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 |
|---|---|---|---|---|---|
| Maseco LLP | 153 | $7.64K | 0.00% | +2+1.3% | Added |
| Quent Capital, LLC | 145 | $7.21K | 0.00% | −177−55.0% | Reduced |
| IMA Wealth, Inc. | 141 | $7.08K | 0.00% | +141 | New |
| Vision Financial Markets LLC | 130 | $6.48K | 0.01% | +2+1.6% | Added |
| Curio Wealth, LLC | 127 | $6.35K | 0.00% | +127 | New |
| Bell Investment Advisors, Inc | 115 | $5.74K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 111 | $5.56K | 0.00% | +2+1.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.54K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 101 | $5.04K | 0.00% | +6+6.3% | Added |
| TD Capital Management LLC | 101 | $5.03K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 100 | $4.99K | 0.00% | +100 | New |
| ZRC Wealth Management, LLC | 90 | $4.49K | 0.00% | −4−4.3% | Reduced |
| N.E.W. Advisory Services LLC | 83 | $4.14K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 77 | $3.84K | 0.00% | +61+381.3% | Added |
| Missouri Trust & Investment Co | 75 | $3.74K | 0.00% | 00.0% | Unchanged |
| City State Bank | 75 | $3.74K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $3.74K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 75 | $3.74K | 0.00% | +75 | New |
| Frazier Financial Advisors, LLC | 75 | $3.73K | 0.00% | +2+2.7% | Added |
| Kingdom Financial Group LLC. | 70 | $3.49K | 0.00% | +70 | New |
| Farmers & Merchants Investments Inc | 69 | $3.44K | 0.00% | +4+6.2% | Added |
| Trust Co of Vermont | 66 | $3.29K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 59 | $2.94K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 51 | $2.54K | 0.00% | +51 | New |
| Boreal Capital Management LLC | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 50 | $2.50K | 0.00% | +50 | New |
| Sunbelt Securities, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 38 | $1.90K | 0.00% | −25−39.7% | Reduced |
| Bruce G. Allen Investments, LLC | 31 | $1.55K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 29 | $1.44K | 0.00% | +1+3.6% | Added |
| Archer Investment Corp | 28 | $1.40K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 27 | $1.35K | 0.00% | +27 | New |
| UMA Financial Services, Inc. | 26 | $1.30K | 0.00% | +6+30.0% | Added |
| Investors Portfolio Services LLC | 25 | $1.27K | 0.00% | +25 | New |
| Root Financial Partners, LLC | 25 | $1.25K | 0.00% | +25 | New |
| Sachetta, LLC | 22 | $1.10K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 17 | $1.00K | 0.00% | −152−89.9% | Reduced |
| Roble, Belko & Company, Inc | 30 | $1.00K | 0.00% | +1+3.4% | Added |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 19 | $955 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $849 | 0.00% | +17 | New |
| Cromwell Holdings LLC | 14 | $703 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $672 | 0.00% | −2−13.3% | Reduced |
| Financial Management Professionals, Inc. | 13 | $653 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $649 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $499 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $399 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $350 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7 | $346 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 4 | $219 | 0.00% | +4 | New |
| Keating Financial Advisory Services, Inc. | 4 | $200 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 3 | $156 | 0.00% | +3 | New |
| Ameriflex Group, Inc. | 3 | $150 | 0.00% | −3−50.0% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3 | $150 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 2 | $100 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −480,859−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −91,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −72,550−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −72,101−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −38,165−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −28,264−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −27,156−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −20,986−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −20,476−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,967−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −16,740−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,450−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −10,759−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,824−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −8,585−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −8,214−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,463−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −7,042−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,893−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,977−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −4,818−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −4,690−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −3,995−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −3,955−100.0% | Sold out |
| Schnieders Capital Management, LLC. | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −3,919−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| TT Capital Management LLC | 0 | $0 | 0.00% | −3,825−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −3,730−100.0% | Sold out |
| Keystone Financial Services | 0 | $0 | 0.00% | −3,670−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −3,657−100.0% | Sold out |
| Norinchukin Bank, The | 0 | $0 | 0.00% | −3,598−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,539−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −3,497−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −3,463−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −447−100.0% | Sold out |