Position in EPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,613
-$2,329 QoQ
Shares Held
114
-36.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#425
of 484 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $1,060,801 across 11 REIT - Specialty names. EPR ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
1,797 | $293,935 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
1,117 | $200,590 | |
| 3 | IRM |
Iron Mountain Inc
|
1,351 | $170,644 | |
| 4 | EQIX |
Equinix Inc
|
147 | $153,231 | |
| 5 | CCI |
Crown Castle Inc.
|
1,105 | $83,681 | |
| 6 | RYN |
Rayonier Inc
|
2,655 | $56,498 | |
| 7 | SBAC |
Sba Communications Corp
|
315 | $55,584 | |
| 8 | WY |
Weyerhaeuser Co
|
937 | $22,431 |
All Filings in EPR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,613 | 114 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,942 | 179 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $9,031 | 181 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||