EPR Properties
US ˙ NYSE ˙ US26884U1097

SecurityEPR / EPR Properties
InstitutionCreative Planning
Latest Disclosed Ownership75,976 shares
Latest Disclosed Value $ 3,795,740
Creative Planning reports 69.60% increase in ownership of EPR / EPR Properties

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 75,976 shares of EPR Properties (US:EPR) valued at $3,795,761 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 44,797 shares of EPR Properties. This represents a change in shares of 69.60% during the quarter. The current value of the position is $4,280,488 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 75,976 31,179 69.60 3,796 69.80 0.0025
2026-02-17 2025-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 44,797 4,224 10.41 2,235 -5.01 0.0016
2025-11-14 2025-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 40,573 1,247 3.17 2,354 2.71 0.0018
2025-08-08 2025-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 39,326 -1,670 -4.07 2,291 6.26 0.0020
2025-05-15 2025-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 40,996 11,601 39.47 2,157 65.72 0.0020
2025-02-14 2024-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 29,395 6,843 30.34 1,302 17.74 0.0013
2024-10-11 2024-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 22,552 6,199 37.91 1,106 61.08 0.0011
2024-08-15 2024-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 16,353 2,733 20.07 686 18.69 0.0007
2024-05-13 2024-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 13,620 1,383 11.30 578 -2.36 0.0006
2024-02-14 2023-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 12,237 996 8.86 593 27.04 0.0011
2023-11-16 2023-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 11,241 -1,356 -10.76 467 -20.88 0.0006
2023-07-21 2023-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 12,597 3,529 38.92 590 70.72 0.0008
2023-05-15 2023-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 9,068 816 9.89 345 10.93 0.0005
2023-02-10 2022-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 8,252 2,559 44.95 311 52.45 0.0005
2022-11-03 2022-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 5,693 261 4.80 204 -20.00 0.0004
2022-08-15 2022-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 5,432 -16,958 -75.74 255 -79.18 0.0004
2022-05-16 2022-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 22,390 3,966 21.53 1,225 40.00 0.0019
2022-02-11 2021-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 18,424 129 0.71 875 -3.10 0.0014
2021-11-10 2021-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 18,295 -7,029 -27.76 903 -32.31 0.0016
2021-08-04 2021-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 25,324 -9,184 -26.61 1,334 -17.04 0.0024
2021-04-30 2021-03-31 13F CreativePlanning COM SH BEN INT 26884U109 34,508 5,884 20.56 1,608 72.90 0.0032
2021-01-29 2020-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 28,624 -1,767 -5.81 930 11.24 0.0020
2020-11-05 2020-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 30,391 365 1.22 836 -15.98 0.0022
2020-07-23 2020-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 30,026 -2,432 -7.49 995 26.59 0.0029
2020-05-05 2020-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 32,458 12,007 58.71 786 -45.61 0.0028
2020-01-30 2019-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 20,451 -5,167 -20.17 1,445 -26.61 0.0043
2019-11-01 2019-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 25,618 -397 -1.53 1,969 1.49 0.0064
2019-07-26 2019-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 26,015 -888 -3.30 1,940 -6.23 0.0065
2019-04-24 2019-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 26,903 6,024 28.85 2,069 54.75 0.0075
2019-02-12 2018-12-31 13F/A-1 EPR PPTYS COM SH BEN INT 26884U109 20,879 410 2.00 1,337 -4.50 0.0055
2019-02-01 2018-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 20,879 9,355 1,337
2018-10-25 2018-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 20,469 3,967 24.04 1,400 30.96 0.0052
2018-07-20 2018-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 16,502 7,404 81.38 1,069 112.10 0.0042
2018-04-18 2018-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 9,098 -1,981 -17.88 504 -30.48 0.0021
2018-01-17 2017-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 11,079 -7,963 -41.82 725 -45.41 0.0031
2017-10-17 2017-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 19,042 895 4.93 1,328 1.84 0.0062
2017-07-12 2017-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 18,147 12,636 229.29 1,304 221.18 0.0066
2017-04-07 2017-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 5,511 706 14.69 406 17.68 0.0022
2017-01-09 2016-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 4,805 129 2.76 345 -6.25 0.0021
2016-10-12 2016-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 4,676 327 7.52 368 4.84 0.0023
2016-07-12 2016-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 4,349 -3,361 -43.59 351 -31.71 0.0025
2016-04-08 2016-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 7,710 -1,985 -20.47 514 -9.35 0.0040
2016-01-11 2015-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 9,695 2,290 30.93 567 48.43 0.0047
2015-10-09 2015-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 7,405 7,405 3,602.50 382 6,266.67 0.0034
2015-07-09 2015-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 0 -5,728 -100.00 0 -100.00
2015-04-13 2015-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 5,728 5,728 616.00 344 1,174.07 0.0032
2015-01-29 2014-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 0 -5,294 -100.00 0 -100.00
2014-10-10 2014-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 5,294 -130 -2.40 268 -11.55 0.0031
2014-08-20 2014-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 5,424 -344 -5.96 303 -1.62 0.0039
2014-04-11 2014-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 5,768 1,344 30.38 308 41.94 0.0046
2014-01-06 2013-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 4,424 465 11.75 217 12.44 0.0037
2013-10-10 2013-09-30 13F EPR PPTYS COM SH BEN INT 26884U109 3,959 850 27.34 193 23.72 0.0038
2013-07-09 2013-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 3,109 3,109 156 0.0036
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.