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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, Q3 2022

Institutional positions in Epr Properties as of Sep 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
319
−13 vs. Q2 2022
Shares held
59.3M
+531.1K (+0.9%) vs. Q2 2022
Total value
$2.13B
−$630.2M (−22.8%) vs. Q2 2022
New holders
37
116 more added
Sold out
50
113 more reduced

5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 319 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 heldQ3 2022: $2.13B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q2 2022.

Institutions holding EPR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc11,272,904$404.2M0.01%+52,586+0.5%Added
BlackRock Inc.10,507,417$376.8M0.01%+146,425+1.4%Added
Invesco Ltd.5,876,741$210.7M0.07%+232,628+4.1%Added
State Street Corp4,072,855$147.1M0.01%−3,985−0.1%Reduced
Bank of New York Mellon Corp1,658,935$59.5M0.01%−26,180−1.6%Reduced
PGGM Investments1,339,287$48.0M0.84%+1,339,287New
Citadel Advisors LLC1,251,534$44.9M0.06%+936,073+296.7%Added
Geode Capital Management, LLC1,142,836$41.0M0.01%−7,095−0.6%Reduced
Northwood Liquid Management LP1,127,195$40.4M8.90%+1,127,195New
Charles Schwab Investment Management Inc1,090,651$39.1M0.01%+32,967+3.1%Added
Dimensional Fund Advisors LP1,047,054$37.5M0.01%−4,677−0.4%Reduced
Brookfield Asset Management Inc.907,387$32.5M0.12%−456,827−33.5%Reduced
Heitman Real Estate Securities LLC828,470$29.7M1.61%−17,537−2.1%Reduced
Norges Bank777,462$27.9M0.01%+11,921+1.6%Added
Northern Trust Corp740,332$26.5M0.01%+30,991+4.4%Added
Nuveen Asset Management, LLC718,924$25.8M0.01%+40,719+6.0%Added
Goldman Sachs Group Inc660,484$23.7M0.01%+269,939+69.1%Added
Legal & General Group Plc553,780$19.9M0.01%−20,772−3.6%Reduced
Prudential Financial Inc400,333$19.0M0.03%−1,684,980−80.8%Reduced
LSV Asset Management524,300$18.8M0.04%+410,432+360.4%Added
Morgan Stanley475,375$17.0M0.00%−30,120−6.0%Reduced
Thrivent Financial for Lutherans467,700$16.8M0.05%+4,932+1.1%Added
Discovery Capital Management, LLC450,729$16.2M2.53%+281,782+166.8%Added
UBS Asset Management Americas Inc370,365$13.3M0.01%−33,602−8.3%Reduced
JPMorgan Chase & Co360,652$12.9M0.00%+21,940+6.5%Added
Principal Financial Group Inc312,019$11.2M0.01%−37,019−10.6%Reduced
Barclays PLC305,984$11.0M0.01%−70,144−18.6%Reduced
AQR Capital Management LLC270,861$9.71M0.02%+28,647+11.8%Added
Rhumbline Advisers230,747$8.28M0.01%+6,867+3.1%Added
Los Angeles Capital Management LLC220,420$7.90M0.04%+169,277+331.0%Added
Massachusetts Financial Services Co208,931$7.49M0.00%−711−0.3%Reduced
Bank of America Corp205,290$7.36M0.00%−293,147−58.8%Reduced
State of Wisconsin Investment Board185,796$6.66M0.02%−4,810−2.5%Reduced
Swiss National Bank177,788$6.38M0.00%+900+0.5%Added
Renaissance Technologies LLC173,800$6.23M0.01%−194,400−52.8%Reduced
Primecap Management Co172,000$6.17M0.01%−1,500−0.9%Reduced
Virginia Retirement Systems Et Al170,900$6.13M0.07%+170,900New
Guardian Capital LP165,498$5.93M0.20%−180,580−52.2%Reduced
Ameriprise Financial Inc160,117$5.78M0.00%−1,288−0.8%Reduced
Public Employees Retirement System of Ohio158,523$5.68M0.03%−7,380−4.4%Reduced
Raymond James & Associates156,943$5.63M0.01%−127,285−44.8%Reduced
Balyasny Asset Management LLC151,694$5.44M0.02%+146,423+2,777.9%Added
Westpac Banking Corp149,526$5.36M0.08%−111,683−42.8%Reduced
Qube Research & Technologies Ltd142,142$5.10M0.03%+61,356+75.9%Added
Millennium Management LLC140,336$5.03M0.01%−85,761−37.9%Reduced
Royal Bank of Canada138,081$4.95M0.00%−48,299−25.9%Reduced
Alliancebernstein L.P.128,902$4.62M0.00%−462,514−78.2%Reduced
Ilmarinen Mutual Pension Insurance Co125,000$4.48M0.07%00.0%Unchanged
Zacks Investment Management122,474$4.39M0.07%−16,202−11.7%Reduced
Credit Suisse AG119,426$4.28M0.00%+28,173+30.9%Added
Bank of Montreal102,858$4.27M0.00%−97,482−48.7%Reduced
Swedbank AB118,750$4.26M0.01%−5,750−4.6%Reduced
American International Group, Inc.118,369$4.25M0.03%−5,486−4.4%Reduced
State of Tennessee, Treasury Department118,035$4.23M0.02%+8,520+7.8%Added
STRS Ohio113,789$4.08M0.02%+10,205+9.9%Added
Asset Management One Co.,Ltd.113,242$4.06M0.02%−5,682−4.8%Reduced
New York State Teachers Retirement System107,465$3.85M0.01%+8,500+8.6%Added
Ontario Teachers Pension Plan Board107,457$3.85M0.05%+35,871+50.1%Added
Retirement Systems of Alabama98,209$3.52M0.02%−551−0.6%Reduced
Exchange Traded Concepts, LLC95,772$3.43M0.11%+10,373+12.1%Added
Commonwealth Equity Services, LLC95,297$3.42M0.01%+2,906+3.1%Added
California State Teachers Retirement System93,921$3.37M0.01%−1,898−2.0%Reduced
Great West Life Assurance Co93,754$3.36M0.01%+6,246+7.1%Added
Oppenheimer & Co Inc91,380$3.28M0.08%+24,900+37.5%Added
PEAK6 Investments LLC90,907$3.26M0.12%+90,879+324,567.9%Added
Sumitomo Mitsui Trust Holdings, Inc.90,437$3.24M0.00%+615+0.7%Added
Macquarie Group Ltd88,672$3.20M0.00%+40,094+82.5%Added
Wedge Capital Management L L P89,002$3.19M0.05%−870−1.0%Reduced
State Board of Administration of Florida Retirement System87,168$3.13M0.01%−2,560−2.9%Reduced
Putnam Investments LLC85,278$3.06M0.01%−1,500−1.7%Reduced
State of New Jersey Common Pension Fund D81,560$2.92M0.01%+7,526+10.2%Added
Jupiter Asset Management Ltd79,831$2.86M0.04%+79,831New
Integrated Advisors Network LLC76,687$2.75M0.19%−1,956−2.5%Reduced
Brandywine Global Investment Management, LLC75,407$2.70M0.03%+36,750+95.1%Added
Nomura Asset Management Co Ltd74,080$2.66M0.02%+2,164+3.0%Added
Price T Rowe Associates Inc73,555$2.64M0.00%+6,434+9.6%Added
State of Alaska, Department of Revenue72,172$2.59M0.03%+1,465+2.1%Added
Comerica Bank68,778$2.56M0.02%−980−1.4%Reduced
Federated Hermes, Inc.71,206$2.55M0.01%−18,788−20.9%Reduced
New York State Common Retirement Fund68,758$2.47M0.00%−324−0.5%Reduced
Liberty Mutual Group Asset Management Inc.65,790$2.36M0.71%−13,930−17.5%Reduced
First Trust Advisors LP65,606$2.35M0.00%+17,407+36.1%Added
Envestnet Asset Management Inc63,064$2.26M0.00%+7,584+13.7%Added
Manufacturers Life Insurance Company, The61,004$2.19M0.00%−2,024−3.2%Reduced
Mutual of America Capital Management LLC60,266$2.16M0.03%−2,416−3.9%Reduced
Wells Fargo & Company59,047$2.12M0.00%−4,824−7.6%Reduced
Nisa Investment Advisors, LLC57,869$2.08M0.02%+2,165+3.9%Added
Advisor Group Holdings, Inc.56,784$2.04M0.00%+1,450+2.6%Added
Cubist Systematic Strategies, LLC56,673$2.03M0.02%+3,568+6.7%Added
Texas Permanent School Fund53,952$1.94M0.03%−235−0.4%Reduced
Amalgamated Bank53,506$1.92M0.02%−1,136−2.1%Reduced
ExodusPoint Capital Management, LP53,420$1.92M0.03%+45,913+611.6%Added
AXA S.A.52,250$1.87M0.01%−11,300−17.8%Reduced
Allianz Asset Management GmbH48,735$1.75M0.00%+17,260+54.8%Added
MetLife Investment Management48,154$1.73M0.01%−579−1.2%Reduced
Man Group plc46,779$1.68M0.01%––
Citigroup Inc46,577$1.67M0.00%+8,760+23.2%Added
PFG Advisors45,819$1.64M0.19%+400+0.9%Added
Two Sigma Advisers, LP45,000$1.61M0.00%−68,515−60.4%Reduced
D. E. Shaw & Co., Inc.43,034$1.54M0.00%−29,296−40.5%Reduced