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 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
- 33
- +1 vs. Q1 2026
- Shares held
- 2.22M
- +59.3K (+2.7%) vs. Q1 2026
- Total value
- $71.3M
- +$5.75M (+8.8%) vs. Q1 2026
- New holders
- 2
- 9 more added
- Sold out
- 1
- 8 more reduced
Compare with Q1 2026: 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 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 |
|---|---|---|---|---|---|
| Godfrey Financial Associates, Inc. | 100 | $3.18K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 166 | $5.27K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 300 | $9.83K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $10.0K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 800 | $25.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,609 | $51.1K | 0.00% | +205+14.6% | Added |
| MRP Capital Investments, LLC | 5,075 | $161.2K | 0.12% | +700+16.0% | Added |
| Zazove Associates LLC | 5,122 | $164.2K | 0.01% | −3,432−40.1% | Reduced |
| Morgan Stanley | 6,222 | $197.7K | 0.00% | +10.0% | Added |
| Pasadena Private Wealth, LLC | 7,177 | $228.0K | 0.03% | 00.0% | Unchanged |
| Heitman Real Estate Securities LLC | 7,835 | $248.9K | 0.02% | −301−3.7% | Reduced |
| Wells Fargo & Company | 8,715 | $276.9K | 0.00% | −10.0% | Reduced |
| Schnieders Capital Management, LLC. | 8,900 | $282.8K | 0.04% | 00.0% | Unchanged |
| Avise Financial Cooperative, Inc. | 9,164 | $291.1K | 0.21% | +1,345+17.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,082 | $295.5K | 0.00% | +9,082 | New |
| Manufacturers Life Insurance Company, The | 10,050 | $319.3K | 0.00% | +10,050 | New |
| LPL Financial LLC | 14,113 | $448.4K | 0.00% | −543−3.7% | Reduced |
| Brookfield Asset Management Inc. | 22,392 | $711.4K | 0.00% | −1,828−7.5% | Reduced |
| Janney Montgomery Scott LLC | 37,304 | $1.19M | 0.00% | −1,100−2.9% | Reduced |
| Ameriprise Financial Inc | 54,615 | $1.74M | 0.00% | +4,515+9.0% | Added |
| Warberg Asset Management LLC | 54,398 | $1.74M | 0.52% | +5,106+10.4% | Added |
| Cohen & Steers, Inc. | 57,085 | $1.81M | 0.00% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 58,749 | $1.91M | 0.08% | 00.0% | Unchanged |
| Colony Capital, Inc. | 62,000 | $1.97M | 0.12% | −6,114−9.0% | Reduced |
| Aequim Alternative Investments LP | 71,692 | $2.28M | 0.04% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 85,194 | $2.71M | 0.52% | +8,954+11.7% | Added |
| Skaana Management L.P. | 102,498 | $3.34M | 0.89% | +55,588+118.5% | Added |
| Infrastructure Capital Advisors, LLC | 111,300 | $3.54M | 0.28% | +11,176+11.2% | Added |
| LDR Capital Management LLC | 173,004 | $5.50M | 6.34% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 183,506 | $5.88M | 0.04% | 00.0% | Unchanged |
| Camden Asset Management L P | 197,382 | $6.37M | 0.19% | 00.0% | Unchanged |
| BlackRock, Inc. | 212,121 | $6.74M | 0.00% | −33,194−13.5% | Reduced |
| Weiss Asset Management LP | 640,439 | $20.9M | 0.23% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |