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, Q3 2021
Institutional positions in Epr Properties as of Sep 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
- 309
- −4 vs. Q2 2021
- Shares held
- 58.4M
- −1.30M (−2.2%) vs. Q2 2021
- Total value
- $2.88B
- −$264.8M (−8.4%) vs. Q2 2021
- New holders
- 32
- 105 more added
- Sold out
- 36
- 104 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 11,054,428 | $545.9M | 0.02% | −198,765−1.8% | Reduced |
| Vanguard Group Inc | 10,843,742 | $535.5M | 0.01% | +16,409+0.2% | Added |
| Invesco Ltd. | 6,615,781 | $326.7M | 0.08% | +172,593+2.7% | Added |
| State Street Corp | 3,357,916 | $166.6M | 0.01% | +16,790+0.5% | Added |
| Brookfield Asset Management Inc. | 1,497,622 | $74.0M | 0.30% | +900,649+150.9% | Added |
| Geode Capital Management, LLC | 1,125,283 | $55.6M | 0.01% | −8,579−0.8% | Reduced |
| Dimensional Fund Advisors LP | 1,104,295 | $54.5M | 0.02% | +22,142+2.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,074,270 | $53.0M | 0.07% | +3,515+0.3% | Added |
| Prudential Financial Inc | 1,060,946 | $52.4M | 0.07% | +1,053,259+13,701.8% | Added |
| Charles Schwab Investment Management Inc | 918,087 | $45.3M | 0.01% | +24,261+2.7% | Added |
| Northern Trust Corp | 786,540 | $38.8M | 0.01% | −67,869−7.9% | Reduced |
| Norges Bank | 775,774 | $38.3M | 0.01% | −78,606−9.2% | Reduced |
| Bank of New York Mellon Corp | 774,440 | $38.2M | 0.01% | +3,166+0.4% | Added |
| Alliancebernstein L.P. | 764,344 | $37.7M | 0.01% | +324,518+73.8% | Added |
| Centersquare Investment Management LLC | 730,641 | $36.1M | 0.37% | +6,059+0.8% | Added |
| Millennium Management LLC | 693,501 | $34.2M | 0.05% | +500,823+259.9% | Added |
| Nuveen Asset Management, LLC | 652,853 | $32.2M | 0.01% | −426,984−39.5% | Reduced |
| Legal & General Group Plc | 602,431 | $29.7M | 0.01% | +3,286+0.5% | Added |
| Citadel Advisors LLC | 556,835 | $27.5M | 0.03% | +133,069+31.4% | Added |
| Nut Tree Capital Management, LP | 400,000 | $19.8M | 4.20% | 00.0% | Unchanged |
| Discovery Capital Management, LLC | 397,500 | $19.6M | 1.49% | +21,300+5.7% | Added |
| Kempen Capital Management N.V. | 381,500 | $18.8M | 0.68% | +269,900+241.8% | Added |
| UBS Asset Management Americas Inc | 375,566 | $18.5M | 0.01% | +30,892+9.0% | Added |
| Peregrine Capital Management LLC | 343,643 | $17.0M | 0.35% | −71,030−17.1% | Reduced |
| JPMorgan Chase & Co | 330,590 | $16.3M | 0.00% | −95,840−22.5% | Reduced |
| Heitman Real Estate Securities LLC | 325,678 | $16.1M | 0.73% | −242,520−42.7% | Reduced |
| Thrivent Financial for Lutherans | 323,444 | $16.0M | 0.03% | +26,884+9.1% | Added |
| Parametric Portfolio Associates LLC | 296,284 | $14.6M | 0.01% | +7,887+2.7% | Added |
| Waterfront Capital Partners, LLC | 287,061 | $14.2M | 1.00% | +287,061 | New |
| Massachusetts Financial Services Co | 279,681 | $13.8M | 0.00% | −506,870−64.4% | Reduced |
| Voya Investment Management LLC | 274,519 | $13.6M | 0.03% | +40,275+17.2% | Added |
| Renaissance Technologies LLC | 271,111 | $13.4M | 0.02% | +141,511+109.2% | Added |
| Principal Financial Group Inc | 258,605 | $12.8M | 0.01% | −1,489−0.6% | Reduced |
| Westpac Banking Corp | 236,019 | $11.7M | 0.12% | −21,831−8.5% | Reduced |
| Primecap Management Co | 219,000 | $10.8M | 0.01% | −18,889−7.9% | Reduced |
| Goldman Sachs Group Inc | 212,036 | $10.5M | 0.00% | +18,539+9.6% | Added |
| HAP Trading, LLC | 211,607 | $10.4M | 0.77% | −3,096−1.4% | Reduced |
| Rhumbline Advisers | 206,825 | $10.2M | 0.01% | −9,581−4.4% | Reduced |
| Balyasny Asset Management LLC | 199,562 | $9.85M | 0.05% | +17,967+9.9% | Added |
| State of Wisconsin Investment Board | 193,139 | $9.54M | 0.02% | +14,442+8.1% | Added |
| Redwood Capital Management, LLC | 189,492 | $9.36M | 0.72% | −689,303−78.4% | Reduced |
| South Dakota Investment Council | 176,583 | $8.72M | 0.16% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 166,468 | $8.23M | 0.00% | −5,240−3.1% | Reduced |
| Swiss National Bank | 165,188 | $8.16M | 0.01% | +400+0.2% | Added |
| Morgan Stanley | 163,031 | $8.05M | 0.00% | +87,187+115.0% | Added |
| Two Sigma Investments, LP | 145,550 | $7.19M | 0.02% | +36,280+33.2% | Added |
| Barclays PLC | 134,661 | $6.65M | 0.00% | +8,999+7.2% | Added |
| American International Group, Inc. | 128,820 | $6.36M | 0.03% | −3,992−3.0% | Reduced |
| California State Teachers Retirement System | 125,081 | $6.18M | 0.01% | −856−0.7% | Reduced |
| Bank of America Corp | 124,386 | $6.14M | 0.00% | −593,786−82.7% | Reduced |
| Price T Rowe Associates Inc | 123,987 | $6.12M | 0.00% | −74,238−37.5% | Reduced |
| D. E. Shaw & Co., Inc. | 123,412 | $6.09M | 0.01% | −245,370−66.5% | Reduced |
| Credit Suisse AG | 123,419 | $6.09M | 0.00% | −54,145−30.5% | Reduced |
| Public Employees Retirement System of Ohio | 120,106 | $5.93M | 0.02% | −3,533−2.9% | Reduced |
| Asset Management One Co.,Ltd. | 116,853 | $5.77M | 0.02% | −8,540−6.8% | Reduced |
| Swedbank AB | 112,500 | $5.56M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 109,700 | $5.42M | 0.02% | +2,446+2.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 107,351 | $5.30M | 0.00% | +770+0.7% | Added |
| Wedge Capital Management L L P | 105,199 | $5.20M | 0.07% | −7,410−6.6% | Reduced |
| Exchange Traded Concepts, LLC | 104,590 | $5.17M | 0.13% | +26,289+33.6% | Added |
| SG Americas Securities, LLC | 103,842 | $5.13M | 0.03% | +36,318+53.8% | Added |
| Zacks Investment Management | 100,021 | $4.94M | 0.08% | +7,916+8.6% | Added |
| State of Tennessee, Treasury Department | 99,515 | $4.92M | 0.02% | −20,485−17.1% | Reduced |
| Retirement Systems of Alabama | 96,858 | $4.78M | 0.02% | −548−0.6% | Reduced |
| Two Sigma Advisers, LP | 96,715 | $4.78M | 0.01% | −21,400−18.1% | Reduced |
| State Board of Administration of Florida Retirement System | 95,207 | $4.70M | 0.01% | −1,693−1.7% | Reduced |
| Taconic Capital Advisors LP | 93,900 | $4.64M | 0.17% | +45,000+92.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 90,000 | $4.44M | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 89,317 | $4.41M | 0.00% | +20,206+29.2% | Added |
| New York State Teachers Retirement System | 88,067 | $4.35M | 0.01% | +2,899+3.4% | Added |
| Manufacturers Life Insurance Company, The | 86,248 | $4.26M | 0.00% | +4,272+5.2% | Added |
| State of New Jersey Common Pension Fund D | 84,819 | $4.19M | 0.01% | +3,700+4.6% | Added |
| New York State Common Retirement Fund | 79,812 | $3.94M | 0.00% | +612+0.8% | Added |
| Federated Hermes, Inc. | 76,984 | $3.80M | 0.01% | +32,951+74.8% | Added |
| Comerica Bank | 72,418 | $3.73M | 0.02% | −15,699−17.8% | Reduced |
| Great West Life Assurance Co | 74,246 | $3.69M | 0.01% | +16,917+29.5% | Added |
| Ensign Peak Advisors, Inc | 74,737 | $3.69M | 0.01% | −172,200−69.7% | Reduced |
| Independent Financial Group, LLC | 73,139 | $3.61M | 0.37% | +3,600+5.2% | Added |
| Citigroup Inc | 71,505 | $3.53M | 0.00% | −24,906−25.8% | Reduced |
| Putnam Investments LLC | 70,760 | $3.49M | 0.01% | +70,760 | New |
| Walthausen & Co., LLC | 69,715 | $3.44M | 0.87% | −11,305−14.0% | Reduced |
| Mutual of America Capital Management LLC | 65,956 | $3.26M | 0.03% | −369−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 65,572 | $3.24M | 0.02% | +3,031+4.8% | Added |
| Cubist Systematic Strategies, LLC | 65,217 | $3.22M | 0.04% | +52,012+393.9% | Added |
| Susquehanna Fundamental Investments, LLC | 64,441 | $3.18M | 0.06% | +64,441 | New |
| UBS Group AG | 60,974 | $3.01M | 0.00% | +11,907+24.3% | Added |
| Nomura Asset Management Co Ltd | 60,090 | $2.97M | 0.02% | +990+1.7% | Added |
| Texas Permanent School Fund | 55,335 | $2.73M | 0.03% | −384−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 54,399 | $2.69M | 0.01% | −3,237−5.6% | Reduced |
| Amalgamated Bank | 53,219 | $2.63M | 0.02% | −5,484−9.3% | Reduced |
| Russell Investments Group, Ltd. | 51,556 | $2.55M | 0.00% | −454,519−89.8% | Reduced |
| State of Alaska, Department of Revenue | 50,099 | $2.47M | 0.02% | +7,354+17.2% | Added |
| PFG Advisors | 47,350 | $2.34M | 0.27% | −2,300−4.6% | Reduced |
| Deutsche Bank AG | 46,587 | $2.30M | 0.00% | −1,041,135−95.7% | Reduced |
| Keeley-Teton Advisors, LLC | 46,164 | $2.28M | 0.25% | −266−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 46,153 | $2.28M | 0.01% | +9,020+24.3% | Added |
| Moody National Bank Trust Division | 44,642 | $2.20M | 0.03% | −56−0.1% | Reduced |
| American National Insurance Co | 43,936 | $2.17M | 0.08% | −40−0.1% | Reduced |
| B&I Capital AG | 43,100 | $2.13M | 0.57% | +100+0.2% | Added |
| Amundi | 42,866 | $2.12M | 0.00% | −5,063−10.6% | Reduced |