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, Q1 2025
Institutional positions in Epr Properties as of Mar 31, 2025. 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
- 0 vs. Q4 2024
- Shares held
- 2.18M
- +36.8K (+1.7%) vs. Q4 2024
- Total value
- $65.4M
- +$6.84M (+11.7%) vs. Q4 2024
- New holders
- 3
- 8 more added
- Sold out
- 3
- 9 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Infrastructure Capital Advisors, LLC | 504,356 | $15.1M | 1.92% | −7,273−1.4% | Reduced |
| BlackRock, Inc. | 297,392 | $8.92M | 0.00% | −170.0% | Reduced |
| Westwood Holdings Group Inc. | 280,000 | $8.40M | 0.06% | 00.0% | Unchanged |
| LDR Capital Management LLC | 279,693 | $8.39M | 10.13% | +7,093+2.6% | Added |
| Camden Asset Management L P | 177,343 | $5.34M | 0.14% | 00.0% | Unchanged |
| Colony Capital, Inc. | 89,743 | $2.69M | 0.22% | +13,034+17.0% | Added |
| Aequim Alternative Investments LP | 69,492 | $2.09M | 0.08% | +19,492+39.0% | Added |
| Palisade Capital Management LLC | 59,500 | $1.81M | 0.05% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 57,085 | $1.71M | 0.00% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 53,554 | $1.61M | 0.00% | −25,584−32.3% | Reduced |
| Janney Montgomery Scott LLC | 40,631 | $1.22M | 0.00% | −6,544−13.9% | Reduced |
| Ameriprise Financial Inc | 38,550 | $1.16M | 0.00% | +4,950+14.7% | Added |
| LPL Financial LLC | 32,334 | $970.3K | 0.00% | +1,722+5.6% | Added |
| Bank of America Corp | 28,556 | $857.0K | 0.00% | +8,045+39.2% | Added |
| Manufacturers Life Insurance Company, The | 27,647 | $829.7K | 0.00% | −920−3.2% | Reduced |
| CSS LLC | 24,991 | $751.3K | 0.05% | +24,991 | New |
| Covalent Partners LLC | 20,000 | $600.2K | 4.57% | 00.0% | Unchanged |
| Heitman Real Estate Securities LLC | 17,147 | $514.6K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 16,308 | $489.4K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 16,175 | $485.4K | 0.10% | +5,854+56.7% | Added |
| Schnieders Capital Management LLC | 10,400 | $312.1K | 0.07% | −300−2.8% | Reduced |
| Wolverine Asset Management LLC | 9,338 | $280.3K | 0.01% | −4,806−34.0% | Reduced |
| Wells Fargo & Company | 8,516 | $255.6K | 0.00% | +10.0% | Added |
| Pasadena Private Wealth, LLC | 7,777 | $233.4K | 0.05% | +7,777 | New |
| Morgan Stanley | 5,734 | $172.1K | 0.00% | −651−10.2% | Reduced |
| MRP Capital Investments, LLC | 2,250 | $67.5K | 0.06% | +2,250 | New |
| UBS Group AG | 1,010 | $30.3K | 0.00% | −12−1.2% | Reduced |
| Royal Bank of Canada | – | $23.0K | 0.00% | – | – |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,757−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −20−100.0% | Sold out |