Segment Wealth Management, LLC

Position in LAMR — Lamar Advertising Co/New

CIK 1575581 HOUSTON, TX

Position in LAMR

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$755,723

+$228,818 QoQ

Shares Held

4,845

+16.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#399

of 772 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Segment Wealth Management, LLC holds $1,852,732 across 4 REIT - Specialty names. LAMR ranks #1 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New This page	4,845	$755,723
2	DLR	Digital Realty Trust, Inc.	2,260	$405,850
3	EQIX	Equinix Inc	356	$371,090
4	IRM	Iron Mountain Inc	2,534	$320,069

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$755,723	4,845	+16.5%	Shares	Sole	2026-07-16
2026-03-31	$526,905	4,160	-8.7%	Shares	Sole	2026-04-20
2025-12-31	$576,571	4,555	+2.1%	Shares	Sole	2026-01-29
2025-09-30	$546,115	4,461	+3.9%	Shares	Sole	2025-10-20
2025-06-30	$520,877	4,292	+23.7%	Shares	Sole	2025-07-21
2025-03-31	$394,816	3,470	+14.0%	Shares	Sole	2025-04-22
2024-12-31	$370,454	3,043	+4.8%	Shares	Sole	2025-01-17
2024-09-30	$387,840	2,903	+4.4%	Shares	Sole	2024-10-22
2024-06-30	$332,293	2,780	0.0%	Shares	Sole	2024-07-23
2024-03-31	$331,959	2,780	0.0%	Shares	Sole	2024-04-24
2023-12-31	$295,458	2,780	0.0%	Shares	Sole	2024-01-26
2023-09-30	$232,046	2,780	0.0%	Shares	Sole	2023-10-25
2023-06-30	$275,915	2,780	0.0%	Shares	Sole	2023-08-22
2023-03-31	$277,694	2,780	-6.2%	Shares	Sole	2023-04-20
2022-12-31	$279,896	2,965	+19.3%	Shares	Sole	2023-01-13
2022-09-30	$204,987	2,485	-95.9%	Shares	Sole	2022-10-24
2022-03-31	$7,071,992	60,871	+5.4%	Shares	Sole	2022-04-25
2021-12-31	$7,003,376	57,736	-0.7%	Shares	Sole	2022-01-24
2021-09-30	$6,595,642	58,137	+0.7%	Shares	Sole	2021-10-19
2021-06-30	$6,025,869	57,708	+1.3%	Shares	Sole	2021-07-20
2021-03-31	$5,347,804	56,940	+42.4%	Shares	Sole	2021-05-10
2020-12-31	$3,327,718	39,987	-30.6%	Shares	Sole	2021-01-27
2020-09-30	$3,811,921	57,608	+12.9%	Shares	Sole	2020-10-27
2020-06-30	$3,405,227	51,007	+2.8%	Shares	Sole	2020-07-15
2020-03-31	$2,544,359	49,617	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.