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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 1,311 | $0 | 0.00% | +24+1.9% | Added |
| 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 |
| Zions Bancorporation, N.A. | 5 | $0 | 0.00% | +5 | New |
| Exane Derivatives | 8 | $395 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $695 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Capital Group, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 77 | $4.00K | 0.00% | +1+1.3% | Added |
| TD Private Client Wealth LLC | 83 | $4.10K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 93 | $5.00K | 0.00% | −3−3.1% | Reduced |
| TD Capital Management LLC | 92 | $5.00K | 0.00% | +1+1.1% | Added |
| Gradient Investments LLC | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 100 | $5.00K | 0.01% | +100 | New |
| Ellevest, Inc. | 121 | $6.00K | 0.00% | +15+14.2% | Added |
| Laurel Wealth Planning LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 140 | $7.00K | 0.00% | +122+677.8% | Added |
| Wealth Quarterback LLC | 131 | $7.00K | 0.00% | +131 | New |
| Bell Investment Advisors, Inc | 132 | $7.00K | 0.00% | +132 | New |
| HHM Wealth Advisors, LLC | 163 | $8.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 175 | $9.00K | 0.00% | −43−19.7% | Reduced |
| BBVA USA | 186 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 194 | $9.00K | 0.00% | +61+45.9% | Added |
| Kowal Investment Group, LLC | 190 | $9.00K | 0.00% | +190 | New |
| Herold Advisors, Inc. | 200 | $9.00K | 0.00% | +200 | New |
| Baron Financial Group, LLC | 188 | $9.28K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 197 | $10.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 231 | $11.0K | 0.00% | – | – |
| Arlington Partners LLC | 215 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 243 | $12.0K | 0.00% | +1+0.4% | Added |
| Huntington National Bank | 239 | $12.0K | 0.00% | +158+195.1% | Added |
| Arkadios Wealth Advisors | 343 | $16.0K | 0.00% | −47−12.1% | Reduced |
| Sageworth Trust Co | 315 | $16.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 375 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 379 | $19.0K | 0.00% | +310+449.3% | Added |
| Fifth Third Bancorp | 415 | $20.0K | 0.00% | +111+36.5% | Added |
| BDO Wealth Advisors, LLC | 450 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 470 | $23.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 469 | $23.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 504 | $25.0K | 0.00% | −62−11.0% | Reduced |
| Lenox Wealth Advisors, LLC | 497 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 559 | $28.0K | 0.00% | −175−23.8% | Reduced |
| IFP Advisors, Inc | 591 | $29.0K | 0.00% | −295−33.3% | Reduced |
| American Portfolios Advisors | 610 | $30.1K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 623 | $31.0K | 0.00% | +275+79.0% | Added |
| Proequities, Inc. | 720 | $36.0K | 0.00% | −136−15.9% | Reduced |
| Meeder Asset Management Inc | 757 | $37.0K | 0.00% | +143+23.3% | Added |
| Neo Ivy Capital Management | 1,224 | $41.0K | 0.05% | −861−41.3% | Reduced |
| Parallel Advisors, LLC | 842 | $42.0K | 0.00% | +21+2.6% | Added |
| Geneos Wealth Management Inc. | 911 | $47.0K | 0.00% | −109−10.7% | Reduced |
| Spire Wealth Management | 1,023 | $51.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,339 | $66.0K | 0.01% | +47+3.6% | Added |
| Cutler Group LP | 1,400 | $69.0K | 0.01% | −1,800−56.3% | Reduced |
| Penserra Capital Management LLC | 1,786 | $88.0K | 0.00% | +1,786 | New |
| Steward Partners Investment Advisory, LLC | 1,856 | $92.0K | 0.00% | +1,074+137.3% | Added |
| Global Retirement Partners, LLC | 1,958 | $97.0K | 0.01% | +19+1.0% | Added |
| Signaturefd, LLC | 2,230 | $110.0K | 0.00% | +124+5.9% | Added |
| Harvest Fund Management Co., Ltd | 2,417 | $119.0K | 0.03% | +260+12.1% | Added |
| PSI Advisors, LLC | 2,401 | $119.0K | 0.05% | +2,401 | New |
| Heritage Wealth Advisors | 3,000 | $148.1K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,473 | $171.0K | 0.00% | +469+15.6% | Added |
| Schroder Investment Management Group | 3,607 | $178.0K | 0.00% | +205+6.0% | Added |
| Wolverine Asset Management LLC | 3,737 | $184.0K | 0.00% | −9,153−71.0% | Reduced |
| International Assets Investment Management, LLC | 117,645 | $193.0K | 0.03% | +117,645 | New |
| Avantax Advisory Services, Inc. | 4,053 | $200.0K | 0.00% | +104+2.6% | Added |
| Wetherby Asset Management Inc | 4,061 | $201.0K | 0.01% | −19−0.5% | Reduced |
| Shelton Capital Management | 4,167 | $206.0K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 4,170 | $206.0K | 0.02% | +4,170 | New |
| Beaumont Financial Partners, LLC | 4,190 | $207.0K | 0.02% | −167,252−97.6% | Reduced |
| National Asset Management, Inc. | 4,250 | $210.0K | 0.01% | +4,250 | New |
| Triton Wealth Management, PLLC | 4,071 | $212.0K | 0.10% | +40+1.0% | Added |
| Wellington Management Group LLP | 4,324 | $213.0K | 0.00% | +4,324 | New |
| Mutual Advisors, LLC | 4,313 | $213.0K | 0.01% | +4,313 | New |
| Private Trust Co NA | 4,428 | $219.0K | 0.03% | −215−4.6% | Reduced |
| MML Investors Services, LLC | 4,714 | $233.0K | 0.00% | +823+21.2% | Added |