Epr Properties
EPR.PC- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001045450
In the last 90 days, Epr Properties insiders filed 0 open-market purchases and 5 sales; 30 institutions reported holding it in 13F filings for Q2 2026, worth $110.1M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Epr Properties as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 37
- −2 vs. Q1 2025
- Shares held
- 4.10M
- +58.1K (+1.4%) vs. Q1 2025
- Total value
- $103.5M
- +$10.3M (+11.0%) vs. Q1 2025
- New holders
- 5
- 9 more added
- Sold out
- 7
- 13 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPR.PC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 30 | $110.1M |
| Q1 2026 | 34 | $97.2M |
| Q4 2025 | 33 | $94.8M |
| Q3 2025 | 35 | $107.0M |
| Q2 2025 | 37 | $103.5M |
| Q1 2025 | 39 | $93.3M |
| Q4 2024 | 35 | $76.7M |
| Q3 2024 | 34 | $79.4M |
| Q2 2024 | 34 | $67.2M |
| Q1 2024 | 35 | $66.7M |
| Q4 2023 | 32 | $81.7M |
| Q3 2023 | 27 | $72.8M |
| Q2 2023 | 29 | $81.9M |
| Q1 2023 | 30 | $67.9M |
| Q4 2022 | 26 | $70.7M |
| Q3 2022 | 25 | $67.5M |
| Q2 2022 | 24 | $80.6M |
| Q1 2022 | 25 | $96.5M |
| Q4 2021 | 27 | $92.3M |
| Q3 2021 | 1 | $1.19M |
| Q2 2021 | 1 | $1.18M |
| Q1 2021 | 1 | $1.16M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 66 | $1.65K | 0.00% | +29+78.4% | Added |
| TD Private Client Wealth LLC | 71 | $1.78K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 243 | $6.22K | 0.00% | +4+1.7% | Added |
| Raymond James Financial Inc | 250 | $6.26K | 0.00% | +250 | New |
| NBC Securities, Inc. | 540 | $13.0K | 0.00% | +9+1.7% | Added |
| Glendon Capital Management LP | 1,000 | $25.1K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $47.6K | 0.03% | – | – |
| Fifth Third Bancorp | 3,309 | $82.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,468 | $86.9K | 0.00% | −19−0.5% | Reduced |
| Royal Bank of Canada | – | $134.0K | 0.00% | – | – |
| Cohen & Steers, Inc. | 7,388 | $185.0K | 0.00% | −84,700−92.0% | Reduced |
| CoreCap Advisors, LLC | 9,380 | $235.0K | 0.01% | +399+4.4% | Added |
| SeaCrest Wealth Management, LLC | 10,600 | $265.5K | 0.03% | +10,600 | New |
| Captrust Financial Advisors | 13,329 | $333.9K | 0.00% | +13,329 | New |
| Envestnet Asset Management Inc | 21,425 | $536.7K | 0.00% | −1,826−7.9% | Reduced |
| Wolverine Asset Management LLC | 28,413 | $724.0K | 0.01% | +1,344+5.0% | Added |
| Bank of America Corp | 30,402 | $761.6K | 0.00% | +25,822+563.8% | Added |
| Westwood Holdings Group Inc. | 31,000 | $776.5K | 0.01% | +31,000 | New |
| North Star Investment Management Corp. | 32,200 | $806.6K | 0.06% | 00.0% | Unchanged |
| Weiss Asset Management LP | 33,067 | $838.6K | 0.01% | +33,067 | New |
| Morgan Stanley | 36,328 | $910.0K | 0.00% | −13,944−27.7% | Reduced |
| Nomura Holdings Inc | 40,394 | $1.01M | 0.01% | −25,000−38.2% | Reduced |
| Wells Fargo & Company | 43,382 | $1.09M | 0.00% | −6,286−12.7% | Reduced |
| Toroso Investments, LLC | 60,570 | $1.52M | 0.01% | −2,374−3.8% | Reduced |
| Janney Montgomery Scott LLC | 70,214 | $1.76M | 0.00% | −3,335−4.5% | Reduced |
| Cutler Capital Management, LLC | 81,995 | $2.05M | 0.71% | −750−0.9% | Reduced |
| Covalent Partners LLC | 85,562 | $2.14M | 15.12% | 00.0% | Unchanged |
| Colony Capital, Inc. | 100,000 | $2.50M | 0.25% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 114,512 | $2.87M | 0.02% | −1,815−1.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 119,257 | $2.99M | 0.30% | −13,225−10.0% | Reduced |
| Warberg Asset Management LLC | 135,412 | $3.44M | 0.84% | +45,232+50.2% | Added |
| LDR Capital Management LLC | 166,844 | $4.18M | 5.41% | −400.0% | Reduced |
| BlackRock, Inc. | 415,440 | $10.4M | 0.00% | −50,165−10.8% | Reduced |
| Aequim Alternative Investments LP | 440,000 | $11.0M | 0.36% | 00.0% | Unchanged |
| Camden Asset Management L P | 546,740 | $14.0M | 0.33% | 00.0% | Unchanged |
| CSS LLC | 558,219 | $14.2M | 0.90% | +261,663+88.2% | Added |
| Skaana Management L.P. | 861,366 | $21.6M | 9.36% | +11,546+1.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −106,777−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −25,812−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −21,660−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −62−100.0% | Sold out |