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 2023
Institutional positions in Epr Properties as of Dec 31, 2023. 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
- 32
- +5 vs. Q3 2023
- Shares held
- 3.84M
- −59.5K (−1.5%) vs. Q3 2023
- Total value
- $81.7M
- +$8.87M (+12.2%) vs. Q3 2023
- New holders
- 9
- 9 more added
- Sold out
- 4
- 8 more reduced
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Bancorp | 82 | $1.75K | 0.00% | +82 | New |
| TD Private Client Wealth LLC | 108 | $2.30K | 0.00% | +108 | New |
| Advisor Group Holdings, Inc. | 356 | $7.58K | 0.00% | −3,444−90.6% | Reduced |
| Whittier Trust Co | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,000 | $21.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,050 | $22.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,065 | $22.7K | 0.00% | +1,065 | New |
| Virtus Investment Advisers, Inc. | 1,857 | $39.6K | 0.03% | +1,857 | New |
| Fifth Third Bancorp | 2,160 | $46.0K | 0.00% | +2,160 | New |
| Royal Bank of Canada | – | $123.0K | 0.00% | – | – |
| Envestnet Asset Management Inc | 17,629 | $375.5K | 0.00% | +17,629 | New |
| Janney Montgomery Scott LLC | 30,400 | $648.0K | 0.00% | +1,850+6.5% | Added |
| Westwood Holdings Group Inc. | 31,000 | $660.0K | 0.01% | 00.0% | Unchanged |
| Glendon Capital Management LP | 34,450 | $733.8K | 0.06% | −658,079−95.0% | Reduced |
| Wolverine Asset Management LLC | 42,122 | $898.0K | 0.01% | +1,280+3.1% | Added |
| Wells Fargo & Company | 46,644 | $993.5K | 0.00% | −9,685−17.2% | Reduced |
| Morgan Stanley | 48,159 | $1.03M | 0.00% | −2,525−5.0% | Reduced |
| Bank of America Corp | 50,000 | $1.06M | 0.00% | −28,105−36.0% | Reduced |
| Warberg Asset Management LLC | 59,232 | $1.26M | 0.38% | +12,807+27.6% | Added |
| Infrastructure Capital Advisors, LLC | 63,214 | $1.35M | 0.21% | −30,813−32.8% | Reduced |
| Cutler Capital Management, LLC | 70,991 | $1.51M | 0.63% | +13,541+23.6% | Added |
| Nomura Holdings Inc | 73,684 | $1.57M | 0.01% | +73,684 | New |
| Toroso Investments, LLC | 78,472 | $1.67M | 0.04% | −27,924−26.2% | Reduced |
| D.A. Davidson & Co. | 101,911 | $2.17M | 0.02% | +2,850+2.9% | Added |
| Uniplan Investment Counsel, Inc. | 104,578 | $2.25M | 0.17% | +104,578 | New |
| Colony Capital, Inc. | 130,000 | $2.77M | 0.28% | −20,000−13.3% | Reduced |
| CSS LLC | 284,290 | $6.04M | 0.47% | +284,290 | New |
| LDR Capital Management LLC | 329,841 | $7.03M | 3.93% | +9,636+3.0% | Added |
| Aequim Alternative Investments LP | 440,000 | $9.37M | 0.37% | 00.0% | Unchanged |
| BlackRock Inc. | 494,083 | $10.5M | 0.00% | +27,953+6.0% | Added |
| Camden Asset Management L P | 546,740 | $11.5M | 0.36% | +79,108+16.9% | Added |
| Skaana Management L.P. | 750,098 | $16.0M | 3.73% | +218,764+41.2% | Added |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −83,269−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −36,561−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |