Position in LAMR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,244,046
+$1,784,582 QoQ
Shares Held
33,620
+23.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#189
of 772 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAMR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Creative Planning holds $155,363,585 across 16 REIT - Specialty names. LAMR ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
250,046 | $44,903,260 | |
| 2 | AMT |
American Tower Corp /Ma/
|
176,000 | $28,788,319 | |
| 3 | EQIX |
Equinix Inc
|
26,176 | $27,285,599 | |
| 4 | IRM |
Iron Mountain Inc
|
139,922 | $17,673,546 | |
| 5 | GLPI |
Gaming & Leisure Properties, Inc.
|
196,432 | $8,747,116 | |
| 6 | EPR |
Epr Properties
|
123,391 | $7,157,911 | |
| 7 | LAMR |
Lamar Advertising Co/New
This page
|
33,620 | $5,244,046 | |
| 8 | CCI |
Crown Castle Inc.
|
67,653 | $5,123,361 |
All Filings in LAMR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,244,046 | 33,620 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,459,464 | 27,313 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,010,705 | 23,785 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,811,129 | 22,963 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,952,317 | 16,087 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,499,847 | 13,182 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,460,757 | 11,999 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,604,669 | 12,011 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,420,013 | 11,880 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,249,983 | 10,468 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $895,727 | 8,428 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $682,700 | 8,179 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $750,826 | 7,565 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $788,630 | 7,895 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $747,459 | 7,918 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $493,455 | 5,982 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $451,813 | 5,136 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $594,609 | 5,118 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $868,629 | 7,161 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $648,593 | 5,717 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $589,764 | 5,648 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $488,290 | 5,199 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $436,988 | 5,251 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $338,327 | 5,113 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $279,791 | 4,191 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $271,989 | 5,304 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||