Skip to content
Disclosery

EPR EPR PPTYS

Follow

REIT (common), issuer CIK 1045450

472 managers (489 13F filers) reported a position in EPR shares at 2026-06-30, 63,479,019 shares in all. 65 filers opened a position and 39 filers sold out during the quarter.

Managers
472
13F filers
489
New
65
Added
175
Reduced
162
Sold out
39
Shares held by filers
63,479,019

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Costello Asset Management, INC200$11.6K<0.01%-20213F-HRTimeline
FIRST HORIZON CORP192$11.1K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB184$10.7K<0.01%013F-HRTimeline
Sachetta, LLC183$10.7K0.01%+213F-HRTimeline
Prestige Wealth Management Group LLC176$10.2K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC148$8.59K<0.01%+11613F-HRTimeline
VISION FINANCIAL MARKETS LLC134$7.74K0.01%+213F-HRTimeline
JPL Wealth Management, LLC133$7.72K<0.01%new13F-HRTimeline
Aberdeen Wealth Management LLC130$7.54K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp125$7.25K0.01%-50013F-HRTimeline
Planning Strategies Inc.122$7.08K<0.01%13F-HRTimeline
IMA Advisory Services, Inc.116$6.76K<0.01%+4213F-HRTimeline
Bell Investment Advisors, Inc115$6.67K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC114$6.61K<0.01%-6513F-HRTimeline
Napier Financial, LLC112$6.5K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC111$6.44K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.100$5.8K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.100$5.8K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC88$5.11K<0.01%-30013F-HRTimeline
Caitong International Asset Management …84$4.87K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.75$4.35K<0.01%013F-HRTimeline
City State Bank75$4.35K<0.01%013F-HRTimeline
LRI Investments, LLC75$4.35K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.70$4.06K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.69$4K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC71$4K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS68$3.89K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT66$3.83K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC65$3.77K<0.01%-3113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…65$3.77K<0.01%-413F-HRTimelineGroup
TD Waterhouse Canada Inc.60$3.46K<0.01%-1,94313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO59$3.42K<0.01%013F-HRTimelineGroup
Retirement Wealth Solutions LLC59$3.42K<0.01%+2413F-HRTimeline
Boreal Capital Management LLC50$2.9K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC50$2.9K<0.01%013F-HR/ATimeline
Physician Wealth Advisors, Inc.48$2.79K<0.01%+913F-HRTimeline
MANNING & NAPIER ADVISORS LLC46$2.71K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…46$2.7K<0.01%-3713F-HRTimelineGroup
Clearstead Advisors, LLC45$2.61K<0.01%+2513F-HRTimeline
Spectrum Wealth Advisory Group, LLC38$2.2K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC38$2.2K<0.01%-27913F-HRTimeline
Roble, Belko & Company, Inc31$2K<0.01%+113F-HRTimeline
Silver Grove Financial Group, Inc.32$1.86K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC31$1.8K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.30$1.73K<0.01%+113F-HRTimeline
Archer Investment Corp29$1.68K<0.01%013F-HR/ATimeline
Dunhill Financial, LLC27$1.59K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.25$1.45K<0.01%+2213F-HRTimeline
PEAK6 LLCin group PEAK6 LLC23$1.33K<0.01%-48,95313F-HRTimelineGroup
Rialto Wealth Management, LLC22$1.28K<0.01%+1213F-HRTimeline
CENTRAL TRUST Co20$1.16K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC20$1.16K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC20$1.15K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC19$1.1K<0.01%-1,60113F-HRTimelineGroup
Signature Equity Partners, LLC19$1.1K<0.01%013F-HRTimeline
TSFG, LLC21$1K<0.01%013F-HRTimeline
CX Institutional18$1K<0.01%013F-HRTimeline
Manchester Capital Management LLC17$987<0.01%013F-HRTimeline
Cromwell Holdings LLC14$816<0.01%013F-HRTimeline
Financial Management Professionals, Inc.13$758<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC11$642<0.01%new13F-HRTimeline
Bare Financial Services, Inc10$580<0.01%013F-HRTimeline
JNBA Financial Advisors8$465<0.01%new13F-HRTimeline
Financial Perspectives, Inc8$464<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.7$407<0.01%013F-HR/ATimeline
Keating Financial Advisory Services, In…6$348<0.01%+213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5$290<0.01%-21813F-HRTimelineGroup
Buck Wealth Strategies, LLC5$290<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.3$188<0.01%new13F-HRTimeline
Hughes Financial Services, LLC3$174<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…3$174<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC1$58<0.01%013F-HRTimeline