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, Q1 2026
Institutional positions in Epr Properties as of Mar 31, 2026. 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
- 34
- +1 vs. Q4 2025
- Shares held
- 4.27M
- +61.1K (+1.5%) vs. Q4 2025
- Total value
- $97.2M
- +$2.40M (+2.5%) vs. Q4 2025
- New holders
- 3
- 12 more added
- Sold out
- 2
- 10 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Weiss Asset Management LP | 2,067,831 | $47.3M | 0.87% | +441,129+27.1% | Added |
| Camden Asset Management L P | 526,931 | $11.9M | 0.41% | +500+0.1% | Added |
| Aequim Alternative Investments LP | 440,000 | $9.95M | 0.19% | 00.0% | Unchanged |
| BlackRock, Inc. | 383,821 | $8.68M | 0.00% | −24,559−6.0% | Reduced |
| Colony Capital, Inc. | 119,398 | $2.70M | 0.17% | −20,602−14.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 110,841 | $2.51M | 0.26% | −4,930−4.3% | Reduced |
| D.A. Davidson & Co. | 103,632 | $2.34M | 0.01% | −3,160−3.0% | Reduced |
| Warberg Asset Management LLC | 99,923 | $2.26M | 0.66% | +2,779+2.9% | Added |
| Janney Montgomery Scott LLC | 80,514 | $1.82M | 0.00% | +2,425+3.1% | Added |
| North Star Investment Management Corp. | 65,000 | $1.47M | 0.09% | +3,035+4.9% | Added |
| Wells Fargo & Company | 37,007 | $836.7K | 0.00% | −1,000−2.6% | Reduced |
| Toroso Investments, LLC | 33,500 | $757.4K | 0.00% | −5,400−13.9% | Reduced |
| Westwood Holdings Group Inc. | 31,000 | $699.5K | 0.01% | 00.0% | Unchanged |
| LDR Capital Management LLC | 27,950 | $631.9K | 0.85% | +289+1.0% | Added |
| Envestnet Asset Management Inc | 23,869 | $539.7K | 0.00% | +36+0.2% | Added |
| Morgan Stanley | 22,953 | $519.0K | 0.00% | −3,508−13.3% | Reduced |
| Skaana Management L.P. | 18,209 | $421.7K | 0.17% | −259,604−93.4% | Reduced |
| Wolverine Asset Management LLC | 18,270 | $420.7K | 0.01% | −7,911−30.2% | Reduced |
| CSS LLC | 11,457 | $258.5K | 0.01% | +11,457 | New |
| CoreCap Advisors, LLC | 9,865 | $223.0K | 0.01% | +589+6.3% | Added |
| Captrust Financial Advisors | 9,496 | $214.7K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 9,425 | $213.1K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $183.0K | 0.00% | – | – |
| Fifth Third Bancorp | 2,902 | $65.6K | 0.00% | −407−12.3% | Reduced |
| Global Assets Advisory, LLC | 6,988 | $57.1K | 0.02% | +6,988 | New |
| Advisor Group Holdings, Inc. | 2,500 | $56.5K | 0.00% | +1,600+177.8% | Added |
| UBS Group AG | 1,990 | $45.0K | 0.00% | +1,241+165.7% | Added |
| Virtus ETF Advisers LLC | – | $42.0K | 0.02% | – | – |
| Advisory Services Network, LLC | 1,532 | $34.6K | 0.00% | +1,532 | New |
| Glendon Capital Management LP | 1,000 | $22.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 797 | $17.6K | 0.00% | +678+569.7% | Added |
| Medallion Wealth Advisors, LLC | 253 | $5.73K | 0.00% | +3+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 154 | $3.48K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 71 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 0 | $0 | 0.00% | −81,995−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −55−100.0% | Sold out |