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
Colonial Trust Co	–	–	–	–	Not filed
Mather Group, LLC.	–	–	–	–	Not filed
Alpine Bank Wealth Management	–	–	–	–	Not filed
Mirae Asset Global Investments Co., Ltd.	–	–	–	–	Not filed
IFG Advisory, LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
Westside Investment Management, Inc.	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
Southern Michigan Bank & Trust	–	–	–	–	Not filed
WPG Advisers, LLC	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed
Cassaday & Co Wealth Management LLC	–	–	–	–	Not filed
Clear Street Markets LLC	–	–	–	–	Not filed
Arlington Trust Co LLC	–	–	–	–	Not filed
Whittier Trust Co	–	–	–	–	Not filed
Crewe Advisors LLC	–	–	–	–	Not filed
University of Texas/Texas Am Investment Managment Co	–	–	–	–	Not filed
Costello Asset Management, INC	–	–	–	–	Not filed
First Horizon Corp	–	–	–	–	Not filed
Sachetta, LLC	–	–	–	–	Not filed
Prestige Wealth Management Group LLC	–	–	–	–	Not filed
Highline Wealth Partners LLC	–	–	–	–	Not filed
Vision Financial Markets LLC	–	–	–	–	Not filed
JPL Wealth Management, LLC	–	–	–	–	Not filed
Aberdeen Wealth Management LLC	–	–	–	–	Not filed
Kerr Financial Planning Corp	–	–	–	–	Not filed
IMA Wealth, Inc.	–	–	–	–	Not filed
Bell Investment Advisors, Inc	–	–	–	–	Not filed
Basecamp Wealth Advisors LLC	–	–	–	–	Not filed
Napier Financial, LLC	–	–	–	–	Not filed
Moisand Fitzgerald Tamayo, LLC	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Steigerwald, Gordon & Koch Inc.	–	–	–	–	Not filed
Godfrey Financial Associates, Inc.	–	–	–	–	Not filed
Group One Trading, L.P.	–	–	–	–	Not filed
Caitong International Asset Management Co., Ltd	–	–	–	–	Not filed
Strategic Wealth Partners, Ltd.	–	–	–	–	Not filed
City State Bank	–	–	–	–	Not filed
LRI Investments, LLC	–	–	–	–	Not filed
Kingdom Financial Group LLC.	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Capital Advisors, Ltd. LLC	–	–	–	–	Not filed
Action Point Financial Planning, LLC	–	–	–	–	Not filed
Trust Co of Vermont	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
Brown Brothers Harriman & Co	–	–	–	–	Not filed
Retirement Wealth Solutions LLC	–	–	–	–	Not filed
Boreal Capital Management LLC	–	–	–	–	Not filed
Cornerstone Financial Management LLC	–	–	–	–	Not filed
UMA Financial Services, Inc.	–	–	–	–	Not filed
Manning & Napier Advisors LLC	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Spectrum Wealth Advisory Group, LLC	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
Roble, Belko & Company, Inc	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
Bruce G. Allen Investments, LLC	–	–	–	–	Not filed
Mountain Hill Investment Partners Corp.	–	–	–	–	Not filed
Archer Investment Corp	–	–	–	–	Not filed
Dunhill Financial, LLC	–	–	–	–	Not filed
Ameriflex Group, Inc.	–	–	–	–	Not filed
PEAK6 LLC	–	–	–	–	Not filed
Rialto Wealth Management, LLC	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
Owl Creek Wealth Partners LLC	–	–	–	–	Not filed
Glen Eagle Advisors, LLC	–	–	–	–	Not filed
Ancora Advisors, LLC	–	–	–	–	Not filed
Signature Equity Partners, LLC	–	–	–	–	Not filed
TSFG, LLC	–	–	–	–	Not filed
Manchester Capital Management LLC	–	–	–	–	Not filed
Cromwell Holdings LLC	–	–	–	–	Not filed
Financial Management Professionals, Inc.	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
Bare Financial Services, Inc	–	–	–	–	Not filed
JNBA Financial Advisors	–	–	–	–	Not filed
Financial Perspectives, Inc	–	–	–	–	Not filed
MV Capital Management, Inc.	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Silicon Valley Capital Partners	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Buck Wealth Strategies, LLC	–	–	–	–	Not filed
Cape Investment Advisory, Inc.	–	–	–	–	Not filed
Hughes Financial Services, LLC	–	–	–	–	Not filed
Gunpowder Capital Management, LLC dba Oliver Wealth Management	–	–	–	–	Not filed
ROSS\JOHNSON & Associates LLC	–	–	–	–	Not filed