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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 400,333 | $19.0M | 0.03% | −1,684,980−80.8% | Reduced |
| Legal & General Group Plc | 553,780 | $19.9M | 0.01% | −20,772−3.6% | Reduced |
| Goldman Sachs Group Inc | 660,484 | $23.7M | 0.01% | +269,939+69.1% | Added |
| Nuveen Asset Management, LLC | 718,924 | $25.8M | 0.01% | +40,719+6.0% | Added |
| Northern Trust Corp | 740,332 | $26.5M | 0.01% | +30,991+4.4% | Added |
| Norges Bank | 777,462 | $27.9M | 0.01% | +11,921+1.6% | Added |
| Heitman Real Estate Securities LLC | 828,470 | $29.7M | 1.61% | −17,537−2.1% | Reduced |
| Brookfield Asset Management Inc. | 907,387 | $32.5M | 0.12% | −456,827−33.5% | Reduced |
| Dimensional Fund Advisors LP | 1,047,054 | $37.5M | 0.01% | −4,677−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,090,651 | $39.1M | 0.01% | +32,967+3.1% | Added |
| Northwood Liquid Management LP | 1,127,195 | $40.4M | 8.90% | +1,127,195 | New |
| Geode Capital Management, LLC | 1,142,836 | $41.0M | 0.01% | −7,095−0.6% | Reduced |
| Citadel Advisors LLC | 1,251,534 | $44.9M | 0.06% | +936,073+296.7% | Added |
| PGGM Investments | 1,339,287 | $48.0M | 0.84% | +1,339,287 | New |
| Bank of New York Mellon Corp | 1,658,935 | $59.5M | 0.01% | −26,180−1.6% | Reduced |
| State Street Corp | 4,072,855 | $147.1M | 0.01% | −3,985−0.1% | Reduced |
| Invesco Ltd. | 5,876,741 | $210.7M | 0.07% | +232,628+4.1% | Added |
| BlackRock Inc. | 10,507,417 | $376.8M | 0.01% | +146,425+1.4% | Added |
| Vanguard Group Inc | 11,272,904 | $404.2M | 0.01% | +52,586+0.5% | Added |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −276,385−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −254,613−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −105,798−100.0% | Sold out |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −97,546−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −58,066−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −50,041−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −38,419−100.0% | Sold out |
| B&I Capital AG | 0 | $0 | 0.00% | −22,720−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −21,204−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −20,978−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −13,523−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −13,034−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,915−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −8,856−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −8,265−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −7,922−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,579−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −5,232−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −4,975−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −4,422−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,418−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −4,313−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −2,153−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,546−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Baron Financial Group, LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Lake Point Wealth Management | – | – | – | – | Not filed |
| Exane Derivatives | – | – | – | – | Not filed |