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, Q4 2025
Institutional positions in Epr Properties as of Dec 31, 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
- 33
- −2 vs. Q3 2025
- Shares held
- 4.21M
- +36.4K (+0.9%) vs. Q3 2025
- Total value
- $94.8M
- −$12.2M (−11.4%) vs. Q3 2025
- New holders
- 4
- 9 more added
- Sold out
- 6
- 11 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MAI Capital Management | 55 | $1.22K | 0.00% | +55 | New |
| TD Private Client Wealth LLC | 71 | $1.57K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 119 | $2.64K | 0.00% | +119 | New |
| Steward Partners Investment Advisory, LLC | 154 | $3.42K | 0.00% | +154 | New |
| Medallion Wealth Advisors, LLC | 250 | $5.54K | 0.00% | +4+1.6% | Added |
| UBS Group AG | 749 | $16.6K | 0.00% | −2,699−78.3% | Reduced |
| Advisor Group Holdings, Inc. | 900 | $20.0K | 0.00% | +900 | New |
| Glendon Capital Management LP | 1,000 | $22.2K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $41.6K | 0.02% | – | – |
| Fifth Third Bancorp | 3,309 | $73.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $179.0K | 0.00% | – | – |
| CoreCap Advisors, LLC | 9,276 | $205.7K | 0.01% | +143+1.6% | Added |
| Captrust Financial Advisors | 9,496 | $210.6K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 9,425 | $215.4K | 0.02% | +925+10.9% | Added |
| Envestnet Asset Management Inc | 23,833 | $528.6K | 0.00% | +335+1.4% | Added |
| Wolverine Asset Management LLC | 26,181 | $580.7K | 0.01% | −102−0.4% | Reduced |
| Morgan Stanley | 26,461 | $586.9K | 0.00% | +232+0.9% | Added |
| LDR Capital Management LLC | 27,661 | $613.5K | 0.85% | −8,736−24.0% | Reduced |
| Westwood Holdings Group Inc. | 31,000 | $687.6K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 38,007 | $843.0K | 0.00% | −3,375−8.2% | Reduced |
| Toroso Investments, LLC | 38,900 | $862.8K | 0.00% | −5,400−12.2% | Reduced |
| North Star Investment Management Corp. | 61,965 | $1.37M | 0.09% | +29,765+92.4% | Added |
| Janney Montgomery Scott LLC | 78,089 | $1.73M | 0.00% | +4,525+6.2% | Added |
| Cutler Capital Management, LLC | 81,995 | $1.82M | 0.54% | 00.0% | Unchanged |
| Warberg Asset Management LLC | 97,144 | $2.17M | 0.65% | −45,206−31.8% | Reduced |
| D.A. Davidson & Co. | 106,792 | $2.37M | 0.01% | −115−0.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 115,771 | $2.57M | 0.26% | −676−0.6% | Reduced |
| Colony Capital, Inc. | 140,000 | $3.11M | 0.24% | +15,000+12.0% | Added |
| Skaana Management L.P. | 277,813 | $6.16M | 3.36% | −547,454−66.3% | Reduced |
| BlackRock, Inc. | 408,380 | $9.06M | 0.00% | −19,232−4.5% | Reduced |
| Aequim Alternative Investments LP | 440,000 | $10.1M | 0.20% | 00.0% | Unchanged |
| Camden Asset Management L P | 526,431 | $11.8M | 0.30% | −50,000−8.7% | Reduced |
| Weiss Asset Management LP | 1,626,702 | $36.9M | 0.52% | +932,348+134.3% | Added |
| CSS LLC | 0 | $0 | 0.00% | −142,058−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −65,231−100.0% | Sold out |
| Covalent Partners LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −27−100.0% | Sold out |