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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 5,179 | $300.4K | 0.01% | +5,179 | New |
| Blair William & Co | 5,049 | $292.9K | 0.00% | +250+5.2% | Added |
| Panagora Asset Management Inc | 5,044 | $292.6K | 0.00% | +54+1.1% | Added |
| EntryPoint Capital, LLC | 4,925 | $285.7K | 0.07% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,909 | $284.8K | 0.03% | −1,664−25.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,733 | $281.9K | 0.01% | +4,733 | New |
| Merit Financial Group, LLC | 4,859 | $281.9K | 0.00% | −20−0.4% | Reduced |
| Kestra Investment Management, LLC | 4,854 | $281.6K | 0.01% | −707−12.7% | Reduced |
| Warren Averett Asset Management, LLC | 4,733 | $274.6K | 0.00% | +227+5.0% | Added |
| Robertson Stephens Wealth Management, LLC | 4,700 | $274.1K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,705 | $272.9K | 0.01% | +305+6.9% | Added |
| GWM Advisors LLC | 4,650 | $269.8K | 0.00% | +3+0.1% | Added |
| M&G Plc | 4,649 | $269.6K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,506 | $261.4K | 0.00% | −950−17.4% | Reduced |
| Cornerstone Wealth Group, LLC | 4,495 | $260.8K | 0.02% | +943+26.5% | Added |
| Park Avenue Securities LLC | 4,465 | $259.0K | 0.00% | +4,465 | New |
| Cordoba Advisory Partners LLC | 4,432 | $258.5K | 0.05% | 00.0% | Unchanged |
| Renaissance Group LLC | 4,420 | $256.4K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 4,391 | $254.7K | 0.00% | +4,391 | New |
| Affinity Investment Advisors, LLC | 4,361 | $253.0K | 0.13% | −38−0.9% | Reduced |
| Hohimer Wealth Management, LLC | 4,290 | $248.9K | 0.03% | +17+0.4% | Added |
| Ashton Thomas Private Wealth, LLC | 4,246 | $246.3K | 0.01% | +227+5.6% | Added |
| Alps Advisors Inc | 4,218 | $244.7K | 0.00% | +4,218 | New |
| Krilogy Financial LLC | 4,157 | $241.1K | 0.01% | −335−7.5% | Reduced |
| DnB Asset Management AS | 4,145 | $240.5K | 0.00% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 4,062 | $235.6K | 0.23% | +4,062 | New |
| Canada Pension Plan Investment Board | 4,000 | $232.0K | 0.00% | +4,000 | New |
| Utah Retirement Systems | 3,995 | $231.8K | 0.00% | +3,995 | New |
| Sagewood Asset Management LP | 3,915 | $227.1K | 0.05% | −200−4.9% | Reduced |
| Truist Financial Corp | 3,858 | $223.8K | 0.00% | +3,858 | New |
| Sagespring Wealth Partners, LLC | 3,804 | $220.7K | 0.00% | +3,804 | New |
| Keystone Financial Services | 3,796 | $220.2K | 0.06% | +3,796 | New |
| Stratos Wealth Partners, LTD. | 3,766 | $218.5K | 0.00% | +3,766 | New |
| Old National Bancorp | 3,728 | $216.3K | 0.00% | +3,728 | New |
| Schnieders Capital Management, LLC. | 3,715 | $215.5K | 0.03% | +3,715 | New |
| Larson Financial Group LLC | 3,668 | $212.8K | 0.01% | +1,938+112.0% | Added |
| Jones Financial Companies LLLP | 3,530 | $210.7K | 0.00% | +64+1.8% | Added |
| J.W. Cole Advisors, Inc. | 3,603 | $209.0K | 0.00% | +3,603 | New |
| Advisory Services Network, LLC | 3,582 | $207.8K | 0.00% | −1,035−22.4% | Reduced |
| Certior Financial Group, LLC | 3,579 | $207.6K | 0.11% | +3,579 | New |
| Concurrent Investment Advisors, LLC | 3,577 | $207.5K | 0.00% | +3,577 | New |
| Signaturefd, LLC | 3,568 | $207.0K | 0.00% | +750+26.6% | Added |
| Kingsview Wealth Management, LLC | 3,531 | $204.8K | 0.00% | +3,531 | New |
| Bright Futures Wealth Management, LLC. | 3,529 | $204.7K | 0.13% | +3,529 | New |
| Kathmere Capital Management, LLC | 3,501 | $203.1K | 0.01% | +3,501 | New |
| Maryland State Retirement & Pension System | 3,497 | $202.9K | 0.00% | +3,497 | New |
| Hantz Financial Services, Inc. | 3,469 | $201.0K | 0.00% | +483+16.2% | Added |
| Virtus Investment Advisers, Inc. | 3,364 | $195.1K | 0.05% | −429−11.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,195 | $185.3K | 0.00% | +360+12.7% | Added |
| Heritage Wealth Advisors | 3,000 | $174.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,952 | $171.3K | 0.00% | −259−8.1% | Reduced |
| Public Employees Retirement Association of Colorado | 2,842 | $165.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,464 | $142.9K | 0.00% | −1,080−30.5% | Reduced |
| IFP Advisors, Inc | 2,454 | $142.4K | 0.00% | +147+6.4% | Added |
| KBC Group NV | 2,380 | $138.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,335 | $135.0K | 0.01% | −7−0.3% | Reduced |
| Horizon Investments, LLC | 2,331 | $134.6K | 0.00% | −20,841−89.9% | Reduced |
| GAMMA Investing LLC | 2,212 | $128.3K | 0.00% | +132+6.3% | Added |
| Nykredit A/S | 2,143 | $124.3K | 0.00% | +2,143 | New |
| Harbour Investments, Inc. | 1,827 | $106.0K | 0.00% | +119+7.0% | Added |
| FIL Ltd | 1,826 | $105.9K | 0.00% | +29+1.6% | Added |
| Global Retirement Partners, LLC | 1,718 | $99.6K | 0.00% | +1,718 | New |
| Ninety One UK Ltd | 1,708 | $99.1K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,700 | $98.6K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 1,551 | $90.0K | 0.02% | +20+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,510 | $87.6K | 0.00% | +64+4.4% | Added |
| Farther Finance Advisors, LLC | 1,485 | $86.2K | 0.00% | +79+5.6% | Added |
| Rockefeller Capital Management L.P. | 1,419 | $82.4K | 0.00% | +19+1.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,251 | $72.6K | 0.00% | +221+21.5% | Added |
| Umb Bank N A | 1,209 | $70.1K | 0.00% | +70+6.1% | Added |
| SJS Investment Consulting Inc. | 1,196 | $69.4K | 0.01% | +217+22.2% | Added |
| GF Fund Management Co. Ltd. | 1,032 | $59.9K | 0.00% | −119−10.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 922 | $54.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 911 | $53.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 925 | $53.7K | 0.00% | +9+1.0% | Added |
| Fifth Third Bancorp | 891 | $51.7K | 0.00% | −734−45.2% | Reduced |
| Covestor Ltd | 859 | $49.0K | 0.03% | +652+315.0% | Added |
| True Wealth Design, LLC | 813 | $47.2K | 0.01% | +118+17.0% | Added |
| Fourth Dimension Wealth, LLC | 750 | $43.5K | 0.01% | +250+50.0% | Added |
| Quarry LP | 725 | $42.1K | 0.01% | +294+68.2% | Added |
| Truvestments Capital LLC | 669 | $38.8K | 0.01% | +669 | New |
| ZRC Wealth Management, LLC | 657 | $38.1K | 0.01% | +580+753.2% | Added |
| StrongBox Wealth, LLC | 600 | $34.8K | 0.01% | +600 | New |
| Spire Wealth Management | 598 | $34.7K | 0.00% | −6−1.0% | Reduced |
| Loomis Sayles & Co L P | 565 | $32.8K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 550 | $31.9K | 0.01% | +6+1.1% | Added |
| Blume Capital Management, Inc. | 542 | $31.5K | 0.00% | +542 | New |
| Ares Financial Consulting, LLC | 521 | $30.2K | 0.02% | +5+1.0% | Added |
| First National Bank | 465 | $27.0K | 0.01% | +465 | New |
| Ronald Blue Trust, Inc. | 446 | $25.9K | 0.00% | +1+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 400 | $23.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 380 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 359 | $20.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 357 | $20.7K | 0.00% | −196−35.4% | Reduced |
| Colonial Trust Co | 350 | $20.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 345 | $20.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 344 | $20.0K | 0.00% | +344 | New |
| Mirae Asset Global Investments Co., Ltd. | 315 | $18.3K | 0.00% | −1,253−79.9% | Reduced |
| IFG Advisory, LLC | 313 | $18.2K | 0.00% | +313 | New |