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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 190,606 | $8.95M | 0.02% | +1,417+0.7% | Added |
| Massachusetts Financial Services Co | 209,642 | $9.84M | 0.00% | −27,343−11.5% | Reduced |
| Bank of Montreal | 200,340 | $10.1M | 0.01% | +101,351+102.4% | Added |
| Rhumbline Advisers | 223,880 | $10.5M | 0.02% | +18,470+9.0% | Added |
| Millennium Management LLC | 226,097 | $10.6M | 0.01% | −552,432−71.0% | Reduced |
| AQR Capital Management LLC | 242,214 | $11.3M | 0.03% | +23,234+10.6% | Added |
| Cbre Clarion Securities LLC | 254,613 | $11.9M | 0.19% | +254,613 | New |
| Westpac Banking Corp | 261,209 | $12.3M | 0.16% | +92,070+54.4% | Added |
| Peregrine Capital Management LLC | 276,385 | $13.0M | 0.39% | −3,968−1.4% | Reduced |
| Raymond James & Associates | 284,228 | $13.3M | 0.01% | +123,413+76.7% | Added |
| Citadel Advisors LLC | 315,461 | $14.8M | 0.02% | +112,519+55.4% | Added |
| JPMorgan Chase & Co | 338,712 | $15.9M | 0.00% | −36,592−9.7% | Reduced |
| Guardian Capital LP | 346,078 | $16.2M | 0.50% | +162,502+88.5% | Added |
| Principal Financial Group Inc | 349,038 | $16.4M | 0.01% | +94,678+37.2% | Added |
| Renaissance Technologies LLC | 368,200 | $17.3M | 0.02% | +258,322+235.1% | Added |
| Barclays PLC | 376,128 | $17.7M | 0.02% | +56,787+17.8% | Added |
| Goldman Sachs Group Inc | 390,545 | $18.3M | 0.01% | +187,270+92.1% | Added |
| UBS Asset Management Americas Inc | 403,967 | $19.0M | 0.01% | −13,319−3.2% | Reduced |
| Thrivent Financial for Lutherans | 462,768 | $21.7M | 0.06% | +143,478+44.9% | Added |
| Bank of America Corp | 498,437 | $23.4M | 0.00% | +309,868+164.3% | Added |
| Morgan Stanley | 505,495 | $23.7M | 0.00% | +325,931+181.5% | Added |
| Legal & General Group Plc | 574,552 | $27.0M | 0.01% | +15,224+2.7% | Added |
| Alliancebernstein L.P. | 591,416 | $27.8M | 0.01% | −54,079−8.4% | Reduced |
| Nuveen Asset Management, LLC | 678,205 | $31.8M | 0.01% | +165,687+32.3% | Added |
| Northern Trust Corp | 709,341 | $33.3M | 0.01% | −33,726−4.5% | Reduced |
| Norges Bank | 765,541 | $35.9M | 0.01% | +2,766+0.4% | Added |
| Heitman Real Estate Securities LLC | 846,007 | $39.7M | 1.86% | +545,317+181.4% | Added |
| Dimensional Fund Advisors LP | 1,051,731 | $49.4M | 0.02% | −3,807−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,057,684 | $49.6M | 0.02% | +33,061+3.2% | Added |
| Geode Capital Management, LLC | 1,149,931 | $54.0M | 0.01% | −23,108−2.0% | Reduced |
| Brookfield Asset Management Inc. | 1,364,214 | $64.0M | 0.27% | −218,177−13.8% | Reduced |
| Bank of New York Mellon Corp | 1,685,115 | $79.1M | 0.02% | +114,963+7.3% | Added |
| Prudential Financial Inc | 2,085,313 | $97.9M | 0.16% | +376,964+22.1% | Added |
| State Street Corp | 4,076,840 | $192.4M | 0.01% | −37,445−0.9% | Reduced |
| Invesco Ltd. | 5,644,113 | $264.9M | 0.08% | −496,934−8.1% | Reduced |
| BlackRock Inc. | 10,360,992 | $486.2M | 0.02% | −144,192−1.4% | Reduced |
| Vanguard Group Inc | 11,220,318 | $526.6M | 0.01% | −9,905−0.1% | Reduced |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −227,742−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −105,341−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −40,371−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −38,300−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −17,513−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −11,849−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,595−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −11,565−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −11,103−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −10,953−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −10,148−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,971−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −6,265−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −5,742−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −5,328−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,272−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,019−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,050−100.0% | Sold out |
| Capasso Planning Partners LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,410−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,379−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −4,394−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −4,167−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −4,136−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −3,713−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| FAI Wealth Management | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −10,285−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| American National Insurance Co | – | – | – | – | Not filed |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |
| Ritter Daniher Financial Advisory, LLC | – | – | – | – | Not filed |