Baker Avenue Asset Management, LP
Position in LAMR — Lamar Advertising Co/New
CIK 1432529
SAN FRANCISCO, CA
Position in LAMR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$929,172
+$347,803 QoQ
Shares Held
5,957
+29.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#362
of 772 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in LAMR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $4,122,645 across 7 REIT - Specialty names. LAMR ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAMR |
Lamar Advertising Co/New
This page
|
5,957 | $929,172 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
17,428 | $776,068 | |
| 3 | EPR |
Epr Properties
|
13,200 | $765,732 | |
| 4 | EQIX |
Equinix Inc
|
430 | $448,227 | |
| 5 | IRM |
Iron Mountain Inc
|
3,513 | $443,727 | |
| 6 | AMT |
American Tower Corp /Ma/
|
2,391 | $391,095 | |
| 7 | SBAC |
Sba Communications Corp
|
2,089 | $368,624 |
All Filings in LAMR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,172 | 5,957 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $581,369 | 4,590 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $482,396 | 3,811 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $240,310 | 1,963 | Shares | Sole | 2025-10-31 | |
| 2023-09-30 | $3,088 | 37 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,588 | 16 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,598 | 16 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,510 | 16 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||