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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,600 | $344.0K | 0.01% | +819+9.3% | Added |
| Voya Investment Management LLC | 9,531 | $341.8K | 0.00% | −776−7.5% | Reduced |
| Mackenzie Financial Corp | 9,322 | $334.0K | 0.00% | +1,482+18.9% | Added |
| New York Life Investment Management LLC | 9,200 | $330.0K | 0.00% | −21,334−69.9% | Reduced |
| Jane Street Group, LLC | 9,213 | $330.0K | 0.00% | −10,314−52.8% | Reduced |
| All Season Financial Advisors, Inc. | 8,901 | $319.0K | 0.35% | +397+4.7% | Added |
| Xponance, Inc. | 8,837 | $317.0K | 0.01% | +10.0% | Added |
| Sigma Planning Corp | 8,518 | $305.0K | 0.01% | +1,820+27.2% | Added |
| SEI Investments Co | 8,460 | $303.0K | 0.00% | −69,049−89.1% | Reduced |
| Gsa Capital Partners LLP | 8,444 | $303.0K | 0.04% | +8,444 | New |
| Schnieders Capital Management LLC | 8,412 | $302.0K | 0.08% | −3,954−32.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 8,400 | $301.0K | 0.01% | +8,400 | New |
| Nissay Asset Management Corp | 7,904 | $283.0K | 0.00% | +328+4.3% | Added |
| Bridgefront Capital, LLC | 7,901 | $283.0K | 0.29% | +7,901 | New |
| The PNC Financial Services Group, Inc. | 7,864 | $281.0K | 0.00% | −649−7.6% | Reduced |
| Pensionfund Sabic | 7,800 | $280.0K | 0.10% | +1,500+23.8% | Added |
| Wealthcare Advisory Partners LLC | 7,594 | $272.0K | 0.02% | +72+1.0% | Added |
| Winton Group Ltd | 7,554 | $271.0K | 0.02% | +7,554 | New |
| Measured Wealth Private Client Group, LLC | 7,543 | $270.0K | 0.12% | +7,543 | New |
| PCG Wealth Advisors, LLC | 7,284 | $262.0K | 0.09% | +7,284 | New |
| MML Investors Services, LLC | 7,071 | $254.0K | 0.00% | +1,404+24.8% | Added |
| Cetera Advisor Networks LLC | 7,066 | $253.0K | 0.00% | +934+15.2% | Added |
| Acadian Asset Management LLC | 7,029 | $251.0K | 0.00% | +864+14.0% | Added |
| Securian Asset Management, Inc | 6,834 | $245.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Versor Investments LP | 6,300 | $226.0K | 0.01% | +6,300 | New |
| Maryland State Retirement & Pension System | 6,172 | $221.0K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 5,836 | $209.0K | 0.01% | +5,836 | New |
| Creative Planning | 5,693 | $204.0K | 0.00% | +261+4.8% | Added |
| Private Trust Co NA | 5,087 | $182.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,906 | $176.0K | 0.00% | −1,880−27.7% | Reduced |
| US Bancorp | 4,654 | $166.0K | 0.00% | −1,322−22.1% | Reduced |
| Byrne Asset Management LLC | 4,586 | $165.0K | 0.13% | +1,076+30.7% | Added |
| Steward Partners Investment Advisory, LLC | 4,547 | $163.0K | 0.00% | +22+0.5% | Added |
| Van Eck Associates Corp | 4,293 | $154.0K | 0.00% | −2,462−36.4% | Reduced |
| IFP Advisors, Inc | 1,754 | $123.0K | 0.00% | +153+9.6% | Added |
| State of Wyoming | 3,083 | $111.0K | 0.05% | −586−16.0% | Reduced |
| Heritage Wealth Advisors | 3,000 | $107.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,377 | $85.0K | 0.00% | +1,148+93.4% | Added |
| Metropolitan Life Insurance Co | 2,333 | $83.7K | 0.00% | −990−29.8% | Reduced |
| Global Retirement Partners, LLC | 2,087 | $81.0K | 0.01% | −5−0.2% | Reduced |
| Signaturefd, LLC | 1,905 | $68.0K | 0.00% | −196−9.3% | Reduced |
| American Portfolios Advisors | 1,692 | $60.7K | 0.00% | −187−10.0% | Reduced |
| Neo Ivy Capital Management | 1,672 | $60.0K | 0.16% | +777+86.8% | Added |
| CWM, LLC | 1,603 | $57.0K | 0.00% | +221+16.0% | Added |
| Harvest Fund Management Co., Ltd | 1,373 | $49.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,300 | $47.0K | 0.02% | +1,300 | New |
| 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 |
| Parallel Advisors, LLC | 1,020 | $37.0K | 0.00% | −87−7.9% | Reduced |
| Harbour Investments, Inc. | 768 | $36.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 978 | $35.0K | 0.02% | −849−46.5% | Reduced |
| Spire Wealth Management | 955 | $34.0K | 0.00% | −438−31.4% | Reduced |
| Huntington National Bank | 905 | $32.0K | 0.00% | −20−2.2% | Reduced |
| Brown Brothers Harriman & Co | 838 | $30.0K | 0.00% | +677+420.5% | Added |
| Sound Income Strategies, LLC | 559 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 584 | $20.0K | 0.00% | +584 | New |
| Umb Bank N A | 525 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| TCI Wealth Advisors, Inc. | 473 | $17.0K | 0.00% | +443+1,476.7% | Added |
| 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 |
| Riverview Trust Co | 406 | $15.0K | 0.01% | +406 | New |
| Allworth Financial LP | 395 | $14.0K | 0.00% | −5−1.3% | Reduced |
| Wipfli Financial Advisors LLC, | 377 | $14.0K | 0.00% | +377 | New |
| TD Waterhouse Canada Inc. | 329 | $13.2K | 0.00% | −334−50.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 380 | $13.0K | 0.00% | −320−45.7% | Reduced |
| 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 |
| Rockefeller Capital Management L.P. | 303 | $10.0K | 0.00% | +4+1.3% | Added |
| BerganKDV Wealth Management, LLC | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Accel Wealth Management | 189 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 191 | $7.00K | 0.00% | +97+103.2% | Added |
| 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 |
| Parkside Financial Bank & Trust | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 136 | $5.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 135 | $4.85K | 0.00% | +135 | New |
| 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 |
| 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 |
| Northwestern Mutual Wealth Management Co | 77 | $2.00K | 0.00% | 00.0% | Unchanged |