EPR PROPERTIES (EPR) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 516
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Quantbot Technologies#301 · 6,310 sh | 6,310 | $366.0K | 0.01% | -73.0% |
| 302 | Bridgewater Associates#302 · 6,264 sh | 6,264 | $363.4K | <0.01% | New |
| 303 | Ruffer LLP#303 · 6,251 sh | 6,251 | $362.2K | 0.01% | -3.5% |
| 304 | PURSUE WEALTH PARTNERS#304 · 6,218 sh | 6,218 | $360.7K | 0.20% | 0.0% |
| 305 | US BANCORP \DE\#305 · 6,138 sh | 6,138 | $356.1K | <0.01% | -6.5% |
| 306 | RDA Financial Network#306 · 6,038 sh | 6,038 | $350.3K | — | -8.8% |
| 307 | SECURIAN ASSET MANAGEMENT#307 · 5,612 sh | 5,612 | $349.1K | 0.01% | 0.0% |
| 308 | Community Bank of Raymore#308 · 5,955 sh | 5,955 | $345.4K | — | 0.0% |
| 309 | FEDERATED HERMES#309 · 5,911 sh | 5,911 | $342.9K | <0.01% | -2.3% |
| 310 | Interchange Capital Partners#310 · 5,858 sh | 5,858 | $339.8K | 0.06% | New |
| 311 | Ensign Peak Advisors#311 · 5,828 sh | 5,828 | $338.1K | <0.01% | -9.3% |
| 312 | Wedmont Private Capital#312 · 5,453 sh | 5,453 | $325.1K | — | +41.3% |
| 313 | Prosperity Consulting Group#313 · 5,587 sh | 5,587 | $324.1K | 0.01% | New |
| 314 | Camelot Portfolios#314 · 5,501 sh | 5,501 | $319.1K | 0.22% | 0.0% |
| 315 | PRIVATE NA#315 · 5,334 sh | 5,334 | $309.4K | — | -8.6% |
| 316 | PNC FINANCIAL SERVICES GROUP#316 · 5,212 sh | 5,212 | $302.3K | <0.01% | -15.3% |
| 317 | Proficio Capital Partners#317 · 5,179 sh | 5,179 | $300.4K | 0.01% | New |
| 318 | BLAIR WILLIAM#318 · 5,049 sh | 5,049 | $292.9K | <0.01% | +5.2% |
| 319 | PANAGORA ASSET MANAGEMENT#319 · 5,044 sh | 5,044 | $292.6K | <0.01% | +1.1% |
| 320 | Avise Financial Cooperative#320 · 9,164 sh | 9,164 | $291.1K | 0.21% | +17.2% |
| 321 | EntryPoint Capital#321 · 4,925 sh | 4,925 | $285.7K | 0.07% | 0.0% |
| 322 | ATLAS CAPITAL ADVISORS#322 · 4,909 sh | 4,909 | $284.8K | 0.03% | -25.3% |
| 323 | NorthCrest Asset Manangement#323 · 4,733 sh | 4,733 | $281.9K | — | New |
| 324 | Merit Financial Group#324 · 4,859 sh | 4,859 | $281.9K | <0.01% | -0.4% |
| 325 | Kestra Investment Management#325 · 4,854 sh | 4,854 | $281.6K | <0.01% | -12.7% |
| 326 | Waverly Advisors#326 · 4,733 sh | 4,733 | $274.6K | <0.01% | +5.0% |
| 327 | Robertson Stephens Wealth Management#327 · 4,700 sh | 4,700 | $274.1K | — | 0.0% |
| 328 | Wealthcare Advisory Partners#328 · 4,705 sh | 4,705 | $272.9K | — | +6.9% |
| 329 | NewEdge Advisors#329 · 4,650 sh | 4,650 | $269.8K | <0.01% | +12.1% |
| 330 | M&G Plc#330 · 4,649 sh | 4,649 | $269.6K | <0.01% | 0.0% |
| 331 | BRIGHTON JONES#331 · 4,506 sh | 4,506 | $261.4K | <0.01% | -17.4% |
| 332 | Cornerstone Wealth Group#332 · 4,495 sh | 4,495 | $260.8K | 0.02% | +26.5% |
| 333 | PARK AVENUE SECURITIES#333 · 4,465 sh | 4,465 | $259.0K | — | New |
| 334 | Cordoba Advisory Partners#334 · 4,432 sh | 4,432 | $258.5K | — | 0.0% |
| 335 | RENAISSANCE GROUP#335 · 4,420 sh | 4,420 | $256.4K | 0.01% | 0.0% |
| 336 | KEYBANK NATIONAL ASSOCIATION#336 · 4,391 sh | 4,391 | $254.7K | <0.01% | New |
| 337 | AFFINITY INVESTMENT ADVISORS#337 · 4,361 sh | 4,361 | $253.0K | 0.13% | -0.9% |
| 338 | CoreCap Advisors#338 · 9,727 sh | 9,727 | $250.4K | — | -4.5% |
| 339 | HEITMAN REAL ESTATE SECURITIES#339 · 7,835 sh | 7,835 | $248.9K | 0.02% | -3.7% |
| 340 | HOHIMER WEALTH MANAGEMENT#340 · 4,290 sh | 4,290 | $248.9K | 0.02% | +0.4% |
| 341 | Ashton Thomas Private Wealth#341 · 4,246 sh | 4,246 | $246.3K | <0.01% | +5.6% |
| 342 | ALPS ADVISORS#342 · 4,218 sh | 4,218 | $244.7K | <0.01% | New |
| 343 | Krilogy Financial#343 · 4,157 sh | 4,157 | $241.1K | — | -7.5% |
| 344 | JONES FINANCIAL COMPANIES LLLP#344 · 4,608 sh | 4,608 | $241.1K | <0.01% | +1.0% |
| 345 | DnB Asset Management AS#345 · 4,145 sh | 4,145 | $240.5K | <0.01% | 0.0% |
| 346 | Arrow Investment Advisors#346 · 4,062 sh | 4,062 | $235.6K | 0.23% | New |
| 347 | CANADA PENSION PLAN INVESTMENT BOARD#347 · 4,000 sh | 4,000 | $232.0K | <0.01% | New |
| 348 | Utah Retirement Systems#348 · 3,995 sh | 3,995 | $231.8K | <0.01% | New |
| 349 | Pasadena Private Wealth#349 · 7,177 sh | 7,177 | $228.0K | 0.03% | 0.0% |
| 350 | Sagewood Asset Management#350 · 3,915 sh | 3,915 | $227.1K | 0.05% | -4.9% |
| 351 | TRUIST FINANCIAL#351 · 3,858 sh | 3,858 | $223.8K | <0.01% | New |
| 352 | SAGESPRING WEALTH PARTNERS#352 · 3,804 sh | 3,804 | $220.7K | — | New |
| 353 | Keystone Financial Services#353 · 3,796 sh | 3,796 | $220.2K | 0.06% | New |
| 354 | Stratos Wealth Partners, LTD.#354 · 3,766 sh | 3,766 | $218.5K | <0.01% | New |
| 355 | OLD NATIONAL BANCORP#355 · 3,728 sh | 3,728 | $216.3K | — | New |
| 356 | Integrated Wealth Concepts#356 · 3,696 sh | 3,696 | $214.4K | <0.01% | New |
| 357 | Larson Financial Group#357 · 3,668 sh | 3,668 | $212.8K | <0.01% | +112.0% |
| 358 | J.W. COLE ADVISORS#358 · 3,603 sh | 3,603 | $209.0K | <0.01% | New |
| 359 | Advisory Services Network#359 · 3,582 sh | 3,582 | $207.8K | <0.01% | -49.5% |
| 360 | CERTIOR FINANCIAL GROUP#360 · 3,579 sh | 3,579 | $207.6K | — | New |
| 361 | Concurrent Investment Advisors#361 · 3,577 sh | 3,577 | $207.5K | — | New |
| 362 | SIGNATUREFD#362 · 3,568 sh | 3,568 | $207.0K | — | +26.6% |
| 363 | Kingsview Wealth Management#363 · 3,531 sh | 3,531 | $204.8K | <0.01% | New |
| 364 | Bright Futures Wealth Management#364 · 3,529 sh | 3,529 | $204.7K | — | New |
| 365 | Kathmere Capital Management#365 · 3,501 sh | 3,501 | $203.1K | — | New |
| 366 | Maryland State Retirement & Pension System#366 · 3,497 sh | 3,497 | $202.9K | <0.01% | New |
| 367 | HANTZ FINANCIAL SERVICES#367 · 3,469 sh | 3,469 | $201.0K | <0.01% | +16.2% |
| 368 | Virtus Fixed Income Advisers#368 · 7,750 sh | 7,750 | $199.0K | 0.13% | New |
| 369 | Virtus Investment Advisers#369 · 3,364 sh | 3,364 | $195.1K | 0.05% | -11.3% |
| 370 | Tower Research Capital (TRC)#370 · 3,195 sh | 3,195 | $185.3K | <0.01% | +12.7% |
| 371 | Heritage Wealth Advisors#371 · 3,000 sh | 3,000 | $174.0K | <0.01% | 0.0% |
| 372 | Allworth Financial#372 · 2,952 sh | 2,952 | $171.3K | <0.01% | -8.1% |
| 373 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#373 · 2,842 sh | 2,842 | $165.0K | <0.01% | 0.0% |
| 374 | ZAZOVE ASSOCIATES#374 · 5,122 sh | 5,122 | $164.2K | 0.01% | +71.7% |
| 375 | EverSource Wealth Advisors#375 · 2,464 sh | 2,464 | $142.9K | <0.01% | -86.5% |
| 376 | IFP Advisors#376 · 2,454 sh | 2,454 | $142.4K | — | +6.4% |
| 377 | KBC Group NV#377 · 2,380 sh | 2,380 | $138.0K | — | 0.0% |
| 378 | CENTAURUS FINANCIAL#378 · 2,335 sh | 2,335 | $135.0K | <0.01% | -0.3% |
| 379 | Horizon Investments#379 · 2,331 sh | 2,331 | $134.6K | <0.01% | -89.9% |
| 380 | GAMMA Investing#380 · 2,212 sh | 2,212 | $128.3K | — | +6.3% |
| 381 | FIFTH THIRD BANCORP#381 · 3,793 sh | 3,793 | $126.0K | <0.01% | -16.2% |
| 382 | Nykredit A/S#382 · 2,143 sh | 2,143 | $124.3K | <0.01% | — |
| 383 | Steward Partners Investment Advisory#383 · 2,464 sh | 2,464 | $117.0K | <0.01% | +2.7% |
| 384 | HARBOUR INVESTMENTS#384 · 1,827 sh | 1,827 | $106.0K | <0.01% | +7.0% |
| 385 | FIL Ltd#385 · 1,826 sh | 1,826 | $105.9K | <0.01% | +1.6% |
| 386 | Global Retirement Partners#386 · 1,718 sh | 1,718 | $99.6K | <0.01% | — |
| 387 | Ninety One UK Ltd#387 · 1,708 sh | 1,708 | $99.1K | — | 0.0% |
| 388 | TOTH FINANCIAL ADVISORY#388 · 1,700 sh | 1,700 | $98.6K | — | 0.0% |
| 389 | Triumph Capital Management#389 · 1,551 sh | 1,551 | $90.0K | — | +1.3% |
| 390 | Farther Finance Advisors#390 · 1,485 sh | 1,485 | $86.2K | — | +5.6% |
| 391 | Rockefeller Capital Management L.P.#391 · 1,419 sh | 1,419 | $82.4K | <0.01% | +1.4% |
| 392 | CULLEN/FROST BANKERS#392 · 1,251 sh | 1,251 | $72.6K | <0.01% | +21.5% |
| 393 | UMB Bank, n.a.#393 · 1,209 sh | 1,209 | $70.1K | <0.01% | +6.1% |
| 394 | SJS Investment Consulting#394 · 1,196 sh | 1,196 | $69.4K | — | +22.2% |
| 395 | GF FUND MANAGEMENT LTD.#395 · 1,032 sh | 1,032 | $59.9K | — | -10.3% |
| 396 | Atlantic Edge Private Wealth Management#396 · 1,000 sh | 1,000 | $58.0K | — | 0.0% |
| 397 | Nova Wealth Management#397 · 964 sh | 964 | $55.9K | 0.03% | -3.6% |
| 398 | BESSEMER GROUP#398 · 922 sh | 922 | $54.0K | <0.01% | 0.0% |
| 399 | Smartleaf Asset Management#399 · 911 sh | 911 | $53.8K | <0.01% | 0.0% |
| 400 | Geneos Wealth Management#400 · 925 sh | 925 | $53.7K | <0.01% | +1.0% |
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.