Skip to main content

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.

Other share classesEPR.PCEPR.PEEPR.PG

13F holders, Q4 2021

Institutional positions in Epr Properties as of Dec 31, 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
323
+18 vs. Q3 2021
Shares held
59.0M
+629.2K (+1.1%) vs. Q3 2021
Total value
$2.80B
−$75.9M (−2.6%) vs. Q3 2021
New holders
58
106 more added
Sold out
40
96 more reduced

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 323 institutions
Q1 2021: 294 institutionsQ2 2021: 317 institutionsQ3 2021: 309 institutionsQ4 2021: 323 institutionsQ1 2022: 352 institutionsQ2 2022: 337 institutionsQ3 2022: 319 institutionsQ4 2022: 332 institutionsQ1 2023: 327 institutionsQ2 2023: 340 institutionsQ3 2023: 327 institutionsQ4 2023: 353 institutionsQ1 2024: 350 institutionsQ2 2024: 355 institutionsQ3 2024: 356 institutionsQ4 2024: 364 institutionsQ1 2025: 388 institutionsQ2 2025: 417 institutionsQ3 2025: 455 institutionsQ4 2025: 458 institutionsQ1 2026: 465 institutionsQ2 2026: 489 institutions
Value heldQ4 2021: $2.80B
Q1 2021: $2.92BQ2 2021: $3.15BQ3 2021: $2.88BQ4 2021: $2.80BQ1 2022: $3.20BQ2 2022: $2.76BQ3 2022: $2.13BQ4 2022: $2.25BQ1 2023: $2.26BQ2 2023: $2.72BQ3 2023: $2.45BQ4 2023: $2.74BQ1 2024: $2.28BQ2 2024: $2.22BQ3 2024: $2.63BQ4 2024: $2.38BQ1 2025: $3.07BQ2 2025: $3.52BQ3 2025: $3.52BQ4 2025: $3.02BQ1 2026: $3.06BQ2 2026: $3.68B
Institutions holding EPR and their total value by quarter
QuarterHoldersValue
Q2 2026489$3.68B
Q1 2026465$3.06B
Q4 2025458$3.02B
Q3 2025455$3.52B
Q2 2025417$3.52B
Q1 2025388$3.07B
Q4 2024364$2.38B
Q3 2024356$2.63B
Q2 2024355$2.22B
Q1 2024350$2.28B
Q4 2023353$2.74B
Q3 2023327$2.45B
Q2 2023340$2.72B
Q1 2023327$2.26B
Q4 2022332$2.25B
Q3 2022319$2.13B
Q2 2022337$2.76B
Q1 2022352$3.20B
Q4 2021323$2.80B
Q3 2021309$2.88B
Q2 2021317$3.15B
Q1 2021294$2.92B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2021.

Institutions holding EPR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.11,252,803$534.4M0.01%+198,375+1.8%Added
Vanguard Group Inc11,104,006$527.3M0.01%+260,264+2.4%Added
Invesco Ltd.6,371,303$302.6M0.07%−244,478−3.7%Reduced
State Street Corp3,591,224$171.4M0.01%+233,308+6.9%Added
Brookfield Asset Management Inc.1,579,398$75.0M0.29%+81,776+5.5%Added
Prudential Financial Inc1,371,620$65.1M0.08%+310,674+29.3%Added
Centersquare Investment Management LLC1,248,376$59.3M0.54%+517,735+70.9%Added
Geode Capital Management, LLC1,144,701$54.4M0.01%+19,418+1.7%Added
Arrowstreet Capital, Limited Partnership1,119,083$53.1M0.07%+44,813+4.2%Added
Dimensional Fund Advisors LP1,073,565$51.0M0.02%−30,730−2.8%Reduced
Bank of New York Mellon Corp1,040,070$49.4M0.01%+265,630+34.3%Added
Charles Schwab Investment Management Inc973,428$46.2M0.01%+55,341+6.0%Added
Norges Bank775,774$36.8M0.01%00.0%Unchanged
Northern Trust Corp766,045$36.4M0.01%−20,495−2.6%Reduced
Alliancebernstein L.P.743,079$35.3M0.01%−21,265−2.8%Reduced
Millennium Management LLC731,853$34.8M0.04%+38,352+5.5%Added
Legal & General Group Plc601,942$28.6M0.01%−489−0.1%Reduced
Nuveen Asset Management, LLC463,943$22.0M0.01%−188,910−28.9%Reduced
UBS Asset Management Americas Inc414,872$19.7M0.01%+39,306+10.5%Added
Taconic Capital Advisors LP350,000$16.6M0.59%+256,100+272.7%Added
JPMorgan Chase & Co339,850$16.1M0.00%+9,260+2.8%Added
Discovery Capital Management, LLC339,000$16.1M1.25%−58,500−14.7%Reduced
Thrivent Financial for Lutherans319,467$15.2M0.03%−3,977−1.2%Reduced
Heitman Real Estate Securities LLC312,040$14.8M0.66%−13,638−4.2%Reduced
Citadel Advisors LLC307,082$14.6M0.02%−249,753−44.9%Reduced
Parametric Portfolio Associates LLC301,461$14.3M0.01%+5,177+1.7%Added
Peregrine Capital Management LLC290,052$13.8M0.28%−53,591−15.6%Reduced
Massachusetts Financial Services Co280,537$13.3M0.00%+856+0.3%Added
Principal Financial Group Inc254,226$12.1M0.01%−4,379−1.7%Reduced
Voya Investment Management LLC248,587$11.8M0.02%−25,932−9.4%Reduced
Goldman Sachs Group Inc243,848$11.6M0.00%+31,812+15.0%Added
Morgan Stanley237,352$11.3M0.00%+74,321+45.6%Added
Westpac Banking Corp218,366$10.4M0.11%−17,653−7.5%Reduced
Rhumbline Advisers210,750$10.0M0.01%+3,925+1.9%Added
Primecap Management Co210,320$9.99M0.01%−8,680−4.0%Reduced
Hillcrest Asset Management LLC210,111$9.98M1.52%+210,111New
State of Wisconsin Investment Board192,859$9.16M0.02%−280−0.1%Reduced
Ameriprise Financial Inc193,424$9.10M0.00%+26,956+16.2%Added
South Dakota Investment Council176,583$8.39M0.14%00.0%Unchanged
Waterfront Capital Partners, LLC176,166$8.37M0.51%−110,895−38.6%Reduced
HAP Trading, LLC175,600$8.34M0.58%−36,007−17.0%Reduced
Cubist Systematic Strategies, LLC172,843$8.21M0.08%+107,626+165.0%Added
Swiss National Bank164,788$7.83M0.00%−400−0.2%Reduced
Bank of America Corp154,567$7.34M0.00%+30,181+24.3%Added
Barclays PLC151,012$7.17M0.00%+16,351+12.1%Added
D. E. Shaw & Co., Inc.148,731$7.06M0.01%+25,319+20.5%Added
AQR Capital Management LLC147,587$7.01M0.01%+126,098+586.8%Added
Price T Rowe Associates Inc141,020$6.70M0.00%+17,033+13.7%Added
American International Group, Inc.126,496$6.01M0.03%−2,324−1.8%Reduced
Ilmarinen Mutual Pension Insurance Co125,000$5.94M0.07%+35,000+38.9%Added
UBS Group AG121,175$5.75M0.00%+60,201+98.7%Added
Asset Management One Co.,Ltd.118,928$5.70M0.02%+2,075+1.8%Added
Public Employees Retirement System of Ohio112,805$5.36M0.02%−7,301−6.1%Reduced
Swedbank AB112,500$5.35M0.01%00.0%Unchanged
Exchange Traded Concepts, LLC112,017$5.32M0.10%+7,427+7.1%Added
Credit Suisse AG109,837$5.22M0.00%−13,582−11.0%Reduced
STRS Ohio107,970$5.13M0.02%−1,730−1.6%Reduced
California State Teachers Retirement System103,743$4.93M0.01%−21,338−17.1%Reduced
Two Sigma Advisers, LP103,515$4.92M0.01%+6,800+7.0%Added
Sumitomo Mitsui Trust Holdings, Inc.101,897$4.84M0.00%−5,454−5.1%Reduced
State of Tennessee, Treasury Department99,515$4.73M0.02%00.0%Unchanged
Retirement Systems of Alabama97,956$4.65M0.02%+1,098+1.1%Added
Wedge Capital Management L L P96,885$4.60M0.06%−8,314−7.9%Reduced
New York State Teachers Retirement System96,668$4.59M0.01%+8,601+9.8%Added
State Board of Administration of Florida Retirement System95,022$4.51M0.01%−185−0.2%Reduced
Federated Hermes, Inc.89,299$4.24M0.01%+12,315+16.0%Added
Healthcare of Ontario Pension Plan Trust Fund88,565$4.21M0.01%+88,565New
Zacks Investment Management86,708$4.12M0.06%−13,313−13.3%Reduced
State of New Jersey Common Pension Fund D86,124$4.09M0.01%+1,305+1.5%Added
Manufacturers Life Insurance Company, The84,570$4.02M0.00%−1,678−1.9%Reduced
Putnam Investments LLC83,160$3.95M0.01%+12,400+17.5%Added
SEI Investments Co79,110$3.75M0.01%+79,110New
Great West Life Assurance Co78,514$3.73M0.01%+4,268+5.7%Added
B&I Capital AG76,900$3.65M0.87%+33,800+78.4%Added
Renaissance Technologies LLC76,175$3.62M0.00%−194,936−71.9%Reduced
Independent Financial Group, LLC71,925$3.42M0.28%−1,214−1.7%Reduced
New York State Common Retirement Fund70,316$3.34M0.00%−9,496−11.9%Reduced
Citigroup Inc68,483$3.25M0.00%−3,022−4.2%Reduced
Comerica Bank72,129$3.20M0.02%−289−0.4%Reduced
Mutual of America Capital Management LLC66,908$3.18M0.03%+952+1.4%Added
Fiera Capital Corp62,916$2.99M0.01%+62,916New
Nomura Asset Management Co Ltd62,380$2.96M0.01%+2,290+3.8%Added
Wells Fargo & Company59,934$2.85M0.00%−29,383−32.9%Reduced
Qube Research & Technologies Ltd59,308$2.82M0.02%+41,592+234.8%Added
HSBC Holdings PLC59,033$2.81M0.00%+42,375+254.4%Added
Nisa Investment Advisors, LLC61,877$2.72M0.02%−3,695−5.6%Reduced
Royal Bank of Canada55,408$2.63M0.00%+19,778+55.5%Added
Texas Permanent School Fund54,168$2.57M0.03%−1,167−2.1%Reduced
Amalgamated Bank53,507$2.54M0.02%+288+0.5%Added
Keeley-Teton Advisors, LLC52,514$2.49M0.26%+6,350+13.8%Added
Advisor Group Holdings, Inc.51,671$2.45M0.00%−2,728−5.0%Reduced
AlphaCrest Capital Management LLC49,760$2.36M0.09%+39,955+407.5%Added
SG Americas Securities, LLC49,351$2.34M0.02%−54,491−52.5%Reduced
Susquehanna Fundamental Investments, LLC49,165$2.33M0.06%−15,276−23.7%Reduced
State of Alaska, Department of Revenue48,673$2.31M0.02%−1,426−2.8%Reduced
Two Sigma Investments, LP47,339$2.25M0.01%−98,211−67.5%Reduced
PFG Advisors46,350$2.20M0.22%−1,000−2.1%Reduced
Walthausen & Co., LLC45,620$2.17M0.57%−24,095−34.6%Reduced
Macquarie Group Ltd43,600$2.03M0.00%+8,734+25.1%Added
Amundi42,588$2.03M0.00%−278−0.6%Reduced