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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 4,575 | $217.0K | 0.00% | +251+5.8% | Added |
| Point72 Hong Kong Ltd | 4,682 | $222.0K | 0.02% | −6,211−57.0% | Reduced |
| Jump Financial, LLC | 4,693 | $223.0K | 0.01% | +4,693 | New |
| Robertson Stephens Wealth Management, LLC | 4,700 | $224.0K | 0.02% | +4,700 | New |
| Blair William & Co | 4,758 | $226.0K | 0.00% | +4,758 | New |
| PEAK6 Investments LLC | 4,773 | $227.0K | 0.01% | +4,773 | New |
| National Asset Management, Inc. | 4,854 | $231.0K | 0.01% | +604+14.2% | Added |
| MML Investors Services, LLC | 4,934 | $234.0K | 0.00% | +220+4.7% | Added |
| Sigma Planning Corp | 4,959 | $236.0K | 0.01% | +4,959 | New |
| Panagora Asset Management Inc | 4,990 | $237.0K | 0.00% | −5,934−54.3% | Reduced |
| Ergoteles LLC | 5,024 | $239.0K | 0.01% | +5,024 | New |
| Ontario Teachers Pension Plan Board | 5,051 | $240.0K | 0.00% | +5,051 | New |
| Boothbay Fund Management, LLC | 5,099 | $242.0K | 0.01% | +5,099 | New |
| Pitcairn Co | 5,133 | $244.0K | 0.02% | +169+3.4% | Added |
| Wealthstar Advisors, LLC | 5,224 | $247.0K | 0.08% | +4+0.1% | Added |
| Advisors Asset Management, Inc. | 5,247 | $249.2K | 0.00% | −83−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 5,681 | $270.0K | 0.02% | +5,681 | New |
| US Bancorp | 5,747 | $274.0K | 0.00% | −814−12.4% | Reduced |
| Van Eck Associates Corp | 5,797 | $275.0K | 0.00% | +2,324+66.9% | Added |
| Neuberger Berman Group LLC | 7,145 | $282.0K | 0.00% | +7,145 | New |
| Cetera Advisor Networks LLC | 6,088 | $289.0K | 0.00% | +96+1.6% | Added |
| Western Wealth Management, LLC | 6,071 | $289.0K | 0.03% | +6,071 | New |
| Nomura Holdings Inc | 6,144 | $292.0K | 0.00% | +6,144 | New |
| Maryland State Retirement & Pension System | 6,172 | $293.0K | 0.01% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 6,250 | $297.0K | 0.02% | +643+11.5% | Added |
| Dynamic Technology Lab Private Ltd | 6,250 | $297.0K | 0.03% | +6,250 | New |
| Pensionfund Sabic | 6,300 | $299.0K | 0.06% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 6,367 | $302.0K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,608 | $314.0K | 0.01% | −100−1.5% | Reduced |
| Independent Advisor Alliance | 6,779 | $322.0K | 0.02% | +602+9.7% | Added |
| ProShare Advisors LLC | 6,767 | $322.0K | 0.00% | +1,583+30.5% | Added |
| Prime Capital Investment Advisors, LLC | 6,827 | $324.0K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,966 | $330.0K | 0.01% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 7,147 | $339.0K | 0.00% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 7,718 | $367.0K | 0.18% | +362+4.9% | Added |
| Pacer Advisors, Inc. | 7,789 | $370.0K | 0.00% | +93+1.2% | Added |
| Oak Thistle LLC | 7,984 | $379.0K | 0.29% | +7,984 | New |
| Fox Run Management, L.L.C. | 8,031 | $381.0K | 0.22% | +8,031 | New |
| Simplex Trading, LLC | 8,104 | $384.0K | 0.01% | −29,793−78.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,189 | $388.0K | 0.00% | +8,189 | New |
| Xponance, Inc. | 8,376 | $398.0K | 0.01% | −6−0.1% | Reduced |
| M&T Bank Corp | 8,454 | $401.0K | 0.00% | +1,211+16.7% | Added |
| Squarepoint Ops LLC | 8,840 | $420.0K | 0.00% | −13,610−60.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,895 | $422.0K | 0.00% | −219−2.4% | Reduced |
| Victory Capital Management Inc | 8,924 | $424.0K | 0.00% | −277−3.0% | Reduced |
| Quadrature Capital Ltd | 8,976 | $426.0K | 0.02% | +8,976 | New |
| Cambridge Investment Research Advisors, Inc. | 9,054 | $430.0K | 0.00% | +425+4.9% | Added |
| Bank of Montreal | 9,099 | $433.0K | 0.00% | −15,818−63.5% | Reduced |
| American National Insurance Co | 9,210 | $437.0K | 0.10% | −34,726−79.0% | Reduced |
| Los Angeles Capital Management LLC | 9,323 | $443.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 9,398 | $446.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 9,647 | $458.0K | 0.00% | +9,647 | New |
| Clear Street Markets LLC | 9,900 | $470.0K | 0.04% | +4,300+76.8% | Added |
| Janney Montgomery Scott LLC | 10,108 | $480.0K | 0.00% | +1,811+21.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 10,315 | $490.0K | 0.00% | +1,611+18.5% | Added |
| BNP Paribas Arbitrage, SA | 10,522 | $499.7K | 0.00% | −3,492−24.9% | Reduced |
| Public Employees Retirement Association of Colorado | 10,646 | $506.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 10,685 | $507.0K | 0.01% | +1,040+10.8% | Added |
| Commerce Bank | 10,744 | $511.0K | 0.00% | +287+2.7% | Added |
| Coldstream Capital Management Inc | 10,774 | $512.0K | 0.02% | +10,774 | New |
| Schnieders Capital Management LLC | 10,854 | $516.0K | 0.12% | +1,025+10.4% | Added |
| D.A. Davidson & Co. | 10,999 | $522.0K | 0.01% | −2,880−20.8% | Reduced |
| The PNC Financial Services Group, Inc. | 11,142 | $530.0K | 0.00% | +627+6.0% | Added |
| Tower Research Capital LLC (TRC) | 11,640 | $553.0K | 0.01% | +5,537+90.7% | Added |
| Engineers Gate Manager LP | 11,749 | $558.0K | 0.03% | +11,749 | New |
| Northwestern Mutual Investment Management Company, LLC | 12,400 | $589.0K | 0.01% | +43+0.3% | Added |
| 1620 Investment Advisors, Inc. | 12,613 | $599.0K | 0.67% | +12,613 | New |
| Community Bank of Raymore | 13,410 | $605.0K | 0.26% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 12,916 | $613.0K | 0.02% | −31,726−71.1% | Reduced |
| Camelot Portfolios, LLC | 13,985 | $664.0K | 0.27% | +956+7.3% | Added |
| Teacher Retirement System of Texas | 14,353 | $682.0K | 0.00% | +2,308+19.2% | Added |
| Pensionfund DSM Netherlands | 14,762 | $701.0K | 0.08% | 00.0% | Unchanged |
| Alps Advisors Inc | 15,158 | $720.0K | 0.01% | +15,158 | New |
| New Mexico Educational Retirement Board | 15,500 | $736.0K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 15,326 | $742.0K | 0.00% | +15,326 | New |
| Envestnet Asset Management Inc | 15,867 | $754.0K | 0.00% | −84−0.5% | Reduced |
| Standard Life Aberdeen plc | 16,005 | $760.0K | 0.00% | +726+4.8% | Added |
| North Star Investment Management Corp. | 16,150 | $767.0K | 0.05% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 16,164 | $768.0K | 0.00% | +8,619+114.2% | Added |
| Handelsbanken Fonder AB | 16,900 | $803.0K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,370 | $825.0K | 0.04% | +17,370 | New |
| LPL Financial LLC | 17,599 | $836.0K | 0.00% | +1,074+6.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $855.0K | 0.26% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 18,300 | $869.1K | 0.01% | −322−1.7% | Reduced |
| RDA Financial Network | 18,396 | $874.0K | 0.36% | −378−2.0% | Reduced |
| Creative Planning | 18,424 | $875.0K | 0.00% | +129+0.7% | Added |
| ExodusPoint Capital Management, LP | 18,866 | $896.0K | 0.01% | +18,866 | New |
| State of Michigan Retirement System | 18,929 | $899.0K | 0.00% | +200+1.1% | Added |
| Texas Yale Capital Corp. | 19,100 | $907.0K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 19,102 | $907.2K | 0.04% | −13,163−40.8% | Reduced |
| Louisiana State Employees Retirement System | 19,200 | $912.0K | 0.02% | +100+0.5% | Added |
| UBS Oconnor LLC | 19,700 | $936.0K | 0.01% | +19,700 | New |
| Ameritas Investment Partners, Inc. | 19,815 | $941.0K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 20,133 | $956.0K | 0.01% | −233−1.1% | Reduced |
| Duality Advisers, LP | 20,129 | $956.0K | 0.10% | +20,129 | New |
| Paloma Partners Management Co | 20,161 | $957.0K | 0.03% | +20,161 | New |
| Ensign Peak Advisors, Inc | 21,397 | $1.02M | 0.00% | −53,340−71.4% | Reduced |
| Cornercap Investment Counsel Inc | 21,663 | $1.03M | 0.15% | +2,044+10.4% | Added |
| Truist Financial Corp | 22,073 | $1.05M | 0.00% | −3,200−12.7% | Reduced |
| Daiwa Securities Group Inc. | 22,311 | $1.06M | 0.01% | +2,584+13.1% | Added |