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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

Q4 2021 vs. Q3 2021

How the institutions holding Epr Properties changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of EPR: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders3094323+18
Shares58.4M87259.0M+629.2K (+1.1%)
Value$2.88B$43.0K$2.80B−$75.9M (−2.6%)

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Epr Properties at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to EPR in Q4 2021
InstitutionSharesValue% of portfolio
Hillcrest Asset Management LLC210,111$9.98M1.52%
Healthcare of Ontario Pension Plan Trust Fund88,565$4.21M0.01%
SEI Investments Co79,110$3.75M0.01%
Fiera Capital Corp62,916$2.99M0.01%
Yousif Capital Management, LLC39,569$1.88M0.02%
Pinebridge Investments, L.P.30,702$1.46M0.01%
Man Group plc29,400$1.40M0.00%
Paloma Partners Management Co20,161$957.0K0.03%
Duality Advisers, LP20,129$956.0K0.10%
UBS Oconnor LLC19,700$936.0K0.01%
ExodusPoint Capital Management, LP18,866$896.0K0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management17,370$825.0K0.04%
DekaBank Deutsche Girozentrale15,326$742.0K0.00%
Alps Advisors Inc15,158$720.0K0.01%
1620 Investment Advisors, Inc.12,613$599.0K0.67%
Engineers Gate Manager LP11,749$558.0K0.03%
Coldstream Capital Management Inc10,774$512.0K0.02%
Franklin Resources Inc9,647$458.0K0.00%
Quadrature Capital Ltd8,976$426.0K0.02%
Allspring Global Investments Holdings, LLC8,189$388.0K0.00%
Fox Run Management, L.L.C.8,031$381.0K0.22%
Oak Thistle LLC7,984$379.0K0.29%
Dynamic Technology Lab Private Ltd6,250$297.0K0.03%
Nomura Holdings Inc6,144$292.0K0.00%
Western Wealth Management, LLC6,071$289.0K0.03%
Neuberger Berman Group LLC7,145$282.0K0.00%
Wealthcare Advisory Partners LLC5,681$270.0K0.02%
Boothbay Fund Management, LLC5,099$242.0K0.01%
Ontario Teachers Pension Plan Board5,051$240.0K0.00%
Ergoteles LLC5,024$239.0K0.01%
Sigma Planning Corp4,959$236.0K0.01%
PEAK6 Investments LLC4,773$227.0K0.01%
Blair William & Co4,758$226.0K0.00%
Robertson Stephens Wealth Management, LLC4,700$224.0K0.02%
Jump Financial, LLC4,693$223.0K0.01%
Veriti Management LLC4,544$216.0K0.03%
Castleview Partners, LLC9,687$204.0K0.00%
Byrne Asset Management LLC4,025$191.0K0.12%
Walleye Trading LLC3,853$183.0K0.00%
Ford Financial Group, LLC2,957$140.0K0.05%
State of Wyoming1,702$81.0K0.04%
Quantbot Technologies LP1,629$77.0K0.01%
CWM, LLC1,374$65.0K0.00%
Umb Bank N A534$26.0K0.00%
CoreCap Advisors, LLC272$13.0K0.00%
Elmwood Wealth Management, Inc.250$12.0K0.01%
Dark Forest Capital Management LP226$11.0K0.00%
Sageworth Trust Co of South Dakota238$11.0K0.02%
Hudock, Inc.200$9.00K0.00%
Cassady Schiller Wealth Management, LLC53$3.00K0.00%
Investmark Advisory Group LLC69$3.00K0.00%
Bessemer Group Inc45$2.00K0.00%
CVA Family Office, LLC35$2.00K0.00%
NEXT Financial Group, Inc21$1.00K0.00%
Snowden Capital Advisors LLC34$1.00K0.00%
Covestor Ltd19$1.00K0.00%
Sutton Wealth Advisors Inc.8$3800.00%
Toronto Dominion Bank10$00.00%

Sold out (40)

Institutions that held Epr Properties at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of EPR in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Nut Tree Capital Management, LP400,000$19.8M
Kempen Capital Management N.V.381,500$18.8M
Balyasny Asset Management LLC199,562$9.85M
Redwood Capital Management, LLC189,492$9.36M
Voloridge Investment Management, LLC42,276$2.09M
Natixis26,447$1.31M
Tudor Investment Corp Et Al23,849$1.18M
HRT Financial LP21,499$1.06M
Financial Engines Advisors L.L.C.15,558$772.0K
Virginia Retirement Systems Et Al14,000$691.0K
Spouting Rock Asset Management, LLC11,010$544.0K
Lido Advisors, LLC11,000$543.0K
Vestcor Inc9,321$460.0K
CSS LLC8,286$409.0K
Jane Street Group, LLC8,137$402.0K
Eii Capital Management, Inc.8,089$399.0K
First Republic Investment Management, Inc.8,032$397.0K
Integrated Wealth Concepts LLC7,726$382.0K
Infrastructure Capital Advisors, LLC7,501$375.0K
Algert Global LLC5,811$287.0K
Quantamental Technologies LLC5,747$284.0K
Rafferty Asset Management, LLC4,831$239.0K
Schonfeld Strategic Advisors LLC4,800$237.0K
Triton Wealth Management, PLLC4,071$212.0K
Beaumont Financial Partners, LLC4,190$207.0K
Shelton Capital Management4,167$206.0K
Capula Management Ltd4,170$206.0K
Wetherby Asset Management Inc4,061$201.0K
International Assets Investment Management, LLC117,645$193.0K
Global Retirement Partners, LLC1,958$97.0K
KBC Group NV375$19.0K
Arkadios Wealth Advisors343$16.0K
Kowal Investment Group, LLC190$9.00K
Herold Advisors, Inc.200$9.00K
O'Shaughnessy Asset Management, LLC140$7.00K
RPG Investment Advisory, LLC150$7.00K
Bartlett & Co. LLC14$1.00K
Capital Advisory Group Advisory Services, LLC27$1.00K
Bartlett & Co. Wealth Management LLC14$695
Zions Bancorporation, N.A.5$0

Not filed for Q4 2021 yet (4)

Institutions that held Epr Properties at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPR in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Berman Capital Advisors, LLC469$23.0K
BBVA USA186$9.00K
Wealth Quarterback LLC131$7.00K
Sonora Investment Management, LLC86$4.00K