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 |
|---|---|---|---|---|---|
| All Season Financial Advisors, Inc. | 8,504 | $399.0K | 0.34% | +90+1.1% | Added |
| The PNC Financial Services Group, Inc. | 8,513 | $399.0K | 0.00% | +379+4.7% | Added |
| Blair William & Co | 8,265 | $388.0K | 0.00% | +911+12.4% | Added |
| Ritholtz Wealth Management | 7,922 | $372.0K | 0.02% | +7,922 | New |
| Mackenzie Financial Corp | 7,840 | $368.0K | 0.00% | +3,596+84.7% | Added |
| Jackson Creek Investment Advisors LLC | 6,690 | $360.0K | 0.15% | +6,690 | New |
| Nissay Asset Management Corp | 7,576 | $356.0K | 0.00% | +264+3.6% | Added |
| Wealthcare Advisory Partners LLC | 7,522 | $353.0K | 0.02% | −104−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 7,507 | $352.0K | 0.00% | +7,507 | New |
| Cipher Capital LP | 7,301 | $343.0K | 0.08% | +7,301 | New |
| Neuberger Berman Group LLC | 7,144 | $336.0K | 0.00% | +9+0.1% | Added |
| Engineers Gate Manager LP | 6,896 | $324.0K | 0.01% | −1,765−20.4% | Reduced |
| Securian Asset Management, Inc | 6,834 | $321.0K | 0.01% | +122+1.8% | Added |
| Tower Research Capital LLC (TRC) | 6,786 | $318.0K | 0.01% | −3,712−35.4% | Reduced |
| Van Eck Associates Corp | 6,755 | $317.0K | 0.00% | +85+1.3% | Added |
| Sigma Planning Corp | 6,698 | $314.0K | 0.01% | +1,742+35.1% | Added |
| Fox Run Management, L.L.C. | 6,579 | $309.0K | 0.15% | +6,579 | New |
| Pensionfund Sabic | 6,300 | $296.0K | 0.09% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,172 | $290.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 6,165 | $290.0K | 0.00% | +6,165 | New |
| Cetera Advisor Networks LLC | 6,132 | $288.0K | 0.00% | −118−1.9% | Reduced |
| US Bancorp | 5,976 | $281.0K | 0.00% | −127−2.1% | Reduced |
| Penserra Capital Management LLC | 5,983 | $280.0K | 0.01% | +183+3.2% | Added |
| Kempen Capital Management N.V. | 5,800 | $272.0K | 0.01% | −61,000−91.3% | Reduced |
| MML Investors Services, LLC | 5,667 | $266.0K | 0.00% | +125+2.3% | Added |
| Creative Planning | 5,432 | $255.0K | 0.00% | −16,958−75.7% | Reduced |
| Wealthstar Advisors, LLC | 5,232 | $247.0K | 0.10% | +4+0.1% | Added |
| Balyasny Asset Management LLC | 5,271 | $247.0K | 0.00% | +5,271 | New |
| Private Trust Co NA | 5,087 | $239.0K | 0.04% | +687+15.6% | Added |
| Eaton Vance Management | 5,005 | $235.0K | 0.00% | −1,231−19.7% | Reduced |
| Panagora Asset Management Inc | 4,990 | $234.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 4,975 | $233.0K | 0.02% | −3−0.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,700 | $221.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,525 | $212.0K | 0.00% | +21+0.5% | Added |
| Avantax Advisory Services, Inc. | 4,422 | $208.0K | 0.00% | +7+0.2% | Added |
| Assetmark, Inc | 4,423 | $208.0K | 0.00% | +4,193+1,823.0% | Added |
| Veriti Management LLC | 4,418 | $207.0K | 0.03% | +102+2.4% | Added |
| Mutual Advisors, LLC | 4,313 | $202.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,669 | $172.0K | 0.11% | +1,369+59.5% | Added |
| Byrne Asset Management LLC | 3,510 | $170.0K | 0.13% | −625−15.1% | Reduced |
| Metropolitan Life Insurance Co | 3,323 | $155.9K | 0.01% | −1,060−24.2% | Reduced |
| Clear Street Markets LLC | 3,200 | $150.0K | 0.05% | −3,300−50.8% | Reduced |
| CSS LLC | 3,090 | $145.0K | 0.01% | +3,090 | New |
| Heritage Wealth Advisors | 3,000 | $141.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,601 | $113.0K | 0.00% | −597−27.2% | Reduced |
| Globeflex Capital L P | 2,153 | $101.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,101 | $99.0K | 0.00% | +100+5.0% | Added |
| Global Retirement Partners, LLC | 2,092 | $98.0K | 0.01% | +6+0.3% | Added |
| American Portfolios Advisors | 1,879 | $88.2K | 0.00% | +80+4.4% | Added |
| PSI Advisors, LLC | 1,827 | $86.0K | 0.04% | −504−21.6% | Reduced |
| Point72 Hong Kong Ltd | 1,546 | $73.0K | 0.00% | −633−29.1% | Reduced |
| Quadrant Capital Group LLC | 1,463 | $69.0K | 0.01% | +144+10.9% | Added |
| Charter Oak Capital Management, LLC | 1,426 | $67.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,393 | $65.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,382 | $65.0K | 0.00% | +13+0.9% | 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 |
| Meeder Asset Management Inc | 1,229 | $58.0K | 0.00% | +272+28.4% | Added |
| Parallel Advisors, LLC | 1,107 | $52.0K | 0.00% | +5+0.5% | Added |
| Huntington National Bank | 925 | $43.0K | 0.00% | +608+191.8% | Added |
| Neo Ivy Capital Management | 895 | $42.0K | 0.11% | −433−32.6% | Reduced |
| Centersquare Investment Management LLC | 789 | $37.0K | 0.00% | +789 | New |
| Harbour Investments, Inc. | 768 | $36.0K | 0.00% | +768 | New |
| Group One Trading, L.P. | 737 | $35.0K | 0.00% | −11,565−94.0% | Reduced |
| TD Waterhouse Canada Inc. | 663 | $34.4K | 0.00% | +341+105.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 700 | $33.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 625 | $29.3K | 0.00% | +625 | New |
| Sound Income Strategies, LLC | 559 | $26.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ahrens Investment Partners LLC | 512 | $24.0K | 0.01% | +4+0.8% | Added |
| Fifth Third Bancorp | 478 | $22.0K | 0.00% | +64+15.5% | Added |
| BDO Wealth Advisors, LLC | 450 | $21.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $19.0K | 0.00% | +18+4.7% | Added |
| Chilton Capital Management LLC | 400 | $19.0K | 0.00% | +400 | 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 |
| 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 |
| BerganKDV Wealth Management, LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Baron Financial Group, LLC | 188 | $8.82K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 161 | $8.00K | 0.00% | +161 | New |
| Private Capital Group, LLC | 137 | $7.00K | 0.01% | +88+179.6% | Added |
| 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 |
| Whittier Trust Co | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.00K | 0.00% | 00.0% | Unchanged |