Skip to main content

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
Gsa Capital Partners LLP15,379$892.0K0.06%−3,983−20.6%Reduced
New Mexico Educational Retirement Board15,300$888.0K0.02%00.0%Unchanged
DekaBank Deutsche Girozentrale17,938$881.0K0.00%00.0%Unchanged
Family Wealth Partners, LLC14,509$841.7K0.26%+860+6.3%Added
Versant Capital Management, Inc14,160$821.4K0.07%−120−0.8%Reduced
Ameritas Investment Partners, Inc.14,080$816.8K0.02%+126+0.9%Added
EP Wealth Advisors, LLC14,067$816.1K0.00%+3,820+37.3%Added
Texas Yale Capital Corp.14,050$815.0K0.02%00.0%Unchanged
Evolve Private Wealth, LLC13,853$808.0K0.05%−1,566−10.2%Reduced
Verdence Capital Advisors LLC13,845$803.2K0.04%−382−2.7%Reduced
Lighthouse Investment Partners, LLC13,562$786.7K0.02%+13,562New
MML Investors Services, LLC13,536$785.2K0.00%+2,461+22.2%Added
Sound Stewardship, LLC13,500$783.1K0.32%−1,639−10.8%Reduced
Camden Capital, LLC13,424$778.7K0.04%+2,033+17.8%Added
Connor, Clark & Lunn Investment Management Ltd.13,399$777.3K0.00%+13,399New
Childress Capital Advisors, LLC13,300$771.5K0.13%−693−5.0%Reduced
Baker Avenue Asset Management, LP13,200$765.7K0.01%+2,009+18.0%Added
Byrne Asset Management LLC13,058$757.5K0.41%+132+1.0%Added
Buckingham Strategic Partners12,987$753.4K0.01%−3,661−22.0%Reduced
Kovack Advisors, Inc.12,818$740.1K0.04%+2,305+21.9%Added
Ieq Capital, LLC12,465$723.1K0.00%−38,633−75.6%Reduced
IFM Investors Pty Ltd12,237$709.9K0.00%00.0%Unchanged
Boothbay Fund Management, LLC12,199$707.7K0.01%+7,082+138.4%Added
Independent Financial Group, LLC12,093$701.5K0.01%−1,200−9.0%Reduced
Nissay Asset Management Corp11,991$695.6K0.00%−89−0.7%Reduced
BTC Capital Management, Inc.11,886$689.5K0.04%+343+3.0%Added
Abel Hall, LLC11,861$688.1K0.12%+26+0.2%Added
Mitsubishi UFJ Trust & Banking Corp11,840$686.8K0.00%−54,884−82.3%Reduced
D.A. Davidson & Co.11,628$674.6K0.00%−577−4.7%Reduced
Sequoia Financial Advisors, LLC11,499$667.1K0.00%−6,631−36.6%Reduced
Pictet Asset Management Holding SA11,274$654.0K0.00%−275−2.4%Reduced
Coldstream Capital Management Inc11,146$646.6K0.01%+731+7.0%Added
Inceptionr LLC11,133$645.8K0.16%+5,996+116.7%Added
HighTower Advisors, LLC10,855$629.7K0.00%−1,349−11.1%Reduced
Wedbush Securities Inc10,850$629.0K0.02%−856−7.3%Reduced
Ilmarinen Mutual Pension Insurance Co10,800$627.0K0.00%−7,100−39.7%Reduced
Jain Global LLC10,688$620.0K0.01%+10,688New
Robeco Institutional Asset Management B.V.10,652$617.9K0.00%+1,808+20.4%Added
Groupe la Francaise10,405$603.6K0.01%+566+5.8%Added
Sanctuary Advisors, LLC10,354$600.6K0.00%+134+1.3%Added
Natixis Advisors, L.P.10,343$600.0K0.00%+284+2.8%Added
Pacer Advisors, Inc.10,144$588.0K0.00%−450−4.2%Reduced
RSM US Wealth Management LLC9,984$579.4K0.01%−247−2.4%Reduced
Optas, LLC9,810$569.1K0.08%−1,005−9.3%Reduced
Hazelview Securities Inc.9,622$568.7K0.08%+3,302+52.2%Added
Crossmark Global Holdings, Inc.9,746$565.4K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC9,746$565.4K0.01%+9,746New
Moody National Bank Trust Division9,682$561.7K0.05%+22+0.2%Added
Jefferies Financial Group Inc.9,640$559.2K0.01%+4,649+93.1%Added
RFG Advisory, LLC9,581$555.8K0.01%−358−3.6%Reduced
Maridea Wealth Management LLC9,556$554.4K0.06%+366+4.0%Added
Teamwork Financial Advisors, LLC9,262$537.3K0.05%−373−3.9%Reduced
Private Advisor Group, LLC9,219$534.8K0.00%−9,564−50.9%Reduced
Crestwood Advisors Group LLC9,154$531.0K0.01%+3,556+63.5%Added
Xponance, Inc.9,135$529.9K0.00%−20−0.2%Reduced
Brevan Howard Capital Management LP9,045$524.7K0.01%+215+2.4%Added
Jackson Square Capital, LLC9,009$522.6K0.07%−62−0.7%Reduced
Federation des caisses Desjardins du Quebec9,005$522.4K0.00%+44+0.5%Added
UniSuper Management Pty Ltd9,000$522.1K0.00%−6,600−42.3%Reduced
Guggenheim Capital LLC8,905$516.6K0.00%−144−1.6%Reduced
CSS LLC8,867$514.4K0.02%00.0%Unchanged
Captrust Financial Advisors8,797$510.3K0.00%−1,411−13.8%Reduced
Samalin Investment Counsel, LLC8,681$503.6K0.16%−2,732−23.9%Reduced
Axq Capital, LP8,431$489.1K0.05%−159−1.9%Reduced
Waterloo Capital, L.P.8,237$477.8K0.03%−547−6.2%Reduced
Evergreen Capital Management LLC8,171$474.0K0.01%−492−5.7%Reduced
Parallel Advisors, LLC8,102$470.0K0.01%+237+3.0%Added
Lido Advisors, LLC7,895$460.5K0.00%+556+7.6%Added
Swiss Life Asset Management Ltd7,822$453.8K0.00%−894−10.3%Reduced
Squarepoint Ops LLC7,659$444.3K0.00%+7,659New
Formidable Asset Management, LLC7,651$443.8K0.07%−239−3.0%Reduced
AlphaGrep UK Ltd7,500$435.1K0.13%+7,500New
Dynamic Technology Lab Private Ltd7,257$421.0K0.09%−5,605−43.6%Reduced
United Capital Financial Advisers, LLC7,159$415.3K0.00%+430+6.4%Added
Frec Markets, Inc.7,110$412.5K0.04%+7,110New
Eddie Patel Inc6,967$404.2K0.24%+6,967New
Pallas Capital Advisors LLC6,912$401.0K0.01%−663−8.8%Reduced
HRT Financial LP6,862$398.0K0.00%+373+5.7%Added
Callan Family Office, LLC6,772$392.8K0.01%+58+0.9%Added
James Investment Research Inc6,696$388.4K0.04%00.0%Unchanged
Advisor OS, LLC6,621$384.1K0.03%−269−3.9%Reduced
Pinnacle Family Advisors, LLC6,460$374.7K0.16%−419−6.1%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,319$366.6K0.00%+771+13.9%Added
Quantbot Technologies LP6,310$366.0K0.01%−17,033−73.0%Reduced
Bridgewater Associates, LP6,264$363.4K0.00%+6,264New
Ruffer LLP6,251$362.2K0.01%−229−3.5%Reduced
Icapital Wealth LLC6,218$360.7K0.20%00.0%Unchanged
US Bancorp6,138$356.1K0.00%−426−6.5%Reduced
RDA Financial Network6,038$350.3K0.08%−584−8.8%Reduced
Securian Asset Management, Inc5,612$349.1K0.01%00.0%Unchanged
Community Bank of Raymore5,955$345.4K0.20%00.0%Unchanged
MRP Capital Investments, LLC5,915$343.1K0.25%+200+3.5%Added
Federated Hermes, Inc.5,911$342.9K0.00%−141−2.3%Reduced
Interchange Capital Partners, LLC5,858$339.8K0.06%+5,858New
Ensign Peak Advisors, Inc5,828$338.1K0.00%−600−9.3%Reduced
Wedmont Private Capital5,453$325.1K0.01%+1,594+41.3%Added
Prosperity Consulting Group, LLC5,587$324.1K0.01%+5,587New
Camelot Portfolios, LLC5,501$319.1K0.23%00.0%Unchanged
Private Trust Co NA5,334$309.4K0.02%−500−8.6%Reduced
The PNC Financial Services Group, Inc.5,212$302.3K0.00%−941−15.3%Reduced