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.
13F holders, Q2 2021
Institutional positions in Epr Properties as of Jun 30, 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
- 317
- +25 vs. Q1 2021
- Shares held
- 59.7M
- −2.89M (−4.6%) vs. Q1 2021
- Total value
- $3.15B
- +$228.4M (+7.8%) vs. Q1 2021
- New holders
- 52
- 86 more added
- Sold out
- 27
- 106 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 489 | $3.68B |
| Q1 2026 | 465 | $3.06B |
| Q4 2025 | 458 | $3.02B |
| Q3 2025 | 455 | $3.52B |
| Q2 2025 | 417 | $3.52B |
| Q1 2025 | 388 | $3.07B |
| Q4 2024 | 364 | $2.38B |
| Q3 2024 | 356 | $2.63B |
| Q2 2024 | 355 | $2.22B |
| Q1 2024 | 350 | $2.28B |
| Q4 2023 | 353 | $2.74B |
| Q3 2023 | 327 | $2.45B |
| Q2 2023 | 340 | $2.72B |
| Q1 2023 | 327 | $2.26B |
| Q4 2022 | 332 | $2.25B |
| Q3 2022 | 319 | $2.13B |
| Q2 2022 | 337 | $2.76B |
| Q1 2022 | 352 | $3.20B |
| Q4 2021 | 323 | $2.80B |
| Q3 2021 | 309 | $2.88B |
| Q2 2021 | 317 | $3.15B |
| Q1 2021 | 294 | $2.92B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 8 | $427 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $738 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $1.00K | 0.00% | −8−25.0% | Reduced |
| Hoey Investments, Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 39 | $2.00K | 0.00% | +39 | New |
| Glassman Wealth Services | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $3.00K | 0.00% | +15+42.9% | Added |
| Fieldpoint Private Securities, LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 81 | $4.00K | 0.00% | +81 | New |
| West Branch Capital LLC | 68 | $4.00K | 0.00% | +68 | New |
| Tradition Wealth Management, LLC | 76 | $4.00K | 0.00% | +76 | New |
| TD Private Client Wealth LLC | 83 | $4.37K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $5.00K | 0.00% | −40−28.6% | Reduced |
| Orion Capital Management LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 96 | $5.00K | 0.00% | +25+35.2% | Added |
| Sonora Investment Management, LLC | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 91 | $5.00K | 0.00% | +91 | New |
| Whittier Trust Co | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 114 | $6.00K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 106 | $6.00K | 0.00% | +19+21.8% | Added |
| Kistler-Tiffany Companies, LLC | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 133 | $7.00K | 0.00% | +133 | New |
| RPG Investment Advisory, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 145 | $8.00K | 0.00% | +7+5.1% | Added |
| Enterprise Financial Services Corp | 178 | $9.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 163 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $9.00K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 188 | $9.90K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 197 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 194 | $10.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 186 | $10.0K | 0.00% | +186 | New |
| Arlington Partners LLC | 215 | $11.0K | 0.00% | −1,485−87.4% | Reduced |
| SOA Wealth Advisors, LLC. | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 218 | $11.0K | 0.00% | +90+70.3% | Added |
| BerganKDV Wealth Management, LLC | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | – | $13.0K | 0.00% | – | – |
| Patriot Financial Group Insurance Agency, LLC | 242 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 304 | $16.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 308 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 315 | $17.0K | 0.00% | +315 | New |
| Charter Oak Capital Management, LLC | 348 | $18.0K | 0.00% | +310+815.8% | Added |
| Canada Pension Plan Investment Board | 377 | $20.0K | 0.00% | −6,542−94.6% | Reduced |
| KBC Group NV | 375 | $20.0K | 0.00% | −5,318−93.4% | Reduced |
| Arkadios Wealth Advisors | 390 | $20.0K | 0.00% | −14−3.5% | Reduced |
| Advisory Services Network, LLC | 408 | $22.0K | 0.00% | +408 | New |
| BDO Wealth Advisors, LLC | 450 | $24.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 469 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 470 | $25.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 497 | $26.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 566 | $30.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 614 | $32.0K | 0.00% | +142+30.1% | Added |
| American Portfolios Advisors | 610 | $32.1K | 0.00% | −272−30.8% | Reduced |
| Point72 Hong Kong Ltd | 665 | $35.0K | 0.00% | −9,311−93.3% | Reduced |
| Accel Wealth Management | 700 | $37.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 734 | $39.0K | 0.01% | −35−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 782 | $41.0K | 0.00% | +272+53.3% | Added |
| Parallel Advisors, LLC | 821 | $43.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 856 | $45.0K | 0.00% | +94+12.3% | Added |
| IFP Advisors, Inc | 886 | $47.0K | 0.00% | +300+51.2% | Added |
| Geneos Wealth Management Inc. | 1,020 | $53.0K | 0.00% | −117−10.3% | Reduced |
| Spire Wealth Management | 1,023 | $54.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,292 | $68.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 1,287 | $68.0K | 0.00% | +767+147.5% | Added |
| CWM, LLC | 1,462 | $77.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,939 | $102.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,085 | $110.0K | 0.11% | +2,085 | New |
| Signaturefd, LLC | 2,106 | $111.0K | 0.00% | +44+2.1% | Added |
| Harvest Fund Management Co., Ltd | 2,157 | $113.0K | 0.01% | +2,157 | New |
| Stelac Advisory Services LLC | 2,317 | $122.0K | 0.03% | −581−20.0% | Reduced |
| Van Eck Associates Corp | 3,004 | $158.0K | 0.00% | −92−3.0% | Reduced |
| Ford Financial Group, LLC | 3,016 | $158.0K | 0.06% | +3,016 | New |
| Heritage Wealth Advisors | 3,000 | $158.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 3,200 | $168.0K | 0.01% | +3,200 | New |
| Schroder Investment Management Group | 3,402 | $179.0K | 0.00% | +560+19.7% | Added |
| Triton Wealth Management, PLLC | 4,031 | $201.0K | 0.11% | +4,031 | New |
| Utah Retirement Systems | 3,838 | $202.0K | 0.00% | +3,838 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,848 | $203.0K | 0.00% | +3,848 | New |
| MML Investors Services, LLC | 3,891 | $205.0K | 0.00% | −3,647−48.4% | Reduced |
| Veriti Management LLC | 3,891 | $205.0K | 0.03% | +3,891 | New |
| QS Investors, LLC | 3,900 | $206.0K | 0.00% | +3,900 | New |
| TownSquare Capital, LLC | 3,952 | $207.0K | 0.01% | +3,952 | New |
| Avantax Advisory Services, Inc. | 3,949 | $208.0K | 0.00% | +3,949 | New |