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.
13F holders, Q3 2023
Institutional positions in Epr Properties as of Sep 30, 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
- 24
- −1 vs. Q2 2023
- Shares held
- 2.27M
- +150.9K (+7.1%) vs. Q2 2023
- Total value
- $58.2M
- −$1.74M (−2.9%) vs. Q2 2023
- New holders
- 3
- 9 more added
- Sold out
- 4
- 5 more reduced
Compare with Q2 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 33 | $71.3M |
| Q1 2026 | 32 | $65.6M |
| Q4 2025 | 33 | $63.0M |
| Q3 2025 | 30 | $69.9M |
| Q2 2025 | 32 | $69.0M |
| Q1 2025 | 28 | $65.4M |
| Q4 2024 | 28 | $58.5M |
| Q3 2024 | 25 | $66.0M |
| Q2 2024 | 23 | $57.4M |
| Q1 2024 | 25 | $57.4M |
| Q4 2023 | 24 | $61.5M |
| Q3 2023 | 24 | $58.2M |
| Q2 2023 | 25 | $60.0M |
| Q1 2023 | 22 | $55.5M |
| Q4 2022 | 21 | $53.8M |
| Q3 2022 | 19 | $52.6M |
| Q2 2022 | 20 | $69.2M |
| Q1 2022 | 20 | $74.6M |
| Q4 2021 | 20 | $63.9M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 60 | $1.54K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $2.56K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $2.56K | 0.00% | +100 | New |
| Royal Bank of Canada | – | $4.00K | 0.00% | – | – |
| Morgan Stanley | 4,519 | $116.3K | 0.00% | +57+1.3% | Added |
| Wells Fargo & Company | 7,064 | $181.0K | 0.00% | +934+15.2% | Added |
| Manufacturers Life Insurance Company, The | 13,700 | $355.4K | 0.00% | +3,000+28.0% | Added |
| Bank of America Corp | 23,753 | $608.6K | 0.00% | +22,691+2,136.6% | Added |
| Heitman Real Estate Securities LLC | 26,465 | $678.0K | 0.04% | −2,050−7.2% | Reduced |
| Brookfield Asset Management Inc. | 30,418 | $779.3K | 0.00% | +218+0.7% | Added |
| Schnieders Capital Management LLC | 36,086 | $924.5K | 0.21% | −3,950−9.9% | Reduced |
| Wolverine Asset Management LLC | 39,983 | $1.02M | 0.02% | +2,053+5.4% | Added |
| CSS LLC | 40,970 | $1.05M | 0.09% | +40,970 | New |
| Aequim Alternative Investments LP | 50,000 | $1.28M | 0.05% | 00.0% | Unchanged |
| Colony Capital, Inc. | 51,000 | $1.31M | 0.16% | +25,432+99.5% | Added |
| Cohen & Steers, Inc. | 57,085 | $1.46M | 0.00% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 78,900 | $2.05M | 0.06% | −500−0.6% | Reduced |
| Janney Montgomery Scott LLC | 90,541 | $2.32M | 0.01% | −38,580−29.9% | Reduced |
| BlueCrest Capital Management Ltd | 125,808 | $3.22M | 0.50% | +125,808 | New |
| Camden Asset Management L P | 249,646 | $6.35M | 0.24% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 280,000 | $7.17M | 0.07% | 00.0% | Unchanged |
| BlackRock Inc. | 300,443 | $7.70M | 0.00% | +792+0.3% | Added |
| LDR Capital Management LLC | 309,854 | $7.94M | 4.82% | −2,160−0.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 456,603 | $11.7M | 2.19% | +42,816+10.3% | Added |
| KCS Wealth Advisory | 0 | $0 | 0.00% | −44,383−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −8,028−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −7,168−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −7,124−100.0% | Sold out |