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 |
|---|---|---|---|---|---|
| RDA Financial Network | 6,038 | $350.3K | 0.08% | −584−8.8% | Reduced |
| US Bancorp | 6,138 | $356.1K | 0.00% | −426−6.5% | Reduced |
| Icapital Wealth LLC | 6,218 | $360.7K | 0.20% | 00.0% | Unchanged |
| Ruffer LLP | 6,251 | $362.2K | 0.01% | −229−3.5% | Reduced |
| Bridgewater Associates, LP | 6,264 | $363.4K | 0.00% | +6,264 | New |
| Quantbot Technologies LP | 6,310 | $366.0K | 0.01% | −17,033−73.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,319 | $366.6K | 0.00% | +771+13.9% | Added |
| Pinnacle Family Advisors, LLC | 6,460 | $374.7K | 0.16% | −419−6.1% | Reduced |
| Advisor OS, LLC | 6,621 | $384.1K | 0.03% | −269−3.9% | Reduced |
| James Investment Research Inc | 6,696 | $388.4K | 0.04% | 00.0% | Unchanged |
| Callan Family Office, LLC | 6,772 | $392.8K | 0.01% | +58+0.9% | Added |
| HRT Financial LP | 6,862 | $398.0K | 0.00% | +373+5.7% | Added |
| Pallas Capital Advisors LLC | 6,912 | $401.0K | 0.01% | −663−8.8% | Reduced |
| Eddie Patel Inc | 6,967 | $404.2K | 0.24% | +6,967 | New |
| Frec Markets, Inc. | 7,110 | $412.5K | 0.04% | +7,110 | New |
| United Capital Financial Advisers, LLC | 7,159 | $415.3K | 0.00% | +430+6.4% | Added |
| Dynamic Technology Lab Private Ltd | 7,257 | $421.0K | 0.09% | −5,605−43.6% | Reduced |
| AlphaGrep UK Ltd | 7,500 | $435.1K | 0.13% | +7,500 | New |
| Formidable Asset Management, LLC | 7,651 | $443.8K | 0.07% | −239−3.0% | Reduced |
| Squarepoint Ops LLC | 7,659 | $444.3K | 0.00% | +7,659 | New |
| Swiss Life Asset Management Ltd | 7,822 | $453.8K | 0.00% | −894−10.3% | Reduced |
| Lido Advisors, LLC | 7,895 | $460.5K | 0.00% | +556+7.6% | Added |
| Parallel Advisors, LLC | 8,102 | $470.0K | 0.01% | +237+3.0% | Added |
| Evergreen Capital Management LLC | 8,171 | $474.0K | 0.01% | −492−5.7% | Reduced |
| Waterloo Capital, L.P. | 8,237 | $477.8K | 0.03% | −547−6.2% | Reduced |
| Axq Capital, LP | 8,431 | $489.1K | 0.05% | −159−1.9% | Reduced |
| Samalin Investment Counsel, LLC | 8,681 | $503.6K | 0.16% | −2,732−23.9% | Reduced |
| Captrust Financial Advisors | 8,797 | $510.3K | 0.00% | −1,411−13.8% | Reduced |
| CSS LLC | 8,867 | $514.4K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 8,905 | $516.6K | 0.00% | −144−1.6% | Reduced |
| UniSuper Management Pty Ltd | 9,000 | $522.1K | 0.00% | −6,600−42.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,005 | $522.4K | 0.00% | +44+0.5% | Added |
| Jackson Square Capital, LLC | 9,009 | $522.6K | 0.07% | −62−0.7% | Reduced |
| Brevan Howard Capital Management LP | 9,045 | $524.7K | 0.01% | +215+2.4% | Added |
| Xponance, Inc. | 9,135 | $529.9K | 0.00% | −20−0.2% | Reduced |
| Crestwood Advisors Group LLC | 9,154 | $531.0K | 0.01% | +3,556+63.5% | Added |
| Private Advisor Group, LLC | 9,219 | $534.8K | 0.00% | −9,564−50.9% | Reduced |
| Teamwork Financial Advisors, LLC | 9,262 | $537.3K | 0.05% | −373−3.9% | Reduced |
| Maridea Wealth Management LLC | 9,556 | $554.4K | 0.06% | +366+4.0% | Added |
| RFG Advisory, LLC | 9,581 | $555.8K | 0.01% | −358−3.6% | Reduced |
| Jefferies Financial Group Inc. | 9,640 | $559.2K | 0.01% | +4,649+93.1% | Added |
| Moody National Bank Trust Division | 9,682 | $561.7K | 0.05% | +22+0.2% | Added |
| Crossmark Global Holdings, Inc. | 9,746 | $565.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9,746 | $565.4K | 0.01% | +9,746 | New |
| Hazelview Securities Inc. | 9,622 | $568.7K | 0.08% | +3,302+52.2% | Added |
| Optas, LLC | 9,810 | $569.1K | 0.08% | −1,005−9.3% | Reduced |
| RSM US Wealth Management LLC | 9,984 | $579.4K | 0.01% | −247−2.4% | Reduced |
| Pacer Advisors, Inc. | 10,144 | $588.0K | 0.00% | −450−4.2% | Reduced |
| Natixis Advisors, L.P. | 10,343 | $600.0K | 0.00% | +284+2.8% | Added |
| Sanctuary Advisors, LLC | 10,354 | $600.6K | 0.00% | +134+1.3% | Added |
| Groupe la Francaise | 10,405 | $603.6K | 0.01% | +566+5.8% | Added |
| Robeco Institutional Asset Management B.V. | 10,652 | $617.9K | 0.00% | +1,808+20.4% | Added |
| Jain Global LLC | 10,688 | $620.0K | 0.01% | +10,688 | New |
| Ilmarinen Mutual Pension Insurance Co | 10,800 | $627.0K | 0.00% | −7,100−39.7% | Reduced |
| Wedbush Securities Inc | 10,850 | $629.0K | 0.02% | −856−7.3% | Reduced |
| HighTower Advisors, LLC | 10,855 | $629.7K | 0.00% | −1,349−11.1% | Reduced |
| Inceptionr LLC | 11,133 | $645.8K | 0.16% | +5,996+116.7% | Added |
| Coldstream Capital Management Inc | 11,146 | $646.6K | 0.01% | +731+7.0% | Added |
| Pictet Asset Management Holding SA | 11,274 | $654.0K | 0.00% | −275−2.4% | Reduced |
| Sequoia Financial Advisors, LLC | 11,499 | $667.1K | 0.00% | −6,631−36.6% | Reduced |
| D.A. Davidson & Co. | 11,628 | $674.6K | 0.00% | −577−4.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 11,840 | $686.8K | 0.00% | −54,884−82.3% | Reduced |
| Abel Hall, LLC | 11,861 | $688.1K | 0.12% | +26+0.2% | Added |
| BTC Capital Management, Inc. | 11,886 | $689.5K | 0.04% | +343+3.0% | Added |
| Nissay Asset Management Corp | 11,991 | $695.6K | 0.00% | −89−0.7% | Reduced |
| Independent Financial Group, LLC | 12,093 | $701.5K | 0.01% | −1,200−9.0% | Reduced |
| Boothbay Fund Management, LLC | 12,199 | $707.7K | 0.01% | +7,082+138.4% | Added |
| IFM Investors Pty Ltd | 12,237 | $709.9K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,465 | $723.1K | 0.00% | −38,633−75.6% | Reduced |
| Kovack Advisors, Inc. | 12,818 | $740.1K | 0.04% | +2,305+21.9% | Added |
| Buckingham Strategic Partners | 12,987 | $753.4K | 0.01% | −3,661−22.0% | Reduced |
| Byrne Asset Management LLC | 13,058 | $757.5K | 0.41% | +132+1.0% | Added |
| Baker Avenue Asset Management, LP | 13,200 | $765.7K | 0.01% | +2,009+18.0% | Added |
| Childress Capital Advisors, LLC | 13,300 | $771.5K | 0.13% | −693−5.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,399 | $777.3K | 0.00% | +13,399 | New |
| Camden Capital, LLC | 13,424 | $778.7K | 0.04% | +2,033+17.8% | Added |
| Sound Stewardship, LLC | 13,500 | $783.1K | 0.32% | −1,639−10.8% | Reduced |
| MML Investors Services, LLC | 13,536 | $785.2K | 0.00% | +2,461+22.2% | Added |
| Lighthouse Investment Partners, LLC | 13,562 | $786.7K | 0.02% | +13,562 | New |
| Verdence Capital Advisors LLC | 13,845 | $803.2K | 0.04% | −382−2.7% | Reduced |
| Evolve Private Wealth, LLC | 13,853 | $808.0K | 0.05% | −1,566−10.2% | Reduced |
| Texas Yale Capital Corp. | 14,050 | $815.0K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 14,067 | $816.1K | 0.00% | +3,820+37.3% | Added |
| Ameritas Investment Partners, Inc. | 14,080 | $816.8K | 0.02% | +126+0.9% | Added |
| Versant Capital Management, Inc | 14,160 | $821.4K | 0.07% | −120−0.8% | Reduced |
| Family Wealth Partners, LLC | 14,509 | $841.7K | 0.26% | +860+6.3% | Added |
| DekaBank Deutsche Girozentrale | 17,938 | $881.0K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 15,300 | $888.0K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 15,379 | $892.0K | 0.06% | −3,983−20.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,485 | $898.3K | 0.01% | +1,630+11.8% | Added |
| Vestmark Advisory Solutions, Inc. | 15,586 | $904.2K | 0.01% | −1,797−10.3% | Reduced |
| Oregon Public Employees Retirement Fund | 15,834 | $918.5K | 0.01% | +200+1.3% | Added |
| Mount Yale Investment Advisors, LLC | 15,880 | $926.1K | 0.02% | −2,003−11.2% | Reduced |
| Kestra Advisory Services, LLC | 16,193 | $939.3K | 0.00% | −1,715−9.6% | Reduced |
| Inscription Capital, LLC | 16,276 | $944.2K | 0.08% | −3,897−19.3% | Reduced |
| M&T Bank Corp | 16,557 | $960.9K | 0.00% | +785+5.0% | Added |
| CAPROCK Group, Inc. | 16,883 | $984.8K | 0.02% | +2,473+17.2% | Added |
| SRS Capital Advisors, Inc. | 16,995 | $985.9K | 0.01% | +10,633+167.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,210 | $998.4K | 0.01% | +153+0.9% | Added |
| Pensionfund Sabic | 17,300 | $1.00M | 1.07% | 00.0% | Unchanged |