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