Who Owns EPR Properties
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in EPR Properties.
Who crossed 5% of EPR →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Pensionfund PDNCOMMON STOCK31K shtrimmed | $1.7M |
| Pensionfund SabicCOMMON STOCK15.3K shtrimmed | $859K |
| Byrne Asset Management LLCCOM14.6K shadded | $811.7K |
| MOODY NATIONAL BANK TRUST DIVISIONCOM SH BEN INT10.3K shadded | $579.1K |
| Wedmont Private CapitalCOM SH BEN INT7.3K shadded | $397.8K |
| GAMMA Investing LLCREIT2.4K shadded | $136.6K |
| TOTH FINANCIAL ADVISORY CORPCOM SH BEN INT1.7K shheld | $95.4K |
| Farther Finance Advisors, LLCREIT1.6K shadded | $88.3K |
| ELEVATION WEALTH PARTNERS, LLCCOM SH BEN INT1.4K shadded | $76.7K |
| MassMutual Private Wealth & Trust, FSBClosed-end REIT207 shadded | $11.6K |
| Grove Bank & TrustCOM SH BEN INT68 sh— | $3.8K |
| Retirement Wealth Solutions LLCCOM SH BEN INT58 shtrimmed | $3.3K |
| CoreCap Advisors, LLCREIT38 shheld | $2.1K |
| GK Wealth Management LLCCOM SH BEN INT27 sh— | $1.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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