Public ownership evidence

EPR Properties (EPR) Ownership Disclosures

Read EPR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

EPR Properties: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-08-21
Trade date
2026-08-19
Reporting owners
Grace Elizabeth
Code
S
Shares
4,200
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001900482-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read EPR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read EPR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-08-212026-08-19Grace ElizabethS4,200Not reported
2026-08-082026-08-06Sterneck Robin PeppeS3,403Not reported
2026-08-052026-08-03Mater Tonya L.S3,092Not reported
2026-08-052026-08-03Mater Tonya L.S3,600Not reported
2026-07-212026-07-17Johnson Gwendolyn MaryS1,000Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2950$2,901None
Cornerstone Financial Management LLC2026-03-312026-08-2950$2,498None
Cornerstone Financial Management LLC2025-12-312026-08-2950$2,495None
Advisors Asset Management, Inc.2021-12-312026-08-285,247$249,180None
Advisors Asset Management, Inc.2020-06-302026-08-288,810$291,875None
Advisors Asset Management, Inc.2021-09-302026-08-285,330$263,000None
Corient Private Wealth LP2026-06-302026-08-28149,366$8,665,648None
Corient Private Wealth LP2026-06-302026-08-2811,370$659,573None
Advisors Asset Management, Inc.2024-03-312026-08-271,295$54,973None
Advisors Asset Management, Inc.2025-03-312026-08-271,272$66,920None
Advisors Asset Management, Inc.2020-12-312026-08-275,391$175,000None
Advisors Asset Management, Inc.2022-03-312026-08-274,044$221,247None
Advisors Asset Management, Inc.2023-09-302026-08-27918$38,134None
Advisors Asset Management, Inc.2021-03-312026-08-275,384$250,841None
Advisors Asset Management, Inc.2021-06-302026-08-275,348$282,000None
Advisors Asset Management, Inc.2020-09-302026-08-277,361$202,428None
Advisors Asset Management, Inc.2023-12-312026-08-271,251$60,611None
Groupe la Francaise2026-06-302026-08-2610,405$603,594None
Advisors Asset Management, Inc.2019-12-312026-08-265,862$414,092None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-26230,982$11,539,861None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2681,633$4,735,530None
Advisors Asset Management, Inc.2025-06-302026-08-25989$57,619None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2588,573$5,138,120None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-255,138,120$88,573,000None
Advisors Asset Management, Inc.2024-09-302026-08-221,289$63,213None
Advisors Asset Management, Inc.2024-06-302026-08-221,295$54,364None
Advisors Asset Management, Inc.2024-12-312026-08-221,289$57,077None
Advisors Asset Management, Inc.2020-03-312026-08-225,678$137,521None
Kingsview Wealth Management, LLC2026-06-302026-08-203,531$204,825None
Archer Investment Corp2026-06-302026-08-2029$1,683None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20122,139$7,085,271None
Advisors Asset Management, Inc.2019-03-312026-08-191,680$129,192None
Advisors Asset Management, Inc.2019-09-302026-08-195,574$428,418None
Advisors Asset Management, Inc.2019-06-302026-08-193,629$270,687None
Ensign Peak Advisors, Inc2026-03-312026-08-196,428$321,143None
Ensign Peak Advisors, Inc2025-12-312026-08-199,368$467,463None
Ensign Peak Advisors, Inc2025-09-302026-08-1929,723$1,724,231None
Corient Private Wealth LP2026-06-302026-08-18163,763$9,500,139None
Transamerica Financial Advisors, LLC2026-06-302026-08-1846$2,702None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-187,159$415,294None
Proficio Capital Partners LLC2026-06-302026-08-185,179$300,434None
Jefferies Financial Group Inc.2026-06-302026-08-189,640$559,216None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18108,055$6,268,271None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-182,335$135,000None
EFG International AG2026-06-302026-08-1546,081$2,674,772None
AMERIFLEX GROUP, INC.2026-06-302026-08-1525$1,450None
ROSS\JOHNSON & Associates LLC2026-06-302026-08-151$58None
Synergy Investment Management, LLC2026-06-302026-08-156$384None
Synergy Investment Management, LLC2026-06-302026-08-15544$31,558None
CAXTON ASSOCIATES LLP2026-06-302026-08-1572,402$4,200,040None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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