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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 50 | $3.00K | 0.00% | +15+42.9% | Added |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 14 | $738 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 8 | $427 | 0.00% | 00.0% | Unchanged |
| 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 |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −296,663−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −138,843−100.0% | Sold out |
| Littlejohn & Co LLC | 0 | $0 | 0.00% | −130,271−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −50,183−100.0% | Sold out |
| Polaris Capital Management, LLC | 0 | $0 | 0.00% | −19,810−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −16,871−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −10,938−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −10,312−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −8,518−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −8,028−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,729−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −6,185−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −6,150−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −6,003−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −5,909−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −4,646−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,285−100.0% | Sold out |
| Psagot Investment House Ltd. | 0 | $0 | 0.00% | −4,071−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |