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