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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| TD Private Client Wealth LLC | 25 | $1.19K | 0.00% | −58−69.9% | Reduced |
| 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 |
| Exane Derivatives | 8 | $380 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $380 | 0.00% | +8 | New |
| 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 |
| Nut Tree Capital Management, LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −381,500−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −199,562−100.0% | Sold out |
| Redwood Capital Management, LLC | 0 | $0 | 0.00% | −189,492−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −42,276−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −26,447−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −23,849−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,499−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −15,558−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −9,321−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −8,286−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −8,137−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −8,089−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −8,032−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −7,726−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −7,501−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −5,811−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −5,747−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −4,831−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Triton Wealth Management, PLLC | 0 | $0 | 0.00% | −4,071−100.0% | Sold out |
| Beaumont Financial Partners, LLC | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −4,167−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −4,061−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −117,645−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| RPG Investment Advisory, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |