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, Q2 2022
Institutional positions in Epr Properties as of Jun 30, 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
- 337
- −7 vs. Q1 2022
- Shares held
- 58.8M
- +675.1K (+1.2%) vs. Q1 2022
- Total value
- $2.76B
- −$413.8M (−13.0%) vs. Q1 2022
- New holders
- 40
- 136 more added
- Sold out
- 47
- 96 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2022.
| 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 |
| Lee Financial Co | 3 | $0 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 8 | $375 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 13 | $610 | 0.00% | +5+62.5% | Added |
| Bartlett & Co. Wealth Management LLC | 14 | $661 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $795 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 17 | $1.00K | 0.00% | −1−5.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Joseph P. Lucia & Associates, LLC | 20 | $1.00K | 0.00% | +20 | New |
| TD Private Client Wealth LLC | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 28 | $1.31K | 0.00% | −4,556−99.4% | Reduced |
| Fieldpoint Private Securities, LLC | 40 | $2.00K | 0.00% | −45−52.9% | 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 |
| Sageworth Trust Co of South Dakota | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 54 | $3.00K | 0.00% | −13−19.4% | Reduced |
| West Branch Capital LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 47 | $3.00K | 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% | +54 | New |
| Prospera Financial Services Inc | 90 | $4.00K | 0.00% | −100−52.6% | Reduced |
| Proequities, Inc. | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 94 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 77 | $4.00K | 0.00% | +6+8.5% | Added |
| Core Wealth Advisors, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 80 | $4.00K | 0.00% | +1+1.3% | Added |
| Whittier Trust Co | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 124 | $6.00K | 0.00% | +124 | New |
| Private Capital Group, LLC | 137 | $7.00K | 0.01% | +88+179.6% | Added |
| Prestige Wealth Management Group LLC | 176 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 161 | $8.00K | 0.00% | +161 | New |
| Baron Financial Group, LLC | 188 | $8.82K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 188 | $9.00K | 0.00% | +23+13.9% | Added |
| Accel Wealth Management | 189 | $9.00K | 0.01% | +31+19.6% | Added |
| Arlington Partners LLC | 215 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 215 | $10.0K | 0.01% | +20+10.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 245 | $11.0K | 0.00% | +1+0.4% | Added |
| Aspire Private Capital, LLC | 231 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 250 | $11.0K | 0.00% | +250 | New |
| BerganKDV Wealth Management, LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 281 | $13.0K | 0.00% | +281 | New |
| Ronald Blue Trust, Inc. | 242 | $13.0K | 0.00% | +242 | New |
| CoreCap Advisors, LLC | 272 | $13.0K | 0.00% | +272 | New |
| Rockefeller Capital Management L.P. | 299 | $14.0K | 0.00% | +92+44.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 300 | $14.0K | 0.00% | +300 | New |
| Investors Research Corp | 300 | $14.0K | 0.00% | +300 | New |
| Allworth Financial LP | 400 | $19.0K | 0.00% | +18+4.7% | Added |
| Chilton Capital Management LLC | 400 | $19.0K | 0.00% | +400 | New |
| BDO Wealth Advisors, LLC | 450 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 478 | $22.0K | 0.00% | +64+15.5% | Added |
| Ahrens Investment Partners LLC | 512 | $24.0K | 0.01% | +4+0.8% | Added |
| Umb Bank N A | 525 | $25.0K | 0.00% | −9−1.7% | Reduced |
| Geneos Wealth Management Inc. | 526 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 559 | $26.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 625 | $29.3K | 0.00% | +625 | New |
| Harel Insurance Investments & Financial Services Ltd. | 700 | $33.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 663 | $34.4K | 0.00% | +341+105.9% | Added |
| Group One Trading, L.P. | 737 | $35.0K | 0.00% | −11,565−94.0% | Reduced |
| Harbour Investments, Inc. | 768 | $36.0K | 0.00% | +768 | New |
| Centersquare Investment Management LLC | 789 | $37.0K | 0.00% | +789 | New |
| Neo Ivy Capital Management | 895 | $42.0K | 0.11% | −433−32.6% | Reduced |
| Huntington National Bank | 925 | $43.0K | 0.00% | +608+191.8% | Added |
| Parallel Advisors, LLC | 1,107 | $52.0K | 0.00% | +5+0.5% | Added |
| Meeder Asset Management Inc | 1,229 | $58.0K | 0.00% | +272+28.4% | Added |
| Lindbrook Capital, LLC | 1,362 | $64.0K | 0.01% | +49+3.7% | Added |
| Harvest Fund Management Co., Ltd | 1,373 | $64.0K | 0.02% | +1,053+329.1% | Added |
| Spire Wealth Management | 1,393 | $65.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,382 | $65.0K | 0.00% | +13+0.9% | Added |
| Charter Oak Capital Management, LLC | 1,426 | $67.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,463 | $69.0K | 0.01% | +144+10.9% | Added |
| Point72 Hong Kong Ltd | 1,546 | $73.0K | 0.00% | −633−29.1% | Reduced |
| PSI Advisors, LLC | 1,827 | $86.0K | 0.04% | −504−21.6% | Reduced |
| American Portfolios Advisors | 1,879 | $88.2K | 0.00% | +80+4.4% | Added |
| Global Retirement Partners, LLC | 2,092 | $98.0K | 0.01% | +6+0.3% | Added |
| Signaturefd, LLC | 2,101 | $99.0K | 0.00% | +100+5.0% | Added |
| Globeflex Capital L P | 2,153 | $101.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,601 | $113.0K | 0.00% | −597−27.2% | Reduced |
| Heritage Wealth Advisors | 3,000 | $141.0K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 3,090 | $145.0K | 0.01% | +3,090 | New |
| Clear Street Markets LLC | 3,200 | $150.0K | 0.05% | −3,300−50.8% | Reduced |
| Metropolitan Life Insurance Co | 3,323 | $155.9K | 0.01% | −1,060−24.2% | Reduced |
| Byrne Asset Management LLC | 3,510 | $170.0K | 0.13% | −625−15.1% | Reduced |
| State of Wyoming | 3,669 | $172.0K | 0.11% | +1,369+59.5% | Added |
| Mutual Advisors, LLC | 4,313 | $202.0K | 0.01% | 00.0% | Unchanged |