Position in EPR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,077
New position
Shares Held
122
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#421
of 483 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Planning Strategies Inc. holds $155,672 across 9 REIT - Specialty names. EPR ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
|
605 | $94,367 | |
| 2 | AMT |
American Tower Corp /Ma/
|
242 | $39,583 | |
| 3 | EPR |
Epr Properties
This page
|
122 | $7,077 | |
| 4 | EQIX |
Equinix Inc
|
5 | $5,211 | |
| 5 | IRM |
Iron Mountain Inc
|
24 | $3,031 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
12 | $2,154 | |
| 7 | WY |
Weyerhaeuser Co
|
69 | $1,651 | |
| 8 | CCI |
Crown Castle Inc.
|
18 | $1,363 |
All Filings in EPR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,077 | 122 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||