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, Q1 2023
Institutional positions in Epr Properties as of Mar 31, 2023. 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
- 327
- −2 vs. Q4 2022
- Shares held
- 59.7M
- +184.9K (+0.3%) vs. Q4 2022
- Total value
- $2.26B
- +$11.9M (+0.5%) vs. Q4 2022
- New holders
- 35
- 132 more added
- Sold out
- 37
- 102 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,560,156 | $440.4M | 0.01% | +178,500+1.6% | Added |
| BlackRock Inc. | 11,288,364 | $430.1M | 0.01% | +427,115+3.9% | Added |
| Invesco Ltd. | 5,570,429 | $212.2M | 0.06% | −213,875−3.7% | Reduced |
| State Street Corp | 4,177,924 | $160.3M | 0.01% | +15,600+0.4% | Added |
| Bank of New York Mellon Corp | 1,607,007 | $61.2M | 0.01% | −80,884−4.8% | Reduced |
| Citadel Advisors LLC | 1,596,522 | $60.8M | 0.07% | −223,460−12.3% | Reduced |
| PGGM Investments | 1,419,270 | $54.1M | 0.91% | +100,947+7.7% | Added |
| Geode Capital Management, LLC | 1,222,718 | $46.6M | 0.01% | +44,509+3.8% | Added |
| Charles Schwab Investment Management Inc | 1,170,081 | $44.6M | 0.01% | +37,636+3.3% | Added |
| Dimensional Fund Advisors LP | 1,048,338 | $39.9M | 0.01% | +28,407+2.8% | Added |
| Millennium Management LLC | 942,660 | $35.9M | 0.04% | +114,812+13.9% | Added |
| LSV Asset Management | 938,370 | $35.8M | 0.08% | +24,300+2.7% | Added |
| Norges Bank | 831,959 | $31.7M | 0.01% | +18,867+2.3% | Added |
| Northern Trust Corp | 737,307 | $28.1M | 0.01% | −19,399−2.6% | Reduced |
| Nuveen Asset Management, LLC | 726,878 | $27.7M | 0.01% | −61,813−7.8% | Reduced |
| Heitman Real Estate Securities LLC | 701,848 | $26.7M | 1.34% | −115,042−14.1% | Reduced |
| Legal & General Group Plc | 597,579 | $22.8M | 0.01% | +25,805+4.5% | Added |
| Morgan Stanley | 533,187 | $20.3M | 0.00% | −37,871−6.6% | Reduced |
| Goldman Sachs Group Inc | 511,071 | $19.5M | 0.01% | −248,951−32.8% | Reduced |
| UBS Asset Management Americas Inc | 421,909 | $16.1M | 0.01% | +31,509+8.1% | Added |
| AQR Capital Management LLC | 399,538 | $15.0M | 0.03% | +2,964+0.7% | Added |
| Cbre Clarion Securities LLC | 354,307 | $13.5M | 0.24% | +354,307 | New |
| JPMorgan Chase & Co | 341,580 | $13.0M | 0.00% | +3,431+1.0% | Added |
| Renaissance Technologies LLC | 301,700 | $11.5M | 0.02% | −72,000−19.3% | Reduced |
| Principal Financial Group Inc | 296,808 | $11.3M | 0.01% | +2,683+0.9% | Added |
| Los Angeles Capital Management LLC | 278,370 | $10.6M | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 271,936 | $10.4M | 0.03% | −4,646−1.7% | Reduced |
| Westpac Banking Corp | 269,615 | $10.3M | 0.14% | +123,964+85.1% | Added |
| Rhumbline Advisers | 244,062 | $9.30M | 0.01% | −2,750−1.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 233,631 | $8.90M | 0.02% | +233,631 | New |
| Bank of America Corp | 213,327 | $8.13M | 0.00% | +32,340+17.9% | Added |
| Prudential Financial Inc | 168,302 | $8.01M | 0.01% | −32,695−16.3% | Reduced |
| Kempen Capital Management N.V. | 190,200 | $7.25M | 0.14% | +79,200+71.4% | Added |
| First Trust Advisors LP | 170,290 | $6.49M | 0.01% | +30,993+22.2% | Added |
| Swiss National Bank | 161,888 | $6.17M | 0.00% | −19,300−10.7% | Reduced |
| State of Wisconsin Investment Board | 161,201 | $6.14M | 0.02% | −20,050−11.1% | Reduced |
| Ameriprise Financial Inc | 155,021 | $5.92M | 0.00% | −3,549−2.2% | Reduced |
| Virginia Retirement Systems Et Al | 145,240 | $5.53M | 0.06% | −25,660−15.0% | Reduced |
| Primecap Management Co | 144,200 | $5.49M | 0.00% | −4,080−2.8% | Reduced |
| Public Employees Retirement System of Ohio | 138,427 | $5.27M | 0.02% | +11,782+9.3% | Added |
| ExodusPoint Capital Management, LP | 133,026 | $5.07M | 0.06% | +125,767+1,732.6% | Added |
| Alliancebernstein L.P. | 126,089 | $4.80M | 0.00% | −758−0.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 125,000 | $4.76M | 0.07% | 00.0% | Unchanged |
| Zacks Investment Management | 124,381 | $4.74M | 0.06% | +9,997+8.7% | Added |
| Asset Management One Co.,Ltd. | 123,027 | $4.69M | 0.02% | +3,913+3.3% | Added |
| Swedbank AB | 120,732 | $4.60M | 0.01% | +1,975+1.7% | Added |
| American International Group, Inc. | 115,747 | $4.41M | 0.03% | −1,083−0.9% | Reduced |
| STRS Ohio | 115,463 | $4.40M | 0.02% | +14,026+13.8% | Added |
| Macquarie Group Ltd | 115,319 | $4.39M | 0.01% | +29,593+34.5% | Added |
| New York State Teachers Retirement System | 110,460 | $4.21M | 0.01% | −1,209−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 107,838 | $4.11M | 0.01% | +6,568+6.5% | Added |
| Credit Suisse AG | 104,461 | $3.98M | 0.00% | +2,770+2.7% | Added |
| Great West Life Assurance Co | 102,983 | $3.92M | 0.01% | +2,969+3.0% | Added |
| State of Tennessee, Treasury Department | 98,393 | $3.75M | 0.02% | −19,642−16.6% | Reduced |
| Exchange Traded Concepts, LLC | 98,307 | $3.75M | 0.10% | +5,995+6.5% | Added |
| Retirement Systems of Alabama | 98,023 | $3.73M | 0.02% | −856−0.9% | Reduced |
| Ontario Teachers Pension Plan Board | 94,116 | $3.59M | 0.04% | −30,266−24.3% | Reduced |
| California State Teachers Retirement System | 93,617 | $3.57M | 0.01% | −1,388−1.5% | Reduced |
| UBS Group AG | 90,735 | $3.46M | 0.00% | +31,744+53.8% | Added |
| Putnam Investments LLC | 89,082 | $3.39M | 0.01% | +3,502+4.1% | Added |
| State Board of Administration of Florida Retirement System | 87,338 | $3.33M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 86,436 | $3.29M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 86,105 | $3.28M | 0.00% | +2,405+2.9% | Added |
| Federated Hermes, Inc. | 85,415 | $3.25M | 0.01% | +6,432+8.1% | Added |
| Wedge Capital Management L L P | 84,427 | $3.22M | 0.05% | −4,624−5.2% | Reduced |
| Qube Research & Technologies Ltd | 82,788 | $3.15M | 0.02% | −263,655−76.1% | Reduced |
| Raymond James & Associates | 82,459 | $3.14M | 0.00% | +45,702+124.3% | Added |
| Nomura Asset Management Co Ltd | 79,210 | $3.02M | 0.02% | +3,400+4.5% | Added |
| Liberty Mutual Group Asset Management Inc. | 75,088 | $2.86M | 0.65% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 75,041 | $2.86M | 0.00% | −13,168−14.9% | Reduced |
| Cinctive Capital Management LP | 72,031 | $2.74M | 0.10% | +72,031 | New |
| Allianz Asset Management GmbH | 71,102 | $2.71M | 0.01% | +46,836+193.0% | Added |
| Brandywine Global Investment Management, LLC | 67,365 | $2.57M | 0.02% | −34,943−34.2% | Reduced |
| Nisa Investment Advisors, LLC | 67,321 | $2.56M | 0.02% | +8,815+15.1% | Added |
| Texas Permanent School Fund | 67,279 | $2.56M | 0.03% | +16,904+33.6% | Added |
| Royal Bank of Canada | 65,900 | $2.51M | 0.00% | −13,312−16.8% | Reduced |
| Oppenheimer & Co Inc | 64,850 | $2.47M | 0.05% | +4,000+6.6% | Added |
| AXA S.A. | 63,600 | $2.42M | 0.01% | +11,350+21.7% | Added |
| Boothbay Fund Management, LLC | 63,462 | $2.42M | 0.07% | +54,118+579.2% | Added |
| Wells Fargo & Company | 62,527 | $2.38M | 0.00% | −12,131−16.2% | Reduced |
| Mutual of America Capital Management LLC | 60,358 | $2.30M | 0.03% | −1,267−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 58,109 | $2.21M | 0.00% | −2,540−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 53,891 | $2.05M | 0.00% | −2,082−3.7% | Reduced |
| Envestnet Asset Management Inc | 556,189 | $2.04M | 0.00% | +500,745+903.2% | Added |
| Amundi | 54,034 | $2.04M | 0.00% | +5,365+11.0% | Added |
| SG Americas Securities, LLC | 51,784 | $1.97M | 0.03% | −14,103−21.4% | Reduced |
| Holocene Advisors, LP | 51,491 | $1.96M | 0.01% | +14,965+41.0% | Added |
| Amalgamated Bank | 51,451 | $1.96M | 0.02% | −6,462−11.2% | Reduced |
| Employees Retirement System of Texas | 51,000 | $1.94M | 0.03% | +10,000+24.4% | Added |
| Teacher Retirement System of Texas | 49,983 | $1.90M | 0.01% | +11,973+31.5% | Added |
| LPL Financial LLC | 49,062 | $1.87M | 0.00% | −6,765−12.1% | Reduced |
| State of Alaska, Department of Revenue | 48,902 | $1.86M | 0.02% | +1,053+2.2% | Added |
| Mariner, LLC | 48,671 | $1.85M | 0.01% | −3,301−6.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 48,215 | $1.84M | 0.00% | +27,942+137.8% | Added |
| MetLife Investment Management | 45,982 | $1.75M | 0.01% | −1,231−2.6% | Reduced |
| PFG Advisors | 45,778 | $1.74M | 0.15% | −183−0.4% | Reduced |
| Pinebridge Investments, L.P. | 44,618 | $1.70M | 0.02% | +23,616+112.4% | Added |
| Janus Henderson Group PLC | 44,615 | $1.70M | 0.00% | +30,532+216.8% | Added |
| Price T Rowe Associates Inc | 43,616 | $1.66M | 0.00% | −30,372−41.0% | Reduced |
| Vestcor Inc | 43,206 | $1.65M | 0.06% | −1,710−3.8% | Reduced |