Position in LAMR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,272,016
+$401,862 QoQ
Shares Held
8,155
+18.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#320
of 772 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in LAMR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $13,015,665 across 9 REIT - Specialty names. LAMR ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
31,956 | $5,227,042 | |
| 2 | GLPI |
Gaming & Leisure Properties, Inc.
|
43,254 | $1,926,100 | |
| 3 | IRM |
Iron Mountain Inc
|
11,861 | $1,498,162 | |
| 4 | LAMR |
Lamar Advertising Co/New
This page
|
8,155 | $1,272,016 | |
| 5 | EQIX |
Equinix Inc
|
1,003 | $1,045,517 | |
| 6 | EPR |
Epr Properties
|
14,067 | $816,026 | |
| 7 | DLR |
Digital Realty Trust, Inc.
|
3,586 | $643,973 | |
| 8 | SBAC |
Sba Communications Corp
|
1,978 | $349,037 |
All Filings in LAMR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272,016 | 8,155 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $870,154 | 6,870 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $896,312 | 7,081 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $855,223 | 7,047 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $703,615 | 6,184 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $714,857 | 5,872 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $789,041 | 5,906 | Shares | Sole | 2024-11-15 | |
| 2022-03-31 | $479,707 | 4,129 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $487,262 | 4,017 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $474,221 | 4,180 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $561,884 | 5,381 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $606,911 | 6,462 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $574,883 | 6,908 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $524,728 | 7,930 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $609,518 | 9,130 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $563,926 | 10,997 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||