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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 7,865 | $392.9K | 0.01% | −25−0.3% | Reduced |
| Formidable Asset Management, LLC | 7,890 | $394.2K | 0.06% | 00.0% | Unchanged |
| Axq Capital, LP | 8,590 | $429.2K | 0.06% | +8,590 | New |
| Evergreen Capital Management LLC | 8,663 | $432.8K | 0.01% | +2,361+37.5% | Added |
| Swiss Life Asset Management Ltd | 8,716 | $435.5K | 0.00% | +1,792+25.9% | Added |
| Impact Partnership Wealth, LLC | 8,721 | $435.7K | 0.05% | −2,972−25.4% | Reduced |
| Waterloo Capital, L.P. | 8,784 | $438.8K | 0.03% | +101+1.2% | Added |
| Brevan Howard Capital Management LP | 8,830 | $441.1K | 0.00% | +2,911+49.2% | Added |
| Robeco Institutional Asset Management B.V. | 8,844 | $441.8K | 0.00% | −5,927−40.1% | Reduced |
| CSS LLC | 8,867 | $443.0K | 0.02% | −860−8.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,942 | $446.7K | 0.00% | +3,009+50.7% | Added |
| Federation des caisses Desjardins du Quebec | 8,961 | $447.7K | 0.00% | +2,926+48.5% | Added |
| Guggenheim Capital LLC | 9,049 | $452.1K | 0.00% | −4,583−33.6% | Reduced |
| Jackson Square Capital, LLC | 9,071 | $453.2K | 0.10% | +421+4.9% | Added |
| Xponance, Inc. | 9,155 | $457.4K | 0.00% | +2,149+30.7% | Added |
| Maridea Wealth Management LLC | 9,190 | $459.2K | 0.07% | −2,346−20.3% | Reduced |
| Quadrant Capital Group LLC | 9,398 | $469.5K | 0.01% | +292+3.2% | Added |
| Teamwork Financial Advisors, LLC | 9,635 | $481.4K | 0.05% | +643+7.2% | Added |
| Moody National Bank Trust Division | 9,660 | $482.6K | 0.05% | +151+1.6% | Added |
| Crossmark Global Holdings, Inc. | 9,746 | $486.9K | 0.01% | −80−0.8% | Reduced |
| Groupe la Francaise | 9,839 | $491.6K | 0.01% | −74−0.7% | Reduced |
| RFG Advisory, LLC | 9,939 | $496.6K | 0.01% | −1,102−10.0% | Reduced |
| Natixis Advisors, L.P. | 10,059 | $503.0K | 0.00% | −1,465−12.7% | Reduced |
| Captrust Financial Advisors | 10,208 | $510.0K | 0.00% | +507+5.2% | Added |
| Sanctuary Advisors, LLC | 10,220 | $510.6K | 0.00% | +880+9.4% | Added |
| EP Wealth Advisors, LLC | 10,247 | $511.9K | 0.00% | +389+3.9% | Added |
| RSM US Wealth Management LLC | 10,231 | $514.2K | 0.01% | +1,376+15.5% | Added |
| MQS Management LLC | 10,367 | $517.9K | 0.35% | +10,367 | New |
| Coldstream Capital Management Inc | 10,415 | $520.3K | 0.01% | +992+10.5% | Added |
| Kovack Advisors, Inc. | 10,513 | $528.8K | 0.03% | −88−0.8% | Reduced |
| Pacer Advisors, Inc. | 10,594 | $529.0K | 0.00% | +1,484+16.3% | Added |
| Optas, LLC | 10,815 | $540.3K | 0.08% | −11,091−50.6% | Reduced |
| MML Investors Services, LLC | 11,075 | $553.3K | 0.00% | −18,562−62.6% | Reduced |
| Baker Avenue Asset Management, LP | 11,191 | $559.1K | 0.01% | +1,269+12.8% | Added |
| Camden Capital, LLC | 11,391 | $569.1K | 0.04% | +1,379+13.8% | Added |
| Samalin Investment Counsel, LLC | 11,413 | $570.2K | 0.20% | −1,245−9.8% | Reduced |
| BTC Capital Management, Inc. | 11,543 | $576.7K | 0.04% | +521+4.7% | Added |
| Pictet Asset Management Holding SA | 11,549 | $577.0K | 0.00% | +986+9.3% | Added |
| Edgestream Partners, L.P. | 11,552 | $577.1K | 0.02% | −77,386−87.0% | Reduced |
| Wedbush Securities Inc | 11,706 | $585.0K | 0.02% | +850+7.8% | Added |
| Abel Hall, LLC | 11,835 | $591.3K | 0.13% | +847+7.7% | Added |
| Nissay Asset Management Corp | 12,080 | $603.5K | 0.00% | +460+4.0% | Added |
| Oak Thistle LLC | 12,125 | $605.8K | 0.06% | −25,468−67.7% | Reduced |
| Cambria Investment Management, L.P. | 12,134 | $606.2K | 0.03% | +1,685+16.1% | Added |
| HighTower Advisors, LLC | 12,204 | $609.7K | 0.00% | +1,321+12.1% | Added |
| D.A. Davidson & Co. | 12,205 | $609.8K | 0.00% | +1,576+14.8% | Added |
| IFM Investors Pty Ltd | 12,237 | $611.4K | 0.01% | +78+0.6% | Added |
| Frank, Rimerman Advisors LLC | 12,502 | $624.6K | 0.04% | −289−2.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,862 | $642.6K | 0.11% | +3,142+32.3% | Added |
| Byrne Asset Management LLC | 12,926 | $645.8K | 0.38% | −27−0.2% | Reduced |
| Independent Financial Group, LLC | 13,293 | $664.1K | 0.01% | −4,128−23.7% | Reduced |
| Family Wealth Partners, LLC | 13,649 | $681.5K | 0.23% | +2,227+19.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,855 | $692.2K | 0.01% | +4,446+47.3% | Added |
| Ameritas Investment Partners, Inc. | 13,954 | $697.1K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 13,993 | $699.1K | 0.13% | −144−1.0% | Reduced |
| Texas Yale Capital Corp. | 14,050 | $701.9K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 14,227 | $710.8K | 0.04% | +14,227 | New |
| Versant Capital Management, Inc | 14,280 | $713.4K | 0.07% | +2,272+18.9% | Added |
| Kera Capital Partners, Inc. | 14,457 | $722.3K | 0.09% | +778+5.7% | Added |
| CAPROCK Group, Inc. | 14,410 | $725.2K | 0.02% | −12,512−46.5% | Reduced |
| Sound Stewardship, LLC | 15,139 | $756.3K | 0.35% | +4,217+38.6% | Added |
| New Mexico Educational Retirement Board | 15,300 | $764.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 15,358 | $767.3K | 0.00% | −2,851−15.7% | Reduced |
| Kestra Private Wealth Services, LLC | 15,383 | $768.5K | 0.01% | +129+0.8% | Added |
| Evolve Private Wealth, LLC | 15,419 | $770.4K | 0.04% | +414+2.8% | Added |
| UniSuper Management Pty Ltd | 15,600 | $779.4K | 0.01% | +300+2.0% | Added |
| Oregon Public Employees Retirement Fund | 15,634 | $781.1K | 0.01% | +400+2.6% | Added |
| M&T Bank Corp | 15,772 | $787.5K | 0.00% | +518+3.4% | Added |
| Buckingham Strategic Partners | 16,648 | $831.3K | 0.01% | +4,062+32.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,819 | $840.3K | 0.01% | 00.0% | Unchanged |
| Wincap Financial LLC | 16,869 | $842.8K | 0.56% | +1,294+8.3% | Added |
| KLP Kapitalforvaltning AS | 16,800 | $843.8K | 0.00% | +700+4.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,057 | $852.2K | 0.01% | +22+0.1% | Added |
| Pensionfund Sabic | 17,300 | $864.0K | 1.04% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 17,383 | $868.5K | 0.01% | −14,418−45.3% | Reduced |
| State of Tennessee, Treasury Department | 17,727 | $885.6K | 0.00% | +1,112+6.7% | Added |
| Pathstone Holdings, LLC | 17,806 | $889.6K | 0.00% | −9,366−34.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 17,900 | $894.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,908 | $894.7K | 0.00% | +5,327+42.3% | Added |
| Mount Yale Investment Advisors, LLC | 17,883 | $899.0K | 0.02% | −14,418−44.6% | Reduced |
| DekaBank Deutsche Girozentrale | 17,938 | $899.0K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 43,995 | $900.1K | 0.28% | +43,995 | New |
| Sequoia Financial Advisors, LLC | 18,130 | $905.8K | 0.01% | +8,750+93.3% | Added |
| State of Michigan Retirement System | 18,289 | $913.7K | 0.00% | +300+1.7% | Added |
| Syon Capital LLC | 18,686 | $933.6K | 0.05% | −4,250−18.5% | Reduced |
| SG Americas Securities, LLC | 18,709 | $935.0K | 0.00% | −1,402−7.0% | Reduced |
| Private Advisor Group, LLC | 18,783 | $938.4K | 0.00% | +879+4.9% | Added |
| JustInvest LLC | 19,109 | $954.7K | 0.01% | +291+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,239 | $961.0K | 0.00% | +7,424+62.8% | Added |
| Gsa Capital Partners LLP | 19,362 | $967.0K | 0.06% | +19,362 | New |
| Prime Capital Investment Advisors, LLC | 19,825 | $990.5K | 0.01% | −76−0.4% | Reduced |
| Metis Global Partners, LLC | 19,949 | $996.7K | 0.02% | +1,937+10.8% | Added |
| Commonwealth Equity Services, LLC | 20,100 | $1.00M | 0.00% | −2,359−10.5% | Reduced |
| Inscription Capital, LLC | 20,173 | $1.01M | 0.11% | −427−2.1% | Reduced |
| Teacher Retirement System of Texas | 20,468 | $1.02M | 0.00% | −27,444−57.3% | Reduced |
| Arizona State Retirement System | 20,914 | $1.04M | 0.01% | −294−1.4% | Reduced |
| Chicago Partners Investment Group LLC | 18,742 | $1.05M | 0.02% | +2,297+14.0% | Added |
| Van Eck Associates Corp | 21,251 | $1.06M | 0.00% | +1,101+5.5% | Added |
| Vestcor Inc | 21,377 | $1.07M | 0.03% | −45,794−68.2% | Reduced |
| Convergence Investment Partners, LLC | 21,558 | $1.08M | 0.18% | +21,558 | New |