Epr Properties
EPR.PE- 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; 33 institutions reported holding it in 13F filings for Q2 2026, worth $71.3M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Epr Properties as of Jun 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
- 32
- +4 vs. Q1 2025
- Shares held
- 2.21M
- +33.2K (+1.5%) vs. Q1 2025
- Total value
- $69.0M
- +$3.63M (+5.5%) vs. Q1 2025
- New holders
- 5
- 8 more added
- Sold out
- 1
- 9 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPR.PE 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 | 33 | $71.3M |
| Q1 2026 | 32 | $65.6M |
| Q4 2025 | 33 | $63.0M |
| Q3 2025 | 30 | $69.9M |
| Q2 2025 | 32 | $69.0M |
| Q1 2025 | 28 | $65.4M |
| Q4 2024 | 28 | $58.5M |
| Q3 2024 | 25 | $66.0M |
| Q2 2024 | 23 | $57.4M |
| Q1 2024 | 25 | $57.4M |
| Q4 2023 | 24 | $61.5M |
| Q3 2023 | 24 | $58.2M |
| Q2 2023 | 25 | $60.0M |
| Q1 2023 | 22 | $55.5M |
| Q4 2022 | 21 | $53.8M |
| Q3 2022 | 19 | $52.6M |
| Q2 2022 | 20 | $69.2M |
| Q1 2022 | 20 | $74.6M |
| Q4 2021 | 20 | $63.9M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | – | $9.00K | 0.00% | – | – |
| Zazove Associates LLC | 807 | $25.1K | 0.00% | +807 | New |
| UBS Group AG | 2,194 | $68.4K | 0.00% | +1,184+117.2% | Added |
| Raymond James Financial Inc | 2,300 | $71.7K | 0.00% | +2,300 | New |
| Wolverine Asset Management LLC | 5,845 | $182.8K | 0.00% | −3,493−37.4% | Reduced |
| Morgan Stanley | 6,470 | $201.7K | 0.00% | +736+12.8% | Added |
| Stifel Financial Corp | 6,696 | $208.8K | 0.00% | +6,696 | New |
| MRP Capital Investments, LLC | 7,575 | $236.2K | 0.16% | +5,325+236.7% | Added |
| Pasadena Private Wealth, LLC | 7,777 | $242.5K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,515 | $265.5K | 0.00% | −10.0% | Reduced |
| Schnieders Capital Management LLC | 10,400 | $324.3K | 0.06% | 00.0% | Unchanged |
| Warberg Asset Management LLC | 16,336 | $509.4K | 0.12% | +16,336 | New |
| Heitman Real Estate Securities LLC | 17,147 | $534.6K | 0.04% | 00.0% | Unchanged |
| Covalent Partners LLC | 20,000 | $623.6K | 4.40% | 00.0% | Unchanged |
| LPL Financial LLC | 22,334 | $696.4K | 0.00% | −10,000−30.9% | Reduced |
| Bank of America Corp | 24,220 | $755.2K | 0.00% | −4,336−15.2% | Reduced |
| Manufacturers Life Insurance Company, The | 26,008 | $810.9K | 0.00% | −1,639−5.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 37,687 | $1.18M | 0.22% | +21,512+133.0% | Added |
| Ameriprise Financial Inc | 39,300 | $1.23M | 0.00% | +750+1.9% | Added |
| Janney Montgomery Scott LLC | 39,406 | $1.23M | 0.00% | −1,225−3.0% | Reduced |
| Brookfield Asset Management Inc. | 48,530 | $1.51M | 0.00% | −5,024−9.4% | Reduced |
| Cohen & Steers, Inc. | 57,085 | $1.78M | 0.00% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 59,500 | $1.87M | 0.05% | 00.0% | Unchanged |
| Weiss Asset Management LP | 65,000 | $2.08M | 0.03% | +65,000 | New |
| Aequim Alternative Investments LP | 71,692 | $2.24M | 0.07% | +2,200+3.2% | Added |
| Colony Capital, Inc. | 89,743 | $2.80M | 0.28% | 00.0% | Unchanged |
| CSS LLC | 125,617 | $3.92M | 0.25% | +100,626+402.6% | Added |
| Camden Asset Management L P | 177,343 | $5.56M | 0.13% | 00.0% | Unchanged |
| BlackRock, Inc. | 273,283 | $8.52M | 0.00% | −24,109−8.1% | Reduced |
| LDR Capital Management LLC | 279,693 | $8.72M | 11.29% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 283,506 | $8.84M | 0.06% | +3,506+1.3% | Added |
| Infrastructure Capital Advisors, LLC | 376,761 | $11.7M | 1.42% | −127,595−25.3% | Reduced |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −16,308−100.0% | Sold out |