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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 1,030 | $51.5K | 0.00% | +215+26.4% | Added |
| Sunbelt Securities, Inc. | 1,063 | $53.1K | 0.00% | +1,023+2,557.5% | Added |
| Umb Bank N A | 1,139 | $56.9K | 0.00% | +100+9.6% | Added |
| GF Fund Management Co. Ltd. | 1,151 | $57.5K | 0.00% | −110−8.7% | Reduced |
| MAI Capital Management | 1,376 | $68.7K | 0.00% | +551+66.8% | Added |
| Rockefeller Capital Management L.P. | 1,400 | $70.0K | 0.00% | +194+16.1% | Added |
| Farther Finance Advisors, LLC | 1,406 | $70.7K | 0.00% | +152+12.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,446 | $72.3K | 0.00% | −83−5.4% | Reduced |
| Triumph Capital Management | 1,531 | $77.0K | 0.02% | −350−18.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,568 | $78.3K | 0.00% | −657−29.5% | Reduced |
| Ancora Advisors, LLC | 1,620 | $80.9K | 0.00% | +1,620 | New |
| Fifth Third Bancorp | 1,625 | $81.2K | 0.00% | −48−2.9% | Reduced |
| Toth Financial Advisory Corp | 1,700 | $84.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,708 | $85.3K | 0.00% | +85+5.2% | Added |
| Ninety One UK Ltd | 1,708 | $85.3K | 0.00% | +1,708 | New |
| Larson Financial Group LLC | 1,730 | $86.4K | 0.00% | +1,077+164.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,780 | $88.9K | 0.00% | +1,679+1,662.4% | Added |
| FIL Ltd | 1,797 | $89.8K | 0.00% | −348−16.2% | Reduced |
| TD Waterhouse Canada Inc. | 2,003 | $100.8K | 0.00% | +2,003 | New |
| GAMMA Investing LLC | 2,080 | $103.9K | 0.00% | +160+8.3% | Added |
| Essential Partners LLC | 2,110 | $105.4K | 0.04% | −578−21.5% | Reduced |
| IFP Advisors, Inc | 2,307 | $115.3K | 0.00% | +431+23.0% | Added |
| Centaurus Financial, Inc. | 2,342 | $117.0K | 0.01% | +3+0.1% | Added |
| KBC Group NV | 2,380 | $119.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,818 | $140.8K | 0.00% | +361+14.7% | Added |
| Tower Research Capital LLC (TRC) | 2,835 | $141.6K | 0.00% | −1,652−36.8% | Reduced |
| Public Employees Retirement Association of Colorado | 2,842 | $142.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,986 | $149.0K | 0.00% | +1,866+166.6% | Added |
| Heritage Wealth Advisors | 3,000 | $149.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,211 | $160.4K | 0.00% | +445+16.1% | Added |
| Jones Financial Companies LLLP | 3,466 | $168.8K | 0.00% | +810+30.5% | Added |
| EverSource Wealth Advisors, LLC | 3,544 | $177.1K | 0.01% | −171−4.6% | Reduced |
| Virtus Investment Advisers, Inc. | 3,793 | $189.5K | 0.05% | +540+16.6% | Added |
| Ashton Thomas Private Wealth, LLC | 4,019 | $200.8K | 0.00% | +4,019 | New |
| Cornerstone Wealth Group, LLC | 3,552 | $200.9K | 0.01% | +3,552 | New |
| Wedmont Private Capital | 3,859 | $204.6K | 0.01% | −168−4.2% | Reduced |
| Sagewood Asset Management LP | 4,115 | $205.6K | 0.06% | −772−15.8% | Reduced |
| DnB Asset Management AS | 4,145 | $207.1K | 0.00% | +4,145 | New |
| Hohimer Wealth Management, LLC | 4,273 | $213.5K | 0.03% | +4,273 | New |
| Bailard, Inc. | 4,300 | $214.8K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,397 | $219.7K | 0.01% | +385+9.6% | Added |
| Affinity Investment Advisors, LLC | 4,399 | $219.8K | 0.14% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,400 | $219.8K | 0.00% | +4,400 | New |
| Renaissance Group LLC | 4,420 | $220.8K | 0.01% | −59−1.3% | Reduced |
| Cordoba Advisory Partners LLC | 4,432 | $222.7K | 0.06% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 4,460 | $222.8K | 0.17% | −1,546−25.7% | Reduced |
| Warren Averett Asset Management, LLC | 4,506 | $225.1K | 0.00% | +340+8.2% | Added |
| Fieldview Capital Management, LLC | 4,528 | $226.2K | 0.07% | +4,528 | New |
| Advisory Services Network, LLC | 4,617 | $230.7K | 0.00% | +4,617 | New |
| GWM Advisors LLC | 4,647 | $232.2K | 0.00% | +4,034+658.1% | Added |
| M&G Plc | 4,649 | $232.4K | 0.00% | +4,649 | New |
| Presima Inc. | 4,702 | $234.9K | 0.13% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,700 | $236.3K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 4,799 | $239.8K | 0.00% | +75+1.6% | Added |
| Winton Group Ltd | 4,800 | $239.8K | 0.01% | +4,800 | New |
| Merit Financial Group, LLC | 4,879 | $243.7K | 0.00% | +36+0.7% | Added |
| EntryPoint Capital, LLC | 4,925 | $246.1K | 0.07% | −3,604−42.3% | Reduced |
| Panagora Asset Management Inc | 4,990 | $249.3K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,991 | $249.3K | 0.00% | −64,471−92.8% | Reduced |
| Altar Rock LLC | 4,983 | $250.5K | 0.29% | +550+12.4% | Added |
| Krilogy Financial LLC | 4,492 | $251.1K | 0.01% | −810−15.3% | Reduced |
| Man Group plc | 5,091 | $254.3K | 0.00% | +5,091 | New |
| Bluefin Capital Management, LLC | 5,100 | $254.8K | 0.25% | +5,100 | New |
| Boothbay Fund Management, LLC | 5,117 | $255.6K | 0.01% | −1,984−27.9% | Reduced |
| Vanderbilt University | 5,118 | $255.7K | 0.05% | 00.0% | Unchanged |
| Inceptionr LLC | 5,137 | $256.6K | 0.06% | +5,137 | New |
| Brinker Capital Investments, LLC | 5,144 | $257.0K | 0.00% | −2,915−36.2% | Reduced |
| Brighton Jones LLC | 5,456 | $272.6K | 0.01% | +5,456 | New |
| Camelot Portfolios, LLC | 5,501 | $274.8K | 0.21% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,548 | $277.2K | 0.00% | −13,568−71.0% | Reduced |
| Kestra Investment Management, LLC | 5,561 | $277.8K | 0.00% | −9,544−63.2% | Reduced |
| Crestwood Advisors Group LLC | 5,598 | $279.7K | 0.00% | +5,598 | New |
| Securian Asset Management, Inc | 5,612 | $280.4K | 0.01% | +127+2.3% | Added |
| MRP Capital Investments, LLC | 5,715 | $285.5K | 0.25% | −75−1.3% | Reduced |
| Private Trust Co NA | 5,834 | $291.5K | 0.03% | +500+9.4% | Added |
| Community Bank of Raymore | 5,955 | $297.5K | 0.20% | 00.0% | Unchanged |
| Calamos Advisors LLC | 6,020 | $300.8K | 0.00% | +6,020 | New |
| Calamos Wealth Management LLC | 6,020 | $300.8K | 0.01% | +6,020 | New |
| Federated Hermes, Inc. | 6,052 | $302.4K | 0.00% | −71−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 6,153 | $307.4K | 0.00% | +1,685+37.7% | Added |
| Icapital Wealth LLC | 6,218 | $311.0K | 0.19% | 00.0% | Unchanged |
| Hazelview Securities Inc. | 6,320 | $315.7K | 0.06% | +6,320 | New |
| SRS Capital Advisors, Inc. | 6,362 | $318.9K | 0.01% | +4,231+198.5% | Added |
| Ensign Peak Advisors, Inc | 6,428 | $321.1K | 0.00% | −2,940−31.4% | Reduced |
| HRT Financial LP | 6,489 | $324.0K | 0.00% | +6,489 | New |
| Ruffer LLP | 6,480 | $324.7K | 0.01% | −775−10.7% | Reduced |
| US Bancorp | 6,564 | $327.9K | 0.00% | +694+11.8% | Added |
| Atlas Capital Advisors LLC | 6,573 | $328.4K | 0.04% | 00.0% | Unchanged |
| RDA Financial Network | 6,622 | $330.8K | 0.08% | −7,604−53.5% | Reduced |
| James Investment Research Inc | 6,696 | $334.5K | 0.04% | +10+0.1% | Added |
| Callan Family Office, LLC | 6,714 | $335.4K | 0.01% | −243−3.5% | Reduced |
| United Capital Financial Advisers, LLC | 6,729 | $336.2K | 0.00% | +6,729 | New |
| Skopos Labs, Inc. | 6,782 | $338.8K | 0.01% | +6,782 | New |
| Pinnacle Family Advisors, LLC | 6,879 | $343.7K | 0.16% | +67+1.0% | Added |
| Advisor OS, LLC | 6,890 | $344.2K | 0.02% | +6,890 | New |
| IMC-Chicago, LLC | 7,157 | $357.6K | 0.01% | +7,157 | New |
| Twinbeech Capital LP | 7,255 | $362.5K | 0.04% | +7,255 | New |
| Lido Advisors, LLC | 7,339 | $369.1K | 0.00% | −1,141−13.5% | Reduced |
| Pallas Capital Advisors LLC | 7,575 | $378.4K | 0.01% | −162−2.1% | Reduced |
| Susquehanna International Group, LLP | 7,601 | $379.7K | 0.00% | +1,881+32.9% | Added |