. EPR ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
20,947 | $3,267,313 | |
| 2 | EQIX |
Equinix Inc
|
1,064 | $1,109,102 | |
| 3 | AMT |
American Tower Corp /Ma/
|
5,273 | $862,504 | |
| 4 | EPR |
Epr Properties
This page
|
13,853 | $803,612 | |
| 5 | DLR |
Digital Realty Trust, Inc.
|
3,997 | $717,781 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
5,041 | $224,475 |
All Filings in EPR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,612 | 13,853 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $770,333 | 15,419 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $748,749 | 15,005 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||