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, Q3 2025
Institutional positions in Epr Properties as of Sep 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
- 35
- −2 vs. Q2 2025
- Shares held
- 4.17M
- +69.1K (+1.7%) vs. Q2 2025
- Total value
- $107.0M
- +$3.48M (+3.4%) vs. Q2 2025
- New holders
- 1
- 10 more added
- Sold out
- 3
- 15 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 27 | $687 | 0.00% | −30,375−99.9% | Reduced |
| TD Private Client Wealth LLC | 71 | $1.81K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 246 | $6.26K | 0.00% | +3+1.2% | Added |
| Glendon Capital Management LP | 1,000 | $25.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,247 | $31.7K | 0.00% | +707+130.9% | Added |
| Advisory Services Network, LLC | 1,532 | $39.0K | 0.00% | +1,532 | New |
| Virtus ETF Advisers LLC | – | $47.4K | 0.03% | – | – |
| Fifth Third Bancorp | 3,309 | $84.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,448 | $87.7K | 0.00% | −20−0.6% | Reduced |
| Royal Bank of Canada | – | $185.0K | 0.00% | – | – |
| SeaCrest Wealth Management, LLC | 8,500 | $205.7K | 0.02% | −2,100−19.8% | Reduced |
| CoreCap Advisors, LLC | 9,133 | $232.3K | 0.01% | −247−2.6% | Reduced |
| Captrust Financial Advisors | 9,496 | $241.5K | 0.00% | −3,833−28.8% | Reduced |
| Envestnet Asset Management Inc | 23,498 | $597.6K | 0.00% | +2,073+9.7% | Added |
| Morgan Stanley | 26,229 | $667.0K | 0.00% | −10,099−27.8% | Reduced |
| Wolverine Asset Management LLC | 26,283 | $668.5K | 0.01% | −2,130−7.5% | Reduced |
| Westwood Holdings Group Inc. | 31,000 | $785.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 32,200 | $818.8K | 0.05% | 00.0% | Unchanged |
| LDR Capital Management LLC | 36,397 | $925.6K | 1.36% | −130,447−78.2% | Reduced |
| Wells Fargo & Company | 41,382 | $1.05M | 0.00% | −2,000−4.6% | Reduced |
| Toroso Investments, LLC | 44,300 | $1.13M | 0.00% | −16,270−26.9% | Reduced |
| Covalent Partners LLC | 55,000 | $1.40M | 6.82% | −30,562−35.7% | Reduced |
| Nomura Holdings Inc | 65,231 | $1.66M | 0.01% | +24,837+61.5% | Added |
| Janney Montgomery Scott LLC | 73,564 | $1.87M | 0.00% | +3,350+4.8% | Added |
| Cutler Capital Management, LLC | 81,995 | $2.09M | 0.67% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 106,907 | $2.72M | 0.02% | −7,605−6.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 116,447 | $2.96M | 0.29% | −2,810−2.4% | Reduced |
| Colony Capital, Inc. | 125,000 | $3.18M | 0.26% | +25,000+25.0% | Added |
| Warberg Asset Management LLC | 142,350 | $3.61M | 1.01% | +6,938+5.1% | Added |
| CSS LLC | 142,058 | $3.62M | 0.22% | −416,161−74.6% | Reduced |
| BlackRock, Inc. | 427,612 | $10.9M | 0.00% | +12,172+2.9% | Added |
| Aequim Alternative Investments LP | 440,000 | $11.2M | 0.25% | 00.0% | Unchanged |
| Camden Asset Management L P | 576,431 | $14.7M | 0.32% | +29,691+5.4% | Added |
| Weiss Asset Management LP | 694,354 | $18.3M | 0.26% | +661,287+1,999.8% | Added |
| Skaana Management L.P. | 825,267 | $21.0M | 9.21% | −36,099−4.2% | Reduced |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −7,388−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −66−100.0% | Sold out |