BRASADA CAPITAL MANAGEMENT, LP

Position in LAMR — Lamar Advertising Co/New

CIK 1643833 HOUSTON, TX

Position in LAMR

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,148,324

+$221,427 QoQ

Shares Held

7,362

+0.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#334

of 772 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Real Estate · as of Jun 30, 2026

BRASADA CAPITAL MANAGEMENT, LP holds $2,469,643 across 3 REIT - Specialty names. LAMR ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LAMR	Lamar Advertising Co/New This page	7,362	$1,148,324
2	DLR	Digital Realty Trust, Inc.	4,567	$820,141
3	AMT	American Tower Corp /Ma/	3,064	$501,178

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,148,324	7,362	+0.6%	Shares	Sole	2026-08-17
2026-03-31	$926,897	7,318	+184.7%	Shares	Sole	2026-05-15
2025-12-31	$325,310	2,570	0.0%	Shares	Sole	2026-02-13
2025-09-30	$314,619	2,570	-3.8%	Shares	Sole	2025-11-14
2025-06-30	$324,152	2,671	-77.5%	Shares	Sole	2025-08-14
2025-03-31	$1,350,796	11,872	-7.2%	Shares	Sole	2025-05-15
2024-12-31	$1,556,689	12,787	-10.7%	Shares	Sole	2025-02-14
2024-09-30	$1,912,884	14,318	-10.5%	Shares	Sole	2024-11-14
2024-06-30	$1,911,284	15,990	-6.6%	Shares	Sole	2024-08-07
2024-03-31	$2,045,373	17,129	-4.4%	Shares	Sole	2024-05-15
2023-12-31	$1,904,325	17,918	-22.0%	Shares	Sole	2024-02-14
2023-09-30	$1,917,138	22,968	-11.5%	Shares	Sole	2023-11-13
2023-06-30	$2,575,934	25,954	-1.2%	Shares	Sole	2023-08-14
2023-03-31	$2,624,409	26,273	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$2,493,481	26,414	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$2,182,520	26,458	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$2,329,533	26,481	-16.6%	Shares	Sole	2022-08-15
2022-03-31	$3,690,341	31,764	-2.9%	Shares	Sole	2022-05-16
2021-12-31	$3,966,752	32,702	+3.9%	Shares	Sole	2022-02-10
2021-09-30	$3,570,725	31,474	+3.1%	Shares	Sole	2021-11-08
2021-06-30	$3,187,420	30,525	+5.0%	Shares	Sole	2021-08-13
2021-03-31	$2,729,784	29,065	-0.8%	Shares	Sole	2021-05-07
2020-12-31	$2,437,513	29,290	-4.4%	Shares	Sole	2021-02-05
2020-09-30	$2,026,588	30,627	+4.0%	Shares	Sole	2020-11-04
2020-06-30	$1,966,949	29,463	—	Shares	Sole	2020-07-14
No filing history on record for this holder in this stock.