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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 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 |
| Toronto Dominion Bank | 10 | $0 | 0.00% | +10 | New |
| Exane Derivatives | 8 | $380 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $380 | 0.00% | +8 | New |
| Earnest Partners LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $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 |
| NEXT Financial Group, Inc | 21 | $1.00K | 0.00% | +21 | New |
| Snowden Capital Advisors LLC | 34 | $1.00K | 0.00% | +34 | New |
| Covestor Ltd | 19 | $1.00K | 0.00% | +19 | New |
| TD Private Client Wealth LLC | 25 | $1.19K | 0.00% | −58−69.9% | Reduced |
| JJJ Advisors Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | +45 | New |
| CVA Family Office, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Sageworth Trust Co | 72 | $3.00K | 0.00% | −243−77.1% | Reduced |
| Glassman Wealth Services | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 53 | $3.00K | 0.00% | +53 | New |
| Investmark Advisory Group LLC | 69 | $3.00K | 0.00% | +69 | New |
| Cutler Group LP | 100 | $4.00K | 0.00% | −1,300−92.9% | Reduced |
| Ellevest, Inc. | 79 | $4.00K | 0.00% | −42−34.7% | Reduced |
| TD Capital Management LLC | 93 | $4.00K | 0.00% | +1+1.1% | Added |
| 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 | 78 | $4.00K | 0.00% | +1+1.3% | Added |
| Bell Investment Advisors, Inc | 113 | $5.00K | 0.00% | −19−14.4% | Reduced |
| Laurel Wealth Planning LLC | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 84 | $5.00K | 0.00% | −9−9.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 111 | $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% | 00.0% | Unchanged |
| FMR LLC | 123 | $6.00K | 0.00% | −52−29.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $8.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 163 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 188 | $8.93K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 196 | $9.00K | 0.01% | −1,028−84.0% | Reduced |
| AdvisorNet Financial, Inc | 197 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 196 | $9.00K | 0.00% | +2+1.0% | Added |
| Gradient Investments LLC | 199 | $9.00K | 0.00% | +105+111.7% | Added |
| Hudock, Inc. | 200 | $9.00K | 0.00% | +200 | New |
| Arlington Partners LLC | 215 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 231 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 226 | $11.0K | 0.00% | +226 | New |
| Sageworth Trust Co of South Dakota | 238 | $11.0K | 0.02% | +238 | New |
| BerganKDV Wealth Management, LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 243 | $12.0K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 250 | $12.0K | 0.01% | +250 | New |
| CoreCap Advisors, LLC | 272 | $13.0K | 0.00% | +272 | New |
| Fifth Third Bancorp | 304 | $14.0K | 0.00% | −111−26.7% | Reduced |
| Huntington National Bank | 333 | $16.0K | 0.00% | +94+39.3% | Added |
| Harbour Investments, Inc. | 382 | $18.0K | 0.00% | −122−24.2% | Reduced |
| Allworth Financial LP | 380 | $18.0K | 0.00% | +1+0.3% | Added |
| BDO Wealth Advisors, LLC | 450 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 521 | $25.0K | 0.00% | +24+4.8% | Added |
| Umb Bank N A | 534 | $26.0K | 0.00% | +534 | New |
| Acadian Asset Management LLC | 575 | $27.0K | 0.00% | −4,623−88.9% | Reduced |
| Sound Income Strategies, LLC | 559 | $27.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 597 | $29.0K | 0.00% | +6+1.0% | Added |
| Proequities, Inc. | 720 | $34.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 872 | $41.0K | 0.00% | +30+3.6% | Added |
| Geneos Wealth Management Inc. | 911 | $43.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,023 | $49.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,111 | $53.0K | 0.01% | +354+46.8% | Added |
| Charter Oak Capital Management, LLC | 1,266 | $60.0K | 0.01% | +643+103.2% | Added |
| Eaton Vance Management | 1,256 | $60.0K | 0.00% | −55−4.2% | Reduced |
| Quadrant Capital Group LLC | 1,297 | $62.0K | 0.01% | −42−3.1% | Reduced |
| Lindbrook Capital, LLC | 1,304 | $62.0K | 0.01% | +834+177.4% | Added |
| CWM, LLC | 1,374 | $65.0K | 0.00% | +1,374 | New |
| American Portfolios Advisors | 1,610 | $76.5K | 0.00% | +1,000+163.9% | Added |
| Quantbot Technologies LP | 1,629 | $77.0K | 0.01% | +1,629 | New |
| State of Wyoming | 1,702 | $81.0K | 0.04% | +1,702 | New |
| Harvest Fund Management Co., Ltd | 1,808 | $85.0K | 0.01% | −609−25.2% | Reduced |
| Signaturefd, LLC | 1,976 | $94.0K | 0.00% | −254−11.4% | Reduced |
| PSI Advisors, LLC | 2,381 | $113.0K | 0.05% | −20−0.8% | Reduced |
| Ahrens Investment Partners LLC | 2,605 | $124.0K | 0.05% | −3,797−59.3% | Reduced |
| Ford Financial Group, LLC | 2,957 | $140.0K | 0.05% | +2,957 | New |
| Heritage Wealth Advisors | 3,000 | $142.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,235 | $153.0K | 0.00% | −502−13.4% | Reduced |
| Walleye Trading LLC | 3,853 | $183.0K | 0.00% | +3,853 | New |
| Byrne Asset Management LLC | 4,025 | $191.0K | 0.12% | +4,025 | New |
| Steward Partners Investment Advisory, LLC | 4,207 | $200.0K | 0.00% | +2,351+126.7% | Added |
| Avantax Advisory Services, Inc. | 4,255 | $202.0K | 0.00% | +202+5.0% | Added |
| Castleview Partners, LLC | 9,687 | $204.0K | 0.00% | +9,687 | New |
| Mutual Advisors, LLC | 4,313 | $205.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 4,400 | $209.0K | 0.03% | −28−0.6% | Reduced |
| Schroder Investment Management Group | 4,409 | $209.0K | 0.00% | +802+22.2% | Added |
| Penserra Capital Management LLC | 4,504 | $213.0K | 0.00% | +2,718+152.2% | Added |
| Veriti Management LLC | 4,544 | $216.0K | 0.03% | +4,544 | New |