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Livermore
Livermore
ZHEN

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.

Other share classesEPR.PCEPR.PEEPR.PG

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.

Institutional holdersQ2 2022: 337 institutions
Q1 2021: 294 institutionsQ2 2021: 317 institutionsQ3 2021: 309 institutionsQ4 2021: 323 institutionsQ1 2022: 352 institutionsQ2 2022: 337 institutionsQ3 2022: 319 institutionsQ4 2022: 332 institutionsQ1 2023: 327 institutionsQ2 2023: 340 institutionsQ3 2023: 327 institutionsQ4 2023: 353 institutionsQ1 2024: 350 institutionsQ2 2024: 355 institutionsQ3 2024: 356 institutionsQ4 2024: 364 institutionsQ1 2025: 388 institutionsQ2 2025: 417 institutionsQ3 2025: 455 institutionsQ4 2025: 458 institutionsQ1 2026: 465 institutionsQ2 2026: 489 institutions
Value heldQ2 2022: $2.76B
Q1 2021: $2.92BQ2 2021: $3.15BQ3 2021: $2.88BQ4 2021: $2.80BQ1 2022: $3.20BQ2 2022: $2.76BQ3 2022: $2.13BQ4 2022: $2.25BQ1 2023: $2.26BQ2 2023: $2.72BQ3 2023: $2.45BQ4 2023: $2.74BQ1 2024: $2.28BQ2 2024: $2.22BQ3 2024: $2.63BQ4 2024: $2.38BQ1 2025: $3.07BQ2 2025: $3.52BQ3 2025: $3.52BQ4 2025: $3.02BQ1 2026: $3.06BQ2 2026: $3.68B
Institutions holding EPR and their total value by quarter
QuarterHoldersValue
Q2 2026489$3.68B
Q1 2026465$3.06B
Q4 2025458$3.02B
Q3 2025455$3.52B
Q2 2025417$3.52B
Q1 2025388$3.07B
Q4 2024364$2.38B
Q3 2024356$2.63B
Q2 2024355$2.22B
Q1 2024350$2.28B
Q4 2023353$2.74B
Q3 2023327$2.45B
Q2 2023340$2.72B
Q1 2023327$2.26B
Q4 2022332$2.25B
Q3 2022319$2.13B
Q2 2022337$2.76B
Q1 2022352$3.20B
Q4 2021323$2.80B
Q3 2021309$2.88B
Q2 2021317$3.15B
Q1 2021294$2.92B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2022.

Institutions holding EPR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Veriti Management LLC4,418$207.0K0.03%+102+2.4%Added
Avantax Advisory Services, Inc.4,422$208.0K0.00%+7+0.2%Added
Assetmark, Inc4,423$208.0K0.00%+4,193+1,823.0%Added
Steward Partners Investment Advisory, LLC4,525$212.0K0.00%+21+0.5%Added
Robertson Stephens Wealth Management, LLC4,700$221.0K0.02%00.0%Unchanged
Pitcairn Co4,975$233.0K0.02%−3−0.1%Reduced
Panagora Asset Management Inc4,990$234.0K0.00%00.0%Unchanged
Eaton Vance Management5,005$235.0K0.00%−1,231−19.7%Reduced
Private Trust Co NA5,087$239.0K0.04%+687+15.6%Added
Wealthstar Advisors, LLC5,232$247.0K0.10%+4+0.1%Added
Balyasny Asset Management LLC5,271$247.0K0.00%+5,271New
Creative Planning5,432$255.0K0.00%−16,958−75.7%Reduced
MML Investors Services, LLC5,667$266.0K0.00%+125+2.3%Added
Kempen Capital Management N.V.5,800$272.0K0.01%−61,000−91.3%Reduced
Penserra Capital Management LLC5,983$280.0K0.01%+183+3.2%Added
US Bancorp5,976$281.0K0.00%−127−2.1%Reduced
Cetera Advisor Networks LLC6,132$288.0K0.00%−118−1.9%Reduced
Maryland State Retirement & Pension System6,172$290.0K0.01%00.0%Unchanged
Acadian Asset Management LLC6,165$290.0K0.00%+6,165New
Pensionfund Sabic6,300$296.0K0.09%00.0%Unchanged
Fox Run Management, L.L.C.6,579$309.0K0.15%+6,579New
Sigma Planning Corp6,698$314.0K0.01%+1,742+35.1%Added
Van Eck Associates Corp6,755$317.0K0.00%+85+1.3%Added
Tower Research Capital LLC (TRC)6,786$318.0K0.01%−3,712−35.4%Reduced
Securian Asset Management, Inc6,834$321.0K0.01%+122+1.8%Added
Engineers Gate Manager LP6,896$324.0K0.01%−1,765−20.4%Reduced
Neuberger Berman Group LLC7,144$336.0K0.00%+9+0.1%Added
Cipher Capital LP7,301$343.0K0.08%+7,301New
ExodusPoint Capital Management, LP7,507$352.0K0.00%+7,507New
Wealthcare Advisory Partners LLC7,522$353.0K0.02%−104−1.4%Reduced
Nissay Asset Management Corp7,576$356.0K0.00%+264+3.6%Added
Jackson Creek Investment Advisors LLC6,690$360.0K0.15%+6,690New
Mackenzie Financial Corp7,840$368.0K0.00%+3,596+84.7%Added
Ritholtz Wealth Management7,922$372.0K0.02%+7,922New
Blair William & Co8,265$388.0K0.00%+911+12.4%Added
All Season Financial Advisors, Inc.8,504$399.0K0.34%+90+1.1%Added
The PNC Financial Services Group, Inc.8,513$399.0K0.00%+379+4.7%Added
Algert Global LLC8,607$404.0K0.03%−4,570−34.7%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd8,781$412.0K0.01%+807+10.1%Added
Xponance, Inc.8,836$415.0K0.01%+652+8.0%Added
Beck Bode, LLC8,856$416.0K0.09%+8,856New
Walleye Trading LLC8,915$418.0K0.01%+8,915New
Redpoint Investment Management Pty Ltd8,922$419.0K0.05%+2,672+42.8%Added
BNP Paribas Arbitrage, SA9,223$432.8K0.00%+377+4.3%Added
Raymond James Financial Services Advisors, Inc.9,241$434.0K0.00%−10−0.1%Reduced
Cambridge Investment Research Advisors, Inc.9,399$441.0K0.00%−1,178−11.1%Reduced
Schonfeld Strategic Advisors LLC9,900$465.0K0.00%+9,900New
Crossmark Global Holdings, Inc.10,185$478.0K0.01%−100−1.0%Reduced
Voya Investment Management LLC10,307$483.0K0.00%−281,729−96.5%Reduced
Midwest Professional Planners, LTD.10,282$483.0K0.27%+1,264+14.0%Added
Coldstream Capital Management Inc10,581$496.0K0.02%+177+1.7%Added
Public Employees Retirement Association of Colorado10,646$500.0K0.00%00.0%Unchanged
M&T Bank Corp10,980$513.0K0.00%+1,876+20.6%Added
Alps Advisors Inc10,946$514.0K0.00%−1,167−9.6%Reduced
Employees Retirement System of Texas11,000$516.0K0.01%00.0%Unchanged
New Mexico Educational Retirement Board11,800$554.0K0.03%−3,700−23.9%Reduced
Teacher Retirement System of Texas11,907$559.0K0.00%−3,543−22.9%Reduced
Ziegler Capital Management, LLC11,964$561.0K0.02%+11,964New
Community Bank of Raymore12,010$563.0K0.17%00.0%Unchanged
Allspring Global Investments Holdings, LLC12,175$571.0K0.00%−8,069−39.9%Reduced
Leonteq Securities AG12,179$571.6K0.03%−8,072−39.9%Reduced
Schnieders Capital Management LLC12,366$580.0K0.17%+712+6.1%Added
D.A. Davidson & Co.12,427$583.0K0.01%+1,086+9.6%Added
National Asset Management, Inc.12,443$584.0K0.02%+6,935+125.9%Added
Northwestern Mutual Investment Management Company, LLC12,549$589.0K0.01%+124+1.0%Added
Ashton Thomas Private Wealth, LLC13,034$611.7K0.07%−8,108−38.4%Reduced
1620 Investment Advisors, Inc.13,433$630.0K0.87%+820+6.5%Added
Infrastructure Capital Advisors, LLC13,523$635.0K0.12%+9,491+235.4%Added
Texas Yale Capital Corp.13,750$645.0K0.04%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp14,277$670.0K0.00%+2,356+19.8%Added
Campbell & CO Investment Adviser LLC14,704$690.0K0.19%+6,464+78.4%Added
Pensionfund DSM Netherlands14,762$693.0K0.44%00.0%Unchanged
Prime Capital Investment Advisors, LLC14,820$696.0K0.04%+7,993+117.1%Added
Standard Life Aberdeen plc15,892$751.0K0.00%−633−3.8%Reduced
Spouting Rock Asset Management, LLC16,105$756.0K0.49%00.0%Unchanged
North Star Investment Management Corp.16,150$758.0K0.07%00.0%Unchanged
DekaBank Deutsche Girozentrale16,594$773.0K0.00%+1,162+7.5%Added
Victory Capital Management Inc16,745$786.0K0.00%+449+2.8%Added
Handelsbanken Fonder AB16,900$793.0K0.01%00.0%Unchanged
AlphaCrest Capital Management LLC17,308$812.0K0.04%−809−4.5%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management17,370$815.0K0.04%00.0%Unchanged
Janney Montgomery Scott LLC17,601$842.0K0.00%+1,759+11.1%Added
RDA Financial Network17,986$844.0K0.43%+140+0.8%Added
Supplemental Annuity Collective Trust of NJ18,000$845.0K0.34%00.0%Unchanged
Camelot Portfolios, LLC18,478$867.0K0.52%−988−5.1%Reduced
State of Michigan Retirement System19,089$896.0K0.01%+100+0.5%Added
LPL Financial LLC19,219$902.0K0.00%+1,636+9.3%Added
Arrowstreet Capital, Limited Partnership19,360$909.0K0.00%−195,702−91.0%Reduced
Jane Street Group, LLC19,527$917.0K0.00%−3,868−16.5%Reduced
Russell Investments Group, Ltd.19,674$922.0K0.00%+5,032+34.4%Added
Ameritas Investment Partners, Inc.19,815$929.0K0.04%00.0%Unchanged
Arizona State Retirement System20,316$953.0K0.01%+95+0.5%Added
HSBC Holdings PLC20,475$964.0K0.00%−44,770−68.6%Reduced
Meiji Yasuda Asset Management Co Ltd.20,883$980.0K0.06%+7,819+59.9%Added
Daiwa Securities Group Inc.20,957$984.0K0.01%−1,319−5.9%Reduced
DuPont Capital Management Corp20,978$984.0K0.05%+3,300+18.7%Added
Canada Pension Plan Investment Board21,200$995.0K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.21,204$995.0K0.00%+21,204New
Ensign Peak Advisors, Inc21,397$1.00M0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund21,462$1.01M0.02%−2,500−10.4%Reduced