Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesEPR.PCEPR.PEEPR.PG

13F holders, Q2 2026

Institutional positions in Epr Properties as of Jun 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

Institutional holders
489
+29 vs. Q1 2026
Shares held
63.5M
+2.33M (+3.8%) vs. Q1 2026
Total value
$3.68B
+$626.0M (+20.5%) vs. Q1 2026
New holders
69
176 more added
Sold out
40
161 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 489 institutions
Q1 2021: 294 institutionsQ2 2021: 317 institutionsQ3 2021: 309 institutionsQ4 2021: 323 institutionsQ1 2022: 352 institutionsQ2 2022: 337 institutionsQ3 2022: 319 institutionsQ4 2022: 332 institutionsQ1 2023: 327 institutionsQ2 2023: 340 institutionsQ3 2023: 327 institutionsQ4 2023: 353 institutionsQ1 2024: 350 institutionsQ2 2024: 355 institutionsQ3 2024: 356 institutionsQ4 2024: 364 institutionsQ1 2025: 388 institutionsQ2 2025: 417 institutionsQ3 2025: 455 institutionsQ4 2025: 458 institutionsQ1 2026: 465 institutionsQ2 2026: 489 institutions
Value heldQ2 2026: $3.68B
Q1 2021: $2.92BQ2 2021: $3.15BQ3 2021: $2.88BQ4 2021: $2.80BQ1 2022: $3.20BQ2 2022: $2.76BQ3 2022: $2.13BQ4 2022: $2.25BQ1 2023: $2.26BQ2 2023: $2.72BQ3 2023: $2.45BQ4 2023: $2.74BQ1 2024: $2.28BQ2 2024: $2.22BQ3 2024: $2.63BQ4 2024: $2.38BQ1 2025: $3.07BQ2 2025: $3.52BQ3 2025: $3.52BQ4 2025: $3.02BQ1 2026: $3.06BQ2 2026: $3.68B
Institutions holding EPR and their total value by quarter
QuarterHoldersValue
Q2 2026489$3.68B
Q1 2026465$3.06B
Q4 2025458$3.02B
Q3 2025455$3.52B
Q2 2025417$3.52B
Q1 2025388$3.07B
Q4 2024364$2.38B
Q3 2024356$2.63B
Q2 2024355$2.22B
Q1 2024350$2.28B
Q4 2023353$2.74B
Q3 2023327$2.45B
Q2 2023340$2.72B
Q1 2023327$2.26B
Q4 2022332$2.25B
Q3 2022319$2.13B
Q2 2022337$2.76B
Q1 2022352$3.20B
Q4 2021323$2.80B
Q3 2021309$2.88B
Q2 2021317$3.15B
Q1 2021294$2.92B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2026.

Institutions holding EPR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
ROSS\JOHNSON & Associates LLC1$580.00%00.0%Unchanged
Hughes Financial Services, LLC3$1740.00%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management3$1740.00%00.0%Unchanged
Cape Investment Advisory, Inc.3$1880.00%+3New
Huntington National Bank5$2900.00%−218−97.8%Reduced
Buck Wealth Strategies, LLC5$2900.00%+5New
Silicon Valley Capital Partners5$2980.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.6$3480.00%+2+50.0%Added
MV Capital Management, Inc.7$4070.00%00.0%Unchanged
Financial Perspectives, Inc8$4640.00%00.0%Unchanged
JNBA Financial Advisors8$4650.00%+8New
Bare Financial Services, Inc10$5800.00%00.0%Unchanged
JFS Wealth Advisors, LLC11$6420.00%+11New
Financial Management Professionals, Inc.13$7580.00%00.0%Unchanged
Cromwell Holdings LLC14$8160.00%00.0%Unchanged
Manchester Capital Management LLC17$9870.00%00.0%Unchanged
CX Institutional18$1.00K0.00%00.0%Unchanged
TSFG, LLC21$1.00K0.00%00.0%Unchanged
Ancora Advisors, LLC19$1.10K0.00%−1,601−98.8%Reduced
Signature Equity Partners, LLC19$1.10K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC20$1.15K0.00%+1+5.3%Added
Central Trust Co20$1.16K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC20$1.16K0.00%00.0%Unchanged
Rialto Wealth Management, LLC22$1.28K0.00%+12+120.0%Added
PEAK6 LLC23$1.33K0.00%−48,953−100.0%Reduced
Ameriflex Group, Inc.25$1.45K0.00%+22+733.3%Added
Dunhill Financial, LLC27$1.59K0.00%00.0%Unchanged
Archer Investment Corp29$1.68K0.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.30$1.73K0.00%+1+3.4%Added
Bruce G. Allen Investments, LLC31$1.80K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.32$1.86K0.00%+32New
Roble, Belko & Company, Inc31$2.00K0.00%+1+3.3%Added
CoreCap Advisors, LLC38$2.20K0.00%−279−88.0%Reduced
Spectrum Wealth Advisory Group, LLC38$2.20K0.00%+38New
Clearstead Advisors, LLC45$2.61K0.00%+25+125.0%Added
Transamerica Financial Advisors, Inc.46$2.70K0.00%−37−44.6%Reduced
Manning & Napier Advisors LLC46$2.71K0.00%+46New
UMA Financial Services, Inc.48$2.79K0.00%+9+23.1%Added
Boreal Capital Management LLC50$2.90K0.00%00.0%Unchanged
Cornerstone Financial Management LLC50$2.90K0.00%00.0%Unchanged
Brown Brothers Harriman & Co59$3.42K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC59$3.42K0.00%+24+68.6%Added
TD Waterhouse Canada Inc.60$3.46K0.00%−1,943−97.0%Reduced
Rothschild Investment LLC65$3.77K0.00%−31−32.3%Reduced
Farmers & Merchants Investments Inc65$3.77K0.00%−4−5.8%Reduced
Trust Co of Vermont66$3.83K0.00%+66New
Action Point Financial Planning, LLC68$3.89K0.00%+68New
Capital Advisors, Ltd. LLC71$4.00K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.69$4.00K0.00%00.0%Unchanged
Kingdom Financial Group LLC.70$4.06K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.75$4.35K0.00%00.0%Unchanged
City State Bank75$4.35K0.00%00.0%Unchanged
LRI Investments, LLC75$4.35K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd84$4.87K0.00%+84New
Group One Trading, L.P.88$5.11K0.00%−300−77.3%Reduced
Steigerwald, Gordon & Koch Inc.100$5.80K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.100$5.80K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co105$6.09K0.00%−1,675−94.1%Reduced
Moisand Fitzgerald Tamayo, LLC111$6.44K0.00%00.0%Unchanged
Napier Financial, LLC112$6.50K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC114$6.61K0.00%−65−36.3%Reduced
Bell Investment Advisors, Inc115$6.67K0.00%00.0%Unchanged
IMA Wealth, Inc.116$6.76K0.00%+42+56.8%Added
Planning Strategies Inc.122$7.08K0.00%+122New
Kerr Financial Planning Corp125$7.25K0.01%−500−80.0%Reduced
Aberdeen Wealth Management LLC130$7.54K0.00%+130New
JPL Wealth Management, LLC133$7.72K0.00%+133New
Vision Financial Markets LLC134$7.74K0.01%+2+1.5%Added
Highline Wealth Partners LLC148$8.59K0.00%+116+362.5%Added
Prestige Wealth Management Group LLC176$10.2K0.00%00.0%Unchanged
Sachetta, LLC183$10.7K0.01%+2+1.1%Added
Massmutual Trust Co FSB184$10.7K0.00%00.0%Unchanged
First Horizon Corp192$11.1K0.00%+192New
Costello Asset Management, INC200$11.6K0.00%−202−50.2%Reduced
University of Texas/Texas Am Investment Managment Co201$11.7K0.00%+201New
Crewe Advisors LLC206$12.0K0.00%00.0%Unchanged
Whittier Trust Co211$12.5K0.00%00.0%Unchanged
Arlington Trust Co LLC222$12.9K0.00%00.0%Unchanged
Clear Street Markets LLC233$13.5K0.00%+233New
Cassaday & Co Wealth Management LLC249$14.4K0.00%00.0%Unchanged
Rossby Financial, LCC257$14.9K0.00%00.0%Unchanged
Sarver Vrooman Wealth Advisors258$14.9K0.01%+4+1.6%Added
Quent Capital, LLC268$15.5K0.00%+140+109.4%Added
WPG Advisers, LLC274$15.9K0.01%+37+15.6%Added
Southern Michigan Bank & Trust275$16.0K0.01%00.0%Unchanged
Essential Partners LLC282$16.4K0.01%−1,828−86.6%Reduced
Westside Investment Management, Inc.286$16.6K0.00%00.0%Unchanged
Los Angeles Capital Management LLC296$17.2K0.00%00.0%Unchanged
Parkside Financial Bank & Trust297$17.2K0.00%+74+33.2%Added
IFG Advisory, LLC313$18.2K0.00%+313New
Mirae Asset Global Investments Co., Ltd.315$18.3K0.00%−1,253−79.9%Reduced
Alpine Bank Wealth Management344$20.0K0.00%+344New
Mather Group, LLC.345$20.0K0.00%00.0%Unchanged
Colonial Trust Co350$20.3K0.00%00.0%Unchanged
TD Capital Management LLC357$20.7K0.00%−196−35.4%Reduced
Atlantic Trust, LLC359$20.8K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp380$22.0K0.00%00.0%Unchanged
Beacon Investment Advisory Services, Inc.400$23.2K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.446$25.9K0.00%+1+0.2%Added
First National Bank465$27.0K0.01%+465New