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Epr Properties

EPR
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; 489 institutions reported holding it in 13F filings for Q2 2026, worth $3.68B in total; no superinvestor holds it.

Other share classesEPR.PCEPR.PEEPR.PG

13F holders, Q1 2021

Institutional positions in Epr Properties as of Mar 31, 2021. 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
294
No complete 13F data for Q4 2020
Shares held
62.7M
No complete 13F data for Q4 2020
Total value
$2.92B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EPR 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.

Institutional holdersQ1 2021: 294 institutions
Q1 2021: 294 institutionsQ2 2021: 317 institutionsQ3 2021: 309 institutionsQ4 2021: 323 institutionsQ1 2022: 352 institutionsQ2 2022: 337 institutionsQ3 2022: 319 institutionsQ4 2022: 332 institutionsQ1 2023: 327 institutionsQ2 2023: 340 institutionsQ3 2023: 327 institutionsQ4 2023: 353 institutionsQ1 2024: 350 institutionsQ2 2024: 355 institutionsQ3 2024: 356 institutionsQ4 2024: 364 institutionsQ1 2025: 388 institutionsQ2 2025: 417 institutionsQ3 2025: 455 institutionsQ4 2025: 458 institutionsQ1 2026: 465 institutionsQ2 2026: 489 institutions
Value heldQ1 2021: $2.92B
Q1 2021: $2.92BQ2 2021: $3.15BQ3 2021: $2.88BQ4 2021: $2.80BQ1 2022: $3.20BQ2 2022: $2.76BQ3 2022: $2.13BQ4 2022: $2.25BQ1 2023: $2.26BQ2 2023: $2.72BQ3 2023: $2.45BQ4 2023: $2.74BQ1 2024: $2.28BQ2 2024: $2.22BQ3 2024: $2.63BQ4 2024: $2.38BQ1 2025: $3.07BQ2 2025: $3.52BQ3 2025: $3.52BQ4 2025: $3.02BQ1 2026: $3.06BQ2 2026: $3.68B
Institutions holding EPR and their total value by quarter
QuarterHoldersValue
Q2 2026489$3.68B
Q1 2026465$3.06B
Q4 2025458$3.02B
Q3 2025455$3.52B
Q2 2025417$3.52B
Q1 2025388$3.07B
Q4 2024364$2.38B
Q3 2024356$2.63B
Q2 2024355$2.22B
Q1 2024350$2.28B
Q4 2023353$2.74B
Q3 2023327$2.45B
Q2 2023340$2.72B
Q1 2023327$2.26B
Q4 2022332$2.25B
Q3 2022319$2.13B
Q2 2022337$2.76B
Q1 2022352$3.20B
Q4 2021323$2.80B
Q3 2021309$2.88B
Q2 2021317$3.15B
Q1 2021294$2.92B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Epr Properties.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EPR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Macroview Investment Management LLC5$00.00%––
Versant Capital Management, Inc2$00.00%––
Hexagon Capital Partners LLC7$00.00%––
Exane Derivatives8$3730.00%––
Bartlett & Co. Wealth Management LLC14$6520.00%––
Earnest Partners LLC20$1.00K0.00%––
O'Shaughnessy Asset Management, LLC18$1.00K0.00%––
Bartlett & Co. LLC14$1.00K0.00%––
TCI Wealth Advisors, Inc.30$1.00K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC32$1.00K0.00%––
CX Institutional13$1.00K0.00%––
Hoey Investments, Inc22$1.00K0.00%––
TSFG, LLC21$1.00K0.00%––
Capital Advisory Group Advisory Services, LLC27$1.00K0.00%––
FourThought Financial, LLC7$1.00K0.00%––
JJJ Advisors Inc.47$2.00K0.00%––
Private Capital Group, LLC49$2.00K0.00%––
Evoke Wealth, LLC52$2.00K0.00%––
CVA Family Office, LLC35$2.00K0.00%––
Charter Oak Capital Management, LLC38$2.00K0.00%––
Allworth Financial LP69$3.00K0.00%––
Sowell Financial Services LLC52$3.00K0.00%––
Glassman Wealth Services60$3.00K0.00%––
Core Wealth Advisors, Inc.75$3.00K0.00%––
Ritter Daniher Financial Advisory, LLC54$3.00K0.00%––
TD Private Client Wealth LLC83$3.87K0.00%––
Northwestern Mutual Wealth Management Co71$4.00K0.00%––
Sonora Investment Management, LLC86$4.00K0.00%––
Wealthcare Capital Management LLC84$4.00K0.00%––
Gradient Investments LLC94$4.00K0.00%––
Ellevest, Inc.87$4.00K0.00%––
Fieldpoint Private Securities, LLC85$4.00K0.00%––
Whittier Trust Co111$5.00K0.00%––
Moisand Fitzgerald Tamayo, LLC111$5.00K0.00%––
Certified Advisory Corp98$5.00K0.00%––
Laurel Wealth Planning LLC114$5.00K0.00%––
Orion Capital Management LLC100$5.00K0.00%––
FMR LLC128$6.00K0.00%––
Parkside Financial Bank & Trust138$6.00K0.00%––
Kistler-Tiffany Companies, LLC136$6.00K0.00%––
Valley National Advisers Inc140$7.00K0.00%––
North Star Investment Management Corp.150$7.00K0.00%––
RPG Investment Advisory, LLC150$7.00K0.00%––
Enterprise Financial Services Corp178$8.00K0.00%––
HHM Wealth Advisors, LLC163$8.00K0.00%––
Prestige Wealth Management Group LLC176$8.00K0.00%––
Baron Financial Group, LLC188$8.76K0.01%––
AdvisorNet Financial, Inc197$9.00K0.00%––
Barnett & Company, Inc.199$9.00K0.00%––
Vectors Research Management, LLC200$9.00K0.00%––
Hoover Financial Advisors, Inc.194$9.00K0.00%––
Valeo Financial Advisors, LLC221$10.0K0.00%––
SOA Wealth Advisors, LLC.225$10.0K0.00%––
Patriot Financial Group Insurance Agency, LLC242$11.0K0.00%––
BerganKDV Wealth Management, LLC250$12.0K0.00%––
Aspire Private Capital, LLC248$12.0K0.00%––
Fifth Third Bancorp304$14.0K0.00%––
Creative Financial Designs Inc308$14.0K0.00%––
Arkadios Wealth Advisors404$18.0K0.00%––
BDO Wealth Advisors, LLC450$21.0K0.00%––
Berman Capital Advisors, LLC469$21.0K0.00%––
Meeder Asset Management Inc472$22.0K0.00%––
Lindbrook Capital, LLC470$22.0K0.01%––
Lenox Wealth Advisors, LLC497$23.0K0.00%––
Steward Partners Investment Advisory, LLC510$23.8K0.00%––
Eaton Vance Management520$24.0K0.00%––
Harbour Investments, Inc.566$26.0K0.00%––
IFP Advisors, Inc586$27.0K0.00%––
Spire Wealth Management1,023$27.0K0.00%––
Accel Wealth Management700$33.0K0.03%––
Sound Income Strategies, LLC769$35.8K0.01%––
Proequities, Inc.762$36.0K0.00%––
Parallel Advisors, LLC821$38.0K0.00%––
American Portfolios Advisors882$41.1K0.00%––
Geneos Wealth Management Inc.1,137$54.0K0.00%––
Quadrant Capital Group LLC1,292$60.0K0.01%––
CWM, LLC1,462$77.0K0.00%––
Arlington Partners LLC1,700$79.0K0.03%––
Healthcare of Ontario Pension Plan Trust Fund1,883$88.0K0.00%––
Global Retirement Partners, LLC1,939$90.0K0.01%––
Signaturefd, LLC2,062$96.0K0.00%––
Global Wealth Management Investment Advisory, Inc.2,790$130.0K0.05%––
Schroder Investment Management Group2,842$132.0K0.00%––
Stelac Advisory Services LLC2,898$135.0K0.05%––
Heritage Wealth Advisors3,000$139.8K0.01%––
Van Eck Associates Corp3,096$144.0K0.00%––
FNY Investment Advisers, LLC4,000$186.0K0.07%––
Psagot Investment House Ltd.4,071$190.0K0.00%––
Virtu Financial LLC4,285$200.0K0.01%––
Private Trust Co NA4,643$216.0K0.04%––
JustInvest LLC4,646$216.0K0.03%––
Pitcairn Co4,986$232.0K0.02%––
Sumitomo Mitsui DS Asset Management Company, Ltd5,235$243.0K0.01%––
AlphaCrest Capital Management LLC5,227$244.0K0.01%––
Advisors Asset Management, Inc.5,384$250.8K0.00%––
Redpoint Investment Management Pty Ltd5,607$261.0K0.02%––
Mid Atlantic Financial Management Inc5,629$262.0K0.02%––
KBC Group NV5,693$265.0K0.00%––
M&T Bank Corp5,705$266.0K0.00%––
ProShare Advisors LLC5,771$269.0K0.00%––