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, 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
- 28
- +3 vs. Q3 2024
- Shares held
- 2.14M
- −22.5K (−1.0%) vs. Q3 2024
- Total value
- $58.5M
- −$7.51M (−11.4%) vs. Q3 2024
- New holders
- 5
- 7 more added
- Sold out
- 2
- 6 more reduced
Compare with Q3 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, 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 |
|---|---|---|---|---|---|
| Infrastructure Capital Advisors, LLC | 511,629 | $13.9M | 1.87% | −3,185−0.6% | Reduced |
| BlackRock, Inc. | 297,409 | $8.10M | 0.00% | −37,468−11.2% | Reduced |
| Westwood Holdings Group Inc. | 280,000 | $7.62M | 0.06% | 00.0% | Unchanged |
| LDR Capital Management LLC | 272,600 | $7.42M | 10.06% | −33,088−10.8% | Reduced |
| Camden Asset Management L P | 177,343 | $4.92M | 0.13% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 79,138 | $2.15M | 0.01% | +5,391+7.3% | Added |
| Colony Capital, Inc. | 76,709 | $2.09M | 0.15% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 59,500 | $1.73M | 0.05% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 57,085 | $1.55M | 0.00% | 00.0% | Unchanged |
| Aequim Alternative Investments LP | 50,000 | $1.39M | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 47,175 | $1.28M | 0.00% | −10,627−18.4% | Reduced |
| Ameriprise Financial Inc | 33,600 | $914.9K | 0.00% | +870+2.7% | Added |
| LPL Financial LLC | 30,612 | $833.6K | 0.00% | +5,151+20.2% | Added |
| Manufacturers Life Insurance Company, The | 28,567 | $777.9K | 0.00% | +1,038+3.8% | Added |
| Bank of America Corp | 20,511 | $558.5K | 0.00% | +20,511 | New |
| Covalent Partners LLC | 20,000 | $544.6K | 3.79% | +20,000 | New |
| Heitman Real Estate Securities LLC | 17,147 | $466.9K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 16,308 | $444.1K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 14,144 | $396.9K | 0.01% | +14,144 | New |
| Schnieders Capital Management LLC | 10,700 | $291.4K | 0.06% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 10,321 | $281.0K | 0.06% | +427+4.3% | Added |
| Wells Fargo & Company | 8,515 | $231.9K | 0.00% | −18−0.2% | Reduced |
| Jane Street Group, LLC | 7,757 | $211.2K | 0.00% | +7,757 | New |
| Morgan Stanley | 6,385 | $173.9K | 0.00% | +10.0% | Added |
| Bessemer Group Inc | 4,500 | $123.0K | 0.00% | −7,500−62.5% | Reduced |
| UBS Group AG | 1,022 | $27.8K | 0.00% | +962+1,603.3% | Added |
| Royal Bank of Canada | – | $25.0K | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 20 | $545 | 0.00% | +20 | New |
| SFMG, LLC | 0 | $0 | 0.00% | −6,834−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |