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