INDEPENDENT FINANCIAL GROUP, LLC

Position in EPR — Epr Properties

CIK 275484 SAN DIEGO, CA

Position in EPR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$701,514

+$37,396 QoQ

Shares Held

12,093

-9.0% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#221

of 484 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $4,095,890 across 6 REIT - Specialty names. EPR ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IRM	Iron Mountain Inc	9,146	$1,155,231
2	WY	Weyerhaeuser Co	48,212	$1,154,195
3	EPR	Epr Properties This page	12,093	$701,514
4	DLR	Digital Realty Trust, Inc.	2,761	$495,820
5	EQIX	Equinix Inc	297	$309,589
6	AMT	American Tower Corp /Ma/	1,709	$279,541

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$701,514	12,093	-9.0%	Shares	Sole	2026-07-15
2026-03-31	$664,118	13,293	-23.7%	Shares	Sole	2026-05-15
2025-12-31	$869,307	17,421	+0.5%	Shares	Sole	2026-05-15
2025-09-30	$1,005,081	17,326	-19.1%	Shares	Sole	2026-05-15
2025-06-30	$1,248,278	21,426	-17.0%	Shares	Sole	2026-05-15
2025-03-31	$1,357,443	25,802	0.0%	Shares	Sole	2026-05-19
2024-12-31	$1,142,512	25,802	+61.1%	Shares	Sole	2026-06-12
2024-09-30	$785,620	16,020	+146.0%	Shares	Sole	2026-06-12
2024-03-31	$276,391	6,511	+30.2%	Shares	Sole	2026-06-12
2023-12-31	$242,298	5,001	-86.4%	Shares	Sole	2026-06-12
2023-06-30	$1,716,764	36,683	+2.5%	Shares	Sole	2026-06-12
2023-03-31	$1,363,027	35,775	-6.9%	Shares	Sole	2026-06-12
2022-06-30	$1,803,003	38,419	-29.4%	Shares	Sole	2026-06-12
2022-03-31	$2,977,591	54,425	-24.3%	Shares	Sole	2026-06-12
2021-12-31	$3,415,718	71,925	-1.7%	Shares	Sole	2026-06-15
2021-09-30	$3,611,603	73,139	+5.2%	Shares	Sole	2026-06-15
2021-06-30	$3,663,314	69,539	+11.1%	Shares	Sole	2026-06-15
2021-03-31	$2,915,415	62,576	+31.5%	Shares	Sole	2026-06-15
2020-12-31	$1,546,025	47,570	+485.5%	Shares	Sole	2026-06-15
2020-09-30	$223,437	8,125	-17.9%	Shares	Sole	2026-06-15
2020-06-30	$328,053	9,902	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.