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 2024
Institutional positions in Epr Properties as of Dec 31, 2024. 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
- 35
- +1 vs. Q3 2024
- Shares held
- 3.68M
- +135.6K (+3.8%) vs. Q3 2024
- Total value
- $76.7M
- −$2.75M (−3.5%) vs. Q3 2024
- New holders
- 4
- 11 more added
- Sold out
- 3
- 12 more reduced
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Skaana Management L.P. | 593,162 | $12.3M | 3.94% | −84,104−12.4% | Reduced |
| Camden Asset Management L P | 546,740 | $11.3M | 0.30% | 00.0% | Unchanged |
| BlackRock, Inc. | 463,355 | $9.64M | 0.00% | −45,102−8.9% | Reduced |
| Aequim Alternative Investments LP | 440,000 | $9.15M | 0.29% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 256,355 | $5.33M | 0.01% | +237,355+1,249.2% | Added |
| LDR Capital Management LLC | 161,760 | $3.36M | 4.56% | −54,409−25.2% | Reduced |
| Uniplan Investment Counsel, Inc. | 137,232 | $2.85M | 0.27% | +52,785+62.5% | Added |
| D.A. Davidson & Co. | 118,702 | $2.47M | 0.02% | +825+0.7% | Added |
| Colony Capital, Inc. | 115,000 | $2.39M | 0.17% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 108,919 | $2.27M | 0.00% | −1,035−0.9% | Reduced |
| Covalent Partners LLC | 95,562 | $1.99M | 13.82% | +95,562 | New |
| Warberg Asset Management LLC | 90,000 | $1.87M | 0.52% | +16,414+22.3% | Added |
| Cutler Capital Management, LLC | 89,245 | $1.86M | 0.65% | −300−0.3% | Reduced |
| Janney Montgomery Scott LLC | 69,664 | $1.45M | 0.00% | +15,589+28.8% | Added |
| Toroso Investments, LLC | 68,879 | $1.43M | 0.01% | −3,561−4.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 64,460 | $1.34M | 0.18% | −34,960−35.2% | Reduced |
| Morgan Stanley | 52,219 | $1.09M | 0.00% | −164−0.3% | Reduced |
| Wells Fargo & Company | 45,043 | $936.9K | 0.00% | −1,947−4.1% | Reduced |
| North Star Investment Management Corp. | 32,200 | $669.8K | 0.05% | +5,200+19.3% | Added |
| Wolverine Asset Management LLC | 27,069 | $563.0K | 0.01% | −3,572−11.7% | Reduced |
| TCG Advisory Services, LLC | 25,812 | $536.9K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 23,793 | $494.9K | 0.00% | +8,672+57.4% | Added |
| Nomura Holdings Inc | 22,926 | $476.9K | 0.00% | −27,074−54.1% | Reduced |
| Jane Street Group, LLC | 10,474 | $217.9K | 0.00% | +10,474 | New |
| CoreCap Advisors, LLC | 10,253 | $213.3K | 0.01% | +107+1.1% | Added |
| Royal Bank of Canada | – | $110.0K | 0.00% | – | – |
| Daiwa Securities Group Inc. | 4,000 | $83.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,601 | $74.9K | 0.00% | +1,406+64.1% | Added |
| UBS Group AG | 3,260 | $67.8K | 0.00% | +2,246+221.5% | Added |
| Virtus Investment Advisers, Inc. | 1,857 | $38.6K | 0.03% | 00.0% | Unchanged |
| Glendon Capital Management LP | 1,000 | $20.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 938 | $19.5K | 0.00% | +938 | New |
| Whittier Trust Co | 264 | $5.49K | 0.00% | −236−47.2% | Reduced |
| Medallion Wealth Advisors, LLC | 235 | $4.89K | 0.00% | +235 | New |
| TD Private Client Wealth LLC | 71 | $1.48K | 0.00% | +25+54.3% | Added |
| CSS LLC | 0 | $0 | 0.00% | −55,193−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −82−100.0% | Sold out |