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, Q1 2022
Institutional positions in Epr Properties as of Mar 31, 2022. 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
- 352
- +34 vs. Q4 2021
- Shares held
- 58.5M
- −247.2K (−0.4%) vs. Q4 2021
- Total value
- $3.20B
- +$409.7M (+14.7%) vs. Q4 2021
- New holders
- 70
- 116 more added
- Sold out
- 36
- 106 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 10,285 | $0 | 0.00% | +10,285 | New |
| Exane Derivatives | 8 | $438 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $438 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $770 | 0.00% | +14 | New |
| Tucker Asset Management LLC | 17 | $912 | 0.00% | +17 | New |
| Earnest Partners LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 18 | $1.00K | 0.00% | −1−5.3% | Reduced |
| Bartlett & Co. LLC | 14 | $1.00K | 0.00% | +14 | New |
| Capital Advisory Group Advisory Services, LLC | 27 | $1.00K | 0.00% | +27 | New |
| TD Private Client Wealth LLC | 25 | $1.37K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 27 | $1.48K | 0.00% | +27 | New |
| Quantbot Technologies LP | 50 | $2.00K | 0.00% | −1,579−96.9% | Reduced |
| Sageworth Trust Co of South Dakota | 42 | $2.00K | 0.00% | −196−82.4% | Reduced |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 48 | $3.00K | 0.00% | +48 | New |
| Northwestern Mutual Wealth Management Co | 71 | $4.00K | 0.00% | −13−15.5% | Reduced |
| Ellevest, Inc. | 67 | $4.00K | 0.00% | −12−15.2% | Reduced |
| Core Wealth Advisors, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 79 | $4.00K | 0.00% | +1+1.3% | Added |
| West Branch Capital LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 80 | $4.00K | 0.00% | +80 | New |
| Oliver Lagore Vanvalin Investment Group | 64 | $4.00K | 0.00% | +64 | New |
| Proequities, Inc. | 94 | $5.00K | 0.00% | −626−86.9% | Reduced |
| Gradient Investments LLC | 94 | $5.00K | 0.00% | −105−52.8% | Reduced |
| Valley National Advisers Inc | 100 | $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 |
| Fieldpoint Private Securities, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| Motco | 133 | $7.00K | 0.00% | +133 | New |
| Parkside Financial Bank & Trust | 138 | $8.00K | 0.00% | −7−4.8% | Reduced |
| National Bank of Canada | 165 | $9.00K | 0.00% | +165 | New |
| Accel Wealth Management | 158 | $9.00K | 0.00% | +158 | New |
| Prestige Wealth Management Group LLC | 176 | $10.0K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 184 | $10.0K | 0.01% | +184 | New |
| Prospera Financial Services Inc | 190 | $10.0K | 0.00% | +190 | New |
| Baron Financial Group, LLC | 188 | $10.3K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 200 | $10.9K | 0.00% | +200 | New |
| AdvisorNet Financial, Inc | 197 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 207 | $11.0K | 0.00% | +11+5.6% | Added |
| Vectors Research Management, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 195 | $11.0K | 0.01% | +195 | New |
| Arlington Partners LLC | 215 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 244 | $13.0K | 0.00% | +1+0.4% | Added |
| Aspire Private Capital, LLC | 231 | $13.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 230 | $13.0K | 0.00% | +230 | New |
| BerganKDV Wealth Management, LLC | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 320 | $17.0K | 0.00% | −1,488−82.3% | Reduced |
| Huntington National Bank | 317 | $17.0K | 0.00% | −16−4.8% | Reduced |
| WR Wealth Planners, LLC | 318 | $17.4K | 0.01% | +318 | New |
| TD Waterhouse Canada Inc. | 322 | $19.2K | 0.00% | +322 | New |
| Allworth Financial LP | 382 | $21.0K | 0.00% | +2+0.5% | Added |
| Fifth Third Bancorp | 414 | $23.0K | 0.00% | +110+36.2% | Added |
| BDO Wealth Advisors, LLC | 450 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 497 | $26.0K | 0.00% | −24−4.6% | Reduced |
| Ahrens Investment Partners LLC | 508 | $28.0K | 0.01% | −2,097−80.5% | Reduced |
| Geneos Wealth Management Inc. | 526 | $28.0K | 0.00% | −385−42.3% | Reduced |
| Lazard Asset Management LLC | 526 | $28.0K | 0.00% | +526 | New |
| Umb Bank N A | 534 | $29.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 559 | $31.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 700 | $38.0K | 0.00% | +700 | New |
| Wolverine Asset Management LLC | 827 | $45.0K | 0.00% | −2,408−74.4% | Reduced |
| Catalyst Capital Advisors LLC | 930 | $51.0K | 0.00% | +930 | New |
| Meeder Asset Management Inc | 957 | $52.0K | 0.00% | −154−13.9% | Reduced |
| Parallel Advisors, LLC | 1,102 | $60.0K | 0.00% | +230+26.4% | Added |
| Quadrant Capital Group LLC | 1,319 | $72.0K | 0.01% | +22+1.7% | Added |
| Lindbrook Capital, LLC | 1,313 | $72.0K | 0.01% | +9+0.7% | Added |
| Neo Ivy Capital Management | 1,328 | $72.0K | 0.06% | +1,132+577.6% | Added |
| CWM, LLC | 1,369 | $75.0K | 0.00% | −5−0.4% | Reduced |
| Spire Wealth Management | 1,393 | $76.0K | 0.00% | +370+36.2% | Added |
| Charter Oak Capital Management, LLC | 1,426 | $78.0K | 0.01% | +160+12.6% | Added |
| American Portfolios Advisors | 1,799 | $98.4K | 0.00% | +189+11.7% | Added |
| Global Retirement Partners, LLC | 2,086 | $102.0K | 0.01% | +2,086 | New |
| Signaturefd, LLC | 2,001 | $109.0K | 0.00% | +25+1.3% | Added |
| Globeflex Capital L P | 2,153 | $118.0K | 0.02% | +2,153 | New |
| Point72 Hong Kong Ltd | 2,179 | $119.0K | 0.01% | −2,503−53.5% | Reduced |
| State of Wyoming | 2,300 | $126.0K | 0.06% | +598+35.1% | Added |
| PSI Advisors, LLC | 2,331 | $128.0K | 0.05% | −50−2.1% | Reduced |
| IFP Advisors, Inc | 2,198 | $150.0K | 0.00% | +1,601+268.2% | Added |
| Heritage Wealth Advisors | 3,000 | $164.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,713 | $203.0K | 0.00% | +3,713 | New |
| Utah Retirement Systems | 3,838 | $210.0K | 0.00% | +3,838 | New |
| Wetherby Asset Management Inc | 4,008 | $219.0K | 0.01% | +4,008 | New |
| Infrastructure Capital Advisors, LLC | 4,032 | $221.0K | 0.03% | +4,032 | New |
| Byrne Asset Management LLC | 4,135 | $226.0K | 0.14% | +110+2.7% | Added |
| JustInvest LLC | 4,136 | $226.0K | 0.01% | +4,136 | New |