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 |
|---|---|---|---|---|---|
| Redpoint Investment Management Pty Ltd | 5,607 | $277.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5,600 | $277.0K | 0.06% | +5,600 | New |
| Advisors Asset Management, Inc. | 5,330 | $263.0K | 0.00% | −18−0.3% | Reduced |
| Wealthstar Advisors, LLC | 5,220 | $259.0K | 0.09% | +20.0% | Added |
| ProShare Advisors LLC | 5,184 | $256.0K | 0.00% | −485−8.6% | Reduced |
| Acadian Asset Management LLC | 5,198 | $255.0K | 0.00% | −2,111−28.9% | Reduced |
| Pitcairn Co | 4,964 | $245.0K | 0.02% | +186+3.9% | Added |
| Rafferty Asset Management, LLC | 4,831 | $239.0K | 0.00% | −1,152−19.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,800 | $237.0K | 0.00% | −5,300−52.5% | Reduced |
| MML Investors Services, LLC | 4,714 | $233.0K | 0.00% | +823+21.2% | Added |
| Private Trust Co NA | 4,428 | $219.0K | 0.03% | −215−4.6% | Reduced |
| 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 |
| Triton Wealth Management, PLLC | 4,071 | $212.0K | 0.10% | +40+1.0% | Added |
| National Asset Management, Inc. | 4,250 | $210.0K | 0.01% | +4,250 | New |
| Beaumont Financial Partners, LLC | 4,190 | $207.0K | 0.02% | −167,252−97.6% | 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 |
| Wetherby Asset Management Inc | 4,061 | $201.0K | 0.01% | −19−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 4,053 | $200.0K | 0.00% | +104+2.6% | Added |
| International Assets Investment Management, LLC | 117,645 | $193.0K | 0.03% | +117,645 | New |
| Wolverine Asset Management LLC | 3,737 | $184.0K | 0.00% | −9,153−71.0% | Reduced |
| Schroder Investment Management Group | 3,607 | $178.0K | 0.00% | +205+6.0% | Added |
| Van Eck Associates Corp | 3,473 | $171.0K | 0.00% | +469+15.6% | Added |
| Heritage Wealth Advisors | 3,000 | $148.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 2,230 | $110.0K | 0.00% | +124+5.9% | Added |
| Global Retirement Partners, LLC | 1,958 | $97.0K | 0.01% | +19+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,856 | $92.0K | 0.00% | +1,074+137.3% | Added |
| Penserra Capital Management LLC | 1,786 | $88.0K | 0.00% | +1,786 | New |
| Cutler Group LP | 1,400 | $69.0K | 0.01% | −1,800−56.3% | Reduced |
| Quadrant Capital Group LLC | 1,339 | $66.0K | 0.01% | +47+3.6% | Added |
| Spire Wealth Management | 1,023 | $51.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 911 | $47.0K | 0.00% | −109−10.7% | Reduced |
| Parallel Advisors, LLC | 842 | $42.0K | 0.00% | +21+2.6% | Added |
| Neo Ivy Capital Management | 1,224 | $41.0K | 0.05% | −861−41.3% | Reduced |
| Meeder Asset Management Inc | 757 | $37.0K | 0.00% | +143+23.3% | Added |
| Proequities, Inc. | 720 | $36.0K | 0.00% | −136−15.9% | Reduced |
| Charter Oak Capital Management, LLC | 623 | $31.0K | 0.00% | +275+79.0% | Added |
| American Portfolios Advisors | 610 | $30.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 591 | $29.0K | 0.00% | −295−33.3% | Reduced |
| Sound Income Strategies, LLC | 559 | $28.0K | 0.00% | −175−23.8% | Reduced |
| Harbour Investments, Inc. | 504 | $25.0K | 0.00% | −62−11.0% | Reduced |
| Lenox Wealth Advisors, LLC | 497 | $25.0K | 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 |
| BDO Wealth Advisors, LLC | 450 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 415 | $20.0K | 0.00% | +111+36.5% | Added |
| KBC Group NV | 375 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 379 | $19.0K | 0.00% | +310+449.3% | Added |
| Arkadios Wealth Advisors | 343 | $16.0K | 0.00% | −47−12.1% | Reduced |
| Sageworth Trust Co | 315 | $16.0K | 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 |
| 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 |
| Vectors Research Management, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 197 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 188 | $9.28K | 0.01% | 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 |
| HHM Wealth Advisors, LLC | 163 | $8.00K | 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 |
| Ellevest, Inc. | 121 | $6.00K | 0.00% | +15+14.2% | Added |
| Laurel Wealth Planning LLC | 114 | $6.00K | 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 |
| TD Private Client Wealth LLC | 83 | $4.10K | 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 |
| 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 |
| 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 |
| 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 |