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, 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Waterloo Capital, L.P. | 8,683 | $433.3K | 0.03% | −529−5.7% | Reduced |
| RSM US Wealth Management LLC | 8,855 | $447.5K | 0.01% | −1,307−12.9% | Reduced |
| Teamwork Financial Advisors, LLC | 8,992 | $448.7K | 0.05% | −977−9.8% | Reduced |
| Quadrant Capital Group LLC | 9,106 | $454.4K | 0.01% | −199−2.1% | Reduced |
| Pacer Advisors, Inc. | 9,110 | $454.6K | 0.00% | −8,258−47.5% | Reduced |
| Sanctuary Advisors, LLC | 9,340 | $466.1K | 0.00% | −1,624−14.8% | Reduced |
| Ensign Peak Advisors, Inc | 9,368 | $467.5K | 0.00% | −20,355−68.5% | Reduced |
| Sequoia Financial Advisors, LLC | 9,380 | $468.1K | 0.00% | +5,644+151.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,409 | $469.5K | 0.01% | +9,409 | New |
| Coldstream Capital Management Inc | 9,423 | $470.2K | 0.01% | −351−3.6% | Reduced |
| Moody National Bank Trust Division | 9,509 | $474.5K | 0.05% | −1,680−15.0% | Reduced |
| Captrust Financial Advisors | 9,701 | $484.1K | 0.00% | −273−2.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,720 | $485.0K | 0.11% | +9,720 | New |
| CSS LLC | 9,727 | $485.4K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,826 | $490.3K | 0.01% | +300+3.1% | Added |
| EP Wealth Advisors, LLC | 9,858 | $491.9K | 0.00% | +9,858 | New |
| Lido Advisors, LLC | 8,480 | $492.1K | 0.00% | +293+3.6% | Added |
| Groupe la Francaise | 9,913 | $494.7K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 9,922 | $495.1K | 0.01% | +1,091+12.4% | Added |
| Camden Capital, LLC | 10,012 | $499.6K | 0.03% | +5,805+138.0% | Added |
| Cambria Investment Management, L.P. | 10,449 | $521.4K | 0.03% | +30.0% | Added |
| PEAK6 LLC | 10,499 | $523.9K | 0.01% | +10,499 | New |
| Pictet Asset Management Holding SA | 10,563 | $527.1K | 0.00% | +965+10.1% | Added |
| Kovack Advisors, Inc. | 10,601 | $529.0K | 0.03% | +1,779+20.2% | Added |
| D.A. Davidson & Co. | 10,629 | $530.4K | 0.00% | +549+5.4% | Added |
| Wedbush Securities Inc | 10,856 | $542.0K | 0.02% | +14+0.1% | Added |
| HighTower Advisors, LLC | 10,883 | $543.0K | 0.00% | +245+2.3% | Added |
| Sound Stewardship, LLC | 10,922 | $545.0K | 0.26% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,988 | $548.3K | 0.13% | +10,988 | New |
| BTC Capital Management, Inc. | 11,022 | $550.6K | 0.04% | +1,514+15.9% | Added |
| RFG Advisory, LLC | 11,041 | $551.0K | 0.01% | +11+0.1% | Added |
| ExodusPoint Capital Management, LP | 11,161 | $556.9K | 0.01% | +7,255+185.7% | Added |
| AlphaGrep UK Ltd | 11,414 | $569.6K | 0.19% | +11,414 | New |
| Family Wealth Partners, LLC | 11,422 | $570.0K | 0.21% | +229+2.0% | Added |
| Natixis Advisors, L.P. | 11,524 | $575.0K | 0.00% | +11,524 | New |
| Maridea Wealth Management LLC | 11,536 | $575.7K | 0.09% | +264+2.3% | Added |
| Nissay Asset Management Corp | 11,620 | $579.8K | 0.00% | +442+4.0% | Added |
| Impact Partnership Wealth, LLC | 11,693 | $583.5K | 0.07% | +11,693 | New |
| Cambridge Investment Research Advisors, Inc. | 11,815 | $590.0K | 0.00% | −1,503−11.3% | Reduced |
| Versant Capital Management, Inc | 12,008 | $599.2K | 0.08% | +2,536+26.8% | Added |
| IFM Investors Pty Ltd | 12,159 | $607.0K | 0.01% | +23+0.2% | Added |
| Kestra Advisory Services, LLC | 12,581 | $627.8K | 0.00% | +1,559+14.1% | Added |
| Buckingham Strategic Partners | 12,586 | $628.0K | 0.01% | −12,908−50.6% | Reduced |
| Samalin Investment Counsel, LLC | 12,658 | $631.6K | 0.22% | +821+6.9% | Added |
| Frank, Rimerman Advisors LLC | 12,791 | $638.3K | 0.04% | +12,791 | New |
| Bridgefront Capital, LLC | 12,807 | $639.1K | 0.16% | +4,008+45.6% | Added |
| Byrne Asset Management LLC | 12,953 | $646.4K | 0.36% | +6,980+116.9% | Added |
| Interchange Capital Partners, LLC | 13,612 | $679.2K | 0.13% | +13,612 | New |
| Guggenheim Capital LLC | 13,632 | $680.2K | 0.00% | +400+3.0% | Added |
| Ameritas Investment Partners, Inc. | 13,954 | $696.3K | 0.02% | −314−2.2% | Reduced |
| Ontario Teachers Pension Plan Board | 14,032 | $700.2K | 0.02% | +7,219+106.0% | Added |
| Texas Yale Capital Corp. | 14,050 | $701.1K | 0.02% | +200+1.4% | Added |
| Childress Capital Advisors, LLC | 14,137 | $705.4K | 0.11% | +10,627+302.8% | Added |
| RDA Financial Network | 14,226 | $709.9K | 0.17% | −45−0.3% | Reduced |
| Horizon Investments, LLC | 14,274 | $712.3K | 0.01% | +14,274 | New |
| Robeco Institutional Asset Management B.V. | 14,771 | $737.1K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 13,679 | $742.0K | 0.09% | +6,561+92.2% | Added |
| Evolve Private Wealth, LLC | 15,005 | $753.2K | 0.04% | +15,005 | New |
| Kestra Investment Management, LLC | 15,105 | $753.7K | 0.02% | −2,685−15.1% | Reduced |
| Oregon Public Employees Retirement Fund | 15,234 | $760.2K | 0.01% | −100−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 15,254 | $761.2K | 0.01% | +1,249+8.9% | Added |
| M&T Bank Corp | 15,254 | $761.2K | 0.00% | +6,189+68.3% | Added |
| New Mexico Educational Retirement Board | 15,300 | $763.0K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 15,300 | $763.5K | 0.00% | −5,900−27.8% | Reduced |
| Wincap Financial LLC | 15,575 | $777.2K | 0.53% | +258+1.7% | Added |
| Picton Mahoney Asset Management | 15,618 | $779.3K | 0.01% | −775−4.7% | Reduced |
| Concurrent Investment Advisors, LLC | 15,678 | $782.4K | 0.01% | +8,116+107.3% | Added |
| DekaBank Deutsche Girozentrale | 17,938 | $807.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 16,100 | $807.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 16,555 | $826.1K | 0.00% | −40,730−71.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,819 | $839.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 17,035 | $850.0K | 0.01% | +69+0.4% | Added |
| Pensionfund Sabic | 17,300 | $863.0K | 0.23% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 17,421 | $869.3K | 0.02% | +95+0.5% | Added |
| Chicago Partners Investment Group LLC | 16,445 | $890.9K | 0.02% | +1,949+13.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 17,900 | $893.0K | 0.01% | +10,400+138.7% | Added |
| Private Advisor Group, LLC | 17,904 | $893.4K | 0.00% | −2,760−13.4% | Reduced |
| State of Michigan Retirement System | 17,989 | $897.7K | 0.00% | −100−0.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $898.2K | 0.23% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 18,012 | $898.8K | 0.02% | +861+5.0% | Added |
| State of Tennessee, Treasury Department | 16,615 | $901.2K | 0.00% | −711−4.1% | Reduced |
| CWM, LLC | 18,209 | $909.0K | 0.00% | −3,608−16.5% | Reduced |
| STRS Ohio | 18,787 | $937.5K | 0.00% | +17,003+953.1% | Added |
| JustInvest LLC | 18,818 | $939.0K | 0.01% | −689−3.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,116 | $954.0K | 0.00% | +16,579+653.5% | Added |
| PCG Wealth Advisors, LLC | 19,880 | $992.0K | 0.28% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 19,901 | $993.1K | 0.01% | +454+2.3% | Added |
| SG Americas Securities, LLC | 20,111 | $1.00M | 0.00% | −34,890−63.4% | Reduced |
| Van Eck Associates Corp | 20,150 | $1.00M | 0.00% | +1,803+9.8% | Added |
| Inscription Capital, LLC | 20,600 | $1.03M | 0.11% | +7,199+53.7% | Added |
| Louisiana State Employees Retirement System | 21,100 | $1.05M | 0.02% | −100−0.5% | Reduced |
| Arizona State Retirement System | 21,208 | $1.06M | 0.01% | −1,301−5.8% | Reduced |
| 1620 Investment Advisors, Inc. | 21,787 | $1.09M | 0.72% | −1,066−4.7% | Reduced |
| Optas, LLC | 21,906 | $1.09M | 0.17% | +11,056+101.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 22,409 | $1.12M | 0.04% | +14,543+184.9% | Added |
| Commonwealth Equity Services, LLC | 22,459 | $1.12M | 0.00% | −1,049−4.5% | Reduced |
| Syon Capital LLC | 22,936 | $1.14M | 0.06% | +6,548+40.0% | Added |
| Cetera Investment Advisers | 23,125 | $1.15M | 0.00% | −292−1.2% | Reduced |
| Handelsbanken Fonder AB | 23,700 | $1.18M | 0.00% | +600+2.6% | Added |
| Diversify Advisory Services, LLC | 21,756 | $1.22M | 0.04% | +1,068+5.2% | Added |