EPR PPTYS (EPRPRE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
34
Reporting holders
$70.9M
Reported value
3.6%
Held as options
+2
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 | $20.9M | 640,439 | 0.22% | 5q | HELD |
| BlackRock, Inc. | $6.7M | 212,121 | 0.00% | 8q | -13.5%-$1.1M |
| CAMDEN ASSET MANAGEMENT L P /CA | $6.4M | 197,382 | 0.19% | 19q | HELD |
| WESTWOOD HOLDINGS GROUP INC | $5.9M | 183,506 | 0.04% | 15q | HELD |
| LDR Capital Management LLC | $5.5M | 173,004 | 6.34% | 19q | HELD |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $3.5M | 111,300 | 0.21% | 18q | +11.2%+$355.1K |
| Skaana Management L.P. | $3.3M | 102,498 | 0.72% | 3q | +118.5%+$1.8M |
| Beverly Hills Private Wealth, LLC | $2.7M | 85,194 | 0.52% | 8q | +11.7%+$284.5K |
| Aequim Alternative Investments LP | $2.3M | 71,692 | 0.04% | 16q | HELD |
| DigitalBridge Group, Inc. | $2.0M | 62,000 | 0.12% | 13q | -9.0%-$194.2K |
| IMC-Chicago, LLC | $1.9M | options only | 0.00% | 4q | OPTIONS |
| PALISADE CAPITAL MANAGEMENT, LP | $1.9M | 58,749 | 0.08% | 19q | HELD |
| Warberg Asset Management LLC | $1.7M | 54,398 | 0.32% | 5q | +10.4%+$163.6K |
| AMERIPRISE FINANCIAL INC | $1.7M | 54,615 | 0.00% | 9q | -45.5%-$1.4M |
| Brookfield Corp /ON/ | $711.4K | 22,392 | 0.00% | 16q | -7.5%-$58.1K |
| SIMPLEX TRADING, LLC | $580.1K | options only | 0.00% | 31q | OPTIONS |
| LPL Financial LLC | $448.4K | 14,113 | 0.00% | 11q | -3.7%-$17.3K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $319.3K | 10,050 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $295.5K | 9,082 | 0.00% | new | NEW |
| Avise Financial Cooperative, Inc. | $291.1K | 9,164 | 0.21% | 3q | +17.2%+$42.7K |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $282.8K | 8,900 | 0.04% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $276.9K | 8,715 | 0.00% | 15q | -50.0%-$277.0K |
| Heitman Real Estate Securities LLC | $248.9K | 7,835 | 0.02% | 13q | -3.7%-$9.6K |
| Pasadena Private Wealth, LLC | $228.0K | 7,177 | 0.03% | 6q | HELD |
| MORGAN STANLEY | $197.7K | 6,222 | 0.00% | 19q | HELD |
| ZAZOVE ASSOCIATES LLC | $164.2K | 5,122 | 0.01% | 4q | +71.7%+$68.6K |
| MRP Capital Investments, LLC | $161.2K | 5,075 | 0.12% | 6q | +16.0%+$22.2K |
| GROUP ONE TRADING LLC | $58.0K | options only | 0.00% | 27q | OPTIONS |
| UBS Group AG | $51.1K | 1,609 | 0.00% | 2q | +14.6%+$6.5K |
| Steward Partners Investment Advisory, LLC | $25.4K | 800 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $10.0K | 320 | 0.00% | 19q | +0.6% |
| JONES FINANCIAL COMPANIES LLLP | $9.8K | 300 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $5.3K | 166 | 0.00% | 3q | HELD |
| Godfrey Financial Associates, Inc. | $3.2K | 100 | 0.00% | 3q | HELD |
| COHEN & STEERS, INC. | $1.8K | 57,085 | 0.00% | 19q | HELD |
| Janney Montgomery Scott LLC | $1.2K | 37,304 | 0.00% | 17q | -2.9% |
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 | 34 | $70.9M | 2,124,040 | 2 | 9 | 7 | 3.6% |
| Q1 2026 | 32 | $66.4M | 2,113,941 | 3 | 8 | 11 | 3.3% |
| Q4 2025 | 34 | $62.2M | 2,003,769 | 5 | 5 | 8 | 3.4% |
| Q3 2025 | 31 | $69.9M | 2,116,487 | 3 | 10 | 6 | 4.3% |
| Q2 2025 | 32 | $66.9M | 2,112,855 | 5 | 8 | 8 | 1.3% |
| Q1 2025 | 28 | $66.5M | 2,185,683 | 3 | 8 | 7 | 1.4% |
| Q4 2024 | 27 | $59.1M | 2,109,987 | 5 | 7 | 3 | 2.3% |
| Q3 2024 | 24 | $63.1M | 2,034,528 | 2 | 6 | 3 | 1.5% |
| Q2 2024 | 24 | $55.8M | 1,944,673 | 2 | 3 | 8 | 3.0% |
| Q1 2024 | 25 | $50.7M | 1,724,143 | 4 | 6 | 8 | 7.6% |
| Q4 2023 | 24 | $51.4M | 1,779,735 | 3 | 8 | 6 | 2.8% |
| Q3 2023 | 24 | $58.6M | 1,845,642 | 3 | 8 | 5 | 19.4% |
| Q2 2023 | 25 | $49.3M | 1,656,959 | 3 | 3 | 10 | 5.1% |
| Q1 2023 | 22 | $51.3M | 1,631,406 | 2 | 5 | 8 | 16.0% |
| Q4 2022 | 21 | $48.4M | 1,596,997 | 3 | 5 | 6 | 14.8% |
| Q3 2022 | 21 | $59.4M | 2,045,600 | 2 | 5 | 5 | 11.5% |
| Q2 2022 | 23 | $77.2M | 2,288,815 | 4 | 4 | 3 | 10.3% |
| Q1 2022 | 22 | $80.4M | 2,243,343 | 5 | 1 | 5 | 7.2% |
| Q4 2021 | 21 | $75.8M | 1,793,430 | 19 | 0 | 0 | 15.7% |
| Q3 2021 | 2 | $18.0M | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2021 | 2 | $28.4M | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2021 | 3 | $41.6M | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2020 | 2 | $26.5M | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2020 | 2 | $5.0M | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2020 | 6 | $18.6M | 462,510 | 1 | 1 | 0 | 37.9% |
| Q1 2020 | 24 | $48.6M | 2,158,334 | 5 | 3 | 6 | 4.9% |
| Q4 2019 | 23 | $100.7M | 2,521,047 | 2 | 10 | 4 | 4.5% |
| Q3 2019 | 24 | $97.2M | 2,483,508 | 2 | 3 | 7 | 0.9% |
| Q2 2019 | 25 | $94.2M | 2,453,825 | 3 | 7 | 7 | 1.5% |
| Q1 2019 | 24 | $85.5M | 2,228,119 | 2 | 8 | 6 | 1.3% |
| Q4 2018 | 25 | $75.3M | 2,196,401 | 1 | 0 | 1 | 0.8% |