EPR PROPERTIES (EPR) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 516
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Covestor Ltd#401 · 859 sh | 859 | $49.0K | 0.03% | +315.0% |
| 402 | VIRTUS ADVISERS#402 · 1,857 sh | 1,857 | $47.7K | 0.02% | 0.0% |
| 403 | True Wealth Design#403 · 813 sh | 813 | $47.2K | — | +17.0% |
| 404 | Fourth Dimension Wealth#404 · 750 sh | 750 | $43.5K | 0.01% | +50.0% |
| 405 | Quarry#405 · 725 sh | 725 | $42.1K | <0.01% | +68.2% |
| 406 | Truvestments Capital#406 · 669 sh | 669 | $38.8K | <0.01% | New |
| 407 | ZRC WEALTH MANAGEMENT#407 · 657 sh | 657 | $38.1K | — | +753.2% |
| 408 | StrongBox Wealth#408 · 600 sh | 600 | $34.8K | <0.01% | New |
| 409 | Spire Wealth Management#409 · 598 sh | 598 | $34.7K | <0.01% | -1.0% |
| 410 | Parkside Financial Bank#410 · 594 sh | 594 | $34.5K | — | +166.4% |
| 411 | LOOMIS SAYLES & L P#411 · 565 sh | 565 | $32.8K | 0.00% | 0.0% |
| 412 | Synergy Investment Management#412 · 550 sh | 550 | $31.9K | <0.01% | +1.1% |
| 413 | Blume Capital Management#413 · 542 sh | 542 | $31.5K | — | New |
| 414 | Ares Financial Consulting#414 · 521 sh | 521 | $30.2K | — | +1.0% |
| 415 | First Bancorp#415 · 465 sh | 465 | $27.0K | — | New |
| 416 | Ronald Blue#416 · 446 sh | 446 | $25.9K | — | +0.2% |
| 417 | Glendon Capital Management#417 · 1,000 sh | 1,000 | $25.6K | <0.01% | 0.0% |
| 418 | BEACON INVESTMENT ADVISORY SERVICES#418 · 400 sh | 400 | $23.2K | — | 0.0% |
| 419 | Union Bankshares#419 · 380 sh | 380 | $22.0K | <0.01% | 0.0% |
| 420 | Clearstead#420 · 359 sh | 359 | $20.8K | <0.01% | 0.0% |
| 421 | TD Capital Management#421 · 357 sh | 357 | $20.7K | <0.01% | -35.4% |
| 422 | Colonial / SC#422 · 350 sh | 350 | $20.3K | <0.01% | 0.0% |
| 423 | MATHER GROUP#423 · 345 sh | 345 | $20.0K | — | 0.0% |
| 424 | Alpine Bank Wealth Management#424 · 344 sh | 344 | $20.0K | — | New |
| 425 | Mirae Asset Global Investments , Ltd.#425 · 315 sh | 315 | $18.3K | 0.00% | -79.9% |
| 426 | IFG Advisory#426 · 313 sh | 313 | $18.2K | <0.01% | New |
| 427 | LOS ANGELES CAPITAL MANAGEMENT#427 · 296 sh | 296 | $17.2K | <0.01% | 0.0% |
| 428 | Westside Investment Management#428 · 286 sh | 286 | $16.6K | <0.01% | 0.0% |
| 429 | Essential Partners#429 · 282 sh | 282 | $16.4K | — | -86.6% |
| 430 | SOUTHERN MICHIGAN BANK &#430 · 275 sh | 275 | $16.0K | — | 0.0% |
| 431 | WPG Advisers#431 · 274 sh | 274 | $15.9K | <0.01% | +15.6% |
| 432 | Quent Capital#432 · 268 sh | 268 | $15.5K | <0.01% | +109.4% |
| 433 | Sarver Vrooman Wealth Advisors#433 · 258 sh | 258 | $14.9K | — | +1.6% |
| 434 | Rossby Financial, LCC#434 · 257 sh | 257 | $14.9K | <0.01% | 0.0% |
| 435 | Cassaday & Wealth Management#435 · 249 sh | 249 | $14.4K | — | 0.0% |
| 436 | SUMMIT SECURITIES GROUP#436 · 233 sh | 233 | $13.5K | <0.01% | New |
| 437 | Arlington#437 · 222 sh | 222 | $12.9K | — | 0.0% |
| 438 | WHITTIER#438 · 211 sh | 211 | $12.5K | <0.01% | 0.0% |
| 439 | Crewe Advisors#439 · 206 sh | 206 | $12.0K | <0.01% | 0.0% |
| 440 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#440 · 201 sh | 201 | $11.7K | <0.01% | New |
| 441 | Costello Asset Management#441 · 200 sh | 200 | $11.6K | <0.01% | -50.2% |
| 442 | FIRST HORIZON NATIONAL#442 · 192 sh | 192 | $11.1K | — | New |
| 443 | MassMutual Private Wealth & , FSB#443 · 184 sh | 184 | $10.7K | — | 0.0% |
| 444 | Sachetta#444 · 183 sh | 183 | $10.7K | <0.01% | +1.1% |
| 445 | Prestige Wealth Management Group#445 · 176 sh | 176 | $10.2K | <0.01% | 0.0% |
| 446 | Godfrey Financial Associates#446 · 200 sh | 200 | $9.0K | <0.01% | 0.0% |
| 447 | HIGHLINE WEALTH PARTNERS#447 · 148 sh | 148 | $8.6K | — | +362.5% |
| 448 | VISION FINANCIAL MARKETS#448 · 134 sh | 134 | $7.7K | — | +1.5% |
| 449 | JPL Wealth Management#449 · 133 sh | 133 | $7.7K | <0.01% | New |
| 450 | Aberdeen Wealth Management#450 · 130 sh | 130 | $7.5K | <0.01% | New |
| 451 | KERR FINANCIAL PLANNING#451 · 125 sh | 125 | $7.3K | <0.01% | -80.0% |
| 452 | Planning Strategies#452 · 122 sh | 122 | $7.1K | — | — |
| 453 | TrueNorth#453 · 116 sh | 116 | $6.8K | <0.01% | +56.8% |
| 454 | Bell Investment Advisors#454 · 115 sh | 115 | $6.7K | <0.01% | 0.0% |
| 455 | Basecamp Wealth Advisors#455 · 114 sh | 114 | $6.6K | <0.01% | -36.3% |
| 456 | Medallion Wealth Advisors#456 · 257 sh | 257 | $6.6K | <0.01% | +1.6% |
| 457 | Napier Financial#457 · 112 sh | 112 | $6.5K | <0.01% | 0.0% |
| 458 | Moisand Fitzgerald Tamayo#458 · 111 sh | 111 | $6.4K | — | 0.0% |
| 459 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#459 · 105 sh | 105 | $6.1K | 0.00% | -94.1% |
| 460 | Steigerwald, Gordon & Koch#460 · 100 sh | 100 | $5.8K | <0.01% | 0.0% |
| 461 | GROUP ONE TRADING, L.P.#461 · 88 sh | 88 | $5.1K | 0.00% | -77.3% |
| 462 | Caitong International Asset Management , Ltd#462 · 84 sh | 84 | $4.9K | <0.01% | New |
| 463 | Strategic Wealth Partners, Ltd.#463 · 75 sh | 75 | $4.4K | <0.01% | 0.0% |
| 464 | City State Bank#464 · 75 sh | 75 | $4.4K | — | 0.0% |
| 465 | LRI Investments#465 · 75 sh | 75 | $4.4K | <0.01% | 0.0% |
| 466 | Kingdom Financial Group#466 · 70 sh | 70 | $4.1K | <0.01% | 0.0% |
| 467 | Pinnacle Wealth Planning Services#467 · 69 sh | 69 | $4.0K | <0.01% | 0.0% |
| 468 | Capital Advisors, Ltd.#468 · 71 sh | 71 | $4.0K | <0.01% | 0.0% |
| 469 | ACTION POINT FINANCIAL PLANNING#469 · 68 sh | 68 | $3.9K | <0.01% | New |
| 470 | OF VERMONT#470 · 66 sh | 66 | $3.8K | — | — |
| 471 | FARMERS & MERCHANTS INVESTMENTS#471 · 65 sh | 65 | $3.8K | — | -5.8% |
| 472 | ROTHSCHILD INVESTMENT#472 · 65 sh | 65 | $3.8K | <0.01% | -32.3% |
| 473 | TD Waterhouse Canada#473 · 60 sh | 60 | $3.5K | — | -97.0% |
| 474 | BROWN BROTHERS HARRIMAN#474 · 59 sh | 59 | $3.4K | 0.00% | 0.0% |
| 475 | Retirement Wealth Solutions#475 · 59 sh | 59 | $3.4K | — | +68.6% |
| 476 | Boreal Capital Management#476 · 50 sh | 50 | $2.9K | <0.01% | 0.0% |
| 477 | Cornerstone Financial Management#477 · 50 sh | 50 | $2.9K | <0.01% | 0.0% |
| 478 | Physician Wealth Advisors#478 · 48 sh | 48 | $2.8K | — | +23.1% |
| 479 | MANNING & NAPIER ADVISORS#479 · 46 sh | 46 | $2.7K | 0.00% | New |
| 480 | Transamerica Financial Advisors#480 · 46 sh | 46 | $2.7K | <0.01% | -44.6% |
| 481 | Clearstead Advisors#481 · 45 sh | 45 | $2.6K | 0.00% | +125.0% |
| 482 | Spectrum Wealth Advisory Group#482 · 38 sh | 38 | $2.2K | <0.01% | New |
| 483 | TD PRIVATE CLIENT WEALTH#483 · 79 sh | 79 | $2.0K | 0.00% | +11.3% |
| 484 | Roble, Belko & Company#484 · 31 sh | 31 | $2.0K | <0.01% | +3.3% |
| 485 | Silver Grove Financial Group#485 · 32 sh | 32 | $1.9K | <0.01% | New |
| 486 | Bruce G. Allen Investments#486 · 31 sh | 31 | $1.8K | <0.01% | 0.0% |
| 487 | Mountain Hill Investment Partners#487 · 30 sh | 30 | $1.7K | — | +3.4% |
| 488 | Archer Investment#488 · 29 sh | 29 | $1.7K | <0.01% | 0.0% |
| 489 | Dunhill Financial#489 · 27 sh | 27 | $1.6K | <0.01% | 0.0% |
| 490 | AMERIFLEX GROUP#490 · 25 sh | 25 | $1.4K | <0.01% | +733.3% |
| 491 | PEAK6#491 · 23 sh | 23 | $1.3K | 0.00% | -100.0% |
| 492 | Rialto Wealth Management#492 · 22 sh | 22 | $1.3K | <0.01% | +120.0% |
| 493 | Owl Creek Wealth Partners#493 · 20 sh | 20 | $1.2K | — | 0.0% |
| 494 | CENTRAL#494 · 20 sh | 20 | $1.2K | 0.00% | 0.0% |
| 495 | Glen Eagle Advisors#495 · 20 sh | 20 | $1.1K | <0.01% | +5.3% |
| 496 | Ancora Advisors#496 · 19 sh | 19 | $1.1K | 0.00% | -98.8% |
| 497 | Signature Equity Partners#497 · 19 sh | 19 | $1.1K | <0.01% | 0.0% |
| 498 | CX Institutional#498 · 18 sh | 18 | $1.0K | — | 0.0% |
| 499 | TSFG#499 · 21 sh | 21 | $1.0K | — | 0.0% |
| 500 | Manchester Capital Management#500 · 17 sh | 17 | $987.00 | — | 0.0% |
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.