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 |
|---|---|---|---|---|---|
| Vanderbilt University | 5,118 | $255.7K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,117 | $255.6K | 0.01% | −1,984−27.9% | Reduced |
| Bluefin Capital Management, LLC | 5,100 | $254.8K | 0.25% | +5,100 | New |
| Man Group plc | 5,091 | $254.3K | 0.00% | +5,091 | New |
| Krilogy Financial LLC | 4,492 | $251.1K | 0.01% | −810−15.3% | Reduced |
| Altar Rock LLC | 4,983 | $250.5K | 0.29% | +550+12.4% | Added |
| Jefferies Financial Group Inc. | 4,991 | $249.3K | 0.00% | −64,471−92.8% | Reduced |
| Panagora Asset Management Inc | 4,990 | $249.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,925 | $246.1K | 0.07% | −3,604−42.3% | Reduced |
| Merit Financial Group, LLC | 4,879 | $243.7K | 0.00% | +36+0.7% | Added |
| Winton Group Ltd | 4,800 | $239.8K | 0.01% | +4,800 | New |
| Blair William & Co | 4,799 | $239.8K | 0.00% | +75+1.6% | Added |
| Robertson Stephens Wealth Management, LLC | 4,700 | $236.3K | 0.01% | 00.0% | Unchanged |
| Presima Inc. | 4,702 | $234.9K | 0.13% | 00.0% | Unchanged |
| M&G Plc | 4,649 | $232.4K | 0.00% | +4,649 | New |
| GWM Advisors LLC | 4,647 | $232.2K | 0.00% | +4,034+658.1% | Added |
| Advisory Services Network, LLC | 4,617 | $230.7K | 0.00% | +4,617 | New |
| Fieldview Capital Management, LLC | 4,528 | $226.2K | 0.07% | +4,528 | New |
| Warren Averett Asset Management, LLC | 4,506 | $225.1K | 0.00% | +340+8.2% | Added |
| Synergy Financial Group, LTD | 4,460 | $222.8K | 0.17% | −1,546−25.7% | Reduced |
| Cordoba Advisory Partners LLC | 4,432 | $222.7K | 0.06% | 00.0% | Unchanged |
| Renaissance Group LLC | 4,420 | $220.8K | 0.01% | −59−1.3% | Reduced |
| Wealthcare Advisory Partners LLC | 4,400 | $219.8K | 0.00% | +4,400 | New |
| Affinity Investment Advisors, LLC | 4,399 | $219.8K | 0.14% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,397 | $219.7K | 0.01% | +385+9.6% | Added |
| Bailard, Inc. | 4,300 | $214.8K | 0.00% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 4,273 | $213.5K | 0.03% | +4,273 | New |
| DnB Asset Management AS | 4,145 | $207.1K | 0.00% | +4,145 | New |
| Sagewood Asset Management LP | 4,115 | $205.6K | 0.06% | −772−15.8% | Reduced |
| Wedmont Private Capital | 3,859 | $204.6K | 0.01% | −168−4.2% | Reduced |
| Cornerstone Wealth Group, LLC | 3,552 | $200.9K | 0.01% | +3,552 | New |
| Ashton Thomas Private Wealth, LLC | 4,019 | $200.8K | 0.00% | +4,019 | New |
| Virtus Investment Advisers, Inc. | 3,793 | $189.5K | 0.05% | +540+16.6% | Added |
| EverSource Wealth Advisors, LLC | 3,544 | $177.1K | 0.01% | −171−4.6% | Reduced |
| Jones Financial Companies LLLP | 3,466 | $168.8K | 0.00% | +810+30.5% | Added |
| Allworth Financial LP | 3,211 | $160.4K | 0.00% | +445+16.1% | Added |
| Heritage Wealth Advisors | 3,000 | $149.9K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,986 | $149.0K | 0.00% | +1,866+166.6% | Added |
| Public Employees Retirement Association of Colorado | 2,842 | $142.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,835 | $141.6K | 0.00% | −1,652−36.8% | Reduced |
| Signaturefd, LLC | 2,818 | $140.8K | 0.00% | +361+14.7% | Added |
| KBC Group NV | 2,380 | $119.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,342 | $117.0K | 0.01% | +3+0.1% | Added |
| IFP Advisors, Inc | 2,307 | $115.3K | 0.00% | +431+23.0% | Added |
| Essential Partners LLC | 2,110 | $105.4K | 0.04% | −578−21.5% | Reduced |
| GAMMA Investing LLC | 2,080 | $103.9K | 0.00% | +160+8.3% | Added |
| TD Waterhouse Canada Inc. | 2,003 | $100.8K | 0.00% | +2,003 | New |
| FIL Ltd | 1,797 | $89.8K | 0.00% | −348−16.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,780 | $88.9K | 0.00% | +1,679+1,662.4% | Added |
| Larson Financial Group LLC | 1,730 | $86.4K | 0.00% | +1,077+164.9% | Added |
| 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 |
| Toth Financial Advisory Corp | 1,700 | $84.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,625 | $81.2K | 0.00% | −48−2.9% | Reduced |
| Ancora Advisors, LLC | 1,620 | $80.9K | 0.00% | +1,620 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,568 | $78.3K | 0.00% | −657−29.5% | Reduced |
| Triumph Capital Management | 1,531 | $77.0K | 0.02% | −350−18.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,446 | $72.3K | 0.00% | −83−5.4% | Reduced |
| Farther Finance Advisors, LLC | 1,406 | $70.7K | 0.00% | +152+12.1% | Added |
| Rockefeller Capital Management L.P. | 1,400 | $70.0K | 0.00% | +194+16.1% | Added |
| MAI Capital Management | 1,376 | $68.7K | 0.00% | +551+66.8% | Added |
| GF Fund Management Co. Ltd. | 1,151 | $57.5K | 0.00% | −110−8.7% | Reduced |
| Umb Bank N A | 1,139 | $56.9K | 0.00% | +100+9.6% | Added |
| Sunbelt Securities, Inc. | 1,063 | $53.1K | 0.00% | +1,023+2,557.5% | Added |
| Cullen/Frost Bankers, Inc. | 1,030 | $51.5K | 0.00% | +215+26.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 979 | $48.9K | 0.01% | +199+25.5% | Added |
| Bessemer Group Inc | 922 | $46.0K | 0.00% | −38−4.0% | Reduced |
| Geneos Wealth Management Inc. | 916 | $45.8K | 0.00% | +9+1.0% | Added |
| Smartleaf Asset Management LLC | 911 | $44.9K | 0.00% | +641+237.4% | Added |
| Innovative Asset Advisors Group, LLC | 849 | $42.7K | 0.02% | +849 | New |
| Kerr Financial Planning Corp | 625 | $35.0K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 695 | $34.7K | 0.01% | +12+1.8% | Added |
| Spire Wealth Management | 604 | $30.2K | 0.00% | +58+10.6% | Added |
| Loomis Sayles & Co L P | 565 | $28.2K | 0.00% | +62+12.3% | Added |
| TD Capital Management LLC | 553 | $27.6K | 0.00% | +452+447.5% | Added |
| Synergy Investment Management, LLC | 544 | $27.2K | 0.01% | +544 | New |
| Osbon Capital Management LLC | 521 | $26.0K | 0.02% | +521 | New |
| Ares Financial Consulting, LLC | 516 | $25.9K | 0.02% | +186+56.4% | Added |
| Fourth Dimension Wealth, LLC | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 445 | $22.2K | 0.00% | +1+0.2% | Added |
| Quarry LP | 431 | $21.5K | 0.00% | −1,428−76.8% | Reduced |
| Harvest Fund Management Co., Ltd | 422 | $21.0K | 0.00% | −88−17.3% | Reduced |
| Costello Asset Management, INC | 402 | $20.1K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 400 | $20.0K | 0.00% | +400 | New |
| Group One Trading, L.P. | 388 | $19.4K | 0.00% | −3,111−88.9% | Reduced |
| Atlantic Union Bankshares Corp | 380 | $19.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 359 | $17.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 350 | $17.5K | 0.00% | −406−53.7% | Reduced |
| Mather Group, LLC. | 345 | $17.2K | 0.00% | +345 | New |
| Sound Income Strategies, LLC | 335 | $16.9K | 0.00% | +31+10.2% | Added |
| CoreCap Advisors, LLC | 317 | $15.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 296 | $14.8K | 0.00% | +296 | New |
| Westside Investment Management, Inc. | 286 | $14.6K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 275 | $13.7K | 0.01% | +275 | New |
| Rossby Financial, LCC | 257 | $12.9K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 258 | $12.9K | 0.00% | +258 | New |
| Sarver Vrooman Wealth Advisors | 254 | $12.7K | 0.01% | +4+1.6% | Added |
| Cassaday & Co Wealth Management LLC | 249 | $12.4K | 0.00% | +249 | New |
| Bayforest Capital Ltd | 246 | $12.3K | 0.01% | −5,457−95.7% | Reduced |