EPR Properties

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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LDR Capital Management LLC

DECREASED

Shares172,910 from 173,004

Change-94 (0%)

Value$5.4M (-$86.0K)

Filed 2026-10-14

Beverly Hills Private Wealth, LLC

INCREASED

Shares95,238 from 85,194

Change+10,044 (+12%)

Value$3.0M (+$273.4K)

Filed 2026-11-04

Warberg Asset Management LLC

UNCHANGED

Shares54,398 from 54,398

Change0 (0%)

Value$1.7M (-$53.3K)

Filed 2026-11-02

LPL Financial LLC

INCREASED

Shares15,157 from 14,113

Change+1,044 (+7%)

Value$474.3K (+$25.9K)

Filed 2026-11-06

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares10,527 from 9,082

Change+1,445 (+16%)

Value$318.4K (+$22.9K)

Filed 2026-10-13

Avise Financial Cooperative, Inc.

INCREASED

Shares10,172 from 9,164

Change+1,008 (+11%)

Value$318.3K (+$27.1K)

Filed 2026-11-09

Schnieders Capital Management, Llc.

DECREASED

Shares8,600 from 8,900

Change-300 (-3%)

Value$269.1K (-$13.7K)

Filed 2026-11-09

Godfrey Financial Associates, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$3.1K (-$48)

Filed 2026-11-10

Weiss Asset Management LP

N/A

Shares— from 640,439

Change-640,439 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 212,121

Change-212,121 (-100%)

Value—

Camden Asset Management L P

N/A

Shares— from 197,382

Change-197,382 (-100%)

Value—

Westwood Holdings Group Inc

N/A

Shares— from 183,506

Change-183,506 (-100%)

Value—

Infrastructure Capital Advisors, LLC

N/A

Shares— from 111,300

Change-111,300 (-100%)

Value—

Skaana Management L.P.

N/A

Shares— from 102,498

Change-102,498 (-100%)

Value—

Aequim Alternative Investments LP

N/A

Shares— from 71,692

Change-71,692 (-100%)

Value—

DigitalBridge Group, Inc.

N/A

Shares— from 62,000

Change-62,000 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 58,749

Change-58,749 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 57,085

Change-57,085 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 54,615

Change-54,615 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 37,304

Change-37,304 (-100%)

Value—

Brookfield Corp

N/A

Shares— from 22,392

Change-22,392 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 10,050

Change-10,050 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 8,715

Change-8,715 (-100%)

Value—

Heitman Real Estate Securities LLC

N/A

Shares— from 7,835

Change-7,835 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 7,177

Change-7,177 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 6,222

Change-6,222 (-100%)

Value—

Zazove Associates LLC

N/A

Shares— from 5,122

Change-5,122 (-100%)

Value—

MRP Capital Investments, LLC

N/A

Shares— from 5,075

Change-5,075 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,609

Change-1,609 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 800

Change-800 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 320

Change-320 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 300

Change-300 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 166

Change-166 (-100%)

Value—

	Status
LDR Capital Management LLC	DECREASED	172,910	173,004	-94	0%	$5.5M	$5.4M	-$86.0K	2026-10-14
Beverly Hills Private Wealth, LLC	INCREASED	95,238	85,194	+10,044	+12%	$2.7M	$3.0M	+$273.4K	2026-11-04
Warberg Asset Management LLC	UNCHANGED	54,398	54,398	0	0%	$1.7M	$1.7M	-$53.3K	2026-11-02
LPL Financial LLC	INCREASED	15,157	14,113	+1,044	+7%	$448.4K	$474.3K	+$25.9K	2026-11-06
Wealth Enhancement Advisory Services, LLC	INCREASED	10,527	9,082	+1,445	+16%	$295.5K	$318.4K	+$22.9K	2026-10-13
Avise Financial Cooperative, Inc.	INCREASED	10,172	9,164	+1,008	+11%	$291.1K	$318.3K	+$27.1K	2026-11-09
Schnieders Capital Management, Llc.	DECREASED	8,600	8,900	-300	-3%	$282.8K	$269.1K	-$13.7K	2026-11-09
Godfrey Financial Associates, Inc.	UNCHANGED	100	100	0	0%	$3.2K	$3.1K	-$48	2026-11-10
Weiss Asset Management LP	N/A	—	640,439	-640,439	-100%	$20.9M	—	—	—
BlackRock, Inc.	N/A	—	212,121	-212,121	-100%	$6.7M	—	—	—
Camden Asset Management L P	N/A	—	197,382	-197,382	-100%	$6.4M	—	—	—
Westwood Holdings Group Inc	N/A	—	183,506	-183,506	-100%	$5.9M	—	—	—
Infrastructure Capital Advisors, LLC	N/A	—	111,300	-111,300	-100%	$3.5M	—	—	—
Skaana Management L.P.	N/A	—	102,498	-102,498	-100%	$3.3M	—	—	—
Aequim Alternative Investments LP	N/A	—	71,692	-71,692	-100%	$2.3M	—	—	—
DigitalBridge Group, Inc.	N/A	—	62,000	-62,000	-100%	$2.0M	—	—	—
Palisade Capital Management, LP	N/A	—	58,749	-58,749	-100%	$1.9M	—	—	—
Cohen & Steers, Inc.	N/A	—	57,085	-57,085	-100%	$1.8K	—	—	—
Ameriprise Financial Inc	N/A	—	54,615	-54,615	-100%	$1.7M	—	—	—
Janney Montgomery Scott LLC	N/A	—	37,304	-37,304	-100%	$1.2K	—	—	—
Brookfield Corp	N/A	—	22,392	-22,392	-100%	$711.4K	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	10,050	-10,050	-100%	$319.3K	—	—	—
Wells Fargo & Company	N/A	—	8,715	-8,715	-100%	$276.9K	—	—	—
Heitman Real Estate Securities LLC	N/A	—	7,835	-7,835	-100%	$248.9K	—	—	—
Pasadena Private Wealth, LLC	N/A	—	7,177	-7,177	-100%	$228.0K	—	—	—
Morgan Stanley	N/A	—	6,222	-6,222	-100%	$197.7K	—	—	—
Zazove Associates LLC	N/A	—	5,122	-5,122	-100%	$164.2K	—	—	—
MRP Capital Investments, LLC	N/A	—	5,075	-5,075	-100%	$161.2K	—	—	—
UBS Group AG	N/A	—	1,609	-1,609	-100%	$51.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	800	-800	-100%	$25.4K	—	—	—
Royal Bank of Canada	N/A	—	320	-320	-100%	$10.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	300	-300	-100%	$9.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	166	-166	-100%	$5.3K	—	—	—

Showing 33 of 33 institutions