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, Q2 2024
Institutional positions in Epr Properties as of Jun 30, 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
- 23
- −2 vs. Q1 2024
- Shares held
- 2.06M
- −52.2K (−2.5%) vs. Q1 2024
- Total value
- $57.4M
- −$10.7K (0.0%) vs. Q1 2024
- New holders
- 2
- 3 more added
- Sold out
- 4
- 9 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Infrastructure Capital Advisors, LLC | 466,831 | $13.0M | 1.81% | −13,667−2.8% | Reduced |
| BlackRock Inc. | 326,093 | $9.09M | 0.00% | −8,809−2.6% | Reduced |
| LDR Capital Management LLC | 305,886 | $8.53M | 7.77% | −1,820−0.6% | Reduced |
| Westwood Holdings Group Inc. | 280,000 | $7.81M | 0.04% | 00.0% | Unchanged |
| Camden Asset Management L P | 197,041 | $5.41M | 0.16% | −59,500−23.2% | Reduced |
| Colony Capital, Inc. | 76,709 | $2.14M | 0.19% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 60,126 | $1.68M | 0.01% | −5,998−9.1% | Reduced |
| Palisade Capital Management LLC | 59,500 | $1.64M | 0.04% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 57,085 | $1.59M | 0.00% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 51,337 | $1.43M | 0.01% | +13,933+37.3% | Added |
| Aequim Alternative Investments LP | 50,000 | $1.39M | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 21,110 | $588.8K | 0.00% | +10,999+108.8% | Added |
| Manufacturers Life Insurance Company, The | 19,699 | $549.4K | 0.00% | +19,699 | New |
| Ameriprise Financial Inc | 19,230 | $536.3K | 0.00% | +19,230 | New |
| Heitman Real Estate Securities LLC | 17,495 | $487.9K | 0.03% | −1,170−6.3% | Reduced |
| TCG Advisory Services, LLC | 16,308 | $454.8K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 11,936 | $330.5K | 0.01% | −3,821−24.2% | Reduced |
| Schnieders Capital Management LLC | 10,700 | $298.4K | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 7,933 | $221.2K | 0.00% | +551+7.5% | Added |
| Morgan Stanley | 6,535 | $182.3K | 0.00% | −101−1.5% | Reduced |
| Royal Bank of Canada | – | $5.00K | 0.00% | – | – |
| Advisor Group Holdings, Inc. | 100 | $2.79K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 60 | $1.67K | 0.00% | −871−93.6% | Reduced |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −7,834−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −17−100.0% | Sold out |