Epr Properties

EPR

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001045450

SEC filings (opens in a new tab)

In the last 90 days, Epr Properties insiders filed 0 open-market purchases and 4 sales; 489 institutions reported holding it in 13F filings for Q2 2026, worth $3.68B in total; no superinvestor holds it.

Other share classesEPR.PC EPR.PE EPR.PG

13F holders, Q3 2026

Institutional positions in Epr Properties as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 8; +1 vs. Q2 2026
Shares held: 63.0K; −2.00K (−3.1%) vs. Q2 2026
Total value: $3.54M; −$234.3K (−6.2%) vs. Q2 2026
New holders: 1; 4 more added
Sold out: 0; 2 more reduced

482 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders

Value held

Institutions holding EPR and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q2 2026.

Institutions holding EPR in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Inscription Capital, LLC	–	–	–	–	Not filed
Kestra Advisory Services, LLC	–	–	–	–	Not filed
Mount Yale Investment Advisors, LLC	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
Vestmark Advisory Solutions, Inc.	–	–	–	–	Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	–	–	–	–	Not filed
Gsa Capital Partners LLP	–	–	–	–	Not filed
New Mexico Educational Retirement Board	–	–	–	–	Not filed
DekaBank Deutsche Girozentrale	–	–	–	–	Not filed
Family Wealth Partners, LLC	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
EP Wealth Advisors, LLC	–	–	–	–	Not filed
Texas Yale Capital Corp.	–	–	–	–	Not filed
Evolve Private Wealth, LLC	–	–	–	–	Not filed
Verdence Capital Advisors LLC	–	–	–	–	Not filed
Lighthouse Investment Partners, LLC	–	–	–	–	Not filed
MML Investors Services, LLC	–	–	–	–	Not filed
Sound Stewardship, LLC	–	–	–	–	Not filed
Camden Capital, LLC	–	–	–	–	Not filed
Connor, Clark & Lunn Investment Management Ltd.	–	–	–	–	Not filed
Childress Capital Advisors, LLC	–	–	–	–	Not filed
Baker Avenue Asset Management, LP	–	–	–	–	Not filed
Byrne Asset Management LLC	–	–	–	–	Not filed
Buckingham Strategic Partners	–	–	–	–	Not filed
Kovack Advisors, Inc.	–	–	–	–	Not filed
Ieq Capital, LLC	–	–	–	–	Not filed
IFM Investors Pty Ltd	–	–	–	–	Not filed
Boothbay Fund Management, LLC	–	–	–	–	Not filed
Independent Financial Group, LLC	–	–	–	–	Not filed
Nissay Asset Management Corp	–	–	–	–	Not filed
BTC Capital Management, Inc.	–	–	–	–	Not filed
Abel Hall, LLC	–	–	–	–	Not filed
Mitsubishi UFJ Trust & Banking Corp	–	–	–	–	Not filed
D.A. Davidson & Co.	–	–	–	–	Not filed
Sequoia Financial Advisors, LLC	–	–	–	–	Not filed
Pictet Asset Management Holding SA	–	–	–	–	Not filed
Coldstream Capital Management Inc	–	–	–	–	Not filed
Inceptionr LLC	–	–	–	–	Not filed
HighTower Advisors, LLC	–	–	–	–	Not filed
Wedbush Securities Inc	–	–	–	–	Not filed
Ilmarinen Mutual Pension Insurance Co	–	–	–	–	Not filed
Jain Global LLC	–	–	–	–	Not filed
Robeco Institutional Asset Management B.V.	–	–	–	–	Not filed
Groupe la Francaise	–	–	–	–	Not filed
Sanctuary Advisors, LLC	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
Pacer Advisors, Inc.	–	–	–	–	Not filed
RSM US Wealth Management LLC	–	–	–	–	Not filed
Optas, LLC	–	–	–	–	Not filed
Hazelview Securities Inc.	–	–	–	–	Not filed
Crossmark Global Holdings, Inc.	–	–	–	–	Not filed
Ameritas Advisory Services, LLC	–	–	–	–	Not filed
Moody National Bank Trust Division	–	–	–	–	Not filed
Jefferies Financial Group Inc.	–	–	–	–	Not filed
RFG Advisory, LLC	–	–	–	–	Not filed
Maridea Wealth Management LLC	–	–	–	–	Not filed
Teamwork Financial Advisors, LLC	–	–	–	–	Not filed
Private Advisor Group, LLC	–	–	–	–	Not filed
Crestwood Advisors Group LLC	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
Brevan Howard Capital Management LP	–	–	–	–	Not filed
Jackson Square Capital, LLC	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
UniSuper Management Pty Ltd	–	–	–	–	Not filed
Guggenheim Capital LLC	–	–	–	–	Not filed
CSS LLC	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
Samalin Investment Counsel, LLC	–	–	–	–	Not filed
Axq Capital, LP	–	–	–	–	Not filed
Waterloo Capital, L.P.	–	–	–	–	Not filed
Evergreen Capital Management LLC	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Lido Advisors, LLC	–	–	–	–	Not filed
Swiss Life Asset Management Ltd	–	–	–	–	Not filed
Squarepoint Ops LLC	–	–	–	–	Not filed
Formidable Asset Management, LLC	–	–	–	–	Not filed
AlphaGrep UK Ltd	–	–	–	–	Not filed
Dynamic Technology Lab Private Ltd	–	–	–	–	Not filed
United Capital Financial Advisers, LLC	–	–	–	–	Not filed
Frec Markets, Inc.	–	–	–	–	Not filed
Eddie Patel Inc	–	–	–	–	Not filed
Pallas Capital Advisors LLC	–	–	–	–	Not filed
HRT Financial LP	–	–	–	–	Not filed
Callan Family Office, LLC	–	–	–	–	Not filed
James Investment Research Inc	–	–	–	–	Not filed
Advisor OS, LLC	–	–	–	–	Not filed
Pinnacle Family Advisors, LLC	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
Quantbot Technologies LP	–	–	–	–	Not filed
Bridgewater Associates, LP	–	–	–	–	Not filed
Ruffer LLP	–	–	–	–	Not filed
Icapital Wealth LLC	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
RDA Financial Network	–	–	–	–	Not filed
Securian Asset Management, Inc	–	–	–	–	Not filed
Community Bank of Raymore	–	–	–	–	Not filed
MRP Capital Investments, LLC	–	–	–	–	Not filed
Federated Hermes, Inc.	–	–	–	–	Not filed
Interchange Capital Partners, LLC	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed