EPR Properties
US ˙ NYSE ˙ US26884U1097

SecurityEPR / EPR Properties
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,307 shares
Latest Disclosed Value $ 115,258
IFP Advisors, Inc reports 22.97% increase in ownership of EPR / EPR Properties

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,307 shares of EPR Properties (US:EPR) valued at $115,258 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,876 shares of EPR Properties. This represents a change in shares of 22.97% during the quarter. The current value of the position is $132,330 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)
2026-04-13 2026-03-31 13F EPR PPTYS cs 26884U109 2,307 431 22.97 115 23.66 0.0024
2026-02-06 2025-12-31 13F EPR PPTYS cs 26884U109 1,876 -360 -16.10 94 -27.91 0.0021
2026-02-06 2025-09-30 13F/A-1 EPR PPTYS cs 26884U109 2,236 -230 -9.33 130 -9.79 0.0034
2025-12-02 2025-09-30 13F EPR PPTYS cs 26884U109 2,236 -230 130 0.0033
2025-07-24 2025-06-30 13F EPR PPTYS cs 26884U109 2,466 1,186 92.66 144 113.43 0.0041
2025-05-05 2025-03-31 13F EPR PPTYS cs 26884U109 1,280 -546 -29.90 67 -16.25 0.0021
2025-02-04 2024-12-31 13F EPR PPTYS cs 26884U109 1,826 24 1.33 81 -9.09 0.0026
2025-02-04 2024-09-30 13F EPR PPTYS cs 26884U109 1,802 -220 -10.88 88 4.76 0.0032
2024-07-30 2024-06-30 13F EPR PPTYS cs 26884U109 2,022 1,238 157.91 85 154.55 0.0034
2024-07-30 2024-03-31 13F EPR PPTYS cs 26884U109 784 11 1.42 33 -10.81 0.0015
2024-01-09 2023-12-31 13F EPR PPTYS cs 26884U109 773 9 1.18 37 19.35 0.0018
2023-10-12 2023-09-30 13F EPR PPTYS cs 26884U109 764 10 1.33 32 -11.43 0.0014
2023-08-14 2023-06-30 13F/A-1 EPR PPTYS cs 26884U109 754 -111 -12.83 35 -32.69 0.0015
2023-08-04 2023-06-30 13F EPR PPTYS cs 26884U109 754 -111 46 0.0021
2023-04-18 2023-03-31 13F EPR PPTYS re 26884U109 865 -604 -41.12 53 0.0023
2023-02-07 2022-12-31 13F EPR PPTYS re 26884U109 1,469 -285 -16.25 0 -100.00 0.0025
2022-11-08 2022-09-30 13F EPR PPTYS cs 26884U109 1,754 153 9.56 123 8.85 0.0032
2022-09-06 2022-06-30 13F/A-1 EPR PPTYS cs 26884U109 1,601 0 0.00 113 0.00 0.0036
2022-09-06 2022-03-31 13F/A-1 EPR PPTYS cs 26884U109 1,601 1,004 168.17 113 289.66 0.0036
2022-08-08 2022-03-31 13F EPR PPTYS COM SH BEN INT Stock 26884U109 597 0 37 0.0008
2022-01-12 2021-12-31 13F EPR PPTYS COM SH BEN INT Stock 26884U109 597 6 1.02 29 0.00 0.0006
2021-10-06 2021-09-30 13F EPR PPTYS COM SH BEN INT Stock 26884U109 591 -295 -33.30 29 -38.30 0.0006
2021-07-13 2021-06-30 13F EPR PPTYS COM SH BEN INT Stock 26884U109 886 300 51.19 47 74.07 0.0010
2021-04-30 2021-03-31 13F EPR PPTYS COM SH BEN INT Stock 26884U109 586 450 330.88 27 440.00 0.0005
2021-01-25 2020-12-31 13F EPR PPTYS COM SH BEN INT Stock 26884U109 136 -132 -49.25 5 -37.50 0.0002
2020-10-29 2020-09-30 13F EPR PPTYS COM SH BEN INT Stock 26884U109 268 -310 -53.63 8 -57.89 0.0005
2020-08-05 2020-06-30 13F EPR PPTYS COM SH BEN INT Stock 26884U109 578 -705 -54.95 19 -42.42 0.0015
2020-05-12 2020-03-31 13F EPR PPTYS COM SH BEN INT Stock 26884U109 1,283 -152 -10.59 33 -67.96 0.0033
2020-01-17 2019-12-31 13F EPR PPTYS COM SH BEN INT Stock 26884U109 1,435 -2,101 -59.42 103 -61.71 0.0077
2019-11-07 2019-09-30 13F EPR PPTYS COM SH BEN INT Stock 26884U109 3,536 1,322 59.71 269 59.17 0.0180
2019-05-15 2019-03-31 13F EPR PROPERTIESBEN INT Stock 26884U109 2,214 -2,388 -51.89 169 -42.71 0.0231
2019-06-03 2018-12-31 13F/A-10 EPR PPTYS SBI REIT 26884U109 4,602 -1,486 -24.41 295 -29.09 0.0180
2019-01-23 2018-12-31 13F EPR PPTYS SBI REIT 26884U109 4,602 -1,486 295 0.0180
2019-06-03 2018-09-30 13F/A-9 EPR PPTYS SBI REIT 26884U109 6,088 -569 -8.55 416 -3.48 0.0170
2018-10-25 2018-09-30 13F EPR PPTYS SBI REIT 26884U109 6,088 -569 416 0.0170
2019-06-03 2018-06-30 13F/A-8 EPR PPTYS SBI REIT 26884U109 6,657 -577 -7.98 431 -9.07 0.0181
2018-08-07 2018-06-30 13F EPR PPTYS SBI REIT 26884U109 6,657 -1,077 431
2019-06-03 2018-03-31 13F/A-7 EPR PPTYS COM SH BEN INT REIT 26884U109 7,234 0 0.00 474 0.00 0.0215
2018-05-09 2018-03-31 13F EPR PPTYS SBI REIT 26884U109 7,734 500 428
2019-06-03 2017-12-31 13F/A-6 EPR PPTYS COM SH BEN INT REIT 26884U109 7,234 -10,814 -59.92 474 -62.35 0.0215
2018-01-24 2017-12-31 13F EPR PPTYS COM SH BEN INT REIT 26884U109 7,234 -10,814 474
2017-10-30 2017-09-30 13F EPR PPTYS COM SH BEN INT REIT 26884U109 18,048 -1,069 -5.59 1,259 -8.37 0.0500
2019-06-03 2017-06-30 13F/A-5 EPR PPTYS COM SH BEN INT REIT 26884U109 19,117 15,799 476.16 1,374 463.11 0.0582
2017-07-31 2017-06-30 13F EPR PPTYS COM SH BEN INT REIT 26884U109 19,117 15,799 1,374
2019-06-03 2017-03-31 13F/A-4 EPR PPTYS COM SH BEN INT REIT 26884U109 3,318 157 4.97 244 7.49 0.0106
2017-04-26 2017-03-31 13F EPR PPTYS COM SH BEN INT REIT 26884U109 3,318 157 244
2019-06-03 2016-12-31 13F/A-3 EPR PPTYS COM SH BEN INT REIT 26884U109 3,161 178 5.97 227 -3.40 0.0110
2017-02-14 2016-12-31 13F EPR PPTYS COM SH BEN INT REIT 26884U109 3,161 178 227
2016-11-04 2016-09-30 13F EPR PPTYS COM SH BEN INT REIT 26884U109 2,983 244 8.91 235 6.33 0.0122
2019-06-03 2016-06-30 13F/A-2 EPR PPTYS COM SH BEN INT REIT 26884U109 2,739 525 23.71 221 30.77 0.0123
2016-08-22 2016-06-30 13F EPR PPTYS COM SH BEN INT REIT 26884U109 2,739 525 221
2019-06-03 2016-03-31 13F/A-1 EPR PROPERTIESBEN INT Stock 26884U109 2,214 289 15.01 169 49.56 0.0231
2016-05-02 2016-03-31 13F EPR PPTYS COM SH BEN INT REIT 26884U109 4,352 2,427 290
2016-02-11 2015-12-31 13F EPR PPTYS COM SH BEN INT REIT 26884U109 1,925 1,925 113 0.0076
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.