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Epr Properties

EPR.PE
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; 33 institutions reported holding it in 13F filings for Q2 2026, worth $71.3M in total; no superinvestor holds it.

Other share classesEPREPR.PCEPR.PG

13F holders, Q3 2022

Institutional positions in Epr Properties as of Sep 30, 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
19
−1 vs. Q2 2022
Shares held
2.05M
−243.2K (−10.6%) vs. Q2 2022
Total value
$52.6M
−$16.6M (−24.0%) vs. Q2 2022
New holders
3
5 more added
Sold out
4
6 more reduced

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EPR.PE 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.

Institutional holdersQ3 2022: 19 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 20 institutionsQ1 2022: 20 institutionsQ2 2022: 20 institutionsQ3 2022: 19 institutionsQ4 2022: 21 institutionsQ1 2023: 22 institutionsQ2 2023: 25 institutionsQ3 2023: 24 institutionsQ4 2023: 24 institutionsQ1 2024: 25 institutionsQ2 2024: 23 institutionsQ3 2024: 25 institutionsQ4 2024: 28 institutionsQ1 2025: 28 institutionsQ2 2025: 32 institutionsQ3 2025: 30 institutionsQ4 2025: 33 institutionsQ1 2026: 32 institutionsQ2 2026: 33 institutions
Value heldQ3 2022: $52.6M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $63.9MQ1 2022: $74.6MQ2 2022: $69.2MQ3 2022: $52.6MQ4 2022: $53.8MQ1 2023: $55.5MQ2 2023: $60.0MQ3 2023: $58.2MQ4 2023: $61.5MQ1 2024: $57.4MQ2 2024: $57.4MQ3 2024: $66.0MQ4 2024: $58.5MQ1 2025: $65.4MQ2 2025: $69.0MQ3 2025: $69.9MQ4 2025: $63.0MQ1 2026: $65.6MQ2 2026: $71.3M
Institutions holding EPR.PE and their total value by quarter
QuarterHoldersValue
Q2 202633$71.3M
Q1 202632$65.6M
Q4 202533$63.0M
Q3 202530$69.9M
Q2 202532$69.0M
Q1 202528$65.4M
Q4 202428$58.5M
Q3 202425$66.0M
Q2 202423$57.4M
Q1 202425$57.4M
Q4 202324$61.5M
Q3 202324$58.2M
Q2 202325$60.0M
Q1 202322$55.5M
Q4 202221$53.8M
Q3 202219$52.6M
Q2 202220$69.2M
Q1 202220$74.6M
Q4 202120$63.9M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q2 2022.

Institutions holding EPR.PE in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Infrastructure Capital Advisors, LLC472,167$12.1M2.59%−61,517−11.5%Reduced
LDR Capital Management LLC298,033$7.65M3.87%+143,500+92.9%Added
Forward Management, LLC280,100$7.19M0.79%00.0%Unchanged
BlackRock Inc.266,342$6.84M0.00%+3,205+1.2%Added
Camden Asset Management L P247,061$6.35M0.21%+2,777+1.1%Added
Janney Montgomery Scott LLC123,709$3.18M0.01%+78,042+170.9%Added
Palisade Capital Management LLC79,400$2.12M0.06%00.0%Unchanged
Cohen & Steers, Inc.57,085$1.47M0.00%−64,708−53.1%Reduced
Aequim Alternative Investments LP50,000$1.28M0.04%+50,000New
Wolverine Asset Management LLC47,111$1.22M0.02%+15,322+48.2%Added
Schnieders Capital Management LLC46,861$1.20M0.32%−675−1.4%Reduced
KCS Wealth Advisory46,785$1.20M0.55%−214−0.5%Reduced
Stifel Financial Corp14,884$382.0K0.00%00.0%Unchanged
Brookfield Asset Management Inc.11,600$298.0K0.00%+11,600New
Morgan Stanley3,102$81.0K0.00%−1,150−27.0%Reduced
Bank of America Corp1,062$28.0K0.00%00.0%Unchanged
Royal Bank of Canada–$5.00K0.00%––
UBS Group AG85$3.00K0.00%−77−47.5%Reduced
Wells Fargo & Company1$00.00%+1New
Nut Tree Capital Management, LP0$00.00%−315,047−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−94,605−100.0%Sold out
SFMG, LLC0$00.00%−7,168−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−2,500−100.0%Sold out