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, Q1 2026
Institutional positions in Epr Properties as of Mar 31, 2026. 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
- 465
- +14 vs. Q4 2025
- Shares held
- 61.2M
- +13.2M (+27.4%) vs. Q4 2025
- Total value
- $3.06B
- +$657.3M (+27.4%) vs. Q4 2025
- New holders
- 65
- 201 more added
- Sold out
- 51
- 126 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ROSS\JOHNSON & Associates LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3 | $150 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3 | $150 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $150 | 0.00% | +1+50.0% | Added |
| Keating Financial Advisory Services, Inc. | 4 | $200 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 5 | $252 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 7 | $350 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $400 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $500 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $500 | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 13 | $654 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $704 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $850 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 19 | $949 | 0.00% | −688−97.3% | Reduced |
| Glen Eagle Advisors, LLC | 19 | $971 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $1.00K | 0.00% | −285−93.4% | Reduced |
| CX Institutional | 18 | $1.00K | 0.00% | +1+5.9% | Added |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 20 | $1.00K | 0.00% | +20 | New |
| Owl Creek Wealth Partners LLC | 20 | $1.00K | 0.00% | +20 | New |
| Dunhill Financial, LLC | 27 | $1.37K | 0.00% | +23+575.0% | Added |
| Archer Investment Corp | 29 | $1.43K | 0.00% | +1+3.6% | Added |
| Mountain Hill Investment Partners Corp. | 29 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $1.55K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 32 | $1.60K | 0.00% | +32 | New |
| Retirement Wealth Solutions LLC | 35 | $1.75K | 0.00% | −3−7.9% | Reduced |
| UMA Financial Services, Inc. | 39 | $1.95K | 0.00% | +13+50.0% | Added |
| Roble, Belko & Company, Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 50 | $2.50K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 59 | $2.95K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 69 | $3.45K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 69 | $3.45K | 0.00% | +18+35.3% | Added |
| Lloyd Advisory Services, LLC. | 70 | $3.50K | 0.00% | −317−81.9% | Reduced |
| Kingdom Financial Group LLC. | 70 | $3.50K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 74 | $3.72K | 0.00% | −67−47.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 75 | $3.75K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $3.75K | 0.00% | 00.0% | Unchanged |
| City State Bank | 75 | $3.75K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $3.75K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 76 | $3.79K | 0.00% | +1+1.3% | Added |
| ZRC Wealth Management, LLC | 77 | $3.85K | 0.00% | −13−14.4% | Reduced |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 83 | $4.21K | 0.00% | −497−85.7% | Reduced |
| Rothschild Investment LLC | 96 | $4.80K | 0.00% | +19+24.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.55K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 112 | $5.60K | 0.00% | +112 | New |
| Bell Investment Advisors, Inc | 115 | $5.75K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 121 | $6.04K | 0.00% | +96+384.0% | Added |
| Quent Capital, LLC | 128 | $6.38K | 0.00% | −17−11.7% | Reduced |
| Vision Financial Markets LLC | 132 | $6.59K | 0.01% | +2+1.5% | Added |
| Prestige Wealth Management Group LLC | 176 | $8.79K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 179 | $8.94K | 0.00% | −2−1.1% | Reduced |
| Sachetta, LLC | 181 | $9.04K | 0.00% | +159+722.7% | Added |
| Massmutual Trust Co FSB | 184 | $9.19K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 200 | $10.0K | 0.00% | −63−24.0% | Reduced |
| Covestor Ltd | 207 | $10.0K | 0.01% | +8+4.0% | Added |
| Crewe Advisors LLC | 206 | $10.3K | 0.00% | +6+3.0% | Added |
| Whittier Trust Co | 211 | $10.7K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 222 | $11.1K | 0.00% | +7+3.3% | Added |
| Huntington National Bank | 223 | $11.1K | 0.00% | −5−2.2% | Reduced |
| Parkside Financial Bank & Trust | 223 | $11.1K | 0.00% | −20−8.2% | Reduced |
| WPG Advisers, LLC | 237 | $11.8K | 0.01% | +224+1,723.1% | Added |
| Bayforest Capital Ltd | 246 | $12.3K | 0.01% | −5,457−95.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 249 | $12.4K | 0.00% | +249 | New |
| Sarver Vrooman Wealth Advisors | 254 | $12.7K | 0.01% | +4+1.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 258 | $12.9K | 0.00% | +258 | New |
| Rossby Financial, LCC | 257 | $12.9K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 275 | $13.7K | 0.01% | +275 | New |
| Westside Investment Management, Inc. | 286 | $14.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 296 | $14.8K | 0.00% | +296 | New |
| CoreCap Advisors, LLC | 317 | $15.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 335 | $16.9K | 0.00% | +31+10.2% | Added |
| Mather Group, LLC. | 345 | $17.2K | 0.00% | +345 | New |
| Colonial Trust Co | 350 | $17.5K | 0.00% | −406−53.7% | Reduced |
| Atlantic Trust, LLC | 359 | $17.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 380 | $19.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 388 | $19.4K | 0.00% | −3,111−88.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 400 | $20.0K | 0.00% | +400 | New |
| Costello Asset Management, INC | 402 | $20.1K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 422 | $21.0K | 0.00% | −88−17.3% | Reduced |
| Quarry LP | 431 | $21.5K | 0.00% | −1,428−76.8% | Reduced |
| Ronald Blue Trust, Inc. | 445 | $22.2K | 0.00% | +1+0.2% | Added |
| Fourth Dimension Wealth, LLC | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 516 | $25.9K | 0.02% | +186+56.4% | Added |
| Osbon Capital Management LLC | 521 | $26.0K | 0.02% | +521 | New |
| Synergy Investment Management, LLC | 544 | $27.2K | 0.01% | +544 | New |
| TD Capital Management LLC | 553 | $27.6K | 0.00% | +452+447.5% | Added |
| Loomis Sayles & Co L P | 565 | $28.2K | 0.00% | +62+12.3% | Added |
| Spire Wealth Management | 604 | $30.2K | 0.00% | +58+10.6% | Added |
| True Wealth Design, LLC | 695 | $34.7K | 0.01% | +12+1.8% | Added |
| Kerr Financial Planning Corp | 625 | $35.0K | 0.04% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 849 | $42.7K | 0.02% | +849 | New |
| Smartleaf Asset Management LLC | 911 | $44.9K | 0.00% | +641+237.4% | Added |
| Geneos Wealth Management Inc. | 916 | $45.8K | 0.00% | +9+1.0% | Added |
| Bessemer Group Inc | 922 | $46.0K | 0.00% | −38−4.0% | Reduced |
| SJS Investment Consulting Inc. | 979 | $48.9K | 0.01% | +199+25.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,000 | $50.0K | 0.01% | 00.0% | Unchanged |