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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.

Other share classesEPR.PCEPR.PEEPR.PG

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.

Institutional holdersQ2 2025: 417 institutions
Q1 2021: 294 institutionsQ2 2021: 317 institutionsQ3 2021: 309 institutionsQ4 2021: 323 institutionsQ1 2022: 352 institutionsQ2 2022: 337 institutionsQ3 2022: 319 institutionsQ4 2022: 332 institutionsQ1 2023: 327 institutionsQ2 2023: 340 institutionsQ3 2023: 327 institutionsQ4 2023: 353 institutionsQ1 2024: 350 institutionsQ2 2024: 355 institutionsQ3 2024: 356 institutionsQ4 2024: 364 institutionsQ1 2025: 388 institutionsQ2 2025: 417 institutionsQ3 2025: 455 institutionsQ4 2025: 458 institutionsQ1 2026: 465 institutionsQ2 2026: 489 institutions
Value heldQ2 2025: $3.52B
Q1 2021: $2.92BQ2 2021: $3.15BQ3 2021: $2.88BQ4 2021: $2.80BQ1 2022: $3.20BQ2 2022: $2.76BQ3 2022: $2.13BQ4 2022: $2.25BQ1 2023: $2.26BQ2 2023: $2.72BQ3 2023: $2.45BQ4 2023: $2.74BQ1 2024: $2.28BQ2 2024: $2.22BQ3 2024: $2.63BQ4 2024: $2.38BQ1 2025: $3.07BQ2 2025: $3.52BQ3 2025: $3.52BQ4 2025: $3.02BQ1 2026: $3.06BQ2 2026: $3.68B
Institutions holding EPR and their total value by quarter
QuarterHoldersValue
Q2 2026489$3.68B
Q1 2026465$3.06B
Q4 2025458$3.02B
Q3 2025455$3.52B
Q2 2025417$3.52B
Q1 2025388$3.07B
Q4 2024364$2.38B
Q3 2024356$2.63B
Q2 2024355$2.22B
Q1 2024350$2.28B
Q4 2023353$2.74B
Q3 2023327$2.45B
Q2 2023340$2.72B
Q1 2023327$2.26B
Q4 2022332$2.25B
Q3 2022319$2.13B
Q2 2022337$2.76B
Q1 2022352$3.20B
Q4 2021323$2.80B
Q3 2021309$2.88B
Q2 2021317$3.15B
Q1 2021294$2.92B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2025.

Institutions holding EPR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
GPS Wealth Strategies Group, LLC19$1.11K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC19$1.08K0.00%+1+5.6%Added
TSFG, LLC21$1.00K0.00%00.0%Unchanged
NBC Securities, Inc.32$1.00K0.00%+32New
SJS Investment Consulting Inc.17$9910.00%+17New
Whipplewood Advisors, LLC17$9900.00%−15−46.9%Reduced
Cromwell Holdings LLC14$8200.00%+14New
Financial Management Professionals, Inc.13$7610.00%00.0%Unchanged
WPG Advisers, LLC13$7570.00%00.0%Unchanged
Bare Financial Services, Inc12$6990.00%+12New
Rialto Wealth Management, LLC10$5830.00%+10New
UMA Financial Services, Inc.9$5250.00%+9New
Financial Perspectives, Inc8$4660.00%00.0%Unchanged
MV Capital Management, Inc.7$4080.00%00.0%Unchanged
Cape Investment Advisory, Inc.3$1770.00%+3New
Total Investment Management Inc1$660.00%+1New
ROSS\JOHNSON & Associates LLC1$580.00%00.0%Unchanged
Activest Wealth Management0$00.00%−1−100.0%Sold out
Penn Capital Management Co Inc0$00.00%−291,609−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−159,700−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−83,642−100.0%Sold out
Jump Financial, LLC0$00.00%−72,000−100.0%Sold out
XTX Topco Ltd0$00.00%−39,655−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−32,793−100.0%Sold out
Alberta Investment Management Corp0$00.00%−26,700−100.0%Sold out
Squarepoint Ops LLC0$00.00%−23,277−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−14,423−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−14,030−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−13,134−100.0%Sold out
Groupe la Francaise0$00.00%−12,140−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−11,631−100.0%Sold out
Entropy Technologies, LP0$00.00%−11,377−100.0%Sold out
Greenland Capital Management LP0$00.00%−10,000−100.0%Sold out
Empowered Funds, LLC0$00.00%−8,746−100.0%Sold out
Sterneck Capital Management, LLC0$00.00%−5,708−100.0%Sold out
Abel Hall, LLC0$00.00%−5,600−100.0%Sold out
United Services Automobile Association0$00.00%−4,853−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−4,690−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−4,617−100.0%Sold out
Custom Index Systems, LLC0$00.00%−4,550−100.0%Sold out
Brookwood Investment Group LLC0$00.00%−4,446−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−4,305−100.0%Sold out
Savant Capital, LLC0$00.00%−4,262−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−1,308−100.0%Sold out
Elequin Capital LP0$00.00%−1,165−100.0%Sold out
Koesten, Hirschmann & Crabtree, INC.0$00.00%−603−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−556−100.0%Sold out
Synergy Investment Management, LLC0$00.00%−544−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−537−100.0%Sold out
Mather Group, LLC.0$00.00%−345−100.0%Sold out
Boston Private Wealth LLC0$00.00%−272−100.0%Sold out
Quent Capital, LLC0$00.00%−106−100.0%Sold out
Marshall Investment Management, LLC0$00.00%−88−100.0%Sold out
PSI Advisors, LLC0$00.00%−50−100.0%Sold out
Dunhill Financial, LLC0$00.00%−17−100.0%Sold out
Chilton Capital Management LLC0$00.00%0Sold out
Keeley-Teton Advisors, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Lindbrook Capital, LLC––––Not filed
Nova Wealth Management, Inc.––––Not filed
Sofos Investments, Inc.––––Not filed