EPR — Epr Pptys Institutional Holders · Q3 2026
Who owns Epr Pptys (EPR)? 19 institutions reported holding $5.73M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Pensionfund DSM Netherlands ($1.7M), Pensionfund Sabic ($859,000), Versant Capital Management, Inc ($833,250).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pensionfund DSM Netherlands | $1.7M | 30,962 | Trimmed |
| 2 | Pensionfund Sabic | $859,000 | 15,300 | Trimmed |
| 3 | Versant Capital Management, Inc | $833,250 | 14,845 | Added |
| 4 | Byrne Asset Management LLC | $811,708 | 14,628 | Added |
| 5 | MOODY NATIONAL BANK TRUST DIVISION | $579,149 | 10,318 | Added |
| 6 | Wedmont Private Capital | $397,836 | 7,312 | Added |
| 7 | GAMMA Investing LLC | $136,620 | 2,434 | Added |
| 8 | TOTH FINANCIAL ADVISORY CORP | $95,421 | 1,700 | Hold |
| 9 | Farther Finance Advisors, LLC | $88,292 | 1,573 | Added |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $76,730 | 1,367 | Added |
| 11 | CX Institutional | $57,000 | 1,018 | Added |
| 12 | GoalVest Advisory LLC | $16,390 | 292 | New |
| 13 | Sarver Vrooman Wealth Advisors | $14,706 | 262 | Added |
| 14 | MassMutual Private Wealth & Trust, FSB | $11,619 | 207 | Added |
| 15 | Planning Strategies Inc. | $6,848 | 122 | Hold |
| 16 | Grove Bank & Trust | $3,817 | 68 | New |
| 17 | Retirement Wealth Solutions LLC | $3,256 | 58 | Trimmed |
| 18 | CoreCap Advisors, LLC | $2,133 | 38 | Hold |
| 19 | GK Wealth Management LLC | $1,499 | 27 | New |
Source: SEC Form 13F filings · as of 2026-09-30