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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 195 | $11.0K | 0.01% | +195 | New |
| Herold Advisors, Inc. | 200 | $10.9K | 0.00% | +200 | New |
| Baron Financial Group, LLC | 188 | $10.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| National Bank of Canada | 165 | $9.00K | 0.00% | +165 | New |
| Accel Wealth Management | 158 | $9.00K | 0.00% | +158 | New |
| Parkside Financial Bank & Trust | 138 | $8.00K | 0.00% | −7−4.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| Motco | 133 | $7.00K | 0.00% | +133 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| De Burlo Group Inc | 27 | $1.48K | 0.00% | +27 | New |
| TD Private Client Wealth LLC | 25 | $1.37K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tucker Asset Management LLC | 17 | $912 | 0.00% | +17 | New |
| Bartlett & Co. Wealth Management LLC | 14 | $770 | 0.00% | +14 | New |
| Exane Derivatives | 8 | $438 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $438 | 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 |
| CFS Investment Advisory Services, LLC | 10,285 | $0 | 0.00% | +10,285 | New |
| Hudock, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −1,248,376−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −175,600−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −62,916−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −20,129−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,866−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −8,840−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,104−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,031−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,984−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −7,789−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −6,779−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −6,071−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,099−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,024−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −4,409−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −9,687−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,853−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Elmwood Wealth Management, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Hillcrest Asset Management LLC | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |