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, 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ares Financial Consulting, LLC | 521 | $30.2K | 0.02% | +5+1.0% | Added |
| Blume Capital Management, Inc. | 542 | $31.5K | 0.00% | +542 | New |
| Synergy Investment Management, LLC | 550 | $31.9K | 0.01% | +6+1.1% | Added |
| Loomis Sayles & Co L P | 565 | $32.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 598 | $34.7K | 0.00% | −6−1.0% | Reduced |
| StrongBox Wealth, LLC | 600 | $34.8K | 0.01% | +600 | New |
| ZRC Wealth Management, LLC | 657 | $38.1K | 0.01% | +580+753.2% | Added |
| Truvestments Capital LLC | 669 | $38.8K | 0.01% | +669 | New |
| Quarry LP | 725 | $42.1K | 0.01% | +294+68.2% | Added |
| Fourth Dimension Wealth, LLC | 750 | $43.5K | 0.01% | +250+50.0% | Added |
| True Wealth Design, LLC | 813 | $47.2K | 0.01% | +118+17.0% | Added |
| Covestor Ltd | 859 | $49.0K | 0.03% | +652+315.0% | Added |
| Fifth Third Bancorp | 891 | $51.7K | 0.00% | −734−45.2% | Reduced |
| Geneos Wealth Management Inc. | 925 | $53.7K | 0.00% | +9+1.0% | Added |
| Smartleaf Asset Management LLC | 911 | $53.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 922 | $54.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,032 | $59.9K | 0.00% | −119−10.3% | Reduced |
| SJS Investment Consulting Inc. | 1,196 | $69.4K | 0.01% | +217+22.2% | Added |
| Umb Bank N A | 1,209 | $70.1K | 0.00% | +70+6.1% | Added |
| Cullen/Frost Bankers, Inc. | 1,251 | $72.6K | 0.00% | +221+21.5% | Added |
| Rockefeller Capital Management L.P. | 1,419 | $82.4K | 0.00% | +19+1.4% | Added |
| Farther Finance Advisors, LLC | 1,485 | $86.2K | 0.00% | +79+5.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,510 | $87.6K | 0.00% | +64+4.4% | Added |
| Triumph Capital Management | 1,551 | $90.0K | 0.02% | +20+1.3% | Added |
| Toth Financial Advisory Corp | 1,700 | $98.6K | 0.01% | 00.0% | Unchanged |
| Ninety One UK Ltd | 1,708 | $99.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,718 | $99.6K | 0.00% | +1,718 | New |
| FIL Ltd | 1,826 | $105.9K | 0.00% | +29+1.6% | Added |
| Harbour Investments, Inc. | 1,827 | $106.0K | 0.00% | +119+7.0% | Added |
| Nykredit A/S | 2,143 | $124.3K | 0.00% | +2,143 | New |
| GAMMA Investing LLC | 2,212 | $128.3K | 0.00% | +132+6.3% | Added |
| Horizon Investments, LLC | 2,331 | $134.6K | 0.00% | −20,841−89.9% | Reduced |
| Centaurus Financial, Inc. | 2,335 | $135.0K | 0.01% | −7−0.3% | Reduced |
| KBC Group NV | 2,380 | $138.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,454 | $142.4K | 0.00% | +147+6.4% | Added |
| EverSource Wealth Advisors, LLC | 2,464 | $142.9K | 0.00% | −1,080−30.5% | Reduced |
| Public Employees Retirement Association of Colorado | 2,842 | $165.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,952 | $171.3K | 0.00% | −259−8.1% | Reduced |
| Heritage Wealth Advisors | 3,000 | $174.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,195 | $185.3K | 0.00% | +360+12.7% | Added |
| Virtus Investment Advisers, Inc. | 3,364 | $195.1K | 0.05% | −429−11.3% | Reduced |
| Hantz Financial Services, Inc. | 3,469 | $201.0K | 0.00% | +483+16.2% | Added |
| Maryland State Retirement & Pension System | 3,497 | $202.9K | 0.00% | +3,497 | New |
| Kathmere Capital Management, LLC | 3,501 | $203.1K | 0.01% | +3,501 | New |
| Bright Futures Wealth Management, LLC. | 3,529 | $204.7K | 0.13% | +3,529 | New |
| Kingsview Wealth Management, LLC | 3,531 | $204.8K | 0.00% | +3,531 | New |
| Signaturefd, LLC | 3,568 | $207.0K | 0.00% | +750+26.6% | Added |
| Concurrent Investment Advisors, LLC | 3,577 | $207.5K | 0.00% | +3,577 | New |
| Certior Financial Group, LLC | 3,579 | $207.6K | 0.11% | +3,579 | New |
| Advisory Services Network, LLC | 3,582 | $207.8K | 0.00% | −1,035−22.4% | Reduced |
| J.W. Cole Advisors, Inc. | 3,603 | $209.0K | 0.00% | +3,603 | New |
| Jones Financial Companies LLLP | 3,530 | $210.7K | 0.00% | +64+1.8% | Added |
| Larson Financial Group LLC | 3,668 | $212.8K | 0.01% | +1,938+112.0% | Added |
| Schnieders Capital Management, LLC. | 3,715 | $215.5K | 0.03% | +3,715 | New |
| Old National Bancorp | 3,728 | $216.3K | 0.00% | +3,728 | New |
| Stratos Wealth Partners, LTD. | 3,766 | $218.5K | 0.00% | +3,766 | New |
| Keystone Financial Services | 3,796 | $220.2K | 0.06% | +3,796 | New |
| Sagespring Wealth Partners, LLC | 3,804 | $220.7K | 0.00% | +3,804 | New |
| Truist Financial Corp | 3,858 | $223.8K | 0.00% | +3,858 | New |
| Sagewood Asset Management LP | 3,915 | $227.1K | 0.05% | −200−4.9% | Reduced |
| Utah Retirement Systems | 3,995 | $231.8K | 0.00% | +3,995 | New |
| Canada Pension Plan Investment Board | 4,000 | $232.0K | 0.00% | +4,000 | New |
| Arrow Investment Advisors, LLC | 4,062 | $235.6K | 0.23% | +4,062 | New |
| DnB Asset Management AS | 4,145 | $240.5K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 4,157 | $241.1K | 0.01% | −335−7.5% | Reduced |
| Alps Advisors Inc | 4,218 | $244.7K | 0.00% | +4,218 | New |
| Ashton Thomas Private Wealth, LLC | 4,246 | $246.3K | 0.01% | +227+5.6% | Added |
| Hohimer Wealth Management, LLC | 4,290 | $248.9K | 0.03% | +17+0.4% | Added |
| Affinity Investment Advisors, LLC | 4,361 | $253.0K | 0.13% | −38−0.9% | Reduced |
| Keybank National Association | 4,391 | $254.7K | 0.00% | +4,391 | New |
| Renaissance Group LLC | 4,420 | $256.4K | 0.01% | 00.0% | Unchanged |
| Cordoba Advisory Partners LLC | 4,432 | $258.5K | 0.05% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,465 | $259.0K | 0.00% | +4,465 | New |
| Cornerstone Wealth Group, LLC | 4,495 | $260.8K | 0.02% | +943+26.5% | Added |
| Brighton Jones LLC | 4,506 | $261.4K | 0.00% | −950−17.4% | Reduced |
| M&G Plc | 4,649 | $269.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,650 | $269.8K | 0.00% | +3+0.1% | Added |
| Wealthcare Advisory Partners LLC | 4,705 | $272.9K | 0.01% | +305+6.9% | Added |
| Robertson Stephens Wealth Management, LLC | 4,700 | $274.1K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 4,733 | $274.6K | 0.00% | +227+5.0% | Added |
| Kestra Investment Management, LLC | 4,854 | $281.6K | 0.01% | −707−12.7% | Reduced |
| Merit Financial Group, LLC | 4,859 | $281.9K | 0.00% | −20−0.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,733 | $281.9K | 0.01% | +4,733 | New |
| Atlas Capital Advisors LLC | 4,909 | $284.8K | 0.03% | −1,664−25.3% | Reduced |
| EntryPoint Capital, LLC | 4,925 | $285.7K | 0.07% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,044 | $292.6K | 0.00% | +54+1.1% | Added |
| Blair William & Co | 5,049 | $292.9K | 0.00% | +250+5.2% | Added |
| Proficio Capital Partners LLC | 5,179 | $300.4K | 0.01% | +5,179 | New |
| The PNC Financial Services Group, Inc. | 5,212 | $302.3K | 0.00% | −941−15.3% | Reduced |
| Private Trust Co NA | 5,334 | $309.4K | 0.02% | −500−8.6% | Reduced |
| Camelot Portfolios, LLC | 5,501 | $319.1K | 0.23% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 5,587 | $324.1K | 0.01% | +5,587 | New |
| Wedmont Private Capital | 5,453 | $325.1K | 0.01% | +1,594+41.3% | Added |
| Ensign Peak Advisors, Inc | 5,828 | $338.1K | 0.00% | −600−9.3% | Reduced |
| Interchange Capital Partners, LLC | 5,858 | $339.8K | 0.06% | +5,858 | New |
| Federated Hermes, Inc. | 5,911 | $342.9K | 0.00% | −141−2.3% | Reduced |
| MRP Capital Investments, LLC | 5,915 | $343.1K | 0.25% | +200+3.5% | Added |
| Community Bank of Raymore | 5,955 | $345.4K | 0.20% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,612 | $349.1K | 0.01% | 00.0% | Unchanged |