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Livermore
Livermore
ZHEN

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, Q4 2025

Institutional positions in Epr Properties as of Dec 31, 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
458
+5 vs. Q3 2025
Shares held
60.6M
−114.5K (−0.2%) vs. Q3 2025
Total value
$3.02B
−$494.3M (−14.0%) vs. Q3 2025
New holders
59
176 more added
Sold out
54
150 more reduced

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 458 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 heldQ4 2025: $3.02B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2025.

Institutions holding EPR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
ROSS\JOHNSON & Associates LLC1$500.00%00.0%Unchanged
Hughes Financial Services, LLC2$1000.00%+2New
Ameriflex Group, Inc.3$1500.00%−3−50.0%Reduced
Gunpowder Capital Management, LLC dba Oliver Wealth Management3$1500.00%+3New
Cape Investment Advisory, Inc.3$1560.00%+3New
Keating Financial Advisory Services, Inc.4$2000.00%+4New
Dunhill Financial, LLC4$2190.00%+4New
Toronto Dominion Bank7$3460.00%+7New
MV Capital Management, Inc.7$3500.00%00.0%Unchanged
Financial Perspectives, Inc8$3990.00%00.0%Unchanged
Rialto Wealth Management, LLC10$4990.00%00.0%Unchanged
WPG Advisers, LLC13$6490.00%00.0%Unchanged
Financial Management Professionals, Inc.13$6530.00%00.0%Unchanged
Cornerstone Planning Group LLC13$6720.00%−2−13.3%Reduced
Cromwell Holdings LLC14$7030.00%00.0%Unchanged
Manchester Capital Management LLC17$8490.00%+17New
Glen Eagle Advisors, LLC19$9550.00%00.0%Unchanged
CX Institutional17$1.00K0.00%−152−89.9%Reduced
Roble, Belko & Company, Inc30$1.00K0.00%+1+3.4%Added
TSFG, LLC21$1.00K0.00%00.0%Unchanged
Sachetta, LLC22$1.10K0.00%00.0%Unchanged
Root Financial Partners, LLC25$1.25K0.00%+25New
Investors Portfolio Services LLC25$1.27K0.00%+25New
UMA Financial Services, Inc.26$1.30K0.00%+6+30.0%Added
DV Trading LLC27$1.35K0.00%+27New
Archer Investment Corp28$1.40K0.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.29$1.44K0.00%+1+3.6%Added
Bruce G. Allen Investments, LLC31$1.55K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC38$1.90K0.00%−25−39.7%Reduced
Sunbelt Securities, Inc.40$2.00K0.00%00.0%Unchanged
Cornerstone Financial Management LLC50$2.50K0.00%+50New
Boreal Capital Management LLC50$2.51K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.51$2.54K0.00%+51New
Brown Brothers Harriman & Co59$2.94K0.00%00.0%Unchanged
Trust Co of Vermont66$3.29K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc69$3.44K0.00%+4+6.2%Added
Kingdom Financial Group LLC.70$3.49K0.00%+70New
Frazier Financial Advisors, LLC75$3.73K0.00%+2+2.7%Added
Missouri Trust & Investment Co75$3.74K0.00%00.0%Unchanged
City State Bank75$3.74K0.00%00.0%Unchanged
LRI Investments, LLC75$3.74K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.75$3.74K0.00%+75New
Rothschild Investment LLC77$3.84K0.00%+61+381.3%Added
Capital Advisors, Ltd. LLC71$4.00K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC83$4.14K0.00%00.0%Unchanged
ZRC Wealth Management, LLC90$4.49K0.00%−4−4.3%Reduced
Steigerwald, Gordon & Koch Inc.100$4.99K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.100$4.99K0.00%+100New
TD Capital Management LLC101$5.03K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co101$5.04K0.00%+6+6.3%Added
Moisand Fitzgerald Tamayo, LLC111$5.54K0.00%00.0%Unchanged
Compass Financial Services Inc111$5.56K0.00%+2+1.8%Added
Bell Investment Advisors, Inc115$5.74K0.00%00.0%Unchanged
Curio Wealth, LLC127$6.35K0.00%+127New
Vision Financial Markets LLC130$6.48K0.01%+2+1.6%Added
IMA Wealth, Inc.141$7.08K0.00%+141New
Quent Capital, LLC145$7.21K0.00%−177−55.0%Reduced
Maseco LLP153$7.64K0.00%+2+1.3%Added
Prestige Wealth Management Group LLC176$8.84K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC181$9.03K0.00%+181New
Massmutual Trust Co FSB184$9.18K0.00%00.0%Unchanged
Crewe Advisors LLC200$9.98K0.00%+63+46.0%Added
Covestor Ltd199$10.0K0.01%−1−0.5%Reduced
ORG Partners LLC215$10.7K0.00%+215New
Arlington Trust Co LLC215$10.7K0.00%00.0%Unchanged
Whittier Trust Co211$10.8K0.00%00.0%Unchanged
Huntington National Bank228$11.4K0.00%−524−69.7%Reduced
Parkside Financial Bank & Trust243$12.1K0.00%+41+20.3%Added
Sarver Vrooman Wealth Advisors250$12.5K0.01%+250New
Rossby Financial, LCC257$12.8K0.00%−1,586−86.1%Reduced
Capital Analysts, LLC263$13.0K0.00%+1+0.4%Added
DT Investment Partners, LLC273$13.6K0.00%00.0%Unchanged
Smartleaf Asset Management LLC270$13.6K0.00%00.0%Unchanged
Westside Investment Management, Inc.286$14.5K0.00%00.0%Unchanged
Investors Research Corp300$15.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC305$15.2K0.00%+13+4.5%Added
CoreCap Advisors, LLC317$15.8K0.00%+10+3.3%Added
Ares Financial Consulting, LLC330$16.5K0.02%+330New
Sound Income Strategies, LLC304$17.0K0.00%00.0%Unchanged
UBS Asset Management Americas Inc351$17.5K0.00%−525,446−99.9%Reduced
Atlantic Trust, LLC359$17.9K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp380$19.0K0.00%−93−19.7%Reduced
Lloyd Advisory Services, LLC.387$19.3K0.01%+387New
Costello Asset Management, INC402$20.1K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.444$22.2K0.00%+1+0.2%Added
Strategic Advocates LLC462$23.4K0.01%+2+0.4%Added
Elyxium Wealth, LLC478$23.9K0.01%+478New
Fourth Dimension Wealth, LLC500$24.9K0.01%+200+66.7%Added
Harvest Fund Management Co., Ltd510$25.0K0.00%−450−46.9%Reduced
Loomis Sayles & Co L P503$25.1K0.00%00.0%Unchanged
Spire Wealth Management546$27.2K0.00%+2+0.4%Added
Transamerica Financial Advisors, Inc.580$29.1K0.00%+453+356.7%Added
GWM Advisors LLC613$30.6K0.00%+158+34.7%Added
Larson Financial Group LLC653$32.6K0.00%+374+134.1%Added
True Wealth Design, LLC683$34.1K0.01%+222+48.2%Added
Kerr Financial Planning Corp625$35.3K0.05%00.0%Unchanged
Signature Equity Partners, LLC707$35.3K0.02%+707New
Brookfield Asset Management Inc.712$35.5K0.00%00.0%Unchanged
Colonial Trust Co756$37.7K0.01%+700+1,250.0%Added
SJS Investment Consulting Inc.780$38.9K0.00%−81−9.4%Reduced