EPR PPTYS (EPR)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | $833.2K | 14,845 | 0.07% | 16q | +4.8%+$38.4K |
| Byrne Asset Management LLC | $811.7K | 14,628 | 0.45% | 20q | +12.0%+$87.1K |
| MOODY NATIONAL BANK TRUST DIVISION | $579.1K | 10,318 | 0.05% | 17q | +6.6%+$35.7K |
| Wedmont Private Capital | $397.8K | 7,312 | 0.01% | 5q | +34.1%+$101.1K |
| GAMMA Investing LLC | $136.6K | 2,434 | 0.00% | 12q | +10.0%+$12.5K |
| TOTH FINANCIAL ADVISORY CORP | $95.4K | 1,700 | 0.01% | 6q | HELD |
| Farther Finance Advisors, LLC | $88.3K | 1,573 | 0.00% | 16q | +5.9%+$4.9K |
| ELEVATION WEALTH PARTNERS, LLC | $76.7K | 1,367 | 0.02% | 5q | +108.1%+$39.9K |
| GoalVest Advisory LLC | $16.4K | 292 | 0.00% | new | NEW |
| Sarver Vrooman Wealth Advisors | $14.7K | 262 | 0.01% | 4q | +1.6% |
| MassMutual Private Wealth & Trust, FSB | $11.6K | 207 | 0.00% | 9q | +12.5%+$1.3K |
| Planning Strategies Inc. | $6.8K | 122 | 0.00% | 2q | HELD |
| Grove Bank & Trust | $3.8K | 68 | 0.00% | new | NEW |
| Retirement Wealth Solutions LLC | $3.3K | 58 | 0.00% | 5q | -1.7% |
| CoreCap Advisors, LLC | $2.1K | 38 | 0.00% | 11q | HELD |
| Pensionfund PDN | $1.7K | 30,962 | 1.02% | 32q | -6.1% |
| GK Wealth Management LLC | $1.5K | 27 | 0.00% | new | NEW |
| Pensionfund Sabic | $859 | 15,300 | 1.04% | 32q | -11.6% |
| CX Institutional | $57 | 1,018 | 0.00% | 7q | +5555.6% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-10 | Peterson Mark Alan | EVP & Chief Financial Officer | Sold | 8,334 | $500.0K |
| 2026-05-07 | Peterson Mark Alan | EVP & Chief Financial Officer | Sold | 8,696 | $500.0K |
| 2026-08-03 | Mater Tonya L. | SVP & Chief Accounting Officer | Sold | 6,692 | $413.5K ×2 |
| 2026-06-23 | Turvey Paul Robert | SVP, General Counsel | Sold | 6,400 | $372.5K |
| 2026-08-19 | Grace Elizabeth | SVP - Human Resources & Admin | Sold | 4,200 | $254.4K |
| 2026-08-06 | Sterneck Robin Peppe | Director | Sold | 3,403 | $209.4K |
| 2026-04-15 | Mater Tonya L. | SVP & Chief Accounting Officer | Sold | 2,600 | $146.9K |
| 2026-06-23 | Johnson Gwendolyn Mary | SVP - Asset Management | Sold | 2,000 | $116.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 16 | $3.1M | 55,251 | 3 | 9 | 1 | 0.0% |
| Q2 2026 | 490 | $4.1B | 69,703,328 | 64 | 170 | 152 | 0.6% |
| Q1 2026 | 465 | $3.1B | 62,073,062 | 56 | 190 | 120 | 0.6% |
| Q4 2025 | 460 | $3.1B | 61,168,668 | 38 | 164 | 147 | 0.7% |
| Q3 2025 | 462 | $3.6B | 61,634,927 | 69 | 164 | 122 | 1.4% |
| Q2 2025 | 421 | $3.6B | 60,555,819 | 67 | 165 | 110 | 1.0% |
| Q1 2025 | 390 | $3.1B | 58,483,363 | 66 | 156 | 85 | 1.0% |
| Q4 2024 | 366 | $2.4B | 53,659,677 | 38 | 137 | 87 | 1.1% |
| Q3 2024 | 358 | $2.7B | 54,559,928 | 42 | 113 | 136 | 1.1% |
| Q2 2024 | 358 | $2.3B | 53,543,482 | 43 | 119 | 123 | 1.4% |
| Q1 2024 | 353 | $2.4B | 55,506,628 | 36 | 153 | 84 | 1.8% |
| Q4 2023 | 356 | $2.8B | 57,504,792 | 47 | 108 | 106 | 0.8% |
| Q3 2023 | 328 | $2.5B | 59,044,213 | 31 | 98 | 118 | 1.6% |
| Q2 2023 | 340 | $2.8B | 58,213,286 | 45 | 100 | 115 | 1.0% |
| Q1 2023 | 325 | $2.4B | 59,471,325 | 33 | 124 | 96 | 4.2% |
| Q4 2022 | 336 | $2.3B | 59,648,889 | 47 | 125 | 94 | 2.8% |
| Q3 2022 | 320 | $2.2B | 59,399,890 | 37 | 111 | 107 | 1.3% |
| Q2 2022 | 333 | $2.8B | 58,862,292 | 33 | 129 | 91 | 1.7% |
| Q1 2022 | 352 | $3.3B | 58,610,610 | 65 | 104 | 102 | 1.6% |
| Q4 2021 | 322 | $2.9B | 59,090,627 | 46 | 101 | 89 | 2.6% |
| Q3 2021 | 309 | $2.9B | 58,191,905 | 26 | 95 | 105 | 2.5% |
| Q2 2021 | 317 | $3.3B | 59,804,556 | 49 | 84 | 99 | 3.3% |
| Q1 2021 | 293 | $3.0B | 62,622,951 | 46 | 64 | 103 | 3.1% |
| Q4 2020 | 286 | $2.3B | 66,122,895 | 31 | 60 | 115 | 5.9% |
| Q3 2020 | 295 | $1.8B | 64,527,460 | 32 | 61 | 130 | 2.7% |
| Q2 2020 | 312 | $2.2B | 64,540,866 | 44 | 99 | 112 | 2.4% |
| Q1 2020 | 329 | $1.6B | 63,257,691 | 40 | 126 | 106 | 1.8% |
| Q4 2019 | 423 | $4.8B | 67,870,343 | 39 | 132 | 125 | 0.9% |
| Q3 2019 | 405 | $5.1B | 65,839,212 | 34 | 141 | 124 | 0.5% |
| Q2 2019 | 422 | $5.0B | 66,756,556 | 51 | 154 | 109 | 0.8% |
| Q1 2019 | 418 | $5.0B | 65,267,870 | 50 | 134 | 130 | 0.6% |
| Q4 2018 | 405 | $4.1B | 64,210,605 | 7 | 9 | 1 | 0.6% |