Stock ownership · SEC 13F · Q4 2025
EPR PPTYS
Who owns EPR PPTYS (CUSIP 26884U109)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $553K
- Reported value
- 5
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, EPR PPTYS ranks #755 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $553K as of Q4 2025, with ownership dominated by its top few institutional owners.
- 5
- institutions hold it
- $553K
- reported 13F value
- 100%
- held by top 5
- #755
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, EPR PPTYS ranks #755 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 26884U109 · Q4 2025 $1M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID
- VALUE-LIGHT #755/775
- HOLDERS-FOCUS 5 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH SELECT SECTOR SPDR TR
- ACTIVITY-MID 3 new
- BOOK-MID 7Q history
Photo-finish peer on reported value: SELECT SECTOR SPDR TR
Read with: Ownership concentration guide - EPR PPTYS's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · EPR PPTYS
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a EPR PPTYS position has risen from 4 to 5 over the last 7 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 9,110 | $455K | 82.2% |
| 2 | SSA SWISS ADVISORS AG | 1,645 | $82K | 14.8% |
| 3 | Bell Investment Advisors, Inc | 115 | $6K | 1.0% |
| 4 | Compass Financial Services Inc | 111 | $6K | 1.0% |
| 5 | TD Capital Management LLC | 101 | $5K | 0.9% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among EPR PPTYS's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (3)
Complete exits (6)
Frequently Asked Questions
How many institutions hold EPR PPTYS?▼
Where does EPR PPTYS sit among tracked securities?▼
What is the total institutional value of EPR PPTYS?▼
How concentrated is ownership of EPR PPTYS?▼
Who is the largest institutional holder of EPR PPTYS?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for EPR PPTYS: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($553K here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (5 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.