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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 6,144 | $292.0K | 0.00% | +6,144 | 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 |
| Neuberger Berman Group LLC | 7,145 | $282.0K | 0.00% | +7,145 | New |
| Van Eck Associates Corp | 5,797 | $275.0K | 0.00% | +2,324+66.9% | Added |
| US Bancorp | 5,747 | $274.0K | 0.00% | −814−12.4% | Reduced |
| Wealthcare Advisory Partners LLC | 5,681 | $270.0K | 0.02% | +5,681 | New |
| Advisors Asset Management, Inc. | 5,247 | $249.2K | 0.00% | −83−1.6% | Reduced |
| Wealthstar Advisors, LLC | 5,224 | $247.0K | 0.08% | +4+0.1% | Added |
| Pitcairn Co | 5,133 | $244.0K | 0.02% | +169+3.4% | Added |
| Boothbay Fund Management, LLC | 5,099 | $242.0K | 0.01% | +5,099 | New |
| Ontario Teachers Pension Plan Board | 5,051 | $240.0K | 0.00% | +5,051 | New |
| Ergoteles LLC | 5,024 | $239.0K | 0.01% | +5,024 | New |
| Panagora Asset Management Inc | 4,990 | $237.0K | 0.00% | −5,934−54.3% | Reduced |
| Sigma Planning Corp | 4,959 | $236.0K | 0.01% | +4,959 | New |
| MML Investors Services, LLC | 4,934 | $234.0K | 0.00% | +220+4.7% | Added |
| National Asset Management, Inc. | 4,854 | $231.0K | 0.01% | +604+14.2% | Added |
| PEAK6 Investments LLC | 4,773 | $227.0K | 0.01% | +4,773 | New |
| Blair William & Co | 4,758 | $226.0K | 0.00% | +4,758 | New |
| Robertson Stephens Wealth Management, LLC | 4,700 | $224.0K | 0.02% | +4,700 | New |
| Jump Financial, LLC | 4,693 | $223.0K | 0.01% | +4,693 | New |
| Point72 Hong Kong Ltd | 4,682 | $222.0K | 0.02% | −6,211−57.0% | Reduced |
| Wellington Management Group LLP | 4,575 | $217.0K | 0.00% | +251+5.8% | Added |
| Veriti Management LLC | 4,544 | $216.0K | 0.03% | +4,544 | New |
| Penserra Capital Management LLC | 4,504 | $213.0K | 0.00% | +2,718+152.2% | Added |
| 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 |
| Mutual Advisors, LLC | 4,313 | $205.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9,687 | $204.0K | 0.00% | +9,687 | New |
| Avantax Advisory Services, Inc. | 4,255 | $202.0K | 0.00% | +202+5.0% | Added |
| Steward Partners Investment Advisory, LLC | 4,207 | $200.0K | 0.00% | +2,351+126.7% | Added |
| Byrne Asset Management LLC | 4,025 | $191.0K | 0.12% | +4,025 | New |
| Walleye Trading LLC | 3,853 | $183.0K | 0.00% | +3,853 | New |
| Wolverine Asset Management LLC | 3,235 | $153.0K | 0.00% | −502−13.4% | Reduced |
| Heritage Wealth Advisors | 3,000 | $142.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 2,957 | $140.0K | 0.05% | +2,957 | New |
| Ahrens Investment Partners LLC | 2,605 | $124.0K | 0.05% | −3,797−59.3% | Reduced |
| PSI Advisors, LLC | 2,381 | $113.0K | 0.05% | −20−0.8% | Reduced |
| Signaturefd, LLC | 1,976 | $94.0K | 0.00% | −254−11.4% | Reduced |
| Harvest Fund Management Co., Ltd | 1,808 | $85.0K | 0.01% | −609−25.2% | Reduced |
| State of Wyoming | 1,702 | $81.0K | 0.04% | +1,702 | New |
| Quantbot Technologies LP | 1,629 | $77.0K | 0.01% | +1,629 | New |
| American Portfolios Advisors | 1,610 | $76.5K | 0.00% | +1,000+163.9% | Added |
| CWM, LLC | 1,374 | $65.0K | 0.00% | +1,374 | New |
| 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 |
| 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 |
| Meeder Asset Management Inc | 1,111 | $53.0K | 0.01% | +354+46.8% | Added |
| Spire Wealth Management | 1,023 | $49.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 911 | $43.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 872 | $41.0K | 0.00% | +30+3.6% | Added |
| Proequities, Inc. | 720 | $34.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 597 | $29.0K | 0.00% | +6+1.0% | Added |
| 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 |
| Umb Bank N A | 534 | $26.0K | 0.00% | +534 | New |
| Lenox Wealth Advisors, LLC | 521 | $25.0K | 0.00% | +24+4.8% | Added |
| BDO Wealth Advisors, LLC | 450 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 382 | $18.0K | 0.00% | −122−24.2% | Reduced |
| Allworth Financial LP | 380 | $18.0K | 0.00% | +1+0.3% | Added |
| Huntington National Bank | 333 | $16.0K | 0.00% | +94+39.3% | Added |
| Fifth Third Bancorp | 304 | $14.0K | 0.00% | −111−26.7% | Reduced |
| CoreCap Advisors, LLC | 272 | $13.0K | 0.00% | +272 | 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 |
| 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 |
| Arlington Partners LLC | 215 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $10.0K | 0.00% | 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 |
| Baron Financial Group, LLC | 188 | $8.93K | 0.01% | 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 |
| Parkside Financial Bank & Trust | 145 | $7.00K | 0.00% | 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 |
| 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 |
| 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 |
| Sageworth Trust Co | 72 | $3.00K | 0.00% | −243−77.1% | Reduced |
| Glassman Wealth Services | 60 | $3.00K | 0.00% | 00.0% | Unchanged |