EPR · Insider trading · 13F holders · Congress trades
Epr Properties (EPR)
Who is buying and selling EPR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $877K
- Congress trades, 12 months
- 1
EPR at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 3 EPR insiders filed 3 sales worth $877K on SEC Form 4, and no open-market purchases; 2 of the sales were pre-planned under Rule 10b5-1.
- 11 13F filers hold EPR among their 50 largest positions, worth $39.0M combined. The biggest bets by portfolio weight are Ballast Asset Management, LP (1.7%), Goldentree Asset Management LP (1.5%) and Pensionfund Sabic (1.0%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
- Members of Congress have disclosed 5 EPR trades since 2014, 0 purchases and 1 sale in the past year; the latest was Daniel S. Goldman (D-NY), selling $1K–15K on Jul 12, 2023.
- EPR last closed at $58.34 on Oct 29, 2026.
EPR insider trading
Between Aug 1, 2026 and Oct 29, 2026, 3 EPR insiders filed 3 sales worth $877K on SEC Form 4, and no open-market purchases; 2 of the sales were pre-planned under Rule 10b5-1.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Aug 20, 2026 | Grace Elizabeth | SVP - Human Resources & Admin | Sale10b5-1 | 4,200 | $60.57 | $254K | SEC |
| Aug 7, 2026 | Sterneck Robin Peppe | Director | Sale | 3,403 | $61.54 | $209K | SEC |
| Aug 4, 2026 | Mater Tonya L. | SVP & Chief Accounting Officer | Sale10b5-1 | 6,692 | $61.79 | $413K | SEC |
Who owns EPR? Hedge funds and superinvestors
11 13F filers hold EPR among their 50 largest positions, worth $39.0M combined. The biggest bets by portfolio weight are Ballast Asset Management, LP (1.7%), Goldentree Asset Management LP (1.5%) and Pensionfund Sabic (1.0%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Goldentree Asset Management LPHedge fund | 1.5% | $26.0M | 448,299 | New | Q2 2026 |
| Ballast Asset Management, LPMutual fund manager | 1.7% | $4.3M | 74,891 | -1.0% shares | Q2 2026 |
| Bridgefront Capital, LLCHedge fund | 0.5% | $1.8M | 31,590 | — | Q2 2026 |
| Pensionfund PDNPension fund | 1.0% | $1.7M | 30,962 | -6.1% shares | Q3 2026 |
| 1620 Investment Advisors, Inc.Wealth manager | 0.8% | $1.2M | 21,172 | -3.6% shares | Q2 2026 |
| Wincap Financial LLCWealth manager | 0.6% | $1.0M | 18,295 | -0.1% shares | Q3 2026 |
| Family Wealth Partners, LLCWealth manager | 0.3% | $873K | 15,545 | +7.1% shares | Q3 2026 |
| Pensionfund SabicPension fund | 1.0% | $859K | 15,300 | -11.6% shares | Q3 2026 |
| Sound Stewardship, LLCWealth manager | 0.3% | $713K | 12,700 | -5.9% shares | Q3 2026 |
| Arrow Investment Advisors, LLCMutual fund manager | 0.2% | $236K | 4,062 | — | Q2 2026 |
| Presima Securities ULCBroker-dealer | 0.1% | $235K | 4,702 | +0.0% shares | Q1 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 5, Q1 2026: 1). Screen EPR in the grand portfolio →
EPR stock trades by members of Congress
Members of Congress have disclosed 5 EPR trades since 2014, 0 purchases and 1 sale in the past year; the latest was Daniel S. Goldman (D-NY), selling $1K–15K on Jul 12, 2023.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Aug 13, 2023 | Daniel S. GoldmanD-NY · House | Sale | $1K–15K | Jul 12, 2023 | +24.3% |
| Apr 11, 2020 | Zoe LofgrenD-CA · House | Sale | $1K–15K | Mar 16, 2020 | +141.1% |
| Apr 15, 2019 | Van TaylorR-TX · House | Sale | $1K–15K | Mar 25, 2019 | -24.5% |
| Jul 18, 2017 | Zoe LofgrenD-CA · House | Buy | $1K–15K | Jun 15, 2017 | -23.0% |
| Jul 20, 2015 | Susan M. CollinsR-ME · Senate | Sale | $1K–15K | Jul 23, 2014 | +1.4% |
4 members have traded EPR: Daniel S. Goldman, Zoe Lofgren, Van Taylor, Susan M. Collins.
EPR questions and answers
Are insiders buying EPR stock?
Between Aug 1, 2026 and Oct 29, 2026, 3 EPR insiders filed 3 sales worth $877K on SEC Form 4, and no open-market purchases; 2 of the sales were pre-planned under Rule 10b5-1.
Which hedge funds own EPR?
11 13F filers hold EPR among their 50 largest positions, worth $39.0M combined. The biggest bets by portfolio weight are Ballast Asset Management, LP (1.7%), Goldentree Asset Management LP (1.5%) and Pensionfund Sabic (1.0%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
Has Congress traded EPR?
Members of Congress have disclosed 5 EPR trades since 2014, 0 purchases and 1 sale in the past year; the latest was Daniel S. Goldman (D-NY), selling $1K–15K on Jul 12, 2023.
Who is the largest holder of EPR?
Among 13F filers, Goldentree Asset Management LP reports the largest EPR position, $26.0M (448,299 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Ballast Asset Management, LP's: 1.7% of its portfolio.
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