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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $0 | 0.00% | +9 | New |
| Versant Capital Management, Inc | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4 | $151 | 0.00% | +4 | New |
| Hexagon Capital Partners LLC | 7 | $264 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $453 | 0.00% | +12 | New |
| Bartlett & Co. Wealth Management LLC | 14 | $532 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 15 | $566 | 0.00% | +15 | New |
| Baker Avenue Asset Management, LP | 19 | $717 | 0.00% | +19 | New |
| Earnest Partners LLC | 20 | $754 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $830 | 0.00% | +22 | New |
| Comerica Securities,inc. | 23 | $874 | 0.00% | +23 | New |
| TD Private Client Wealth LLC | 25 | $943 | 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 |
| Heritage Wealth Management, LLC | 32 | $1.21K | 0.00% | +16+100.0% | Added |
| Farmers & Merchants Investments Inc | 33 | $1.25K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 34 | $1.28K | 0.00% | +34 | New |
| McElhenny Sheffield Capital Management, LLC | 49 | $1.85K | 0.00% | +49 | New |
| Duncker Streett & Co Inc | 52 | $1.96K | 0.00% | +52 | New |
| Cassady Schiller Wealth Management, LLC | 53 | $2.00K | 0.00% | +53 | New |
| Glassman Wealth Services | 60 | $2.26K | 0.00% | −28−31.8% | Reduced |
| Group One Trading, L.P. | 67 | $2.53K | 0.00% | +67 | New |
| West Branch Capital LLC | 68 | $2.56K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 68 | $2.56K | 0.00% | +68 | New |
| JJJ Advisors Inc. | 65 | $2.58K | 0.00% | +18+38.3% | Added |
| Tradition Wealth Management, LLC | 84 | $3.00K | 0.00% | +2+2.4% | Added |
| Covestor Ltd | 84 | $3.00K | 0.00% | +72+600.0% | Added |
| TCI Wealth Advisors, Inc. | 80 | $3.02K | 0.00% | −393−83.1% | Reduced |
| Gradient Investments LLC | 94 | $3.55K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $3.77K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $3.78K | 0.00% | +2+2.0% | Added |
| Truvestments Capital LLC | 101 | $3.81K | 0.00% | +101 | New |
| Whittier Trust Co | 111 | $4.19K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 114 | $4.30K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 683 | $4.51K | 0.00% | +683 | New |
| Core Wealth Advisors, Inc. | 120 | $4.53K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 135 | $5.09K | 0.00% | +24+21.6% | Added |
| Credential Qtrade Securities Inc. | 136 | $5.13K | 0.00% | −16,561−99.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 136 | $5.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 138 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 143 | $5.39K | 0.00% | +41+40.2% | Added |
| Macroview Investment Management LLC | 169 | $6.38K | 0.01% | +169 | New |
| Prestige Wealth Management Group LLC | 176 | $6.69K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 193 | $7.00K | 0.00% | −110−36.3% | Reduced |
| Proequities, Inc. | 191 | $7.26K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 200 | $7.54K | 0.01% | +200 | New |
| Aspire Private Capital, LLC | 211 | $7.96K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 217 | $8.00K | 0.00% | +217 | New |
| Arlington Partners LLC | 215 | $8.11K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 219 | $8.26K | 0.00% | −759−77.6% | Reduced |
| Ellevest, Inc. | 219 | $8.26K | 0.00% | +7+3.3% | Added |
| SOA Wealth Advisors, LLC. | 225 | $8.49K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 226 | $8.53K | 0.01% | +226 | New |
| Dark Forest Capital Management LP | 235 | $8.86K | 0.00% | +235 | New |
| Belpointe Asset Management LLC | 240 | $9.05K | 0.00% | +240 | New |
| BerganKDV Wealth Management, LLC | 250 | $9.43K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 272 | $10.3K | 0.00% | +83+43.9% | Added |
| CoreCap Advisors, LLC | 272 | $10.3K | 0.00% | +272 | New |
| Allworth Financial LP | 273 | $10.3K | 0.00% | −122−30.9% | Reduced |
| Ronald Blue Trust, Inc. | 284 | $11.0K | 0.00% | +42+17.4% | Added |
| Investors Research Corp | 300 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 327 | $12.3K | 0.00% | +29+9.7% | Added |
| One Wealth Advisors, LLC | 336 | $12.7K | 0.00% | +336 | New |
| Harel Insurance Investments & Financial Services Ltd. | 380 | $14.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 377 | $14.2K | 0.00% | +300+389.6% | Added |
| Sound Income Strategies, LLC | 449 | $16.9K | 0.00% | −110−19.7% | Reduced |
| BDO Wealth Advisors, LLC | 450 | $17.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 500 | $18.9K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 500 | $19.0K | 0.00% | +500 | New |
| Umb Bank N A | 525 | $20.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 534 | $20.0K | 0.00% | +33+6.6% | Added |
| Cutler Group LP | 578 | $21.0K | 0.00% | +578 | New |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $22.8K | 0.02% | +603 | New |
| Accurate Wealth Management, LLC | 678 | $25.4K | 0.01% | +678 | New |
| Harbour Investments, Inc. | 731 | $27.6K | 0.00% | −37−4.8% | Reduced |
| State of Wyoming | 758 | $28.6K | 0.01% | −2,325−75.4% | Reduced |
| EverSource Wealth Advisors, LLC | 871 | $32.9K | 0.00% | +871 | New |
| Raleigh Capital Management Inc. | 928 | $35.0K | 0.02% | +473+104.0% | Added |
| Huntington National Bank | 986 | $37.2K | 0.00% | +81+9.0% | Added |
| Activest Wealth Management | 1,300 | $49.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,306 | $49.3K | 0.01% | +44+3.5% | Added |
| Harvest Fund Management Co., Ltd | 1,373 | $52.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,393 | $53.0K | 0.00% | +438+45.9% | Added |
| Acadian Asset Management LLC | 1,528 | $57.0K | 0.00% | −5,501−78.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,542 | $58.0K | 0.00% | −3,364−68.6% | Reduced |
| Parallel Advisors, LLC | 1,553 | $58.6K | 0.00% | +533+52.3% | Added |
| Point72 Middle East FZE | 1,577 | $59.5K | 0.00% | +1,577 | New |
| CWM, LLC | 1,658 | $63.0K | 0.00% | +55+3.4% | Added |
| International Assets Investment Management, LLC | 17,370 | $67.1K | 0.01% | +17,156+8,016.8% | Added |
| Signaturefd, LLC | 1,864 | $70.3K | 0.00% | −41−2.2% | Reduced |
| Loomis Sayles & Co L P | 2,010 | $76.0K | 0.00% | +2,010 | New |
| Quadrant Capital Group LLC | 2,134 | $80.5K | 0.01% | +887+71.1% | Added |
| Global Retirement Partners, LLC | 2,299 | $86.7K | 0.01% | +212+10.2% | Added |
| Metropolitan Life Insurance Co | 2,322 | $87.6K | 0.00% | −11−0.5% | Reduced |
| IFP Advisors, Inc | 1,469 | $92.0K | 0.00% | −285−16.2% | Reduced |
| Heritage Wealth Advisors | 3,000 | $113.2K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 3,042 | $115.0K | 0.10% | +3,042 | New |
| Steward Partners Investment Advisory, LLC | 3,495 | $131.8K | 0.00% | −1,052−23.1% | Reduced |