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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 8,386 | $318.6K | 0.01% | −4,803−36.4% | Reduced |
| Schnieders Capital Management LLC | 8,412 | $317.3K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,325 | $314.0K | 0.01% | +1,702+25.7% | Added |
| Creative Planning | 8,252 | $311.3K | 0.00% | +2,559+44.9% | Added |
| Wolverine Trading, LLC | 7,991 | $301.0K | 0.01% | +7,991 | New |
| Nissay Asset Management Corp | 7,953 | $300.0K | 0.00% | +49+0.6% | Added |
| Wealthcare Advisory Partners LLC | 7,893 | $297.7K | 0.01% | +299+3.9% | Added |
| National Bank of Canada | 7,838 | $295.6K | 0.00% | +7,673+4,650.3% | Added |
| Neuberger Berman Group LLC | 7,826 | $295.2K | 0.00% | −2,728−25.8% | Reduced |
| Pensionfund Sabic | 7,800 | $294.0K | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 7,784 | $293.6K | 0.00% | −4,700−37.6% | Reduced |
| Van Eck Associates Corp | 7,723 | $291.0K | 0.00% | +3,430+79.9% | Added |
| Cambria Investment Management, L.P. | 7,560 | $285.2K | 0.02% | +7,560 | New |
| Byrne Asset Management LLC | 7,551 | $285.1K | 0.21% | +2,965+64.7% | Added |
| MML Investors Services, LLC | 7,335 | $277.0K | 0.00% | +264+3.7% | Added |
| The PNC Financial Services Group, Inc. | 7,288 | $274.9K | 0.00% | −576−7.3% | Reduced |
| ExodusPoint Capital Management, LP | 7,259 | $274.0K | 0.00% | −46,161−86.4% | Reduced |
| Cetera Advisor Networks LLC | 7,157 | $270.0K | 0.00% | +91+1.3% | Added |
| Erste Asset Management GmbH | 7,100 | $265.5K | 0.01% | +7,100 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,942 | $261.9K | 0.01% | −3,892−35.9% | Reduced |
| Bridgefront Capital, LLC | 6,893 | $260.0K | 0.18% | −1,008−12.8% | Reduced |
| Securian Asset Management, Inc | 6,834 | $257.8K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,292 | $237.3K | 0.01% | +6,292 | New |
| Sound Stewardship, LLC | 6,284 | $237.0K | 0.18% | +6,284 | New |
| Captrust Financial Advisors | 6,210 | $234.3K | 0.00% | +6,210 | New |
| Maryland State Retirement & Pension System | 6,172 | $232.8K | 0.01% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 5,955 | $224.6K | 0.04% | +5,955 | New |
| US Bancorp | 5,526 | $208.4K | 0.00% | +872+18.7% | Added |
| Cerity Partners LLC | 5,372 | $202.6K | 0.00% | +5,372 | New |
| Private Trust Co NA | 5,087 | $192.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,545 | $172.0K | 0.00% | +4,500+10,000.0% | Added |
| Steward Partners Investment Advisory, LLC | 3,495 | $131.8K | 0.00% | −1,052−23.1% | Reduced |
| EMC Capital Management | 3,042 | $115.0K | 0.10% | +3,042 | New |
| Heritage Wealth Advisors | 3,000 | $113.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,469 | $92.0K | 0.00% | −285−16.2% | Reduced |
| Metropolitan Life Insurance Co | 2,322 | $87.6K | 0.00% | −11−0.5% | Reduced |
| Global Retirement Partners, LLC | 2,299 | $86.7K | 0.01% | +212+10.2% | Added |
| Quadrant Capital Group LLC | 2,134 | $80.5K | 0.01% | +887+71.1% | Added |
| Loomis Sayles & Co L P | 2,010 | $76.0K | 0.00% | +2,010 | New |
| Signaturefd, LLC | 1,864 | $70.3K | 0.00% | −41−2.2% | Reduced |
| International Assets Investment Management, LLC | 17,370 | $67.1K | 0.01% | +17,156+8,016.8% | Added |
| CWM, LLC | 1,658 | $63.0K | 0.00% | +55+3.4% | Added |
| Point72 Middle East FZE | 1,577 | $59.5K | 0.00% | +1,577 | New |
| Parallel Advisors, LLC | 1,553 | $58.6K | 0.00% | +533+52.3% | Added |
| Tower Research Capital LLC (TRC) | 1,542 | $58.0K | 0.00% | −3,364−68.6% | Reduced |
| Acadian Asset Management LLC | 1,528 | $57.0K | 0.00% | −5,501−78.3% | Reduced |
| Spire Wealth Management | 1,393 | $53.0K | 0.00% | +438+45.9% | Added |
| Harvest Fund Management Co., Ltd | 1,373 | $52.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,306 | $49.3K | 0.01% | +44+3.5% | Added |
| Activest Wealth Management | 1,300 | $49.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 986 | $37.2K | 0.00% | +81+9.0% | Added |
| Raleigh Capital Management Inc. | 928 | $35.0K | 0.02% | +473+104.0% | Added |
| EverSource Wealth Advisors, LLC | 871 | $32.9K | 0.00% | +871 | New |
| State of Wyoming | 758 | $28.6K | 0.01% | −2,325−75.4% | Reduced |
| Harbour Investments, Inc. | 731 | $27.6K | 0.00% | −37−4.8% | Reduced |
| Accurate Wealth Management, LLC | 678 | $25.4K | 0.01% | +678 | New |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $22.8K | 0.02% | +603 | New |
| Cutler Group LP | 578 | $21.0K | 0.00% | +578 | 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 |
| Evermay Wealth Management LLC | 500 | $19.0K | 0.00% | +500 | New |
| Delos Wealth Advisors, LLC | 500 | $18.9K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 450 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 449 | $16.9K | 0.00% | −110−19.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 377 | $14.2K | 0.00% | +300+389.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 380 | $14.0K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 336 | $12.7K | 0.00% | +336 | New |
| Fifth Third Bancorp | 327 | $12.3K | 0.00% | +29+9.7% | Added |
| Investors Research Corp | 300 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 284 | $11.0K | 0.00% | +42+17.4% | Added |
| Allworth Financial LP | 273 | $10.3K | 0.00% | −122−30.9% | Reduced |
| Accel Wealth Management | 272 | $10.3K | 0.00% | +83+43.9% | Added |
| CoreCap Advisors, LLC | 272 | $10.3K | 0.00% | +272 | New |
| BerganKDV Wealth Management, LLC | 250 | $9.43K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 240 | $9.05K | 0.00% | +240 | New |
| Dark Forest Capital Management LP | 235 | $8.86K | 0.00% | +235 | New |
| Quarry LP | 226 | $8.53K | 0.01% | +226 | New |
| SOA Wealth Advisors, LLC. | 225 | $8.49K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 219 | $8.26K | 0.00% | +7+3.3% | Added |
| PSI Advisors, LLC | 219 | $8.26K | 0.00% | −759−77.6% | Reduced |
| Arlington Partners LLC | 215 | $8.11K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 217 | $8.00K | 0.00% | +217 | New |
| Aspire Private Capital, LLC | 211 | $7.96K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 200 | $7.54K | 0.01% | +200 | New |
| Proequities, Inc. | 191 | $7.26K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 193 | $7.00K | 0.00% | −110−36.3% | Reduced |
| Prestige Wealth Management Group LLC | 176 | $6.69K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 169 | $6.38K | 0.01% | +169 | New |
| Bell Investment Advisors, Inc | 143 | $5.39K | 0.00% | +41+40.2% | Added |
| Parkside Financial Bank & Trust | 138 | $5.21K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 136 | $5.13K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 136 | $5.13K | 0.00% | −16,561−99.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 135 | $5.09K | 0.00% | +24+21.6% | Added |
| Core Wealth Advisors, Inc. | 120 | $4.53K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 683 | $4.51K | 0.00% | +683 | New |
| Laurel Wealth Planning LLC | 114 | $4.30K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 111 | $4.19K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 101 | $3.81K | 0.00% | +101 | New |
| TD Capital Management LLC | 100 | $3.78K | 0.00% | +2+2.0% | Added |
| GHP Investment Advisors, Inc. | 100 | $3.77K | 0.00% | 00.0% | Unchanged |