EPR PROPERTIES (EPR) — Institutional Holders, Q2 2026 (page 3)
516 institutional investment managers reported a EPR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EPR 13F holders ranked 201–300 of 516
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Mariner#201 · 17,862 sh | 17,862 | $1.0M | <0.01% | -68.2% |
| 202 | Pathstone#202 · 17,493 sh | 17,493 | $1.0M | <0.01% | -1.8% |
| 203 | KESTRA PRIVATE WEALTH SERVICES#203 · 17,395 sh | 17,395 | $1.0M | 0.01% | +13.1% |
| 204 | Kera Capital Partners#204 · 17,390 sh | 17,390 | $1.0M | 0.10% | +20.3% |
| 205 | Pensionfund Sabic#205 · 17,300 sh | 17,300 | $1.0M | — | 0.0% |
| 206 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#206 · 17,210 sh | 17,210 | $998.4K | 0.01% | +0.9% |
| 207 | SRS Capital Advisors#207 · 16,995 sh | 16,995 | $985.9K | <0.01% | +167.1% |
| 208 | Caprock Group#208 · 16,883 sh | 16,883 | $984.8K | 0.02% | +17.2% |
| 209 | M&T BANK#209 · 16,557 sh | 16,557 | $960.9K | <0.01% | +5.8% |
| 210 | Inscription Capital#210 · 16,276 sh | 16,276 | $944.2K | 0.08% | -19.3% |
| 211 | Kestra Advisory Services#211 · 16,193 sh | 16,193 | $939.3K | <0.01% | -9.6% |
| 212 | Mount Yale Investment Advisors#212 · 15,880 sh | 15,880 | $926.1K | 0.02% | -11.2% |
| 213 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#213 · 15,834 sh | 15,834 | $918.5K | <0.01% | +1.3% |
| 214 | Vestmark Advisory Solutions#214 · 15,586 sh | 15,586 | $904.2K | <0.01% | -10.3% |
| 215 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#215 · 15,485 sh | 15,485 | $898.3K | 0.01% | +11.8% |
| 216 | GSA CAPITAL PARTNERS LLP#216 · 15,379 sh | 15,379 | $892.0K | 0.06% | -20.6% |
| 217 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#217 · 15,300 sh | 15,300 | $888.0K | 0.02% | 0.0% |
| 218 | DekaBank Deutsche Girozentrale#218 · 17,938 sh | 17,938 | $881.0K | — | 0.0% |
| 219 | FAMILY WEALTH PARTNERS#219 · 14,509 sh | 14,509 | $841.7K | — | +6.3% |
| 220 | Versant Capital Management#220 · 14,160 sh | 14,160 | $821.4K | — | -0.8% |
| 221 | Ameritas Investment Partners#221 · 14,080 sh | 14,080 | $816.8K | 0.02% | +0.9% |
| 222 | EP Wealth Advisors#222 · 14,067 sh | 14,067 | $816.1K | <0.01% | +37.3% |
| 223 | Texas Yale Capital#223 · 14,050 sh | 14,050 | $815.0K | 0.02% | 0.0% |
| 224 | EVOLVE PRIVATE WEALTH#224 · 13,853 sh | 13,853 | $808.0K | 0.05% | -10.2% |
| 225 | Verdence Capital Advisors#225 · 13,845 sh | 13,845 | $803.2K | — | -2.7% |
| 226 | Lighthouse Investment Partners#226 · 13,562 sh | 13,562 | $786.7K | 0.02% | New |
| 227 | MML INVESTORS SERVICES#227 · 13,536 sh | 13,536 | $785.2K | <0.01% | +22.2% |
| 228 | Sound Stewardship#228 · 13,500 sh | 13,500 | $783.1K | — | -10.8% |
| 229 | CERTUITY#229 · 13,424 sh | 13,424 | $778.7K | 0.04% | +17.8% |
| 230 | Connor, Clark & Lunn Investment Management Ltd.#230 · 13,399 sh | 13,399 | $777.3K | <0.01% | New |
| 231 | CHILDRESS CAPITAL ADVISORS#231 · 13,300 sh | 13,300 | $771.5K | 0.13% | -5.0% |
| 232 | Baker Avenue Asset Management#232 · 13,200 sh | 13,200 | $765.7K | 0.01% | +18.0% |
| 233 | Byrne Asset Management#233 · 13,058 sh | 13,058 | $757.5K | — | +1.0% |
| 234 | Focus Partners Advisor Solutions#234 · 12,987 sh | 12,987 | $753.4K | <0.01% | -22.0% |
| 235 | Kovack Advisors#235 · 12,818 sh | 12,818 | $740.1K | 0.04% | +21.9% |
| 236 | IEQ CAPITAL#236 · 12,465 sh | 12,465 | $723.1K | <0.01% | -75.6% |
| 237 | BROOKFIELD#237 · 22,392 sh | 22,392 | $711.4K | <0.01% | -7.5% |
| 238 | IFM Investors Pty Ltd#238 · 12,237 sh | 12,237 | $709.9K | — | 0.0% |
| 239 | BOOTHBAY FUND MANAGEMENT#239 · 12,199 sh | 12,199 | $707.7K | <0.01% | +138.4% |
| 240 | INDEPENDENT FINANCIAL GROUP#240 · 12,093 sh | 12,093 | $701.5K | — | +30.1% |
| 241 | NISSAY ASSET MANAGEMENT /JAPAN#241 · 11,991 sh | 11,991 | $695.6K | <0.01% | -0.7% |
| 242 | BTC Capital Management#242 · 11,886 sh | 11,886 | $689.5K | 0.04% | +3.0% |
| 243 | Abel Hall#243 · 11,861 sh | 11,861 | $688.1K | — | +0.2% |
| 244 | Mitsubishi UFJ & Banking#244 · 11,840 sh | 11,840 | $686.8K | <0.01% | -82.3% |
| 245 | Sequoia Financial Advisors#245 · 11,499 sh | 11,499 | $667.1K | <0.01% | -36.6% |
| 246 | Pictet Asset Management Holding SA#246 · 11,274 sh | 11,274 | $654.0K | <0.01% | -2.4% |
| 247 | COLDSTREAM CAPITAL MANAGEMENT#247 · 11,146 sh | 11,146 | $646.6K | <0.01% | +7.0% |
| 248 | INCEPTIONR#248 · 11,133 sh | 11,133 | $645.8K | 0.16% | +116.7% |
| 249 | HighTower Advisors#249 · 10,855 sh | 10,855 | $629.7K | <0.01% | -11.1% |
| 250 | WEDBUSH SECURITIES#250 · 10,850 sh | 10,850 | $629.0K | — | -7.3% |
| 251 | Ilmarinen Mutual Pension Insurance#251 · 10,800 sh | 10,800 | $627.0K | <0.01% | -39.7% |
| 252 | Jain Global#252 · 10,688 sh | 10,688 | $620.0K | <0.01% | New |
| 253 | Robeco Institutional Asset Management B.V.#253 · 10,652 sh | 10,652 | $617.9K | — | +20.4% |
| 254 | Sanctuary Advisors#254 · 10,354 sh | 10,354 | $600.6K | <0.01% | +1.3% |
| 255 | NATIXIS ADVISORS#255 · 10,343 sh | 10,343 | $600.0K | <0.01% | +2.8% |
| 256 | Pacer Advisors#256 · 10,144 sh | 10,144 | $588.0K | <0.01% | -4.2% |
| 257 | CHOREO#257 · 9,984 sh | 9,984 | $579.4K | <0.01% | -2.4% |
| 258 | Optas#258 · 9,810 sh | 9,810 | $569.1K | 0.08% | -9.3% |
| 259 | Timbercreek Asset Management Ltd.#259 · 9,622 sh | 9,622 | $568.7K | 0.08% | +52.2% |
| 260 | Crossmark Global#260 · 9,746 sh | 9,746 | $565.4K | — | 0.0% |
| 261 | Ameritas Advisory Services#261 · 9,746 sh | 9,746 | $565.4K | 0.01% | New |
| 262 | MOODY NATIONAL BANK DIVISION#262 · 9,682 sh | 9,682 | $561.7K | — | +0.2% |
| 263 | LEUCADIA NATIONAL#263 · 9,640 sh | 9,640 | $559.2K | <0.01% | +93.1% |
| 264 | RFG Advisory#264 · 9,581 sh | 9,581 | $555.8K | <0.01% | -3.6% |
| 265 | Maridea Wealth Management#265 · 9,556 sh | 9,556 | $554.4K | 0.06% | +4.0% |
| 266 | Teamwork Financial Advisors#266 · 9,262 sh | 9,262 | $537.3K | — | -3.9% |
| 267 | Private Advisor Group#267 · 9,219 sh | 9,219 | $534.8K | <0.01% | -50.9% |
| 268 | Crestwood Advisors Group#268 · 9,154 sh | 9,154 | $531.0K | <0.01% | +63.5% |
| 269 | XPONANCE#269 · 9,135 sh | 9,135 | $529.9K | <0.01% | -0.2% |
| 270 | Brevan Howard Capital Management#270 · 9,045 sh | 9,045 | $524.7K | <0.01% | +2.4% |
| 271 | JACKSON SQUARE CAPITAL#271 · 9,009 sh | 9,009 | $522.6K | — | -0.7% |
| 272 | Federation des caisses Desjardins du Quebec#272 · 9,005 sh | 9,005 | $522.4K | <0.01% | +0.5% |
| 273 | UniSuper Management Pty Ltd#273 · 9,000 sh | 9,000 | $522.1K | — | -42.3% |
| 274 | GUGGENHEIM CAPITAL#274 · 8,905 sh | 8,905 | $516.6K | <0.01% | -1.6% |
| 275 | CSS#275 · 8,867 sh | 8,867 | $514.4K | 0.02% | -56.4% |
| 276 | CAPTRUST FINANCIAL ADVISORS#276 · 8,797 sh | 8,797 | $510.3K | <0.01% | -55.4% |
| 277 | MRP Capital Investments#277 · 10,990 sh | 10,990 | $504.4K | 0.37% | +8.9% |
| 278 | Samalin Investment Counsel#278 · 8,681 sh | 8,681 | $503.6K | — | -23.9% |
| 279 | SCHNIEDERS CAPITAL MANAGEMENT#279 · 12,615 sh | 12,615 | $498.3K | 0.07% | +41.7% |
| 280 | AXQ CAPITAL#280 · 8,431 sh | 8,431 | $489.1K | 0.05% | -1.9% |
| 281 | Waterloo Capital, L.P.#281 · 8,237 sh | 8,237 | $477.8K | 0.03% | -6.2% |
| 282 | WOLVERINE ASSET MANAGEMENT#282 · 18,270 sh | 18,270 | $474.4K | <0.01% | 0.0% |
| 283 | EVERGREEN CAPITAL MANAGEMENT#283 · 8,171 sh | 8,171 | $474.0K | — | -5.7% |
| 284 | Parallel Advisors#284 · 8,102 sh | 8,102 | $470.0K | <0.01% | +3.0% |
| 285 | Lido Advisors#285 · 7,895 sh | 7,895 | $460.5K | <0.01% | +7.6% |
| 286 | Swiss Life Asset Management Ltd#286 · 7,822 sh | 7,822 | $453.8K | <0.01% | -10.3% |
| 287 | Squarepoint Ops#287 · 7,659 sh | 7,659 | $444.3K | <0.01% | New |
| 288 | Formidable Asset Management#288 · 7,651 sh | 7,651 | $443.8K | 0.07% | -3.0% |
| 289 | AlphaGrep UK Ltd#289 · 7,500 sh | 7,500 | $435.1K | 0.13% | New |
| 290 | Dynamic Technology Lab Private Ltd#290 · 7,257 sh | 7,257 | $421.0K | 0.09% | -43.6% |
| 291 | UNITED CAPITAL FINANCIAL ADVISORS#291 · 7,159 sh | 7,159 | $415.3K | <0.01% | +6.4% |
| 292 | Frec Markets#292 · 7,110 sh | 7,110 | $412.5K | 0.04% | New |
| 293 | Eddie Patel#293 · 6,967 sh | 6,967 | $404.2K | 0.24% | New |
| 294 | Pallas Capital Advisors#294 · 6,912 sh | 6,912 | $401.0K | 0.01% | -8.8% |
| 295 | HRT FINANCIAL#295 · 6,862 sh | 6,862 | $398.0K | <0.01% | +5.7% |
| 296 | Callan Family Office#296 · 6,772 sh | 6,772 | $392.8K | <0.01% | +0.9% |
| 297 | JAMES INVESTMENT RESEARCH#297 · 6,696 sh | 6,696 | $388.4K | — | 0.0% |
| 298 | Advisor OS#298 · 6,621 sh | 6,621 | $384.1K | 0.03% | -3.9% |
| 299 | Pinnacle Family Advisors#299 · 6,460 sh | 6,460 | $374.7K | 0.16% | -6.1% |
| 300 | BNP Paribas Asset Management Holding S.A.#300 · 6,319 sh | 6,319 | $366.6K | <0.01% | +13.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.