# EPR PPTYS (EPR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EPR/

- Reporting holders: 16
- Reported value: $3.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $833.2K | 14,845 | 0.1% | 16 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $811.7K | 14,628 | 0.5% | 20 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $579.1K | 10,318 | 0.0% | 17 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $397.8K | 7,312 | 0.0% | 5 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $136.6K | 2,434 | 0.0% | 12 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $95.4K | 1,700 | 0.0% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $88.3K | 1,573 | 0.0% | 16 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $76.7K | 1,367 | 0.0% | 5 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $16.4K | 292 | 0.0% | 1 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $14.7K | 262 | 0.0% | 4 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $11.6K | 207 | 0.0% | 9 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $6.8K | 122 | 0.0% | 2 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $3.8K | 68 | 0.0% | 1 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $3.3K | 58 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $2.1K | 38 | 0.0% | 11 |
| [Pensionfund PDN](https://holderbook.com/funds/1297731-pensionfund-pdn/) | $1.7K | 30,962 | 1.0% | 32 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $1.5K | 27 | 0.0% | 1 |
| [Pensionfund Sabic](https://holderbook.com/funds/1637246-pensionfund-sabic/) | $859 | 15,300 | 1.0% | 32 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $57 | 1,018 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $3.1M |
| Q2 2026 | 490 | $4.1B |
| Q1 2026 | 465 | $3.1B |
| Q4 2025 | 460 | $3.1B |
| Q3 2025 | 462 | $3.6B |
| Q2 2025 | 421 | $3.6B |
| Q1 2025 | 390 | $3.1B |
| Q4 2024 | 366 | $2.4B |
| Q3 2024 | 358 | $2.7B |
| Q2 2024 | 358 | $2.3B |
| Q1 2024 | 353 | $2.4B |
| Q4 2023 | 356 | $2.8B |