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 2026
Institutional positions in Epr Properties as of Jun 30, 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
- 30
- −4 vs. Q1 2026
- Shares held
- 4.26M
- −10.9K (−0.3%) vs. Q1 2026
- Total value
- $110.1M
- +$12.9M (+13.3%) vs. Q1 2026
- New holders
- 2
- 5 more added
- Sold out
- 6
- 12 more reduced
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 79 | $2.02K | 0.00% | +8+11.3% | Added |
| Steward Partners Investment Advisory, LLC | 154 | $3.94K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 257 | $6.58K | 0.00% | +4+1.6% | Added |
| Jones Financial Companies LLLP | 778 | $20.5K | 0.00% | −19−2.4% | Reduced |
| UBS Group AG | 942 | $24.1K | 0.00% | −1,048−52.7% | Reduced |
| Glendon Capital Management LP | 1,000 | $25.6K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $47.7K | 0.02% | – | – |
| Advisor Group Holdings, Inc. | 2,100 | $53.8K | 0.00% | −400−16.0% | Reduced |
| Fifth Third Bancorp | 2,902 | $74.3K | 0.00% | 00.0% | Unchanged |
| Virtus Fixed Income Advisers, LLC | – | $199.0K | 0.13% | – | New |
| Royal Bank of Canada | – | $207.0K | 0.00% | – | – |
| CoreCap Advisors, LLC | 9,689 | $248.2K | 0.01% | −176−1.8% | Reduced |
| Wolverine Asset Management LLC | 18,270 | $474.4K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 20,290 | $519.8K | 0.00% | −2,663−11.6% | Reduced |
| Envestnet Asset Management Inc | 24,193 | $619.8K | 0.00% | +324+1.4% | Added |
| LDR Capital Management LLC | 27,950 | $716.1K | 0.83% | 00.0% | Unchanged |
| Wells Fargo & Company | 28,922 | $741.0K | 0.00% | −8,085−21.8% | Reduced |
| Toroso Investments, LLC | 30,260 | $775.3K | 0.00% | −3,240−9.7% | Reduced |
| North Star Investment Management Corp. | 65,000 | $1.67M | 0.09% | 00.0% | Unchanged |
| Colony Capital, Inc. | 75,000 | $1.92M | 0.12% | −44,398−37.2% | Reduced |
| Janney Montgomery Scott LLC | 79,039 | $2.02M | 0.00% | −1,475−1.8% | Reduced |
| Hudson Bay Capital Management LP | 88,599 | $2.32M | 0.01% | +88,599 | New |
| Skaana Management L.P. | 93,871 | $2.42M | 0.65% | +75,662+415.5% | Added |
| D.A. Davidson & Co. | 97,717 | $2.50M | 0.01% | −5,915−5.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 109,499 | $2.81M | 0.26% | −1,342−1.2% | Reduced |
| Warberg Asset Management LLC | 115,000 | $2.95M | 0.87% | +15,077+15.1% | Added |
| BlackRock, Inc. | 331,891 | $8.50M | 0.00% | −51,930−13.5% | Reduced |
| Aequim Alternative Investments LP | 440,000 | $11.3M | 0.18% | 00.0% | Unchanged |
| Camden Asset Management L P | 526,931 | $13.5M | 0.39% | 00.0% | Unchanged |
| Weiss Asset Management LP | 2,067,831 | $53.4M | 0.60% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −11,457−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −9,496−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −9,425−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −6,988−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |