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 |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 237 | $11.8K | 0.01% | +224+1,723.1% | Added |
| Parkside Financial Bank & Trust | 223 | $11.1K | 0.00% | −20−8.2% | Reduced |
| Huntington National Bank | 223 | $11.1K | 0.00% | −5−2.2% | Reduced |
| Arlington Trust Co LLC | 222 | $11.1K | 0.00% | +7+3.3% | Added |
| Whittier Trust Co | 211 | $10.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 206 | $10.3K | 0.00% | +6+3.0% | Added |
| Capital Analysts, LLC | 200 | $10.0K | 0.00% | −63−24.0% | Reduced |
| Covestor Ltd | 207 | $10.0K | 0.01% | +8+4.0% | Added |
| Massmutual Trust Co FSB | 184 | $9.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 181 | $9.04K | 0.00% | +159+722.7% | Added |
| Basecamp Wealth Advisors LLC | 179 | $8.94K | 0.00% | −2−1.1% | Reduced |
| Prestige Wealth Management Group LLC | 176 | $8.79K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 132 | $6.59K | 0.01% | +2+1.5% | Added |
| Quent Capital, LLC | 128 | $6.38K | 0.00% | −17−11.7% | Reduced |
| Root Financial Partners, LLC | 121 | $6.04K | 0.00% | +96+384.0% | Added |
| Bell Investment Advisors, Inc | 115 | $5.75K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 112 | $5.60K | 0.00% | +112 | New |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.55K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 96 | $4.80K | 0.00% | +19+24.7% | Added |
| Transamerica Financial Advisors, Inc. | 83 | $4.21K | 0.00% | −497−85.7% | Reduced |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 77 | $3.85K | 0.00% | −13−14.4% | Reduced |
| Frazier Financial Advisors, LLC | 76 | $3.79K | 0.00% | +1+1.3% | Added |
| 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 |
| IMA Wealth, Inc. | 74 | $3.72K | 0.00% | −67−47.5% | Reduced |
| 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 |
| 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 |
| Brown Brothers Harriman & Co | 59 | $2.95K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $2.51K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 50 | $2.50K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 39 | $1.95K | 0.00% | +13+50.0% | Added |
| Retirement Wealth Solutions LLC | 35 | $1.75K | 0.00% | −3−7.9% | Reduced |
| Highline Wealth Partners LLC | 32 | $1.60K | 0.00% | +32 | New |
| Bruce G. Allen Investments, LLC | 31 | $1.55K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 29 | $1.46K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 29 | $1.43K | 0.00% | +1+3.6% | Added |
| Dunhill Financial, LLC | 27 | $1.37K | 0.00% | +23+575.0% | Added |
| 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 |
| Glen Eagle Advisors, LLC | 19 | $971 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 19 | $949 | 0.00% | −688−97.3% | Reduced |
| Manchester Capital Management LLC | 17 | $850 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $704 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $654 | 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 Perspectives, Inc | 8 | $400 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $350 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 5 | $252 | 0.00% | +5 | New |
| Keating Financial Advisory Services, Inc. | 4 | $200 | 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 |
| ROSS\JOHNSON & Associates LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −287,278−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −210,843−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −201,532−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −152,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −99,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −88,000−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −69,544−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −48,142−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −42,775−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −34,481−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,783−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −29,435−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −29,077−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −26,642−100.0% | Sold out |
| Supplemental Annuity Collective Trust of NJ | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −15,678−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −15,618−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −14,032−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −13,612−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −11,414−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,161−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −6,956−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −6,561−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −5,986−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −5,863−100.0% | Sold out |
| Advisory Advocates, LLC | 0 | $0 | 0.00% | −5,203−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,019−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −4,608−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −4,548−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,485−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −4,378−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,219−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,823−100.0% | Sold out |
| Ssa Swiss Advisors AG | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |