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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
Orion Capital Management LLC100$3.77K0.00%00.0%Unchanged
Gradient Investments LLC94$3.55K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.80$3.02K0.00%−393−83.1%Reduced
Tradition Wealth Management, LLC84$3.00K0.00%+2+2.4%Added
Covestor Ltd84$3.00K0.00%+72+600.0%Added
JJJ Advisors Inc.65$2.58K0.00%+18+38.3%Added
West Branch Capital LLC68$2.56K0.00%00.0%Unchanged
Retirement Financial Solutions, LLC68$2.56K0.00%+68New
Group One Trading, L.P.67$2.53K0.00%+67New
Glassman Wealth Services60$2.26K0.00%−28−31.8%Reduced
Cassady Schiller Wealth Management, LLC53$2.00K0.00%+53New
Duncker Streett & Co Inc52$1.96K0.00%+52New
McElhenny Sheffield Capital Management, LLC49$1.85K0.00%+49New
RFP Financial Group LLC34$1.28K0.00%+34New
Farmers & Merchants Investments Inc33$1.25K0.00%00.0%Unchanged
Heritage Wealth Management, LLC32$1.21K0.00%+16+100.0%Added
Bartlett & Co. LLC14$1.00K0.00%00.0%Unchanged
TSFG, LLC21$1.00K0.00%00.0%Unchanged
TD Private Client Wealth LLC25$9430.00%00.0%Unchanged
Comerica Securities,inc.23$8740.00%+23New
Farther Finance Advisors, LLC22$8300.00%+22New
Earnest Partners LLC20$7540.00%00.0%Unchanged
Baker Avenue Asset Management, LP19$7170.00%+19New
Money Concepts Capital Corp15$5660.00%+15New
Bartlett & Co. Wealth Management LLC14$5320.00%00.0%Unchanged
Quent Capital, LLC12$4530.00%+12New
Hexagon Capital Partners LLC7$2640.00%00.0%Unchanged
Sutton Wealth Advisors Inc.4$1510.00%+4New
Versant Capital Management, Inc2$750.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1$00.00%00.0%Unchanged
Financial Management Professionals, Inc.9$00.00%+9New
American National Bank4––+4New
Northwood Liquid Management LP0$00.00%−1,127,195−100.0%Sold out
Guardian Capital LP0$00.00%−165,498−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−76,687−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−40,582−100.0%Sold out
Bridgewater Associates, LP0$00.00%−37,869−100.0%Sold out
UBS Oconnor LLC0$00.00%−30,989−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−29,552−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−27,122−100.0%Sold out
Jump Financial, LLC0$00.00%−18,900−100.0%Sold out
Verition Fund Management LLC0$00.00%−18,849−100.0%Sold out
Cipher Capital LP0$00.00%−17,224−100.0%Sold out
Quantedge Capital Pte Ltd0$00.00%−17,100−100.0%Sold out
TD Asset Management Inc0$00.00%−16,164−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−12,099−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−12,081−100.0%Sold out
Engineers Gate Manager LP0$00.00%−11,271−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−10,373−100.0%Sold out
Jane Street Group, LLC0$00.00%−9,213−100.0%Sold out
SEI Investments Co0$00.00%−8,460−100.0%Sold out
Measured Wealth Private Client Group, LLC0$00.00%−7,543−100.0%Sold out
PCG Wealth Advisors, LLC0$00.00%−7,284−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−6,608−100.0%Sold out
Versor Investments LP0$00.00%−6,300−100.0%Sold out
Diversified Trust Co0$00.00%−5,836−100.0%Sold out
Meeder Asset Management Inc0$00.00%−2,377−100.0%Sold out
Neo Ivy Capital Management0$00.00%−1,672−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−838−100.0%Sold out
Lazard Asset Management LLC0$00.00%−584−100.0%Sold out
Riverview Trust Co0$00.00%−406−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−329−100.0%Sold out
Hudock, Inc.0$00.00%−250−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−135−100.0%Sold out
Ritter Daniher Financial Advisory LLC0$00.00%−54−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−14−100.0%Sold out
CVA Family Office, LLC0$00.00%−35−100.0%Sold out
De Burlo Group Inc0$00.00%−27−100.0%Sold out
Tucker Asset Management LLC0$00.00%−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