18 institutions reported holding $8.6M of EPR PPTYS (EPR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($2.4M), Pensionfund DSM Netherlands ($1.9M), Pensionfund Sabic ($1.0M), Versant Capital Management, Inc ($821,422), Byrne Asset Management LLC ($757,495). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $2.4M | 42,101 | Added |
| 2 | Pensionfund DSM Netherlands | $1.9M | 32,962 | Hold |
| 3 | Pensionfund Sabic | $1.0M | 17,300 | Hold |
| 4 | Versant Capital Management, Inc | $821,422 | 14,160 | Trimmed |
| 5 | Byrne Asset Management LLC | $757,495 | 13,058 | Added |
| 6 | MOODY NATIONAL BANK TRUST DIVISION | $561,653 | 9,682 | Added |
| 7 | Teamwork Financial Advisors, LLC | $537,288 | 9,262 | Trimmed |
| 8 | RDA Financial Network | $350,250 | 6,038 | Trimmed |
| 9 | GAMMA Investing LLC | $128,318 | 2,212 | Added |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $38,113 | 657 | Added |
| 11 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $23,204 | 400 | Hold |
| 12 | Sarver Vrooman Wealth Advisors | $14,912 | 258 | Added |
| 13 | Arlington Trust Co LLC | $12,878 | 222 | Hold |
| 14 | MassMutual Private Wealth & Trust, FSB | $10,674 | 184 | Hold |
| 15 | KERR FINANCIAL PLANNING Corp | $7,252 | 125 | Trimmed |
| 16 | Retirement Wealth Solutions LLC | $3,423 | 59 | Added |
| 17 | CoreCap Advisors, LLC | $2,204 | 38 | Trimmed |
| 18 | CX Institutional | $1,000 | 18 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30