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, 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 12 | $0 | 0.00% | −5−29.4% | Reduced |
| Versant Capital Management, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 14 | $506 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $670 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $897 | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 27 | $968 | 0.00% | +27 | New |
| CVA Family Office, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $1.00K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 33 | $1.00K | 0.00% | +33 | New |
| Heritage Wealth Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Northwestern Mutual Wealth Management Co | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 82 | $3.00K | 0.00% | +2+2.5% | Added |
| Glassman Wealth Services | 88 | $3.00K | 0.00% | +28+46.7% | Added |
| Bell Investment Advisors, Inc | 102 | $4.00K | 0.00% | −22−17.7% | Reduced |
| Whittier Trust Co | 111 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 100 | $4.00K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 120 | $4.00K | 0.00% | +45+60.0% | Added |
| GHP Investment Advisors, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| TD Capital Management LLC | 98 | $4.00K | 0.00% | +98 | New |
| Anchor Investment Management, LLC | 135 | $4.85K | 0.00% | +135 | New |
| Parkside Financial Bank & Trust | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 136 | $5.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 165 | $6.00K | 0.00% | −23−12.2% | Reduced |
| Prestige Wealth Management Group LLC | 176 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 189 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 191 | $7.00K | 0.00% | +97+103.2% | Added |
| Hudock, Inc. | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 211 | $8.00K | 0.00% | −20−8.7% | Reduced |
| Arlington Partners LLC | 215 | $8.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 212 | $8.00K | 0.00% | +158+292.6% | Added |
| International Assets Investment Management, LLC | 214 | $8.00K | 0.00% | +214 | New |
| BerganKDV Wealth Management, LLC | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 303 | $10.0K | 0.00% | +4+1.3% | Added |
| Fifth Third Bancorp | 298 | $11.0K | 0.00% | −180−37.7% | Reduced |
| Investors Research Corp | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 242 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 380 | $13.0K | 0.00% | −320−45.7% | Reduced |
| TD Waterhouse Canada Inc. | 329 | $13.2K | 0.00% | −334−50.4% | Reduced |
| Allworth Financial LP | 395 | $14.0K | 0.00% | −5−1.3% | Reduced |
| Wipfli Financial Advisors LLC, | 377 | $14.0K | 0.00% | +377 | New |
| Riverview Trust Co | 406 | $15.0K | 0.01% | +406 | New |
| BDO Wealth Advisors, LLC | 450 | $16.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 455 | $16.0K | 0.01% | +240+111.6% | Added |
| TCI Wealth Advisors, Inc. | 473 | $17.0K | 0.00% | +443+1,476.7% | Added |
| Clear Street Markets LLC | 501 | $18.0K | 0.00% | −2,699−84.3% | Reduced |
| Delos Wealth Advisors, LLC | 500 | $18.0K | 0.02% | +500 | New |
| Umb Bank N A | 525 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 559 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 584 | $20.0K | 0.00% | +584 | New |
| Brown Brothers Harriman & Co | 838 | $30.0K | 0.00% | +677+420.5% | Added |
| Huntington National Bank | 905 | $32.0K | 0.00% | −20−2.2% | Reduced |
| Spire Wealth Management | 955 | $34.0K | 0.00% | −438−31.4% | Reduced |
| PSI Advisors, LLC | 978 | $35.0K | 0.02% | −849−46.5% | Reduced |
| Harbour Investments, Inc. | 768 | $36.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,020 | $37.0K | 0.00% | −87−7.9% | Reduced |
| Quadrant Capital Group LLC | 1,247 | $45.0K | 0.01% | −216−14.8% | Reduced |
| Lindbrook Capital, LLC | 1,262 | $45.0K | 0.01% | −100−7.3% | Reduced |
| Activest Wealth Management | 1,300 | $47.0K | 0.02% | +1,300 | New |
| Harvest Fund Management Co., Ltd | 1,373 | $49.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,603 | $57.0K | 0.00% | +221+16.0% | Added |
| Neo Ivy Capital Management | 1,672 | $60.0K | 0.16% | +777+86.8% | Added |
| American Portfolios Advisors | 1,692 | $60.7K | 0.00% | −187−10.0% | Reduced |
| Signaturefd, LLC | 1,905 | $68.0K | 0.00% | −196−9.3% | Reduced |
| Global Retirement Partners, LLC | 2,087 | $81.0K | 0.01% | −5−0.2% | Reduced |
| Metropolitan Life Insurance Co | 2,333 | $83.7K | 0.00% | −990−29.8% | Reduced |
| Meeder Asset Management Inc | 2,377 | $85.0K | 0.00% | +1,148+93.4% | Added |
| Heritage Wealth Advisors | 3,000 | $107.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,083 | $111.0K | 0.05% | −586−16.0% | Reduced |
| IFP Advisors, Inc | 1,754 | $123.0K | 0.00% | +153+9.6% | Added |
| Van Eck Associates Corp | 4,293 | $154.0K | 0.00% | −2,462−36.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,547 | $163.0K | 0.00% | +22+0.5% | Added |
| Byrne Asset Management LLC | 4,586 | $165.0K | 0.13% | +1,076+30.7% | Added |
| US Bancorp | 4,654 | $166.0K | 0.00% | −1,322−22.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,906 | $176.0K | 0.00% | −1,880−27.7% | Reduced |
| Private Trust Co NA | 5,087 | $182.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 5,693 | $204.0K | 0.00% | +261+4.8% | Added |
| Diversified Trust Co | 5,836 | $209.0K | 0.01% | +5,836 | New |
| Maryland State Retirement & Pension System | 6,172 | $221.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 6,300 | $226.0K | 0.01% | +6,300 | New |
| Jackson Creek Investment Advisors LLC | 6,608 | $237.0K | 0.11% | −82−1.2% | Reduced |
| Penserra Capital Management LLC | 6,623 | $237.0K | 0.01% | +640+10.7% | Added |
| Securian Asset Management, Inc | 6,834 | $245.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,029 | $251.0K | 0.00% | +864+14.0% | Added |
| Cetera Advisor Networks LLC | 7,066 | $253.0K | 0.00% | +934+15.2% | Added |
| MML Investors Services, LLC | 7,071 | $254.0K | 0.00% | +1,404+24.8% | Added |
| PCG Wealth Advisors, LLC | 7,284 | $262.0K | 0.09% | +7,284 | New |