EPR PPTYS (EPRPRC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
30
Reporting holders
$110.9M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Weiss Asset Management LP | $53.4M | 2,067,831 | 0.56% | 5q | HELD |
| CAMDEN ASSET MANAGEMENT L P /CA | $13.5M | 526,931 | 0.39% | 19q | HELD |
| Aequim Alternative Investments LP | $11.3M | 440,000 | 0.18% | 18q | HELD |
| BlackRock, Inc. | $8.5M | 331,891 | 0.00% | 8q | -13.5%-$1.3M |
| Uniplan Investment Counsel, Inc. | $5.6M | 218,998 | 0.26% | 11q | +97.6%+$2.8M |
| Warberg Asset Management LLC | $2.9M | 115,000 | 0.53% | 13q | +15.1%+$386.3K |
| D.A. DAVIDSON & CO. | $2.5M | 97,717 | 0.01% | 19q | -5.7%-$151.5K |
| Skaana Management L.P. | $2.4M | 93,871 | 0.52% | 19q | +415.5%+$2.0M |
| Hudson Bay Capital Management LP | $2.3M | 88,599 | 0.01% | new | NEW |
| DigitalBridge Group, Inc. | $1.9M | 75,000 | 0.12% | 13q | -37.2%-$1.1M |
| North Star Investment Management Corp. | $1.7M | 65,000 | 0.09% | 10q | HELD |
| Tidal Investments LLC | $775.3K | 30,260 | 0.00% | 15q | -9.7%-$83.0K |
| WELLS FARGO & COMPANY/MN | $741.0K | 28,922 | 0.00% | 19q | -60.9%-$1.2M |
| LDR Capital Management LLC | $716.1K | 27,950 | 0.83% | 19q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $619.8K | 24,193 | 0.00% | 11q | +1.4%+$8.3K |
| MORGAN STANLEY | $519.8K | 20,290 | 0.00% | 19q | -11.6%-$68.2K |
| WOLVERINE ASSET MANAGEMENT LLC | $474.4K | 18,270 | 0.00% | 19q | HELD |
| CoreCap Advisors, LLC | $248.2K | 9,689 | 0.01% | 9q | -1.8%-$4.5K |
| ROYAL BANK OF CANADA | $207.0K | 8,089 | 0.00% | 19q | HELD |
| Virtus Fixed Income Advisers, LLC | $199.0K | 7,750 | 0.13% | new | NEW |
| FIFTH THIRD BANCORP | $74.3K | 2,902 | 0.00% | 11q | HELD |
| OSAIC HOLDINGS, INC. | $53.8K | 2,100 | 0.00% | 3q | -16.0%-$10.2K |
| VIRTUS ADVISERS, LLC | $47.7K | 1,857 | 0.02% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $46.1K | 1,800 | 0.00% | new | NEW |
| Glendon Capital Management LP | $25.6K | 1,000 | 0.00% | 19q | HELD |
| UBS Group AG | $24.1K | 942 | 0.00% | 19q | -52.7%-$26.8K |
| JONES FINANCIAL COMPANIES LLLP | $20.5K | 778 | 0.00% | 3q | -2.4% |
| Medallion Wealth Advisors, LLC | $6.6K | 257 | 0.00% | 7q | +1.6% |
| Steward Partners Investment Advisory, LLC | $3.9K | 154 | 0.00% | 3q | HELD |
| Janney Montgomery Scott LLC | $2.0K | 79,039 | 0.00% | 15q | -1.8% |
| TD PRIVATE CLIENT WEALTH LLC | $2.0K | 79 | 0.00% | 11q | +11.3% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 30 | $110.9M | 4,308,120 | 3 | 6 | 10 | 0.0% |
| Q1 2026 | 33 | $96.2M | 4,235,501 | 3 | 10 | 9 | 0.0% |
| Q4 2025 | 32 | $93.0M | 4,139,769 | 4 | 9 | 9 | 0.0% |
| Q3 2025 | 34 | $105.1M | 4,107,079 | 1 | 9 | 16 | 0.0% |
| Q2 2025 | 34 | $101.7M | 4,036,795 | 5 | 9 | 10 | 0.0% |
| Q1 2025 | 35 | $89.4M | 3,867,868 | 5 | 7 | 13 | 0.0% |
| Q4 2024 | 32 | $69.8M | 3,359,303 | 3 | 9 | 10 | 0.0% |
| Q3 2024 | 30 | $77.7M | 3,476,158 | 1 | 7 | 10 | 0.0% |
| Q2 2024 | 29 | $64.1M | 3,328,097 | 2 | 8 | 10 | 0.0% |
| Q1 2024 | 29 | $65.6M | 3,442,049 | 2 | 10 | 10 | 0.0% |
| Q4 2023 | 29 | $79.2M | 3,723,677 | 8 | 10 | 7 | 0.0% |
| Q3 2023 | 23 | $71.5M | 3,828,851 | 0 | 10 | 5 | 0.0% |
| Q2 2023 | 24 | $78.2M | 3,708,351 | 2 | 6 | 10 | 0.0% |
| Q1 2023 | 25 | $64.3M | 3,616,796 | 2 | 13 | 6 | 0.0% |
| Q4 2022 | 23 | $67.5M | 3,752,551 | 1 | 9 | 9 | 0.0% |
| Q3 2022 | 25 | $67.5M | 3,885,257 | 3 | 15 | 3 | 0.0% |
| Q2 2022 | 24 | $80.6M | 3,646,199 | 1 | 8 | 9 | 0.0% |
| Q1 2022 | 25 | $96.5M | 3,742,164 | 3 | 9 | 8 | 0.0% |
| Q4 2021 | 27 | $92.3M | 3,614,454 | 25 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $1.2M | 45,448 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $1.2M | 45,448 | 0 | 0 | 0 | 0.0% |
| Q1 2021 | 1 | $1.2M | 45,488 | 0 | 0 | 1 | 0.0% |
| Q4 2020 | 2 | $1.3M | 56,703 | 1 | 0 | 1 | 0.0% |
| Q3 2020 | 3 | $19.0M | 962,084 | 0 | 1 | 1 | 0.0% |
| Q2 2020 | 20 | $64.0M | 3,513,205 | 4 | 5 | 8 | 0.0% |
| Q1 2020 | 21 | $67.8M | 4,293,906 | 5 | 5 | 7 | 0.0% |
| Q4 2019 | 20 | $181.3M | 5,749,484 | 0 | 9 | 4 | 0.0% |
| Q3 2019 | 21 | $161.5M | 4,850,288 | 1 | 4 | 5 | 0.0% |
| Q2 2019 | 22 | $154.6M | 4,825,032 | 2 | 3 | 11 | 0.0% |
| Q1 2019 | 22 | $147.9M | 4,703,777 | 4 | 4 | 8 | 0.0% |
| Q4 2018 | 21 | $148.4M | 5,543,717 | 1 | 1 | 0 | 0.0% |