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, Q3 2025
Institutional positions in Epr Properties as of Sep 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
- 455
- +43 vs. Q2 2025
- Shares held
- 60.7M
- +1.18M (+2.0%) vs. Q2 2025
- Total value
- $3.52B
- +$53.3M (+1.5%) vs. Q2 2025
- New holders
- 72
- 173 more added
- Sold out
- 29
- 134 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ROSS\JOHNSON & Associates LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $174 | 0.00% | +3 | New |
| Ameriflex Group, Inc. | 6 | $348 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 7 | $407 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $464 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $581 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $735 | 0.00% | +15 | New |
| WPG Advisers, LLC | 13 | $754 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $758 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $817 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16 | $928 | 0.00% | +16 | New |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 19 | $1.09K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 19 | $1.10K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 19 | $1.10K | 0.00% | +19 | New |
| UMA Financial Services, Inc. | 20 | $1.16K | 0.00% | +11+122.2% | Added |
| Bogart Wealth, LLC | 21 | $1.20K | 0.00% | +1+5.0% | Added |
| Sachetta, LLC | 22 | $1.28K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $1.60K | 0.00% | +1+3.7% | Added |
| Mountain Hill Investment Partners Corp. | 28 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $1.80K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 40 | $2.32K | 0.00% | −7,960−99.5% | Reduced |
| IMG Wealth Management, Inc. | 42 | $2.44K | 0.00% | +42 | New |
| Heartwood Wealth Advisors LLC | 46 | $2.67K | 0.00% | +46 | New |
| Boreal Capital Management LLC | 50 | $2.92K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 56 | $3.23K | 0.00% | +56 | New |
| Brown Brothers Harriman & Co | 59 | $3.42K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 63 | $3.65K | 0.00% | +63 | New |
| Farmers & Merchants Investments Inc | 65 | $3.77K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 66 | $3.83K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 73 | $4.26K | 0.00% | +73 | New |
| Missouri Trust & Investment Co | 75 | $4.35K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $4.35K | 0.00% | 00.0% | Unchanged |
| City State Bank | 75 | $4.35K | 0.00% | +75 | New |
| Rockefeller Capital Management L.P. | 78 | $4.53K | 0.00% | +78 | New |
| N.E.W. Advisory Services LLC | 83 | $4.82K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 89 | $5.16K | 0.00% | +89 | New |
| ZRC Wealth Management, LLC | 94 | $5.45K | 0.00% | +94 | New |
| Northwestern Mutual Wealth Management Co | 95 | $5.51K | 0.00% | −2−2.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 100 | $5.80K | 0.00% | +100 | New |
| TD Capital Management LLC | 101 | $5.85K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 109 | $6.35K | 0.00% | +1+0.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 111 | $6.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 115 | $6.67K | 0.00% | −39−25.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 127 | $7.36K | 0.00% | +127 | New |
| Vision Financial Markets LLC | 128 | $7.40K | 0.01% | +2+1.6% | Added |
| Crewe Advisors LLC | 137 | $7.95K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 151 | $8.73K | 0.00% | +3+2.0% | Added |
| CX Institutional | 169 | $10.0K | 0.00% | +1+0.6% | Added |
| Prestige Wealth Management Group LLC | 176 | $10.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 184 | $10.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 202 | $11.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 200 | $12.0K | 0.01% | −57−22.2% | Reduced |
| Whittier Trust Co | 211 | $12.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 215 | $12.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 236 | $13.7K | 0.01% | +236 | New |
| Capital Analysts, LLC | 262 | $15.0K | 0.00% | −73−21.8% | Reduced |
| Smartleaf Asset Management LLC | 270 | $15.5K | 0.00% | +158+141.1% | Added |
| DT Investment Partners, LLC | 273 | $15.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 275 | $16.0K | 0.00% | +275 | New |
| Larson Financial Group LLC | 279 | $16.2K | 0.00% | +279 | New |
| Wealthspire Advisors, LLC | 281 | $16.3K | 0.00% | +281 | New |
| Sound Income Strategies, LLC | 304 | $16.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 286 | $16.7K | 0.00% | +143+100.0% | Added |
| Clearstead Advisors, LLC | 292 | $16.9K | 0.00% | −188−39.2% | Reduced |
| Investors Research Corp | 300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 300 | $17.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 307 | $17.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 322 | $18.7K | 0.00% | +322 | New |
| Bessemer Group Inc | 329 | $19.0K | 0.00% | −51−13.4% | Reduced |
| Mather Group, LLC. | 345 | $20.0K | 0.00% | +345 | New |
| Atlantic Trust, LLC | 359 | $20.8K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 385 | $22.3K | 0.00% | +385 | New |
| Costello Asset Management, INC | 402 | $23.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 443 | $25.7K | 0.00% | +1+0.2% | Added |
| Caitong International Asset Management Co., Ltd | 447 | $25.9K | 0.02% | +447 | New |
| GWM Advisors LLC | 455 | $26.4K | 0.00% | +55+13.8% | Added |
| Strategic Advocates LLC | 460 | $26.7K | 0.01% | +460 | New |
| True Wealth Design, LLC | 461 | $26.7K | 0.01% | +230+99.6% | Added |
| Atlantic Union Bankshares Corp | 473 | $27.4K | 0.00% | +473 | New |
| Loomis Sayles & Co L P | 503 | $29.2K | 0.00% | −39−7.2% | Reduced |
| Spire Wealth Management | 544 | $31.6K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 625 | $31.7K | 0.04% | +625 | New |
| Clear Street Markets LLC | 600 | $34.8K | 0.01% | +400+200.0% | Added |
| Brookfield Asset Management Inc. | 712 | $41.3K | 0.00% | +712 | New |
| Cullen/Frost Bankers, Inc. | 747 | $43.3K | 0.00% | −191−20.4% | Reduced |
| Huntington National Bank | 752 | $43.6K | 0.00% | −976−56.5% | Reduced |
| SJS Investment Consulting Inc. | 861 | $50.0K | 0.01% | +844+4,964.7% | Added |
| Geneos Wealth Management Inc. | 898 | $52.1K | 0.00% | +171+23.5% | Added |
| Harvest Fund Management Co., Ltd | 960 | $56.0K | 0.00% | −4,235−81.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,000 | $58.0K | 0.01% | +75+8.1% | Added |
| State of Wyoming | 1,035 | $60.0K | 0.01% | −1,137−52.3% | Reduced |
| Umb Bank N A | 1,039 | $60.3K | 0.00% | +296+39.8% | Added |
| Hantz Financial Services, Inc. | 1,056 | $61.0K | 0.00% | −77−6.8% | Reduced |
| MAI Capital Management | 1,189 | $69.0K | 0.00% | −108−8.3% | Reduced |
| Farther Finance Advisors, LLC | 1,216 | $70.5K | 0.00% | +164+15.6% | Added |
| Danske Bank A/S | 1,242 | $72.0K | 0.00% | +242+24.2% | Added |
| GF Fund Management Co. Ltd. | 1,261 | $73.2K | 0.00% | −81−6.0% | Reduced |