Epr Properties
EPR- 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; 489 institutions reported holding it in 13F filings for Q2 2026, worth $3.68B 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
- 417
- +34 vs. Q1 2025
- Shares held
- 60.5M
- +2.25M (+3.9%) vs. Q1 2025
- Total value
- $3.52B
- +$459.6M (+15.0%) vs. Q1 2025
- New holders
- 73
- 170 more added
- Sold out
- 39
- 112 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPR 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 | 489 | $3.68B |
| Q1 2026 | 465 | $3.06B |
| Q4 2025 | 458 | $3.02B |
| Q3 2025 | 455 | $3.52B |
| Q2 2025 | 417 | $3.52B |
| Q1 2025 | 388 | $3.07B |
| Q4 2024 | 364 | $2.38B |
| Q3 2024 | 356 | $2.63B |
| Q2 2024 | 355 | $2.22B |
| Q1 2024 | 350 | $2.28B |
| Q4 2023 | 353 | $2.74B |
| Q3 2023 | 327 | $2.45B |
| Q2 2023 | 340 | $2.72B |
| Q1 2023 | 327 | $2.26B |
| Q4 2022 | 332 | $2.25B |
| Q3 2022 | 319 | $2.13B |
| Q2 2022 | 337 | $2.76B |
| Q1 2022 | 352 | $3.20B |
| Q4 2021 | 323 | $2.80B |
| Q3 2021 | 309 | $2.88B |
| Q2 2021 | 317 | $3.15B |
| Q1 2021 | 294 | $2.92B |
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 |
|---|---|---|---|---|---|
| ROSS\JOHNSON & Associates LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $66 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 3 | $177 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 7 | $408 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $466 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $525 | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 10 | $583 | 0.00% | +10 | New |
| Bare Financial Services, Inc | 12 | $699 | 0.00% | +12 | New |
| WPG Advisers, LLC | 13 | $757 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $761 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $820 | 0.00% | +14 | New |
| Whipplewood Advisors, LLC | 17 | $990 | 0.00% | −15−46.9% | Reduced |
| SJS Investment Consulting Inc. | 17 | $991 | 0.00% | +17 | New |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 32 | $1.00K | 0.00% | +32 | New |
| Glen Eagle Advisors, LLC | 19 | $1.08K | 0.00% | +1+5.6% | Added |
| GPS Wealth Strategies Group, LLC | 19 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $1.19K | 0.00% | +4+25.0% | Added |
| Sachetta, LLC | 22 | $1.28K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 23 | $1.34K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 25 | $1.46K | 0.00% | +25 | New |
| Archer Investment Corp | 27 | $1.59K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 28 | $1.63K | 0.00% | +1+3.7% | Added |
| Bruce G. Allen Investments, LLC | 31 | $1.81K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 29 | $2.00K | 0.00% | +1+3.6% | Added |
| Toth Financial Advisory Corp | 36 | $2.10K | 0.00% | +36 | New |
| Boreal Capital Management LLC | 50 | $2.93K | 0.00% | +50 | New |
| Brown Brothers Harriman & Co | 59 | $3.44K | 0.00% | −1,300−95.7% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $3.79K | 0.00% | +5+8.3% | Added |
| Trust Co of Vermont | 66 | $3.85K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 68 | $3.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | −50−41.3% | Reduced |
| NewSquare Capital LLC | 71 | $4.14K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $4.37K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $4.37K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 83 | $4.84K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 97 | $5.65K | 0.00% | +41+73.2% | Added |
| TD Capital Management LLC | 101 | $5.87K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 108 | $6.28K | 0.00% | −275−71.8% | Reduced |
| Smartleaf Asset Management LLC | 112 | $6.45K | 0.00% | −158−58.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 111 | $6.47K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 126 | $7.32K | 0.01% | +1+0.8% | Added |
| Crewe Advisors LLC | 137 | $7.98K | 0.00% | +81+144.6% | Added |
| Westside Investment Management, Inc. | 143 | $8.36K | 0.00% | +143 | New |
| Maseco LLP | 148 | $8.64K | 0.00% | +148 | New |
| Bell Investment Advisors, Inc | 154 | $8.97K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 168 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 175 | $10.2K | 0.00% | +175 | New |
| Prestige Wealth Management Group LLC | 176 | $10.3K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 182 | $10.6K | 0.00% | +182 | New |
| Massmutual Trust Co FSB | 184 | $10.7K | 0.00% | +14+8.2% | Added |
| Clear Street Markets LLC | 200 | $11.7K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 202 | $11.8K | 0.00% | +4+2.0% | Added |
| Whittier Trust Co | 211 | $12.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 215 | $12.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 231 | $13.5K | 0.00% | +97+72.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 257 | $13.7K | 0.00% | +257 | New |
| Headlands Technologies LLC | 254 | $14.8K | 0.00% | +254 | New |
| Covestor Ltd | 257 | $15.0K | 0.01% | −1,243−82.9% | Reduced |
| DT Investment Partners, LLC | 273 | $15.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 300 | $17.5K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 300 | $17.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 304 | $17.7K | 0.00% | −187−38.1% | Reduced |
| CoreCap Advisors, LLC | 307 | $17.9K | 0.00% | +6+2.0% | Added |
| Capital Analysts, LLC | 335 | $20.0K | 0.00% | +3+0.9% | Added |
| Atlantic Trust, LLC | 359 | $20.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 377 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 380 | $22.0K | 0.00% | +27+7.6% | Added |
| GWM Advisors LLC | 400 | $23.3K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 402 | $23.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 442 | $25.8K | 0.00% | +1+0.2% | Added |
| Clearstead Advisors, LLC | 480 | $28.0K | 0.00% | −17−3.4% | Reduced |
| Loomis Sayles & Co L P | 542 | $31.6K | 0.00% | +542 | New |
| Spire Wealth Management | 544 | $31.7K | 0.00% | −1,795−76.7% | Reduced |
| Geneos Wealth Management Inc. | 727 | $42.4K | 0.00% | +31+4.5% | Added |
| Umb Bank N A | 743 | $43.3K | 0.00% | +519+231.7% | Added |
| GeoWealth Management, LLC | 875 | $51.0K | 0.00% | +875 | New |
| Quarry LP | 886 | $51.6K | 0.01% | +886 | New |
| Atlantic Edge Private Wealth Management, LLC | 925 | $53.9K | 0.01% | +75+8.8% | Added |
| Cullen/Frost Bankers, Inc. | 938 | $54.6K | 0.00% | +627+201.6% | Added |
| Advisors Asset Management, Inc. | 989 | $57.6K | 0.00% | −283−22.2% | Reduced |
| Danske Bank A/S | 1,000 | $58.3K | 0.00% | +900+900.0% | Added |
| Farther Finance Advisors, LLC | 1,052 | $61.3K | 0.00% | +877+501.1% | Added |
| Skopos Labs, Inc. | 1,073 | $62.5K | 0.01% | +357+49.9% | Added |
| Hantz Financial Services, Inc. | 1,133 | $66.0K | 0.00% | +431+61.4% | Added |
| SRS Capital Advisors, Inc. | 1,249 | $72.8K | 0.00% | +314+33.6% | Added |
| MAI Capital Management | 1,297 | $75.6K | 0.00% | +106+8.9% | Added |
| GF Fund Management Co. Ltd. | 1,342 | $78.2K | 0.00% | −92−6.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,482 | $86.3K | 0.00% | +59+4.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,576 | $91.8K | 0.00% | −470−23.0% | Reduced |
| Rossby Financial, LCC | 1,579 | $92.0K | 0.03% | −162−9.3% | Reduced |
| Ssa Swiss Advisors AG | 1,645 | $96.2K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,728 | $100.7K | 0.00% | +707+69.2% | Added |
| Jones Financial Companies LLLP | 1,750 | $100.7K | 0.00% | −80−4.4% | Reduced |
| Centaurus Financial, Inc. | 1,765 | $103.0K | 0.01% | +1,765 | New |
| Tower Research Capital LLC (TRC) | 1,836 | $107.0K | 0.00% | +200+12.2% | Added |
| GAMMA Investing LLC | 1,975 | $115.1K | 0.01% | +104+5.6% | Added |
| Harbour Investments, Inc. | 1,982 | $115.5K | 0.00% | +71+3.7% | Added |
| Fifth Third Bancorp | 1,983 | $115.5K | 0.00% | +39+2.0% | Added |
| State of Wyoming | 2,172 | $126.5K | 0.02% | +2,172 | New |