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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 233,191 | $8.80M | 0.03% | +233,191 | New |
| Rhumbline Advisers | 246,812 | $9.31M | 0.01% | +16,065+7.0% | Added |
| Thrivent Financial for Lutherans | 276,582 | $10.4M | 0.03% | −191,118−40.9% | Reduced |
| Los Angeles Capital Management LLC | 278,370 | $10.5M | 0.05% | +57,950+26.3% | Added |
| Principal Financial Group Inc | 294,125 | $11.1M | 0.01% | −17,894−5.7% | Reduced |
| Barclays PLC | 336,852 | $12.7M | 0.01% | +30,868+10.1% | Added |
| JPMorgan Chase & Co | 338,149 | $12.8M | 0.00% | −22,503−6.2% | Reduced |
| Qube Research & Technologies Ltd | 346,443 | $13.1M | 0.08% | +204,301+143.7% | Added |
| Renaissance Technologies LLC | 373,700 | $14.1M | 0.02% | +199,900+115.0% | Added |
| Discovery Capital Management, LLC | 374,885 | $14.1M | 2.10% | −75,844−16.8% | Reduced |
| UBS Asset Management Americas Inc | 390,400 | $14.7M | 0.01% | +20,035+5.4% | Added |
| AQR Capital Management LLC | 396,574 | $14.8M | 0.03% | +125,713+46.4% | Added |
| Morgan Stanley | 571,058 | $21.5M | 0.00% | +95,683+20.1% | Added |
| Legal & General Group Plc | 571,774 | $21.6M | 0.01% | +17,994+3.2% | Added |
| Northern Trust Corp | 756,706 | $28.5M | 0.01% | +16,374+2.2% | Added |
| Goldman Sachs Group Inc | 760,022 | $28.7M | 0.01% | +99,538+15.1% | Added |
| Nuveen Asset Management, LLC | 788,691 | $29.7M | 0.01% | +69,767+9.7% | Added |
| Norges Bank | 813,092 | $30.7M | 0.01% | +35,630+4.6% | Added |
| Heitman Real Estate Securities LLC | 816,890 | $30.8M | 1.64% | −11,580−1.4% | Reduced |
| Millennium Management LLC | 827,848 | $31.2M | 0.03% | +687,512+489.9% | Added |
| LSV Asset Management | 914,070 | $34.5M | 0.08% | +389,770+74.3% | Added |
| Dimensional Fund Advisors LP | 1,019,931 | $38.5M | 0.01% | −27,123−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,132,445 | $42.7M | 0.01% | +41,794+3.8% | Added |
| Geode Capital Management, LLC | 1,178,209 | $44.4M | 0.01% | +35,373+3.1% | Added |
| PGGM Investments | 1,318,323 | $49.7M | 0.87% | −20,964−1.6% | Reduced |
| Bank of New York Mellon Corp | 1,687,891 | $63.7M | 0.01% | +28,956+1.7% | Added |
| Citadel Advisors LLC | 1,819,982 | $68.6M | 0.08% | +568,448+45.4% | Added |
| State Street Corp | 4,162,324 | $158.1M | 0.01% | +89,469+2.2% | Added |
| Invesco Ltd. | 5,784,304 | $218.2M | 0.06% | −92,437−1.6% | Reduced |
| BlackRock Inc. | 10,861,249 | $409.7M | 0.01% | +353,832+3.4% | Added |
| Vanguard Group Inc | 11,381,656 | $429.3M | 0.01% | +108,752+1.0% | Added |
| American National Bank | 4 | – | – | +4 | New |
| Northwood Liquid Management LP | 0 | $0 | 0.00% | −1,127,195−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −165,498−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −76,687−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −40,582−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −37,869−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −30,989−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −29,552−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −27,122−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −18,849−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −17,224−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −16,164−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,099−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,081−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,271−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −10,373−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −9,213−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −8,460−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −7,543−100.0% | Sold out |
| PCG Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,284−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −6,608−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,836−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Ritter Daniher Financial Advisory LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Walthausen & Co., LLC | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |