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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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EPR

EPR — 13F Filings Explorer

Epr Properties

+$27.1M

Net Activity

Institutions Holding

463

Popularity Rank

#1215

Avg Weight

0.04%

Total Value

$3.1B

Ownership Trend

463 institutions currently hold EPR, with 256 net buyers and 175 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

175

Net Buying Institutions

256

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$495.8M
VP
Vanguard Portfolio Management LLC
$329.3M
SS
State Street CORP
$193.2M
VC
Vanguard Capital Management LLC
$164.2M
GC
Geode Capital Management, LLC
$82.1M

Top 5 by Conviction

WA
Wasatch Advisors LP
0.32%
AC
Advisors Capital Management, LLC
0.30%
AG
Algert Global LLC
0.27%
LA
Lsv Asset Management
0.16%
Y(
Y-Intercept (Hong Kong) Ltd
0.16%
View all 463 holding institutions

Across its top 20 institutional holders, EPR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 24/100).

Quarterly Activity

Recent Activity

+$1.3B

Total Buy Value

$1.5B

Total Sell Value

New buy55
Trim125
Add201
Sold out50

256

Net Buyers

175

Net Sellers

Smart Money Convergence

EPR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/EPR

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

2

Filings (90d)

$122K

Total Est. Value

2K shares

Planned Shares

Last Filed 2026-07-17
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Gwendolyn M. JohnsonOfficer2026-07-171K shares$63K
Gwendolyn M. JohnsonOfficer2026-07-071K shares$60K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

26884U109

FAQ

Who are the top institutional investors holding EPR PROPERTIES (EPR)?
Major stakeholders currently include BlackRock, Inc. ($495.8M), Vanguard Portfolio Management LLC ($329.3M), State Street CORP ($193.2M). Based on the latest 13F filings, there are a total of 463 tracked investment funds and institutions maintaining positions in EPR.
What is the overall institutional sentiment toward EPR recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $27.1M, driven by 256 managers accumulating shares while 175 reduced their exposure.
Which institutions have been selling or reducing their EPR positions?
In the latest period, 125 funds trimmed their holdings, and 50 managers completely exited their positions. The aggregate reported sell value was $1.5B.
Are there any notable investors adding EPR to their portfolios?
Yes, buying activity remains notable. 55 institutions opened new positions in {ticker}, and 201 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.3B.

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