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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, 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.

Institutional holdersQ4 2022: 332 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 heldQ4 2022: $2.25B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2022.

Institutions holding EPR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc4,545$172.0K0.00%+4,500+10,000.0%Added
Private Trust Co NA5,087$192.0K0.03%00.0%Unchanged
Cerity Partners LLC5,372$202.6K0.00%+5,372New
US Bancorp5,526$208.4K0.00%+872+18.7%Added
Infrastructure Capital Advisors, LLC5,955$224.6K0.04%+5,955New
Maryland State Retirement & Pension System6,172$232.8K0.01%00.0%Unchanged
Captrust Financial Advisors6,210$234.3K0.00%+6,210New
Sound Stewardship, LLC6,284$237.0K0.18%+6,284New
Advisory Services Network, LLC6,292$237.3K0.01%+6,292New
Securian Asset Management, Inc6,834$257.8K0.01%00.0%Unchanged
Bridgefront Capital, LLC6,893$260.0K0.18%−1,008−12.8%Reduced
Northwestern Mutual Investment Management Company, LLC6,942$261.9K0.01%−3,892−35.9%Reduced
Erste Asset Management GmbH7,100$265.5K0.01%+7,100New
Cetera Advisor Networks LLC7,157$270.0K0.00%+91+1.3%Added
ExodusPoint Capital Management, LP7,259$274.0K0.00%−46,161−86.4%Reduced
The PNC Financial Services Group, Inc.7,288$274.9K0.00%−576−7.3%Reduced
MML Investors Services, LLC7,335$277.0K0.00%+264+3.7%Added
Byrne Asset Management LLC7,551$285.1K0.21%+2,965+64.7%Added
Cambria Investment Management, L.P.7,560$285.2K0.02%+7,560New
Van Eck Associates Corp7,723$291.0K0.00%+3,430+79.9%Added
D.A. Davidson & Co.7,784$293.6K0.00%−4,700−37.6%Reduced
Pensionfund Sabic7,800$294.0K0.10%00.0%Unchanged
Neuberger Berman Group LLC7,826$295.2K0.00%−2,728−25.8%Reduced
National Bank of Canada7,838$295.6K0.00%+7,673+4,650.3%Added
Wealthcare Advisory Partners LLC7,893$297.7K0.01%+299+3.9%Added
Nissay Asset Management Corp7,953$300.0K0.00%+49+0.6%Added
Wolverine Trading, LLC7,991$301.0K0.01%+7,991New
Creative Planning8,252$311.3K0.00%+2,559+44.9%Added
Penserra Capital Management LLC8,325$314.0K0.01%+1,702+25.7%Added
Schnieders Capital Management LLC8,412$317.3K0.07%00.0%Unchanged
National Asset Management, Inc.8,386$318.6K0.01%−4,803−36.4%Reduced
MRP Capital Investments, LLC9,000$339.5K0.38%+9,000New
All Season Financial Advisors, Inc.9,151$345.2K0.31%+250+2.8%Added
Boothbay Fund Management, LLC9,344$352.5K0.01%+9,344New
Winton Group Ltd9,556$360.5K0.02%+2,002+26.5%Added
Voya Investment Management LLC9,569$360.9K0.00%+38+0.4%Added
Tudor Investment Corp Et Al9,839$371.0K0.01%+9,839New
Xponance, Inc.9,905$373.6K0.01%+1,068+12.1%Added
FMR LLC9,925$374.4K0.00%−714−6.7%Reduced
Coldstream Capital Management Inc10,046$378.9K0.01%+10,046New
Oak Thistle LLC10,102$381.0K0.82%+10,102New
Crossmark Global Holdings, Inc.10,151$383.0K0.01%+86+0.9%Added
First Republic Investment Management, Inc.10,322$389.3K0.00%−72−0.7%Reduced
New York Life Investment Management LLC10,366$391.0K0.00%+1,166+12.7%Added
Voloridge Investment Management, LLC10,407$392.6K0.00%−12,983−55.5%Reduced
Spouting Rock Asset Management, LLC10,572$398.8K0.30%−5,533−34.4%Reduced
Two Sigma Advisers, LP10,600$399.8K0.00%−34,400−76.4%Reduced
Public Employees Retirement Association of Colorado10,646$402.0K0.00%00.0%Unchanged
M&T Bank Corp10,890$410.7K0.00%−17−0.2%Reduced
Leonteq Securities AG10,937$412.5K0.02%−2,697−19.8%Reduced
Caption Management, LLC11,000$414.9K0.07%−5,000−31.3%Reduced
Janney Montgomery Scott LLC11,001$415.0K0.00%−6,697−37.8%Reduced
Alps Advisors Inc11,055$417.0K0.00%−866−7.3%Reduced
Moody National Bank Trust Division11,034$417.0K0.04%+140+1.3%Added
Sumitomo Mitsui DS Asset Management Company, Ltd11,259$424.7K0.01%+1,659+17.3%Added
Community Bank of Raymore11,730$442.5K0.16%−280−2.3%Reduced
New Mexico Educational Retirement Board11,800$445.0K0.02%00.0%Unchanged
Natixis11,900$448.9K0.00%−24,500−67.3%Reduced
Sigma Planning Corp11,966$451.4K0.02%+3,448+40.5%Added
Teachers Retirement System of the State of Kentucky12,014$453.0K0.00%+1,900+18.8%Added
BNP Paribas Arbitrage, SA12,042$454.2K0.00%+1,477+14.0%Added
Mackenzie Financial Corp12,247$462.0K0.00%+2,925+31.4%Added
Handelsbanken Fonder AB12,500$472.0K0.00%−4,400−26.0%Reduced
1620 Investment Advisors, Inc.13,183$497.3K0.61%−384−2.8%Reduced
Standard Life Aberdeen plc13,286$501.1K0.00%−3,499−20.8%Reduced
Midwest Professional Planners, LTD.13,318$502.3K0.28%+1,737+15.0%Added
Squarepoint Ops LLC13,509$509.6K0.00%+13,509New
Texas Yale Capital Corp.13,750$518.6K0.03%00.0%Unchanged
Bank of Montreal13,995$528.5K0.00%−88,863−86.4%Reduced
Prime Capital Investment Advisors, LLC14,064$530.5K0.02%−756−5.1%Reduced
Janus Henderson Group PLC14,083$531.1K0.00%00.0%Unchanged
Camelot Portfolios, LLC14,138$533.3K0.39%+1,631+13.0%Added
Pacer Advisors, Inc.14,372$542.1K0.00%+14,372New
Truist Financial Corp14,690$554.1K0.00%−21,424−59.3%Reduced
Russell Investments Group, Ltd.14,759$556.7K0.00%−824−5.3%Reduced
RDA Financial Network14,807$558.5K0.28%+591+4.2%Added
Ziegler Capital Management, LLC14,923$562.9K0.02%+3,008+25.2%Added
Mitsubishi UFJ Trust & Banking Corp14,959$564.3K0.00%+417+2.9%Added
Cambridge Investment Research Advisors, Inc.15,023$567.0K0.00%+558+3.9%Added
DekaBank Deutsche Girozentrale16,008$598.0K0.00%−2,629−14.1%Reduced
North Star Investment Management Corp.16,150$609.2K0.05%00.0%Unchanged
GraniteShares Advisors LLC16,338$616.3K0.51%+16,338New
PEAK6 Investments LLC16,347$616.6K0.03%−74,560−82.0%Reduced
Mather Group, LLC.16,612$626.6K0.01%+709+4.5%Added
Allspring Global Investments Holdings, LLC16,658$628.3K0.00%−3,845−18.8%Reduced
Pensionfund DSM Netherlands17,262$651.0K0.45%00.0%Unchanged
Supplemental Annuity Collective Trust of NJ18,000$679.0K0.28%00.0%Unchanged
State of Michigan Retirement System19,089$720.0K0.01%+200+1.1%Added
Fox Run Management, L.L.C.19,472$734.5K0.29%+19,472New
Louisiana State Employees Retirement System20,100$758.0K0.02%+100+0.5%Added
Raymond James Financial Services Advisors, Inc.20,273$764.7K0.00%−1,565−7.2%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management20,417$770.1K0.04%00.0%Unchanged
Daiwa Securities Group Inc.20,526$774.0K0.01%−624−3.0%Reduced
Meiji Yasuda Asset Management Co Ltd.21,007$792.0K0.04%00.0%Unchanged
Pinebridge Investments, L.P.21,002$792.2K0.01%+463+2.3%Added
Arizona State Retirement System21,167$798.4K0.01%+794+3.9%Added
Ameritas Investment Partners, Inc.19,292$799.1K0.03%00.0%Unchanged
Capital Fund Management S.A.21,354$805.5K0.02%+21,354New
Oregon Public Employees Retirement Fund22,074$832.6K0.01%+212+1.0%Added
Hancock Whitney Corp22,270$840.0K0.03%−5,648−20.2%Reduced