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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
Commonwealth of Pennsylvania Public School Empls Retrmt Sys29,742$1.07M0.01%+63+0.2%Added
Mercer Global Advisors Inc29,857$1.07M0.01%+1,592+5.6%Added
Guggenheim Capital LLC30,617$1.10M0.01%−4,436−12.7%Reduced
UBS Oconnor LLC30,989$1.11M0.01%−10,810−25.9%Reduced
Treasurer of the State of North Carolina31,730$1.14M0.01%+410+1.3%Added
Mariner, LLC32,511$1.17M0.00%−585−1.8%Reduced
O'Shaughnessy Asset Management, LLC33,526$1.20M0.02%−8,580−20.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.35,470$1.27M0.00%+2,103+6.3%Added
Franklin Resources Inc35,464$1.27M0.00%+2,529+7.7%Added
Truist Financial Corp36,114$1.29M0.00%+5,414+17.6%Added
Teacher Retirement System of Texas36,222$1.30M0.01%+24,315+204.2%Added
Natixis36,400$1.30M0.01%00.0%Unchanged
HSBC Holdings PLC37,584$1.35M0.00%+17,109+83.6%Added
Bridgewater Associates, LP37,869$1.36M0.01%+37,869New
Yousif Capital Management, LLC38,315$1.37M0.02%−3,730−8.9%Reduced
Keeley-Teton Advisors, LLC39,478$1.42M0.19%−534−1.3%Reduced
Martingale Asset Management L P40,368$1.45M0.03%+6,117+17.9%Added
Mirae Asset Global Investments Co., Ltd.40,582$1.46M0.00%−43,676−51.8%Reduced
Amundi41,384$1.54M0.00%−19,442−32.0%Reduced
D. E. Shaw & Co., Inc.43,034$1.54M0.00%−29,296−40.5%Reduced
Two Sigma Advisers, LP45,000$1.61M0.00%−68,515−60.4%Reduced
PFG Advisors45,819$1.64M0.19%+400+0.9%Added
Citigroup Inc46,577$1.67M0.00%+8,760+23.2%Added
Man Group plc46,779$1.68M0.01%––
MetLife Investment Management48,154$1.73M0.01%−579−1.2%Reduced
Allianz Asset Management GmbH48,735$1.75M0.00%+17,260+54.8%Added
AXA S.A.52,250$1.87M0.01%−11,300−17.8%Reduced
ExodusPoint Capital Management, LP53,420$1.92M0.03%+45,913+611.6%Added
Amalgamated Bank53,506$1.92M0.02%−1,136−2.1%Reduced
Texas Permanent School Fund53,952$1.94M0.03%−235−0.4%Reduced
Cubist Systematic Strategies, LLC56,673$2.03M0.02%+3,568+6.7%Added
Advisor Group Holdings, Inc.56,784$2.04M0.00%+1,450+2.6%Added
Nisa Investment Advisors, LLC57,869$2.08M0.02%+2,165+3.9%Added
Wells Fargo & Company59,047$2.12M0.00%−4,824−7.6%Reduced
Mutual of America Capital Management LLC60,266$2.16M0.03%−2,416−3.9%Reduced
Manufacturers Life Insurance Company, The61,004$2.19M0.00%−2,024−3.2%Reduced
Envestnet Asset Management Inc63,064$2.26M0.00%+7,584+13.7%Added
First Trust Advisors LP65,606$2.35M0.00%+17,407+36.1%Added
Liberty Mutual Group Asset Management Inc.65,790$2.36M0.71%−13,930−17.5%Reduced
New York State Common Retirement Fund68,758$2.47M0.00%−324−0.5%Reduced
Federated Hermes, Inc.71,206$2.55M0.01%−18,788−20.9%Reduced
Comerica Bank68,778$2.56M0.02%−980−1.4%Reduced
State of Alaska, Department of Revenue72,172$2.59M0.03%+1,465+2.1%Added
Price T Rowe Associates Inc73,555$2.64M0.00%+6,434+9.6%Added
Nomura Asset Management Co Ltd74,080$2.66M0.02%+2,164+3.0%Added
Brandywine Global Investment Management, LLC75,407$2.70M0.03%+36,750+95.1%Added
Integrated Advisors Network LLC76,687$2.75M0.19%−1,956−2.5%Reduced
Jupiter Asset Management Ltd79,831$2.86M0.04%+79,831New
State of New Jersey Common Pension Fund D81,560$2.92M0.01%+7,526+10.2%Added
Putnam Investments LLC85,278$3.06M0.01%−1,500−1.7%Reduced
State Board of Administration of Florida Retirement System87,168$3.13M0.01%−2,560−2.9%Reduced
Wedge Capital Management L L P89,002$3.19M0.05%−870−1.0%Reduced
Macquarie Group Ltd88,672$3.20M0.00%+40,094+82.5%Added
Sumitomo Mitsui Trust Holdings, Inc.90,437$3.24M0.00%+615+0.7%Added
PEAK6 Investments LLC90,907$3.26M0.12%+90,879+324,567.9%Added
Oppenheimer & Co Inc91,380$3.28M0.08%+24,900+37.5%Added
Great West Life Assurance Co93,754$3.36M0.01%+6,246+7.1%Added
California State Teachers Retirement System93,921$3.37M0.01%−1,898−2.0%Reduced
Commonwealth Equity Services, LLC95,297$3.42M0.01%+2,906+3.1%Added
Exchange Traded Concepts, LLC95,772$3.43M0.11%+10,373+12.1%Added
Retirement Systems of Alabama98,209$3.52M0.02%−551−0.6%Reduced
Ontario Teachers Pension Plan Board107,457$3.85M0.05%+35,871+50.1%Added
New York State Teachers Retirement System107,465$3.85M0.01%+8,500+8.6%Added
Asset Management One Co.,Ltd.113,242$4.06M0.02%−5,682−4.8%Reduced
STRS Ohio113,789$4.08M0.02%+10,205+9.9%Added
State of Tennessee, Treasury Department118,035$4.23M0.02%+8,520+7.8%Added
American International Group, Inc.118,369$4.25M0.03%−5,486−4.4%Reduced
Swedbank AB118,750$4.26M0.01%−5,750−4.6%Reduced
Bank of Montreal102,858$4.27M0.00%−97,482−48.7%Reduced
Credit Suisse AG119,426$4.28M0.00%+28,173+30.9%Added
Zacks Investment Management122,474$4.39M0.07%−16,202−11.7%Reduced
Ilmarinen Mutual Pension Insurance Co125,000$4.48M0.07%00.0%Unchanged
Alliancebernstein L.P.128,902$4.62M0.00%−462,514−78.2%Reduced
Royal Bank of Canada138,081$4.95M0.00%−48,299−25.9%Reduced
Millennium Management LLC140,336$5.03M0.01%−85,761−37.9%Reduced
Qube Research & Technologies Ltd142,142$5.10M0.03%+61,356+75.9%Added
Westpac Banking Corp149,526$5.36M0.08%−111,683−42.8%Reduced
Balyasny Asset Management LLC151,694$5.44M0.02%+146,423+2,777.9%Added
Raymond James & Associates156,943$5.63M0.01%−127,285−44.8%Reduced
Public Employees Retirement System of Ohio158,523$5.68M0.03%−7,380−4.4%Reduced
Ameriprise Financial Inc160,117$5.78M0.00%−1,288−0.8%Reduced
Guardian Capital LP165,498$5.93M0.20%−180,580−52.2%Reduced
Virginia Retirement Systems Et Al170,900$6.13M0.07%+170,900New
Primecap Management Co172,000$6.17M0.01%−1,500−0.9%Reduced
Renaissance Technologies LLC173,800$6.23M0.01%−194,400−52.8%Reduced
Swiss National Bank177,788$6.38M0.00%+900+0.5%Added
State of Wisconsin Investment Board185,796$6.66M0.02%−4,810−2.5%Reduced
Bank of America Corp205,290$7.36M0.00%−293,147−58.8%Reduced
Massachusetts Financial Services Co208,931$7.49M0.00%−711−0.3%Reduced
Los Angeles Capital Management LLC220,420$7.90M0.04%+169,277+331.0%Added
Rhumbline Advisers230,747$8.28M0.01%+6,867+3.1%Added
AQR Capital Management LLC270,861$9.71M0.02%+28,647+11.8%Added
Barclays PLC305,984$11.0M0.01%−70,144−18.6%Reduced
Principal Financial Group Inc312,019$11.2M0.01%−37,019−10.6%Reduced
JPMorgan Chase & Co360,652$12.9M0.00%+21,940+6.5%Added
UBS Asset Management Americas Inc370,365$13.3M0.01%−33,602−8.3%Reduced
Discovery Capital Management, LLC450,729$16.2M2.53%+281,782+166.8%Added
Thrivent Financial for Lutherans467,700$16.8M0.05%+4,932+1.1%Added
Morgan Stanley475,375$17.0M0.00%−30,120−6.0%Reduced
LSV Asset Management524,300$18.8M0.04%+410,432+360.4%Added