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, Q4 2022
Institutional positions in Epr Properties as of Dec 31, 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
- 332
- +18 vs. Q3 2022
- Shares held
- 59.6M
- +361.3K (+0.6%) vs. Q3 2022
- Total value
- $2.25B
- +$118.0M (+5.5%) vs. Q3 2022
- New holders
- 55
- 133 more added
- Sold out
- 37
- 91 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,381,656 | $429.3M | 0.01% | +108,752+1.0% | Added |
| BlackRock Inc. | 10,861,249 | $409.7M | 0.01% | +353,832+3.4% | Added |
| Invesco Ltd. | 5,784,304 | $218.2M | 0.06% | −92,437−1.6% | Reduced |
| State Street Corp | 4,162,324 | $158.1M | 0.01% | +89,469+2.2% | Added |
| Citadel Advisors LLC | 1,819,982 | $68.6M | 0.08% | +568,448+45.4% | Added |
| Bank of New York Mellon Corp | 1,687,891 | $63.7M | 0.01% | +28,956+1.7% | Added |
| PGGM Investments | 1,318,323 | $49.7M | 0.87% | −20,964−1.6% | Reduced |
| Geode Capital Management, LLC | 1,178,209 | $44.4M | 0.01% | +35,373+3.1% | Added |
| Charles Schwab Investment Management Inc | 1,132,445 | $42.7M | 0.01% | +41,794+3.8% | Added |
| Dimensional Fund Advisors LP | 1,019,931 | $38.5M | 0.01% | −27,123−2.6% | Reduced |
| LSV Asset Management | 914,070 | $34.5M | 0.08% | +389,770+74.3% | Added |
| Millennium Management LLC | 827,848 | $31.2M | 0.03% | +687,512+489.9% | Added |
| Heitman Real Estate Securities LLC | 816,890 | $30.8M | 1.64% | −11,580−1.4% | Reduced |
| Norges Bank | 813,092 | $30.7M | 0.01% | +35,630+4.6% | Added |
| Nuveen Asset Management, LLC | 788,691 | $29.7M | 0.01% | +69,767+9.7% | Added |
| Goldman Sachs Group Inc | 760,022 | $28.7M | 0.01% | +99,538+15.1% | Added |
| Northern Trust Corp | 756,706 | $28.5M | 0.01% | +16,374+2.2% | Added |
| Legal & General Group Plc | 571,774 | $21.6M | 0.01% | +17,994+3.2% | Added |
| Morgan Stanley | 571,058 | $21.5M | 0.00% | +95,683+20.1% | Added |
| AQR Capital Management LLC | 396,574 | $14.8M | 0.03% | +125,713+46.4% | Added |
| UBS Asset Management Americas Inc | 390,400 | $14.7M | 0.01% | +20,035+5.4% | Added |
| Discovery Capital Management, LLC | 374,885 | $14.1M | 2.10% | −75,844−16.8% | Reduced |
| Renaissance Technologies LLC | 373,700 | $14.1M | 0.02% | +199,900+115.0% | Added |
| Qube Research & Technologies Ltd | 346,443 | $13.1M | 0.08% | +204,301+143.7% | Added |
| JPMorgan Chase & Co | 338,149 | $12.8M | 0.00% | −22,503−6.2% | Reduced |
| Barclays PLC | 336,852 | $12.7M | 0.01% | +30,868+10.1% | Added |
| Principal Financial Group Inc | 294,125 | $11.1M | 0.01% | −17,894−5.7% | Reduced |
| Los Angeles Capital Management LLC | 278,370 | $10.5M | 0.05% | +57,950+26.3% | Added |
| Thrivent Financial for Lutherans | 276,582 | $10.4M | 0.03% | −191,118−40.9% | Reduced |
| Rhumbline Advisers | 246,812 | $9.31M | 0.01% | +16,065+7.0% | Added |
| Point72 Asset Management, L.P. | 233,191 | $8.80M | 0.03% | +233,191 | New |
| Prudential Financial Inc | 200,997 | $7.58M | 0.01% | −199,336−49.8% | Reduced |
| State of Wisconsin Investment Board | 181,251 | $6.84M | 0.02% | −4,545−2.4% | Reduced |
| Swiss National Bank | 181,188 | $6.83M | 0.00% | +3,400+1.9% | Added |
| Bank of America Corp | 180,987 | $6.83M | 0.00% | −24,303−11.8% | Reduced |
| Virginia Retirement Systems Et Al | 170,900 | $6.45M | 0.07% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 164,808 | $6.22M | 0.00% | −44,123−21.1% | Reduced |
| Ameriprise Financial Inc | 158,570 | $5.99M | 0.00% | −1,547−1.0% | Reduced |
| Primecap Management Co | 148,280 | $5.59M | 0.01% | −23,720−13.8% | Reduced |
| Westpac Banking Corp | 145,651 | $5.49M | 0.08% | −3,875−2.6% | Reduced |
| First Trust Advisors LP | 139,297 | $5.25M | 0.01% | +73,691+112.3% | Added |
| Alliancebernstein L.P. | 126,847 | $4.78M | 0.00% | −2,055−1.6% | Reduced |
| Public Employees Retirement System of Ohio | 126,645 | $4.78M | 0.02% | −31,878−20.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 125,000 | $4.71M | 0.07% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 124,382 | $4.69M | 0.05% | +16,925+15.8% | Added |
| Asset Management One Co.,Ltd. | 119,114 | $4.49M | 0.02% | +5,872+5.2% | Added |
| Swedbank AB | 118,757 | $4.48M | 0.01% | +70.0% | Added |
| State of Tennessee, Treasury Department | 118,035 | $4.45M | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 116,830 | $4.41M | 0.03% | −1,539−1.3% | Reduced |
| Zacks Investment Management | 114,384 | $4.31M | 0.06% | −8,090−6.6% | Reduced |
| New York State Teachers Retirement System | 111,669 | $4.21M | 0.01% | +4,204+3.9% | Added |
| Kempen Capital Management N.V. | 111,000 | $4.19M | 0.12% | +101,000+1,010.0% | Added |
| Brandywine Global Investment Management, LLC | 102,308 | $3.86M | 0.03% | +26,901+35.7% | Added |
| Credit Suisse AG | 101,691 | $3.84M | 0.00% | −17,735−14.9% | Reduced |
| STRS Ohio | 101,437 | $3.83M | 0.02% | −12,352−10.9% | Reduced |
| Commonwealth Equity Services, LLC | 101,270 | $3.82M | 0.01% | +5,973+6.3% | Added |
| Great West Life Assurance Co | 100,014 | $3.77M | 0.01% | +6,260+6.7% | Added |
| Retirement Systems of Alabama | 98,879 | $3.73M | 0.02% | +670+0.7% | Added |
| California State Teachers Retirement System | 95,005 | $3.58M | 0.01% | +1,084+1.2% | Added |
| Exchange Traded Concepts, LLC | 92,312 | $3.48M | 0.10% | −3,460−3.6% | Reduced |
| Wedge Capital Management L L P | 89,051 | $3.36M | 0.05% | +49+0.1% | Added |
| New York State Common Retirement Fund | 88,209 | $3.33M | 0.00% | +19,451+28.3% | Added |
| State Board of Administration of Florida Retirement System | 87,338 | $3.29M | 0.01% | +170+0.2% | Added |
| State of New Jersey Common Pension Fund D | 86,436 | $3.26M | 0.01% | +4,876+6.0% | Added |
| Macquarie Group Ltd | 85,726 | $3.23M | 0.00% | −2,946−3.3% | Reduced |
| Putnam Investments LLC | 85,580 | $3.23M | 0.01% | +302+0.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 83,700 | $3.16M | 0.00% | −6,737−7.4% | Reduced |
| Royal Bank of Canada | 79,212 | $2.99M | 0.00% | −58,869−42.6% | Reduced |
| Federated Hermes, Inc. | 78,983 | $2.98M | 0.01% | +7,777+10.9% | Added |
| Cubist Systematic Strategies, LLC | 75,985 | $2.87M | 0.02% | +19,312+34.1% | Added |
| Nomura Asset Management Co Ltd | 75,810 | $2.86M | 0.02% | +1,730+2.3% | Added |
| Liberty Mutual Group Asset Management Inc. | 75,088 | $2.83M | 0.76% | +9,298+14.1% | Added |
| Wells Fargo & Company | 74,658 | $2.82M | 0.00% | +15,611+26.4% | Added |
| Price T Rowe Associates Inc | 73,988 | $2.79M | 0.00% | +433+0.6% | Added |
| Jupiter Asset Management Ltd | 68,780 | $2.59M | 0.04% | −11,051−13.8% | Reduced |
| SG Americas Securities, LLC | 65,887 | $2.48M | 0.04% | +53,123+416.2% | Added |
| Comerica Bank | 60,517 | $2.47M | 0.02% | −8,261−12.0% | Reduced |
| Mutual of America Capital Management LLC | 61,625 | $2.32M | 0.03% | +1,359+2.3% | Added |
| Oppenheimer & Co Inc | 60,850 | $2.30M | 0.05% | −30,530−33.4% | Reduced |
| Manufacturers Life Insurance Company, The | 60,649 | $2.29M | 0.00% | −355−0.6% | Reduced |
| UBS Group AG | 58,991 | $2.23M | 0.00% | +47,890+431.4% | Added |
| Nisa Investment Advisors, LLC | 58,506 | $2.21M | 0.02% | +637+1.1% | Added |
| Amalgamated Bank | 57,913 | $2.18M | 0.02% | +4,407+8.2% | Added |
| Advisor Group Holdings, Inc. | 55,973 | $2.11M | 0.00% | −811−1.4% | Reduced |
| LPL Financial LLC | 55,827 | $2.11M | 0.00% | +36,936+195.5% | Added |
| Envestnet Asset Management Inc | 55,444 | $2.09M | 0.00% | −7,620−12.1% | Reduced |
| AXA S.A. | 52,250 | $1.97M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 51,972 | $1.96M | 0.01% | +19,461+59.9% | Added |
| Susquehanna Fundamental Investments, LLC | 51,721 | $1.95M | 0.03% | +43,321+515.7% | Added |
| Quantinno Capital Management LP | 51,504 | $1.94M | 0.14% | +51,504 | New |
| Texas Permanent School Fund | 50,375 | $1.90M | 0.03% | −3,577−6.6% | Reduced |
| Amundi | 48,669 | $1.90M | 0.00% | +7,285+17.6% | Added |
| State of Alaska, Department of Revenue | 47,849 | $1.80M | 0.02% | −24,323−33.7% | Reduced |
| Brookfield Asset Management Inc. | 47,300 | $1.78M | 0.01% | −860,087−94.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 47,256 | $1.78M | 0.00% | +25,748+119.7% | Added |
| MetLife Investment Management | 47,213 | $1.78M | 0.01% | −941−2.0% | Reduced |
| PFG Advisors | 45,961 | $1.73M | 0.17% | +142+0.3% | Added |
| D. E. Shaw & Co., Inc. | 45,392 | $1.71M | 0.00% | +2,358+5.5% | Added |
| Vestcor Inc | 44,916 | $1.69M | 0.06% | +15,329+51.8% | Added |
| Balyasny Asset Management LLC | 43,748 | $1.65M | 0.01% | −107,946−71.2% | Reduced |