Epr Properties
EPR.PC- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001045450
In the last 90 days, Epr Properties insiders filed 0 open-market purchases and 5 sales; 30 institutions reported holding it in 13F filings for Q2 2026, worth $110.1M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Epr Properties as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 26
- +1 vs. Q3 2022
- Shares held
- 3.93M
- +46.4K (+1.2%) vs. Q3 2022
- Total value
- $70.7M
- +$3.20M (+4.7%) vs. Q3 2022
- New holders
- 4
- 9 more added
- Sold out
- 3
- 8 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EPR.PC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 30 | $110.1M |
| Q1 2026 | 34 | $97.2M |
| Q4 2025 | 33 | $94.8M |
| Q3 2025 | 35 | $107.0M |
| Q2 2025 | 37 | $103.5M |
| Q1 2025 | 39 | $93.3M |
| Q4 2024 | 35 | $76.7M |
| Q3 2024 | 34 | $79.4M |
| Q2 2024 | 34 | $67.2M |
| Q1 2024 | 35 | $66.7M |
| Q4 2023 | 32 | $81.7M |
| Q3 2023 | 27 | $72.8M |
| Q2 2023 | 29 | $81.9M |
| Q1 2023 | 30 | $67.9M |
| Q4 2022 | 26 | $70.7M |
| Q3 2022 | 25 | $67.5M |
| Q2 2022 | 24 | $80.6M |
| Q1 2022 | 25 | $96.5M |
| Q4 2021 | 27 | $92.3M |
| Q3 2021 | 1 | $1.19M |
| Q2 2021 | 1 | $1.18M |
| Q1 2021 | 1 | $1.16M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co | 500 | $8.98K | 0.00% | −2,500−83.3% | Reduced |
| Advisory Services Network, LLC | 732 | $13.2K | 0.00% | +732 | New |
| UBS Group AG | 1,900 | $34.1K | 0.00% | −3,103−62.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,550 | $63.0K | 0.00% | +2,039+134.9% | Added |
| Royal Bank of Canada | – | $99.0K | 0.00% | – | – |
| Hendershot Investments Inc. | 14,824 | $266.4K | 0.04% | −2,000−11.9% | Reduced |
| Janney Montgomery Scott LLC | 15,450 | $278.0K | 0.00% | +15,450 | New |
| Manufacturers Life Insurance Company, The | 29,061 | $522.2K | 0.00% | −3,950−12.0% | Reduced |
| Westwood Holdings Group Inc. | 31,000 | $553.0K | 0.00% | +31,000 | New |
| Wells Fargo & Company | 31,521 | $566.4K | 0.00% | +3,992+14.5% | Added |
| Wolverine Asset Management LLC | 37,393 | $668.2K | 0.01% | +614+1.7% | Added |
| BlueCrest Capital Management Ltd | 47,485 | $853.3K | 0.10% | +14,663+44.7% | Added |
| Cutler Capital Management, LLC | 55,613 | $999.4K | 0.41% | 00.0% | Unchanged |
| Morgan Stanley | 51,336 | $1.16M | 0.00% | +4,692+10.1% | Added |
| Infrastructure Capital Advisors, LLC | 76,027 | $1.37M | 0.27% | +2,981+4.1% | Added |
| D.A. Davidson & Co. | 96,912 | $1.74M | 0.02% | −2,350−2.4% | Reduced |
| Brookfield Asset Management Inc. | 102,991 | $1.85M | 0.01% | −33,100−24.3% | Reduced |
| Bank of America Corp | 129,828 | $2.33M | 0.00% | +43,158+49.8% | Added |
| Toroso Investments, LLC | 132,172 | $2.38M | 0.09% | +132,172 | New |
| Aequim Alternative Investments LP | 300,000 | $5.39M | 0.15% | 00.0% | Unchanged |
| CSS LLC | 315,512 | $5.63M | 0.37% | +12,091+4.0% | Added |
| LDR Capital Management LLC | 326,187 | $5.86M | 3.21% | −34,093−9.5% | Reduced |
| BlackRock Inc. | 404,283 | $7.26M | 0.00% | −32,754−7.5% | Reduced |
| Camden Asset Management L P | 446,180 | $7.88M | 0.25% | 00.0% | Unchanged |
| Skaana Management L.P. | 582,665 | $10.5M | 3.88% | +13,416+2.4% | Added |
| Glendon Capital Management LP | 692,529 | $12.4M | 1.07% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −85,634−100.0% | Sold out |
| Forward Management, LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |