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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 8,661 | $474.0K | 0.02% | −3,088−26.3% | Reduced |
| All Season Financial Advisors, Inc. | 8,414 | $460.0K | 0.33% | +8,414 | New |
| Campbell & CO Investment Adviser LLC | 8,240 | $451.0K | 0.12% | +8,240 | New |
| Xponance, Inc. | 8,184 | $448.0K | 0.01% | −192−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 8,134 | $444.0K | 0.00% | −3,008−27.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 7,974 | $436.0K | 0.01% | +1,008+14.5% | Added |
| American National Insurance Co | 7,925 | $434.0K | 0.12% | −1,285−14.0% | Reduced |
| Truist Financial Corp | 7,613 | $417.0K | 0.00% | −14,460−65.5% | Reduced |
| Wealthcare Advisory Partners LLC | 7,626 | $417.0K | 0.03% | +1,945+34.2% | Added |
| Blair William & Co | 7,354 | $402.0K | 0.00% | +2,596+54.6% | Added |
| Nissay Asset Management Corp | 7,312 | $400.0K | 0.00% | +165+2.3% | Added |
| Neuberger Berman Group LLC | 7,135 | $390.0K | 0.00% | −10−0.1% | Reduced |
| Securian Asset Management, Inc | 6,712 | $367.0K | 0.01% | +104+1.6% | Added |
| Van Eck Associates Corp | 6,670 | $365.0K | 0.00% | +873+15.1% | Added |
| Clear Street Markets LLC | 6,500 | $356.0K | 0.11% | −3,400−34.3% | Reduced |
| Pensionfund Sabic | 6,300 | $345.0K | 0.09% | 00.0% | Unchanged |
| Caxton Associates LP | 6,265 | $343.0K | 0.03% | +6,265 | New |
| Redpoint Investment Management Pty Ltd | 6,250 | $342.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 6,250 | $342.0K | 0.00% | +162+2.7% | Added |
| Eaton Vance Management | 6,236 | $342.0K | 0.00% | +4,980+396.5% | Added |
| Maryland State Retirement & Pension System | 6,172 | $338.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,103 | $333.0K | 0.00% | +356+6.2% | Added |
| Prime Capital Investment Advisors, LLC | 6,827 | $324.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,800 | $317.0K | 0.01% | +1,296+28.8% | Added |
| ProShare Advisors LLC | 5,742 | $314.0K | 0.00% | −1,025−15.1% | Reduced |
| MML Investors Services, LLC | 5,542 | $303.0K | 0.00% | +608+12.3% | Added |
| National Asset Management, Inc. | 5,508 | $302.0K | 0.01% | +654+13.5% | Added |
| Paloma Partners Management Co | 5,328 | $291.0K | 0.02% | −14,833−73.6% | Reduced |
| Quadrature Capital Ltd | 5,272 | $289.0K | 0.01% | −3,704−41.3% | Reduced |
| Wealthstar Advisors, LLC | 5,228 | $288.0K | 0.11% | +4+0.1% | Added |
| Pathstone Family Office, LLC | 0 | $280.0K | 0.01% | 0 | New |
| Nomura Holdings Inc | 5,019 | $278.0K | 0.00% | −1,125−18.3% | Reduced |
| Gsa Capital Partners LLP | 5,050 | $276.0K | 0.04% | −34,429−87.2% | Reduced |
| Capasso Planning Partners LLC | 5,000 | $274.0K | 0.19% | +5,000 | New |
| Panagora Asset Management Inc | 4,990 | $273.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 4,978 | $272.0K | 0.02% | −155−3.0% | Reduced |
| Sigma Planning Corp | 4,956 | $271.0K | 0.01% | −3−0.1% | Reduced |
| Two Sigma Securities, LLC | 4,800 | $263.0K | 0.04% | +4,800 | New |
| Robertson Stephens Wealth Management, LLC | 4,700 | $258.0K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,584 | $251.0K | 0.01% | −189−4.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,504 | $246.0K | 0.00% | +297+7.1% | Added |
| Avantax Advisory Services, Inc. | 4,415 | $242.0K | 0.00% | +160+3.8% | Added |
| Private Trust Co NA | 4,400 | $241.0K | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,410 | $241.0K | 0.02% | +4,410 | New |
| Profund Advisors LLC | 4,379 | $240.0K | 0.01% | +4,379 | New |
| Integrated Wealth Concepts LLC | 4,394 | $240.0K | 0.01% | +4,394 | New |
| Metropolitan Life Insurance Co | 4,383 | $239.8K | 0.01% | −13,917−76.0% | Reduced |
| Veriti Management LLC | 4,316 | $236.0K | 0.03% | −228−5.0% | Reduced |
| Mutual Advisors, LLC | 4,313 | $236.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,244 | $232.0K | 0.00% | +4,244 | New |
| Jacobs Levy Equity Management, Inc | 4,227 | $231.0K | 0.00% | +4,227 | New |
| Shelton Capital Management | 4,167 | $228.0K | 0.01% | +4,167 | 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 |
| Infrastructure Capital Advisors, LLC | 4,032 | $221.0K | 0.03% | +4,032 | New |
| Wetherby Asset Management Inc | 4,008 | $219.0K | 0.01% | +4,008 | New |
| Utah Retirement Systems | 3,838 | $210.0K | 0.00% | +3,838 | New |
| Cetera Investment Advisers | 3,713 | $203.0K | 0.00% | +3,713 | New |
| Heritage Wealth Advisors | 3,000 | $164.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,198 | $150.0K | 0.00% | +1,601+268.2% | Added |
| PSI Advisors, LLC | 2,331 | $128.0K | 0.05% | −50−2.1% | Reduced |
| State of Wyoming | 2,300 | $126.0K | 0.06% | +598+35.1% | Added |
| Point72 Hong Kong Ltd | 2,179 | $119.0K | 0.01% | −2,503−53.5% | Reduced |
| Globeflex Capital L P | 2,153 | $118.0K | 0.02% | +2,153 | New |
| Signaturefd, LLC | 2,001 | $109.0K | 0.00% | +25+1.3% | Added |
| Global Retirement Partners, LLC | 2,086 | $102.0K | 0.01% | +2,086 | New |
| American Portfolios Advisors | 1,799 | $98.4K | 0.00% | +189+11.7% | Added |
| Charter Oak Capital Management, LLC | 1,426 | $78.0K | 0.01% | +160+12.6% | Added |
| Spire Wealth Management | 1,393 | $76.0K | 0.00% | +370+36.2% | Added |
| CWM, LLC | 1,369 | $75.0K | 0.00% | −5−0.4% | Reduced |
| 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 |
| Parallel Advisors, LLC | 1,102 | $60.0K | 0.00% | +230+26.4% | Added |
| Meeder Asset Management Inc | 957 | $52.0K | 0.00% | −154−13.9% | Reduced |
| Catalyst Capital Advisors LLC | 930 | $51.0K | 0.00% | +930 | New |
| Wolverine Asset Management LLC | 827 | $45.0K | 0.00% | −2,408−74.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 700 | $38.0K | 0.00% | +700 | New |
| Sound Income Strategies, LLC | 559 | $31.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 534 | $29.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lenox Wealth Advisors, LLC | 497 | $26.0K | 0.00% | −24−4.6% | Reduced |
| BDO Wealth Advisors, LLC | 450 | $25.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 414 | $23.0K | 0.00% | +110+36.2% | Added |
| Allworth Financial LP | 382 | $21.0K | 0.00% | +2+0.5% | Added |
| TD Waterhouse Canada Inc. | 322 | $19.2K | 0.00% | +322 | New |
| WR Wealth Planners, LLC | 318 | $17.4K | 0.01% | +318 | New |
| 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 |
| BerganKDV Wealth Management, LLC | 250 | $14.0K | 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 |
| Arlington Partners LLC | 215 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |