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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, 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.

Institutional holdersQ3 2025: 455 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 heldQ3 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, Q3 2025

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q2 2025.

Institutions holding EPR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd200$12.0K0.01%−57−22.2%Reduced
Parkside Financial Bank & Trust202$11.7K0.00%00.0%Unchanged
Massmutual Trust Co FSB184$10.7K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC176$10.2K0.00%00.0%Unchanged
CX Institutional169$10.0K0.00%+1+0.6%Added
Maseco LLP151$8.73K0.00%+3+2.0%Added
Crewe Advisors LLC137$7.95K0.00%00.0%Unchanged
Vision Financial Markets LLC128$7.40K0.01%+2+1.6%Added
Transamerica Financial Advisors, Inc.127$7.36K0.00%+127New
Bell Investment Advisors, Inc115$6.67K0.00%−39−25.3%Reduced
Moisand Fitzgerald Tamayo, LLC111$6.44K0.00%00.0%Unchanged
Compass Financial Services Inc109$6.35K0.00%+1+0.9%Added
TD Capital Management LLC101$5.85K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.100$5.80K0.00%+100New
Northwestern Mutual Wealth Management Co95$5.51K0.00%−2−2.1%Reduced
ZRC Wealth Management, LLC94$5.45K0.00%+94New
Wealth Watch Advisors, INC89$5.16K0.00%+89New
N.E.W. Advisory Services LLC83$4.82K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.78$4.53K0.00%+78New
Missouri Trust & Investment Co75$4.35K0.00%00.0%Unchanged
LRI Investments, LLC75$4.35K0.00%00.0%Unchanged
City State Bank75$4.35K0.00%+75New
Frazier Financial Advisors, LLC73$4.26K0.00%+73New
Capital Advisors, Ltd. LLC71$4.00K0.00%00.0%Unchanged
Trust Co of Vermont66$3.83K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc65$3.77K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC63$3.65K0.00%+63New
Brown Brothers Harriman & Co59$3.42K0.00%00.0%Unchanged
Colonial Trust Co56$3.23K0.00%+56New
Boreal Capital Management LLC50$2.92K0.00%00.0%Unchanged
Heartwood Wealth Advisors LLC46$2.67K0.00%+46New
IMG Wealth Management, Inc.42$2.44K0.00%+42New
Sunbelt Securities, Inc.40$2.32K0.00%−7,960−99.5%Reduced
Roble, Belko & Company, Inc29$2.00K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC31$1.80K0.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.28$1.65K0.00%00.0%Unchanged
Archer Investment Corp28$1.60K0.00%+1+3.7%Added
Sachetta, LLC22$1.28K0.00%00.0%Unchanged
Bogart Wealth, LLC21$1.20K0.00%+1+5.0%Added
UMA Financial Services, Inc.20$1.16K0.00%+11+122.2%Added
GPS Wealth Strategies Group, LLC19$1.10K0.00%00.0%Unchanged
Ancora Advisors, LLC19$1.10K0.00%+19New
Glen Eagle Advisors, LLC19$1.09K0.00%00.0%Unchanged
TSFG, LLC21$1.00K0.00%00.0%Unchanged
Rothschild Investment LLC16$9280.00%+16New
Cromwell Holdings LLC14$8170.00%00.0%Unchanged
Financial Management Professionals, Inc.13$7580.00%00.0%Unchanged
WPG Advisers, LLC13$7540.00%00.0%Unchanged
Cornerstone Planning Group LLC15$7350.00%+15New
Rialto Wealth Management, LLC10$5810.00%00.0%Unchanged
Financial Perspectives, Inc8$4640.00%00.0%Unchanged
MV Capital Management, Inc.7$4070.00%00.0%Unchanged
Ameriflex Group, Inc.6$3480.00%+6New
Tortoise Investment Management, LLC3$1740.00%+3New
ROSS\JOHNSON & Associates LLC1$580.00%00.0%Unchanged
Cyndeo Wealth Partners, LLC0$00.00%−161,474−100.0%Sold out
Marshall Wace, LLP0$00.00%−67,761−100.0%Sold out
Magnetar Financial LLC0$00.00%−29,479−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−25,900−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−15,054−100.0%Sold out
AXA S.A.0$00.00%−13,146−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−12,668−100.0%Sold out
Horizon Investments, LLC0$00.00%−9,226−100.0%Sold out
Wolverine Trading, LLC0$00.00%−8,179−100.0%Sold out
Vanderbilt University0$00.00%−5,192−100.0%Sold out
Martingale Asset Management L P0$00.00%−4,534−100.0%Sold out
Lewis Asset Management, LLC0$00.00%−3,769−100.0%Sold out
Arrow Investment Advisors, LLC0$00.00%−3,523−100.0%Sold out
JT Stratford LLC0$00.00%−3,519−100.0%Sold out
Skopos Labs, Inc.0$00.00%−1,073−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−989−100.0%Sold out
GeoWealth Management, LLC0$00.00%−875−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−377−100.0%Sold out
Headlands Technologies LLC0$00.00%−254−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−257−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−175−100.0%Sold out
NewSquare Capital LLC0$00.00%−71−100.0%Sold out
West Branch Capital LLC0$00.00%−68−100.0%Sold out
Sierra Ocean, LLC0$00.00%−23−100.0%Sold out
NBC Securities, Inc.0$00.00%−32−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−17−100.0%Sold out
Bare Financial Services, Inc0$00.00%−12−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−3−100.0%Sold out
Total Investment Management Inc0$00.00%−1−100.0%Sold out
Norges Bank––––Not filed
Atlas Capital Advisors LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
Schnieders Capital Management LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed