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 |
|---|---|---|---|---|---|
| Evolve Private Wealth, LLC | 15,419 | $770.4K | 0.04% | +414+2.8% | Added |
| Kestra Private Wealth Services, LLC | 15,383 | $768.5K | 0.01% | +129+0.8% | Added |
| CWM, LLC | 15,358 | $767.3K | 0.00% | −2,851−15.7% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $764.0K | 0.02% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 15,139 | $756.3K | 0.35% | +4,217+38.6% | Added |
| CAPROCK Group, Inc. | 14,410 | $725.2K | 0.02% | −12,512−46.5% | Reduced |
| Kera Capital Partners, Inc. | 14,457 | $722.3K | 0.09% | +778+5.7% | Added |
| Versant Capital Management, Inc | 14,280 | $713.4K | 0.07% | +2,272+18.9% | Added |
| Verdence Capital Advisors LLC | 14,227 | $710.8K | 0.04% | +14,227 | New |
| Texas Yale Capital Corp. | 14,050 | $701.9K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 13,993 | $699.1K | 0.13% | −144−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 13,954 | $697.1K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,855 | $692.2K | 0.01% | +4,446+47.3% | Added |
| Family Wealth Partners, LLC | 13,649 | $681.5K | 0.23% | +2,227+19.5% | Added |
| Independent Financial Group, LLC | 13,293 | $664.1K | 0.01% | −4,128−23.7% | Reduced |
| Byrne Asset Management LLC | 12,926 | $645.8K | 0.38% | −27−0.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,862 | $642.6K | 0.11% | +3,142+32.3% | Added |
| Frank, Rimerman Advisors LLC | 12,502 | $624.6K | 0.04% | −289−2.3% | Reduced |
| IFM Investors Pty Ltd | 12,237 | $611.4K | 0.01% | +78+0.6% | Added |
| D.A. Davidson & Co. | 12,205 | $609.8K | 0.00% | +1,576+14.8% | Added |
| HighTower Advisors, LLC | 12,204 | $609.7K | 0.00% | +1,321+12.1% | Added |
| Cambria Investment Management, L.P. | 12,134 | $606.2K | 0.03% | +1,685+16.1% | Added |
| Oak Thistle LLC | 12,125 | $605.8K | 0.06% | −25,468−67.7% | Reduced |
| Nissay Asset Management Corp | 12,080 | $603.5K | 0.00% | +460+4.0% | Added |
| Abel Hall, LLC | 11,835 | $591.3K | 0.13% | +847+7.7% | Added |
| Wedbush Securities Inc | 11,706 | $585.0K | 0.02% | +850+7.8% | Added |
| Edgestream Partners, L.P. | 11,552 | $577.1K | 0.02% | −77,386−87.0% | Reduced |
| Pictet Asset Management Holding SA | 11,549 | $577.0K | 0.00% | +986+9.3% | Added |
| BTC Capital Management, Inc. | 11,543 | $576.7K | 0.04% | +521+4.7% | Added |
| Samalin Investment Counsel, LLC | 11,413 | $570.2K | 0.20% | −1,245−9.8% | Reduced |
| Camden Capital, LLC | 11,391 | $569.1K | 0.04% | +1,379+13.8% | Added |
| Baker Avenue Asset Management, LP | 11,191 | $559.1K | 0.01% | +1,269+12.8% | Added |
| MML Investors Services, LLC | 11,075 | $553.3K | 0.00% | −18,562−62.6% | Reduced |
| Optas, LLC | 10,815 | $540.3K | 0.08% | −11,091−50.6% | Reduced |
| Pacer Advisors, Inc. | 10,594 | $529.0K | 0.00% | +1,484+16.3% | Added |
| Kovack Advisors, Inc. | 10,513 | $528.8K | 0.03% | −88−0.8% | Reduced |
| Coldstream Capital Management Inc | 10,415 | $520.3K | 0.01% | +992+10.5% | Added |
| MQS Management LLC | 10,367 | $517.9K | 0.35% | +10,367 | New |
| RSM US Wealth Management LLC | 10,231 | $514.2K | 0.01% | +1,376+15.5% | Added |
| EP Wealth Advisors, LLC | 10,247 | $511.9K | 0.00% | +389+3.9% | Added |
| Sanctuary Advisors, LLC | 10,220 | $510.6K | 0.00% | +880+9.4% | Added |
| Captrust Financial Advisors | 10,208 | $510.0K | 0.00% | +507+5.2% | Added |
| Natixis Advisors, L.P. | 10,059 | $503.0K | 0.00% | −1,465−12.7% | Reduced |
| RFG Advisory, LLC | 9,939 | $496.6K | 0.01% | −1,102−10.0% | Reduced |
| Groupe la Francaise | 9,839 | $491.6K | 0.01% | −74−0.7% | Reduced |
| Crossmark Global Holdings, Inc. | 9,746 | $486.9K | 0.01% | −80−0.8% | Reduced |
| Moody National Bank Trust Division | 9,660 | $482.6K | 0.05% | +151+1.6% | Added |
| Teamwork Financial Advisors, LLC | 9,635 | $481.4K | 0.05% | +643+7.2% | Added |
| Quadrant Capital Group LLC | 9,398 | $469.5K | 0.01% | +292+3.2% | Added |
| Maridea Wealth Management LLC | 9,190 | $459.2K | 0.07% | −2,346−20.3% | Reduced |
| Xponance, Inc. | 9,155 | $457.4K | 0.00% | +2,149+30.7% | Added |
| Jackson Square Capital, LLC | 9,071 | $453.2K | 0.10% | +421+4.9% | Added |
| Guggenheim Capital LLC | 9,049 | $452.1K | 0.00% | −4,583−33.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,961 | $447.7K | 0.00% | +2,926+48.5% | Added |
| O'Shaughnessy Asset Management, LLC | 8,942 | $446.7K | 0.00% | +3,009+50.7% | Added |
| CSS LLC | 8,867 | $443.0K | 0.02% | −860−8.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 8,844 | $441.8K | 0.00% | −5,927−40.1% | Reduced |
| Brevan Howard Capital Management LP | 8,830 | $441.1K | 0.00% | +2,911+49.2% | Added |
| Waterloo Capital, L.P. | 8,784 | $438.8K | 0.03% | +101+1.2% | Added |
| Impact Partnership Wealth, LLC | 8,721 | $435.7K | 0.05% | −2,972−25.4% | Reduced |
| Swiss Life Asset Management Ltd | 8,716 | $435.5K | 0.00% | +1,792+25.9% | Added |
| Evergreen Capital Management LLC | 8,663 | $432.8K | 0.01% | +2,361+37.5% | Added |
| Axq Capital, LP | 8,590 | $429.2K | 0.06% | +8,590 | New |
| Formidable Asset Management, LLC | 7,890 | $394.2K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,865 | $392.9K | 0.01% | −25−0.3% | Reduced |
| Susquehanna International Group, LLP | 7,601 | $379.7K | 0.00% | +1,881+32.9% | Added |
| Pallas Capital Advisors LLC | 7,575 | $378.4K | 0.01% | −162−2.1% | Reduced |
| Lido Advisors, LLC | 7,339 | $369.1K | 0.00% | −1,141−13.5% | Reduced |
| Twinbeech Capital LP | 7,255 | $362.5K | 0.04% | +7,255 | New |
| IMC-Chicago, LLC | 7,157 | $357.6K | 0.01% | +7,157 | New |
| Advisor OS, LLC | 6,890 | $344.2K | 0.02% | +6,890 | New |
| Pinnacle Family Advisors, LLC | 6,879 | $343.7K | 0.16% | +67+1.0% | Added |
| Skopos Labs, Inc. | 6,782 | $338.8K | 0.01% | +6,782 | New |
| United Capital Financial Advisers, LLC | 6,729 | $336.2K | 0.00% | +6,729 | New |
| Callan Family Office, LLC | 6,714 | $335.4K | 0.01% | −243−3.5% | Reduced |
| James Investment Research Inc | 6,696 | $334.5K | 0.04% | +10+0.1% | Added |
| RDA Financial Network | 6,622 | $330.8K | 0.08% | −7,604−53.5% | Reduced |
| Atlas Capital Advisors LLC | 6,573 | $328.4K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 6,564 | $327.9K | 0.00% | +694+11.8% | Added |
| Ruffer LLP | 6,480 | $324.7K | 0.01% | −775−10.7% | Reduced |
| HRT Financial LP | 6,489 | $324.0K | 0.00% | +6,489 | New |
| Ensign Peak Advisors, Inc | 6,428 | $321.1K | 0.00% | −2,940−31.4% | Reduced |
| SRS Capital Advisors, Inc. | 6,362 | $318.9K | 0.01% | +4,231+198.5% | Added |
| Hazelview Securities Inc. | 6,320 | $315.7K | 0.06% | +6,320 | New |
| Icapital Wealth LLC | 6,218 | $311.0K | 0.19% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,153 | $307.4K | 0.00% | +1,685+37.7% | Added |
| Federated Hermes, Inc. | 6,052 | $302.4K | 0.00% | −71−1.2% | Reduced |
| 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 |
| Community Bank of Raymore | 5,955 | $297.5K | 0.20% | 00.0% | Unchanged |
| Private Trust Co NA | 5,834 | $291.5K | 0.03% | +500+9.4% | Added |
| MRP Capital Investments, LLC | 5,715 | $285.5K | 0.25% | −75−1.3% | Reduced |
| Securian Asset Management, Inc | 5,612 | $280.4K | 0.01% | +127+2.3% | Added |
| Crestwood Advisors Group LLC | 5,598 | $279.7K | 0.00% | +5,598 | New |
| Kestra Investment Management, LLC | 5,561 | $277.8K | 0.00% | −9,544−63.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,548 | $277.2K | 0.00% | −13,568−71.0% | Reduced |
| Camelot Portfolios, LLC | 5,501 | $274.8K | 0.21% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,456 | $272.6K | 0.01% | +5,456 | New |
| Brinker Capital Investments, LLC | 5,144 | $257.0K | 0.00% | −2,915−36.2% | Reduced |
| Inceptionr LLC | 5,137 | $256.6K | 0.06% | +5,137 | New |