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 |
|---|---|---|---|---|---|
| Quantamental Technologies LLC | 5,633 | $297.0K | 0.26% | +5,633 | New |
| Redpoint Investment Management Pty Ltd | 5,607 | $295.0K | 0.02% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 5,429 | $286.0K | 0.02% | −200−3.6% | Reduced |
| Advisors Asset Management, Inc. | 5,348 | $282.0K | 0.00% | −36−0.7% | Reduced |
| Wealthstar Advisors, LLC | 5,218 | $276.0K | 0.11% | +5,218 | New |
| Cornerstone Investment Partners, LLC | 4,780 | $252.0K | 0.01% | +4,780 | New |
| Pitcairn Co | 4,778 | $251.0K | 0.02% | −208−4.2% | Reduced |
| Private Trust Co NA | 4,643 | $245.0K | 0.04% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,474 | $236.0K | 0.06% | +4,474 | New |
| Cetera Advisor Networks LLC | 4,336 | $228.0K | 0.00% | +4,336 | New |
| FORA Capital, LLC | 4,258 | $224.0K | 0.04% | +4,258 | New |
| Walleye Trading LLC | 4,172 | $220.0K | 0.01% | −10,160−70.9% | Reduced |
| Shelton Capital Management | 4,167 | $220.0K | 0.01% | +4,167 | New |
| D.A. Davidson & Co. | 4,180 | $220.0K | 0.00% | +4,180 | New |
| Profund Advisors LLC | 4,180 | $220.0K | 0.01% | +4,180 | New |
| Wetherby Asset Management Inc | 4,080 | $215.0K | 0.01% | +4,080 | New |
| FNY Investment Advisers, LLC | 4,000 | $210.0K | 0.08% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,949 | $208.0K | 0.00% | +3,949 | New |
| TownSquare Capital, LLC | 3,952 | $207.0K | 0.01% | +3,952 | New |
| QS Investors, LLC | 3,900 | $206.0K | 0.00% | +3,900 | 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,848 | $203.0K | 0.00% | +3,848 | New |
| Utah Retirement Systems | 3,838 | $202.0K | 0.00% | +3,838 | New |
| Triton Wealth Management, PLLC | 4,031 | $201.0K | 0.11% | +4,031 | New |
| Schroder Investment Management Group | 3,402 | $179.0K | 0.00% | +560+19.7% | Added |
| Cutler Group LP | 3,200 | $168.0K | 0.01% | +3,200 | New |
| Heritage Wealth Advisors | 3,000 | $158.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Stelac Advisory Services LLC | 2,317 | $122.0K | 0.03% | −581−20.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2,157 | $113.0K | 0.01% | +2,157 | New |
| Signaturefd, LLC | 2,106 | $111.0K | 0.00% | +44+2.1% | Added |
| Neo Ivy Capital Management | 2,085 | $110.0K | 0.11% | +2,085 | New |
| Global Retirement Partners, LLC | 1,939 | $102.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,462 | $77.0K | 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 |
| Spire Wealth Management | 1,023 | $54.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,020 | $53.0K | 0.00% | −117−10.3% | Reduced |
| IFP Advisors, Inc | 886 | $47.0K | 0.00% | +300+51.2% | Added |
| Proequities, Inc. | 856 | $45.0K | 0.00% | +94+12.3% | Added |
| Parallel Advisors, LLC | 821 | $43.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 782 | $41.0K | 0.00% | +272+53.3% | Added |
| Sound Income Strategies, LLC | 734 | $39.0K | 0.01% | −35−4.6% | Reduced |
| Accel Wealth Management | 700 | $37.0K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 665 | $35.0K | 0.00% | −9,311−93.3% | Reduced |
| American Portfolios Advisors | 610 | $32.1K | 0.00% | −272−30.8% | Reduced |
| Meeder Asset Management Inc | 614 | $32.0K | 0.00% | +142+30.1% | Added |
| Harbour Investments, Inc. | 566 | $30.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 497 | $26.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 470 | $25.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 450 | $24.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 469 | $24.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 408 | $22.0K | 0.00% | +408 | New |
| 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 |
| Charter Oak Capital Management, LLC | 348 | $18.0K | 0.00% | +310+815.8% | Added |
| Sageworth Trust Co | 315 | $17.0K | 0.00% | +315 | New |
| Fifth Third Bancorp | 304 | $16.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 308 | $16.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Baron Financial Group, LLC | 188 | $9.90K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Kistler-Tiffany Companies, LLC | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 133 | $7.00K | 0.00% | +133 | 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 |
| 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 |
| TD Private Client Wealth LLC | 83 | $4.37K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |