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 |
|---|---|---|---|---|---|
| Evolve Private Wealth, LLC | 15,005 | $753.2K | 0.04% | +15,005 | New |
| Kera Capital Partners, Inc. | 13,679 | $742.0K | 0.09% | +6,561+92.2% | Added |
| Robeco Institutional Asset Management B.V. | 14,771 | $737.1K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 14,274 | $712.3K | 0.01% | +14,274 | New |
| RDA Financial Network | 14,226 | $709.9K | 0.17% | −45−0.3% | Reduced |
| Childress Capital Advisors, LLC | 14,137 | $705.4K | 0.11% | +10,627+302.8% | Added |
| Texas Yale Capital Corp. | 14,050 | $701.1K | 0.02% | +200+1.4% | Added |
| Ontario Teachers Pension Plan Board | 14,032 | $700.2K | 0.02% | +7,219+106.0% | Added |
| Ameritas Investment Partners, Inc. | 13,954 | $696.3K | 0.02% | −314−2.2% | Reduced |
| Guggenheim Capital LLC | 13,632 | $680.2K | 0.00% | +400+3.0% | Added |
| Interchange Capital Partners, LLC | 13,612 | $679.2K | 0.13% | +13,612 | New |
| Byrne Asset Management LLC | 12,953 | $646.4K | 0.36% | +6,980+116.9% | Added |
| Bridgefront Capital, LLC | 12,807 | $639.1K | 0.16% | +4,008+45.6% | Added |
| Frank, Rimerman Advisors LLC | 12,791 | $638.3K | 0.04% | +12,791 | New |
| Samalin Investment Counsel, LLC | 12,658 | $631.6K | 0.22% | +821+6.9% | Added |
| Buckingham Strategic Partners | 12,586 | $628.0K | 0.01% | −12,908−50.6% | Reduced |
| Kestra Advisory Services, LLC | 12,581 | $627.8K | 0.00% | +1,559+14.1% | Added |
| IFM Investors Pty Ltd | 12,159 | $607.0K | 0.01% | +23+0.2% | Added |
| Versant Capital Management, Inc | 12,008 | $599.2K | 0.08% | +2,536+26.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,815 | $590.0K | 0.00% | −1,503−11.3% | Reduced |
| Impact Partnership Wealth, LLC | 11,693 | $583.5K | 0.07% | +11,693 | New |
| Nissay Asset Management Corp | 11,620 | $579.8K | 0.00% | +442+4.0% | Added |
| Maridea Wealth Management LLC | 11,536 | $575.7K | 0.09% | +264+2.3% | Added |
| Natixis Advisors, L.P. | 11,524 | $575.0K | 0.00% | +11,524 | New |
| Family Wealth Partners, LLC | 11,422 | $570.0K | 0.21% | +229+2.0% | Added |
| AlphaGrep UK Ltd | 11,414 | $569.6K | 0.19% | +11,414 | New |
| ExodusPoint Capital Management, LP | 11,161 | $556.9K | 0.01% | +7,255+185.7% | Added |
| RFG Advisory, LLC | 11,041 | $551.0K | 0.01% | +11+0.1% | Added |
| BTC Capital Management, Inc. | 11,022 | $550.6K | 0.04% | +1,514+15.9% | Added |
| Abel Hall, LLC | 10,988 | $548.3K | 0.13% | +10,988 | New |
| Sound Stewardship, LLC | 10,922 | $545.0K | 0.26% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,883 | $543.0K | 0.00% | +245+2.3% | Added |
| Wedbush Securities Inc | 10,856 | $542.0K | 0.02% | +14+0.1% | Added |
| D.A. Davidson & Co. | 10,629 | $530.4K | 0.00% | +549+5.4% | Added |
| Kovack Advisors, Inc. | 10,601 | $529.0K | 0.03% | +1,779+20.2% | Added |
| Pictet Asset Management Holding SA | 10,563 | $527.1K | 0.00% | +965+10.1% | Added |
| PEAK6 LLC | 10,499 | $523.9K | 0.01% | +10,499 | New |
| Cambria Investment Management, L.P. | 10,449 | $521.4K | 0.03% | +30.0% | Added |
| Camden Capital, LLC | 10,012 | $499.6K | 0.03% | +5,805+138.0% | Added |
| Baker Avenue Asset Management, LP | 9,922 | $495.1K | 0.01% | +1,091+12.4% | Added |
| Groupe la Francaise | 9,913 | $494.7K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,480 | $492.1K | 0.00% | +293+3.6% | Added |
| EP Wealth Advisors, LLC | 9,858 | $491.9K | 0.00% | +9,858 | New |
| Crossmark Global Holdings, Inc. | 9,826 | $490.3K | 0.01% | +300+3.1% | Added |
| CSS LLC | 9,727 | $485.4K | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,720 | $485.0K | 0.11% | +9,720 | New |
| Captrust Financial Advisors | 9,701 | $484.1K | 0.00% | −273−2.7% | Reduced |
| Moody National Bank Trust Division | 9,509 | $474.5K | 0.05% | −1,680−15.0% | Reduced |
| Coldstream Capital Management Inc | 9,423 | $470.2K | 0.01% | −351−3.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,409 | $469.5K | 0.01% | +9,409 | New |
| Sequoia Financial Advisors, LLC | 9,380 | $468.1K | 0.00% | +5,644+151.1% | Added |
| Ensign Peak Advisors, Inc | 9,368 | $467.5K | 0.00% | −20,355−68.5% | Reduced |
| Sanctuary Advisors, LLC | 9,340 | $466.1K | 0.00% | −1,624−14.8% | Reduced |
| Pacer Advisors, Inc. | 9,110 | $454.6K | 0.00% | −8,258−47.5% | Reduced |
| Quadrant Capital Group LLC | 9,106 | $454.4K | 0.01% | −199−2.1% | Reduced |
| Teamwork Financial Advisors, LLC | 8,992 | $448.7K | 0.05% | −977−9.8% | Reduced |
| RSM US Wealth Management LLC | 8,855 | $447.5K | 0.01% | −1,307−12.9% | Reduced |
| Waterloo Capital, L.P. | 8,683 | $433.3K | 0.03% | −529−5.7% | Reduced |
| Jackson Square Capital, LLC | 8,650 | $431.6K | 0.09% | −1,310−13.2% | Reduced |
| EntryPoint Capital, LLC | 8,529 | $425.6K | 0.17% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,059 | $402.2K | 0.00% | +24+0.3% | Added |
| Formidable Asset Management, LLC | 7,890 | $393.7K | 0.06% | −478−5.7% | Reduced |
| Parallel Advisors, LLC | 7,890 | $393.7K | 0.01% | +452+6.1% | Added |
| Pallas Capital Advisors LLC | 7,737 | $386.1K | 0.01% | −979−11.2% | Reduced |
| Ruffer LLP | 7,255 | $362.6K | 0.02% | +7,255 | New |
| Boothbay Fund Management, LLC | 7,101 | $354.3K | 0.01% | +3,100+77.5% | Added |
| Xponance, Inc. | 7,006 | $349.6K | 0.00% | −1,407−16.7% | Reduced |
| Callan Family Office, LLC | 6,957 | $347.2K | 0.01% | +112+1.6% | Added |
| Truist Financial Corp | 6,956 | $347.1K | 0.00% | +1,773+34.2% | Added |
| Swiss Life Asset Management Ltd | 6,924 | $345.5K | 0.00% | +3,395+96.2% | Added |
| Pinnacle Family Advisors, LLC | 6,812 | $339.9K | 0.15% | +160+2.4% | Added |
| TCG Advisory Services, LLC | 6,781 | $338.4K | 0.01% | +2,410+55.1% | Added |
| James Investment Research Inc | 6,686 | $333.6K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6,573 | $328.0K | 0.04% | +6,573 | New |
| Quest Partners LLC | 6,561 | $327.4K | 0.02% | −32,986−83.4% | Reduced |
| Evergreen Capital Management LLC | 6,302 | $316.3K | 0.01% | −706−10.1% | Reduced |
| Icapital Wealth LLC | 6,218 | $310.0K | 0.15% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,123 | $305.5K | 0.00% | −33,690−84.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,035 | $301.1K | 0.00% | +1,307+27.6% | Added |
| Synergy Financial Group, LTD | 6,006 | $299.7K | 0.21% | −461−7.1% | Reduced |
| Armistice Capital, LLC | 5,986 | $298.7K | 0.01% | +5,986 | New |
| Community Bank of Raymore | 5,955 | $297.2K | 0.20% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,950 | $296.9K | 0.00% | −9,371−61.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,933 | $296.1K | 0.00% | +1,257+26.9% | Added |
| Brevan Howard Capital Management LP | 5,919 | $295.4K | 0.01% | −9,978−62.8% | Reduced |
| Harbor Capital Advisors, Inc. | 5,863 | $293.0K | 0.02% | +3,953+207.0% | Added |
| US Bancorp | 5,870 | $292.9K | 0.00% | −72−1.2% | Reduced |
| MRP Capital Investments, LLC | 5,790 | $288.9K | 0.24% | −2,375−29.1% | Reduced |
| Susquehanna International Group, LLP | 5,720 | $285.4K | 0.00% | −8,181−58.9% | Reduced |
| Bayforest Capital Ltd | 5,703 | $284.6K | 0.21% | −814−12.5% | Reduced |
| Krilogy Financial LLC | 5,302 | $279.3K | 0.01% | −1,125−17.5% | Reduced |
| Camelot Portfolios, LLC | 5,501 | $274.5K | 0.17% | +10.0% | Added |
| Securian Asset Management, Inc | 5,485 | $273.7K | 0.01% | −200−3.5% | Reduced |
| Private Trust Co NA | 5,334 | $266.2K | 0.02% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 5,203 | $259.6K | 0.26% | +5,203 | New |
| Vanderbilt University | 5,118 | $255.4K | 0.04% | +5,118 | New |
| Park Avenue Securities LLC | 5,019 | $250.0K | 0.00% | +460+10.1% | Added |
| Panagora Asset Management Inc | 4,990 | $249.0K | 0.00% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 4,887 | $243.9K | 0.09% | +4,887 | New |
| Merit Financial Group, LLC | 4,843 | $241.7K | 0.00% | −1,186−19.7% | Reduced |