EPR Properties
US ˙ NYSE ˙ US26884U1097

SecurityEPR / EPR Properties
InstitutionCerity Partners LLC
Latest Disclosed Ownership40,838 shares
Latest Disclosed Value $ 2,040,256
Cerity Partners LLC reports 16.62% increase in ownership of EPR / EPR Properties

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 40,838 shares of EPR Properties (US:EPR) valued at $2,040,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 35,019 shares of EPR Properties. This represents a change in shares of 16.62% during the quarter. The current value of the position is $2,293,462 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)
2026-05-15 2026-03-31 13F EPR PPTYS COM SH BEN INT 26884U109 40,838 5,819 16.62 2,040 16.77 0.0014
2026-02-11 2025-12-31 13F EPR PPTYS COM SH BEN INT 26884U109 35,019 -7,582 -17.80 1,747 -29.30 0.0025
2025-10-22 2025-09-30 13F EPR PPTYS REIT 26884U109 42,601 7,721 22.14 2,471 21.60 0.0040
2025-08-13 2025-06-30 13F EPR PPTYS REIT 26884U109 34,880 12,791 57.91 2,032 74.87 0.0036
2025-04-30 2025-03-31 13F EPR PPTYS REIT 26884U109 22,089 1,360 6.56 1,162 22.32 0.0024
2025-02-13 2024-12-31 13F EPR PPTYS REIT 26884U109 20,729 1,707 8.97 951 1.93 0.0021
2024-11-12 2024-09-30 13F EPR PPTYS Stock 26884U109 19,022 4,507 31.05 933 53.04 0.0021
2024-08-13 2024-06-30 13F EPR PPTYS COM SH BEN INT 26884U109 14,515 199 1.39 609 0.33 0.0016
2024-05-14 2024-03-31 13F EPR PPTYS Stock 26884U109 14,316 9,478 195.91 608 159.40 0.0016
2024-01-26 2023-12-31 13F EPR PPTYS REIT 26884U109 4,838 4,838 234 0.0008
2023-05-11 2023-03-31 13F EPR PPTYS REIT 26884U109 0 -5,372 -100.00 0 -100.00
2023-02-15 2022-12-31 13F EPR PPTYS REIT 26884U109 5,372 5,372 203 0.0013
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.