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Disclosery

EPR EPR PPTYS

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REIT (common), issuer CIK 1045450

449 managers (466 13F filers) reported a position in EPR shares at 2026-03-31, 61,212,898 shares in all. 56 filers opened a position and 52 filers sold out during the quarter.

Managers
449
13F filers
466
New
56
Added
201
Reduced
126
Sold out
52
Shares held by filers
61,212,898

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FAMILY WEALTH PARTNERS, LLC13,649$681K0.23%+2,22713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,293$664K0.01%-4,12813F-HR/ATimeline
Byrne Asset Management LLC12,926$646K0.38%-2713F-HRTimeline
Dynamic Technology Lab Private Ltd12,862$643K0.1%+3,14213F-HRTimeline
Frank, Rimerman Advisors LLC12,502$625K0.04%-28913F-HRTimeline
IFM Investors Pty Ltd12,237$611K0.01%+7813F-HRTimeline
D.A. DAVIDSON & CO.12,205$610K<0.01%+1,57613F-HRTimeline
HighTower Advisors, LLC12,204$610K<0.01%+1,32113F-HRTimeline
Cambria Investment Management, L.P.12,134$606K0.03%+1,68513F-HRTimeline
Oak Thistle LLC12,125$606K0.06%-25,46813F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN12,080$604K<0.01%+46013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding12,040$602KnewTimeline
Abel Hall, LLC11,835$591K0.13%+84713F-HRTimeline
WEDBUSH SECURITIES INC11,706$585K0.02%+85013F-HRTimeline
Edgestream Partners, L.P.11,552$577K0.02%-77,38613F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…11,549$577K<0.01%+98613F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.11,543$577K0.04%+52113F-HRTimelineGroup
Samalin Investment Counsel, LLC11,413$570K0.2%-1,24513F-HRTimeline
CERTUITY, LLC11,391$569K0.04%+1,37913F-HRTimeline
Baker Avenue Asset Management, LP11,191$559K0.01%+1,26913F-HRTimeline
MML INVESTORS SERVICES, LLC11,075$553K<0.01%-18,56213F-HRTimeline
Optas, LLC10,815$540K0.08%-11,09113F-HRTimeline
Pacer Advisors, Inc.10,594$529K<0.01%+1,48413F-HR/ATimeline
Kovack Advisors, Inc.10,513$529K0.03%-8813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,415$520K0.01%+99213F-HRTimeline
MQS Management LLC10,367$518K0.35%new13F-HRTimeline
CHOREO, LLC10,231$514K0.01%+1,37613F-HRTimeline
EP Wealth Advisors, LLC10,247$512K<0.01%+38913F-HRTimeline
Sanctuary Advisors, LLC10,220$511K<0.01%+88013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,208$510K<0.01%+50713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,059$503K<0.01%-1,46513F-HRTimelineGroup
RFG Advisory, LLC9,939$497K0.01%-1,10213F-HRTimeline
Groupe la Francaisein group Groupe la Francaise9,839$492K0.01%-7413F-HRTimelineGroup
Crossmark Global Holdings, Inc.9,746$487K0.01%-8013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…9,660$483K0.05%+15113F-HRTimelineGroup
Teamwork Financial Advisors, LLC9,635$481K0.05%+64313F-HRTimeline
QUADRANT CAPITAL GROUP LLC9,398$470K0.01%+29213F-HR/ATimeline
Maridea Wealth Management LLC9,190$459K0.07%-2,34613F-HRTimeline
XPONANCE LLC9,155$457K<0.01%+2,14913F-HRTimeline
JACKSON SQUARE CAPITAL, LLC9,071$453K0.1%+42113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC9,049$452K<0.01%-4,58313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…8,961$448K<0.01%+2,92613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,942$447K<0.01%+3,00913F-HRTimeline
CSS LLC/IL8,867$443K0.02%-86013F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…8,844$442K<0.01%-5,92713F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…8,830$441K<0.01%+2,91113F-HRTimelineGroup
Waterloo Capital, L.P.8,784$439K0.03%+10113F-HRTimeline
Impact Partnership Wealth, LLC8,721$436K0.05%-2,97213F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…8,716$435K<0.01%+1,79213F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC8,663$433K0.01%+2,36113F-HRTimeline
AXQ CAPITAL, LP8,590$429K0.06%new13F-HRTimeline
Formidable Asset Management, LLC7,890$394K0.06%013F-HRTimeline
Parallel Advisors, LLC7,865$393K0.01%-2513F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,601$380K<0.01%+1,88113F-HRTimelineGroup
Pallas Capital Advisors LLC7,575$378K0.01%-16213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,339$369K<0.01%-1,14113F-HRTimelineGroup
TWINBEECH CAPITAL LP7,255$362K0.04%new13F-HRTimeline
IMC-Chicago, LLC7,157$358K0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC6,890$344K0.02%new13F-HRTimelineGroup
Pinnacle Family Advisors, LLC6,879$344K0.16%+6713F-HRTimeline
Brooklyn Investment Group6,782$339K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,729$336K<0.01%new13F-HRTimelineGroup
Callan Family Office, LLC6,714$335K0.01%-24313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,696$335K0.04%+1013F-HRTimeline
RDA Financial Network6,622$331K0.08%-7,60413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,573$328K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,564$328K<0.01%+69413F-HRTimelineGroup
Ruffer LLP6,480$325K0.01%-77513F-HRTimeline
HRT FINANCIAL LP6,489$324K<0.01%new13F-HRTimeline
Ensign Peak Advisors, Inc6,428$321K<0.01%-2,94013F-HR/ATimeline
Arax Advisory Partners6,362$319K0.01%+4,23113F-HRTimeline
Hazelview Securities Inc.6,320$316K0.06%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC6,218$311K0.19%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,153$307K<0.01%+1,68513F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.6,052$302K<0.01%-7113F-HRTimelineGroup
Community Bank of Raymore5,955$298K0.2%013F-HRTimeline
PRIVATE TRUST CO NA5,834$291K0.03%+50013F-HRTimeline
MRP Capital Investments, LLC5,715$286K0.25%-7513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC5,612$280K0.01%+12713F-HRTimeline
Crestwood Advisors Group, LLC5,598$280K<0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …5,548$277K<0.01%-13,56813F-HRTimelineGroup
Camelot Portfolios, LLC5,501$275K0.21%013F-HRTimeline
BRIGHTON JONES LLC5,456$273K0.01%new13F-HR/ATimeline
Orion Porfolio Solutions, LLC5,144$257K<0.01%-2,91513F-HRTimeline
INCEPTIONR LLC5,137$257K0.06%new13F-HRTimeline
Vanderbilt University5,118$256K0.05%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,117$256K0.01%-1,98413F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC5,100$255K0.25%new13F-HRTimeline
Man Group plcin group Man Group plc5,091$254K<0.01%new13F-HRTimelineGroup
Krilogy Financial LLC4,492$251K0.01%-81013F-HRTimeline
Altar Rock LLC4,983$250K0.29%+55013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,991$249K<0.01%-64,47113F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC4,990$249K<0.01%013F-HRTimeline
EntryPoint Capital, LLC4,925$246K0.07%-3,60413F-HRTimeline
Merit Financial Group, LLC4,879$244K<0.01%+3613F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd4,800$240K0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4,799$240K<0.01%+7513F-HRTimeline
Robertson Stephens Wealth Management, L…4,700$236K0.01%013F-HRTimeline
Presima Securities ULC4,702$235K0.13%013F-HRTimeline
M&G PLCin group M&G PLC4,649$232K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC4,647$232K<0.01%+4,03413F-HR/ATimeline
Advisory Services Network, LLC4,617$231K<0.01%new13F-HRTimeline
Fieldview Capital Management, LLC4,528$226K0.07%new13F-HRTimeline
Waverly Advisors, LLC4,506$225K<0.01%+34013F-HRTimeline
Synergy Financial Group, LTD4,460$223K0.17%-1,54613F-HRTimeline
Cordoba Advisory Partners LLC4,432$223K0.06%013F-HRTimeline
RENAISSANCE GROUP LLC4,420$221K0.01%-5913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,400$220K<0.01%new13F-HRTimelineGroup
AFFINITY INVESTMENT ADVISORS, LLC4,399$220K0.14%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,397$220K0.01%+38513F-HRTimeline
BAILARD, INC.4,300$215K<0.01%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC4,273$213K0.03%new13F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS4,145$207K<0.01%new13F-HRTimelineGroup
Sagewood Asset Management LP4,115$206K0.06%-77213F-HRTimeline
Wedmont Private Capital3,859$205K0.01%-16813F-HRTimeline
Cornerstone Wealth Group, LLC3,552$201K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC4,019$201K<0.01%new13F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…3,793$189K0.05%+54013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,544$177K0.01%-17113F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,466$169K<0.01%+81013F-HRTimelineGroup
Allworth Financial LP3,211$160K<0.01%+44513F-HRTimeline
Heritage Wealth Advisors3,000$150K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,986$149K<0.01%+1,86613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,842$142K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,835$142K<0.01%-1,65213F-HRTimelineGroup
SIGNATUREFD, LLC2,818$141K<0.01%+36113F-HRTimeline
KBC Group NVin group KBC Group NV2,380$119K<0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,342$117K0.01%+313F-HRTimeline
IFP Advisors, Inc2,307$115K<0.01%+43113F-HRTimeline
Essential Partners LLC2,110$105K0.04%-57813F-HRTimeline
GAMMA Investing LLC2,080$104K<0.01%+16013F-HRTimeline
TD Waterhouse Canada Inc.2,003$101K<0.01%new13F-HRTimeline
FIL Ltdin group FIL Ltd1,797$89.8K<0.01%-34813F-HRTimelineGroup
Larson Financial Group LLC1,730$86.4K<0.01%+1,07713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,708$85.3K<0.01%+8513F-HRTimeline
Ninety One UK Ltd1,708$85.3K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,700$84.9K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,625$81.2K<0.01%-4813F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,620$80.9K<0.01%new13F-HRTimelineGroup
Triumph Capital Management1,531$77K0.02%-35013F-HRTimeline
Steward Partners Investment Advisory, L…1,446$72.3K<0.01%-8313F-HRTimeline
Farther Finance Advisors, LLC1,406$70.7K<0.01%+15213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,400$70K<0.01%+19413F-HRTimelineGroup
MAI Capital Management1,376$68.7K<0.01%+55113F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,151$57.5K<0.01%-11013F-HRTimeline
UMB Bank, n.a.1,139$56.9K<0.01%+10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sunbelt Securities, Inc.1,063$53.1K<0.01%+1,02313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,030$51.5K<0.01%+21513F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,000$50K0.01%013F-HRTimeline
Nova Wealth Management, Inc.1,000$50K0.03%013F-HRTimeline
SJS Investment Consulting Inc.979$48.9K0.01%+19913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC922$46K<0.01%-3813F-HRTimelineGroup
Geneos Wealth Management Inc.916$45.8K<0.01%+913F-HRTimeline
Smartleaf Asset Management LLC911$44.9K<0.01%+64113F-HRTimeline
Innovative Asset Advisors Group, LLC849$42.7K0.02%13F-HRTimeline
KERR FINANCIAL PLANNING Corp625$35K0.02%013F-HR/ATimeline
True Wealth Design, LLC695$34.7K0.01%+1213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management604$30.2K<0.01%+5813F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P565$28.2K<0.01%+6213F-HRTimelineGroup
TD Capital Management LLC553$27.6K<0.01%+45213F-HRTimeline
Synergy Investment Management, LLC544$27.2K0.01%new13F-HRTimeline
Osbon Capital Management LLC521$26K0.02%new13F-HRTimeline
Ares Financial Consulting, LLC516$25.9K0.02%+18613F-HRTimeline
Fourth Dimension Wealth, LLC500$25K0.01%013F-HRTimeline
Blue Trust, Inc.445$22.2K<0.01%+113F-HRTimeline
Quarry LP431$21.5K<0.01%-1,42813F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …422$21K<0.01%-8813F-HRTimelineGroup
Costello Asset Management, INC402$20.1K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…400$20K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC388$19.4K<0.01%-3,11113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp380$19K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC359$17.9K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors350$17.5K<0.01%-40613F-HRTimelineGroup
MATHER GROUP, LLC.345$17.2K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC335$16.9K<0.01%+3113F-HRTimeline
CoreCap Advisors, LLC317$15.8K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC296$14.8K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.286$14.6K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST275$13.7K0.01%13F-HRTimeline
Rossby Financial, LCC257$12.9K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC258$12.9K<0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors254$12.7K0.01%+413F-HRTimeline
Cassaday & Co Wealth Management LLC249$12.4K<0.01%new13F-HRTimeline
Bayforest Capital Ltd246$12.3K0.01%-5,45713F-HRTimeline
WPG Advisers, LLC237$11.8K0.01%+22413F-HRTimeline
Parkside Financial Bank & Trust223$11.1K<0.01%-2013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK223$11.1K<0.01%-513F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC222$11.1K<0.01%+713F-HRTimelineGroup
WHITTIER TRUST CO211$10.7K<0.01%013F-HRTimeline
Crewe Advisors LLC206$10.3K<0.01%+613F-HRTimeline
Covestor Ltd207$10K0.01%+813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC200$10K<0.01%-6313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB184$9.19K<0.01%013F-HRTimeline
Sachetta, LLC181$9.04K<0.01%+15913F-HRTimeline
Basecamp Wealth Advisors LLC179$8.94K<0.01%-213F-HRTimeline
Prestige Wealth Management Group LLC176$8.79K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC132$6.59K0.01%+213F-HRTimeline
Quent Capital, LLC128$6.38K<0.01%-1713F-HRTimeline
Root Financial Partners, LLC121$6.04K<0.01%+9613F-HRTimeline
Bell Investment Advisors, Inc115$5.75K<0.01%013F-HRTimeline