Position in EPR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,610
+$1,611 QoQ
Shares Held
45
+125.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#451
of 484 holders
Holding Since
Mar 2024
9 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, 2026Clearstead Advisors, LLC holds $6,913,185 across 17 REIT - Specialty names. EPR ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
18,806 | $3,076,097 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
7,649 | $1,373,607 | |
| 3 | EQIX |
Equinix Inc
|
968 | $1,009,033 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
4,091 | $638,114 | |
| 5 | IRM |
Iron Mountain Inc
|
2,969 | $375,014 | |
| 6 | WY |
Weyerhaeuser Co
|
8,399 | $201,072 | |
| 7 | RYN |
Rayonier Inc
|
4,011 | $85,354 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
1,513 | $67,373 |
All Filings in EPR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,610 | 45 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $999 | 20 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,219 | 305 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $16,938 | 292 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $27,964 | 480 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $26,147 | 497 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,169 | 320 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $15,692 | 320 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $976 | 23 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||