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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

Q3 2022 vs. Q2 2022

How the institutions holding Epr Properties changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of EPR: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders3375319−13
Shares58.8M10.8K59.3M+531.1K (+0.9%)
Value$2.76B$507.6K$2.13B−$630.2M (−22.8%)

5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Epr Properties at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to EPR in Q3 2022
InstitutionSharesValue% of portfolio
PGGM Investments1,339,287$48.0M0.84%
Northwood Liquid Management LP1,127,195$40.4M8.90%
Virginia Retirement Systems Et Al170,900$6.13M0.07%
Jupiter Asset Management Ltd79,831$2.86M0.04%
Bridgewater Associates, LP37,869$1.36M0.01%
Hancock Whitney Corp27,918$1.00M0.04%
Jump Financial, LLC18,900$678.0K0.03%
Verition Fund Management LLC18,849$676.0K0.01%
Quantedge Capital Pte Ltd17,100$613.0K0.19%
Caption Management, LLC16,000$573.0K0.10%
Mather Group, LLC.15,903$570.0K0.01%
Y-Intercept (Hong Kong) Ltd12,081$433.2K0.04%
Moody National Bank Trust Division10,894$391.0K0.04%
First Republic Investment Management, Inc.10,394$373.0K0.00%
Teachers Retirement System of the State of Kentucky10,114$363.0K0.00%
Gsa Capital Partners LLP8,444$303.0K0.04%
Susquehanna Fundamental Investments, LLC8,400$301.0K0.01%
Bridgefront Capital, LLC7,901$283.0K0.29%
Winton Group Ltd7,554$271.0K0.02%
Measured Wealth Private Client Group, LLC7,543$270.0K0.12%
PCG Wealth Advisors, LLC7,284$262.0K0.09%
Versor Investments LP6,300$226.0K0.01%
Diversified Trust Co5,836$209.0K0.01%
Activest Wealth Management1,300$47.0K0.02%
Lazard Asset Management LLC584$20.0K0.00%
Delos Wealth Advisors, LLC500$18.0K0.02%
Riverview Trust Co406$15.0K0.01%
Wipfli Financial Advisors LLC,377$14.0K0.00%
International Assets Investment Management, LLC214$8.00K0.00%
Anchor Investment Management, LLC135$4.85K0.00%
GHP Investment Advisors, Inc.100$4.00K0.00%
TD Capital Management LLC98$4.00K0.00%
Massmutual Trust Co FSB14$1.00K0.00%
Farmers & Merchants Investments Inc33$1.00K0.00%
Heritage Wealth Management, LLC16$1.00K0.00%
De Burlo Group Inc27$9680.00%
Householder Group Estate & Retirement Specialist, LLC1$00.00%

Sold out (50)

Institutions that held Epr Properties at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of EPR in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Peregrine Capital Management LLC276,385$13.0M
Cbre Clarion Securities LLC254,613$11.9M
Point72 Asset Management, L.P.105,798$4.96M
Taconic Capital Advisors LP97,546$4.58M
Wellington Management Group LLP58,066$2.73M
Tudor Investment Corp Et Al50,041$2.35M
Independent Financial Group, LLC38,419$1.80M
B&I Capital AG22,720$1.07M
Canada Pension Plan Investment Board21,200$995.0K
Parallax Volatility Advisers, L.P.21,204$995.0K
DuPont Capital Management Corp20,978$984.0K
Infrastructure Capital Advisors, LLC13,523$635.0K
Ashton Thomas Private Wealth, LLC13,034$611.7K
Walleye Trading LLC8,915$418.0K
Beck Bode, LLC8,856$416.0K
Blair William & Co8,265$388.0K
Ritholtz Wealth Management7,922$372.0K
Fox Run Management, L.L.C.6,579$309.0K
Wealthstar Advisors, LLC5,232$247.0K
Eaton Vance Management5,005$235.0K
Panagora Asset Management Inc4,990$234.0K
Pitcairn Co4,975$233.0K
Robertson Stephens Wealth Management, LLC4,700$221.0K
Avantax Advisory Services, Inc.4,422$208.0K
Veriti Management LLC4,418$207.0K
Mutual Advisors, LLC4,313$202.0K
CSS LLC3,090$145.0K
Globeflex Capital L P2,153$101.0K
Point72 Hong Kong Ltd1,546$73.0K
Charter Oak Capital Management, LLC1,426$67.0K
Centersquare Investment Management LLC789$37.0K
Group One Trading, L.P.737$35.0K
Venture Visionary Partners LLC625$29.3K
Geneos Wealth Management Inc.526$25.0K
Ahrens Investment Partners LLC512$24.0K
Chilton Capital Management LLC400$19.0K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC300$14.0K
ACG Wealth281$13.0K
CoreCap Advisors, LLC272$13.0K
Patriot Financial Group Insurance Agency, LLC245$11.0K
Vectors Research Management, LLC200$9.00K
Baron Financial Group, LLC188$8.82K
Valley National Advisers Inc100$5.00K
Prospera Financial Services Inc90$4.00K
Sageworth Trust Co of South Dakota42$2.00K
Global Wealth Management Investment Advisory, Inc.16$1.00K
Joseph P. Lucia & Associates, LLC20$1.00K
Sutton Wealth Advisors Inc.8$375
Lee Financial Co3$0
Financial Management Professionals, Inc.6$0

Not filed for Q3 2022 yet (5)

Institutions that held Epr Properties at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPR in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Coldstream Capital Management Inc10,581$496.0K
Private Capital Group, LLC137$7.00K
Fieldpoint Private Securities, LLC40$2.00K
Lake Point Wealth Management39$2.00K
Exane Derivatives13$610