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, Q1 2025
Institutional positions in Epr Properties as of Mar 31, 2025. 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
- 39
- +4 vs. Q4 2024
- Shares held
- 4.04M
- +360.3K (+9.8%) vs. Q4 2024
- Total value
- $93.3M
- +$16.6M (+21.7%) vs. Q4 2024
- New holders
- 7
- 9 more added
- Sold out
- 3
- 14 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 37 | $854 | 0.00% | +37 | New |
| US Bancorp | 62 | $1.43K | 0.00% | +62 | New |
| TD Private Client Wealth LLC | 71 | $1.64K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 239 | $5.51K | 0.00% | +4+1.7% | Added |
| Whittier Trust Co | 264 | $6.09K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 456 | $10.5K | 0.00% | −482−51.4% | Reduced |
| NBC Securities, Inc. | 531 | $12.0K | 0.00% | +531 | New |
| Millennium Management LLC | 17,700 | $16.6K | 0.00% | +17,700 | New |
| Glendon Capital Management LP | 1,000 | $23.1K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | – | $42.9K | 0.03% | – | New |
| Fifth Third Bancorp | 3,309 | $76.4K | 0.00% | −292−8.1% | Reduced |
| UBS Group AG | 3,487 | $80.5K | 0.00% | +227+7.0% | Added |
| Bank of America Corp | 4,580 | $105.7K | 0.00% | +4,580 | New |
| Royal Bank of Canada | – | $129.0K | 0.00% | – | – |
| CoreCap Advisors, LLC | 8,981 | $207.3K | 0.01% | −1,272−12.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 21,660 | $499.9K | 0.06% | −42,800−66.4% | Reduced |
| Envestnet Asset Management Inc | 23,251 | $536.6K | 0.00% | −542−2.3% | Reduced |
| TCG Advisory Services, LLC | 25,812 | $595.7K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 27,069 | $624.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 32,200 | $743.2K | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 49,668 | $1.15M | 0.00% | +4,625+10.3% | Added |
| Morgan Stanley | 50,272 | $1.16M | 0.00% | −1,947−3.7% | Reduced |
| Toroso Investments, LLC | 62,944 | $1.45M | 0.01% | −5,935−8.6% | Reduced |
| Nomura Holdings Inc | 65,394 | $1.51M | 0.01% | +42,468+185.2% | Added |
| Janney Montgomery Scott LLC | 73,549 | $1.70M | 0.00% | +3,885+5.6% | Added |
| Cutler Capital Management, LLC | 82,745 | $1.91M | 0.66% | −6,500−7.3% | Reduced |
| Covalent Partners LLC | 85,562 | $1.97M | 15.02% | −10,000−10.5% | Reduced |
| Warberg Asset Management LLC | 90,180 | $2.08M | 0.57% | +180+0.2% | Added |
| Cohen & Steers, Inc. | 92,088 | $2.13M | 0.00% | −164,267−64.1% | Reduced |
| Colony Capital, Inc. | 100,000 | $2.31M | 0.19% | −15,000−13.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 106,777 | $2.46M | 0.01% | −2,142−2.0% | Reduced |
| D.A. Davidson & Co. | 116,327 | $2.68M | 0.02% | −2,375−2.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 132,482 | $3.06M | 0.30% | −4,750−3.5% | Reduced |
| LDR Capital Management LLC | 166,884 | $3.85M | 4.65% | +5,124+3.2% | Added |
| CSS LLC | 296,556 | $6.87M | 0.48% | +296,556 | New |
| Aequim Alternative Investments LP | 440,000 | $10.2M | 0.41% | 00.0% | Unchanged |
| BlackRock, Inc. | 465,605 | $10.7M | 0.00% | +2,250+0.5% | Added |
| Camden Asset Management L P | 546,740 | $12.7M | 0.34% | 00.0% | Unchanged |
| Skaana Management L.P. | 849,820 | $19.6M | 9.01% | +256,658+43.3% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,474−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −1,857−100.0% | Sold out |