Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

EPR PROPERTIES

CIK 0001045450EPREPR-PCEPR-PEEPR-PG· quarter ending 2026-06-30
Shares outstanding
76,608,922
Held by 13F filers
2,218,429
selection includes debt or preferreds — no % of shares outstanding
Holders
33
+1 vs 2026-03-31 · 2 new, 1 exited
Value
$71.3M
shares +2.7% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-30, as of 2026-07-29)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockEPR · NYSE76,608,92263,502,34882.9%48926884U109

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
26884U109COM SH BEN INT48963,502,34876,608,92282.9%$3.7B3 call / 5 put13DGholders →
26884U208PFD C CV 5.75%not common304,258,164
$18K principal
——$110.1M—NPORTholders →
26884U307CONV PFD 9% SR Enot common332,218,109
$320 principal
——$71.3M—13DGholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 7 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (33 of 33 · 26884U307)

change vs 2026-03-31
#FilerShares / principal% of classValueChange
1Weiss Asset Management LP640,439—$20.9M—
2BlackRock, Inc.212,121—$6.7M-33,194 (-13.5%)
3CAMDEN ASSET MANAGEMENT L P /CA197,382—$6.4M—
4WESTWOOD HOLDINGS GROUP INC183,506—$5.9M—
5LDR Capital Management LLC173,004—$5.5M—
6INFRASTRUCTURE CAPITAL ADVISORS, LLC111,300—$3.5M+11,176 (+11.2%)
7Skaana Management L.P.102,498—$3.3M+55,588 (+118.5%)
8Beverly Hills Private Wealth, LLC85,194—$2.7M+8,954 (+11.7%)
9Aequim Alternative Investments LP71,692—$2.3M—
10DigitalBridge Group, Inc.62,000—$2.0M-6,114 (-9.0%)
11PALISADE CAPITAL MANAGEMENT, LP58,749—$1.9M—
12COHEN & STEERS, INC.57,085—$1.8M—
13AMERIPRISE FINANCIAL INC54,615—$1.7M+4,515 (+9.0%)
14Warberg Asset Management LLC54,398—$1.7M+5,106 (+10.4%)
15Janney Montgomery Scott LLC37,304—$1.2M-1,100 (-2.9%)
16Brookfield Corp /ON/22,392—$711K-1,828 (-7.5%)
17LPL Financial LLC14,113—$448K-543 (-3.7%)
18MANUFACTURERS LIFE INSURANCE COMPANY, THE10,050—$319KNEW
19Avise Financial Cooperative, Inc.9,164—$291K+1,345 (+17.2%)
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,082—$296KNEW
21SCHNIEDERS CAPITAL MANAGEMENT, LLC.8,900—$283K—
22WELLS FARGO & COMPANY/MN8,715—$277K-1 (-0.0%)
23Heitman Real Estate Securities LLC7,835—$249K-301 (-3.7%)
24Pasadena Private Wealth, LLC7,177—$228K—
25MORGAN STANLEY6,222—$198K+1 (+0.0%)
26ZAZOVE ASSOCIATES LLC5,122—$164K-3,432 (-40.1%)
27MRP Capital Investments, LLC5,075—$161K+700 (+16.0%)
28UBS Group AG1,609—$51K+205 (+14.6%)
29Steward Partners Investment Advisory, LLC800—$25K—
30ROYAL BANK OF CANADA320—$10K+2 (+0.6%)
31JONES FINANCIAL COMPANIES LLLP300—$10K—
32OSAIC HOLDINGS, INC.166—$5K—
33Godfrey Financial Associates, Inc.100—$3K—
Exited since 2026-03-31 (1 filers; largest 1 shown)
Advisory Services Network, LLC−950

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
STATE STREET CORPORATIONSCHEDULE 13G2026-08-072026-06-303,810,7095%
Vanguard Capital ManagementSCHEDULE 13G2026-04-292026-03-313,914,9195.11%
Vanguard Portfolio ManagementSCHEDULE 13G2026-04-292026-03-316,600,4248.62%
The Vanguard GroupSCHEDULE 13G/A2026-03-262026-03-1300%
Infrastructure Capital Advisors, LLCSCHEDULE 13G/A2026-02-172025-12-3100%
Jay HatfieldSCHEDULE 13G/A2026-02-172025-12-3100%
Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust ISCHEDULE 13G/A2026-02-172025-12-31121,5063.52%
InfraCap Equity Income Fund ETF, a series of Series Portfolios TrustSCHEDULE 13G/A2025-11-142025-09-301,0450.03%
BlackRock, Inc.SCHEDULE 13G/A2025-04-282025-03-318,478,40611.1%
VIRTUS INFRACAP U.S. PREFERRED STOCK ETF, A SERIES OF ETFIS SERIES TRUST 1SCHEDULE 13G/A2025-02-142024-12-31502,79614.6%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.