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, 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
- 32
- −1 vs. Q4 2025
- Shares held
- 2.16M
- +59.9K (+2.9%) vs. Q4 2025
- Total value
- $65.6M
- +$2.61M (+4.2%) vs. Q4 2025
- New holders
- 2
- 8 more added
- Sold out
- 3
- 11 more reduced
Compare with Q4 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, 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 |
|---|---|---|---|---|---|
| Godfrey Financial Associates, Inc. | 100 | $3.04K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 166 | $5.04K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 300 | $9.13K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $10.0K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 800 | $24.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 950 | $28.9K | 0.00% | +950 | New |
| UBS Group AG | 1,404 | $42.7K | 0.00% | +1,404 | New |
| MRP Capital Investments, LLC | 4,375 | $132.9K | 0.12% | −700−13.8% | Reduced |
| Morgan Stanley | 6,221 | $189.0K | 0.00% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 7,177 | $218.0K | 0.03% | −900−11.1% | Reduced |
| Avise Financial Cooperative, Inc. | 7,819 | $237.5K | 0.20% | +546+7.5% | Added |
| Heitman Real Estate Securities LLC | 8,136 | $247.2K | 0.02% | −9,011−52.6% | Reduced |
| Zazove Associates LLC | 8,554 | $259.4K | 0.01% | +5,571+186.8% | Added |
| Wells Fargo & Company | 8,716 | $264.8K | 0.00% | +10.0% | Added |
| Schnieders Capital Management, LLC. | 8,900 | $270.4K | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 14,656 | $445.2K | 0.00% | +405+2.8% | Added |
| Brookfield Asset Management Inc. | 24,220 | $735.8K | 0.00% | −12,779−34.5% | Reduced |
| Janney Montgomery Scott LLC | 38,404 | $1.17M | 0.00% | 00.0% | Unchanged |
| Skaana Management L.P. | 46,910 | $1.43M | 0.57% | +36,762+362.3% | Added |
| Warberg Asset Management LLC | 49,292 | $1.50M | 0.44% | −6,157−11.1% | Reduced |
| Ameriprise Financial Inc | 50,100 | $1.52M | 0.00% | +2,000+4.2% | Added |
| Cohen & Steers, Inc. | 57,085 | $1.73M | 0.00% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 58,749 | $1.78M | 0.06% | −750−1.3% | Reduced |
| Colony Capital, Inc. | 68,114 | $2.07M | 0.13% | −21,629−24.1% | Reduced |
| Aequim Alternative Investments LP | 71,692 | $2.18M | 0.04% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 76,240 | $2.32M | 0.39% | +4,715+6.6% | Added |
| Infrastructure Capital Advisors, LLC | 100,124 | $3.04M | 0.29% | −21,382−17.6% | Reduced |
| LDR Capital Management LLC | 173,004 | $5.26M | 7.07% | −102,118−37.1% | Reduced |
| Westwood Holdings Group Inc. | 183,506 | $5.58M | 0.04% | −100,000−35.3% | Reduced |
| Camden Asset Management L P | 197,382 | $5.96M | 0.20% | 00.0% | Unchanged |
| BlackRock, Inc. | 245,315 | $7.45M | 0.00% | −15,678−6.0% | Reduced |
| Weiss Asset Management LP | 640,439 | $19.5M | 0.36% | +324,886+103.0% | Added |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −6,778−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −6,696−100.0% | Sold out |