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, 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
- +3 vs. Q3 2025
- Shares held
- 2.10M
- −113.7K (−5.1%) vs. Q3 2025
- Total value
- $63.0M
- −$6.97M (−10.0%) vs. Q3 2025
- New holders
- 7
- 5 more added
- Sold out
- 4
- 10 more reduced
Compare with Q3 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, 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 |
|---|---|---|---|---|---|
| Weiss Asset Management LP | 315,553 | $9.53M | 0.14% | +20,967+7.1% | Added |
| Westwood Holdings Group Inc. | 283,506 | $8.48M | 0.07% | 00.0% | Unchanged |
| LDR Capital Management LLC | 275,122 | $8.23M | 11.41% | −4,447−1.6% | Reduced |
| BlackRock, Inc. | 260,993 | $7.81M | 0.00% | −12,253−4.5% | Reduced |
| Camden Asset Management L P | 197,382 | $5.93M | 0.15% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 121,506 | $3.64M | 0.40% | −105,364−46.4% | Reduced |
| Colony Capital, Inc. | 89,743 | $2.69M | 0.21% | 00.0% | Unchanged |
| Aequim Alternative Investments LP | 71,692 | $2.15M | 0.04% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 71,525 | $2.14M | 0.37% | +18,060+33.8% | Added |
| Palisade Capital Management LLC | 59,499 | $1.79M | 0.05% | −10.0% | Reduced |
| Cohen & Steers, Inc. | 57,085 | $1.71M | 0.00% | 00.0% | Unchanged |
| Warberg Asset Management LLC | 55,449 | $1.67M | 0.50% | +37,032+201.1% | Added |
| Ameriprise Financial Inc | 48,100 | $1.44M | 0.00% | +4,000+9.1% | Added |
| Janney Montgomery Scott LLC | 38,404 | $1.15M | 0.00% | −1,004−2.5% | Reduced |
| Brookfield Asset Management Inc. | 36,999 | $1.11M | 0.00% | −12,049−24.6% | Reduced |
| Heitman Real Estate Securities LLC | 17,147 | $513.0K | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 14,251 | $426.4K | 0.00% | −800−5.3% | Reduced |
| Manufacturers Life Insurance Company, The | 12,800 | $383.0K | 0.00% | −12,323−49.1% | Reduced |
| Skaana Management L.P. | 10,148 | $303.6K | 0.17% | +10,148 | New |
| Schnieders Capital Management, LLC. | 8,900 | $266.3K | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 8,715 | $260.8K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 8,077 | $241.7K | 0.03% | −200−2.4% | Reduced |
| Avise Financial Cooperative, Inc. | 7,273 | $217.6K | 0.20% | +7,273 | New |
| Wealth Enhancement Advisory Services, LLC | 6,778 | $209.9K | 0.00% | +6,778 | New |
| Stifel Financial Corp | 6,696 | $200.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 6,221 | $186.1K | 0.00% | −249−3.8% | Reduced |
| MRP Capital Investments, LLC | 5,075 | $151.8K | 0.13% | +200+4.1% | Added |
| Zazove Associates LLC | 2,983 | $90.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 800 | $23.9K | 0.00% | +800 | New |
| Jones Financial Companies LLLP | 300 | $8.98K | 0.00% | +300 | New |
| Royal Bank of Canada | – | $8.00K | 0.00% | – | – |
| Advisor Group Holdings, Inc. | 166 | $4.97K | 0.00% | +166 | New |
| Godfrey Financial Associates, Inc. | 100 | $2.99K | 0.00% | +100 | New |
| CSS LLC | 0 | $0 | 0.00% | −47,678−100.0% | Sold out |
| Covalent Partners LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,228−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |