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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

Q1 2023 vs. Q4 2022

How the institutions holding Epr Properties changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of EPR: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders3323327−2
Shares59.6M60.8K59.7M+184.9K (+0.3%)
Value$2.25B$2.48M$2.26B+$11.9M (+0.5%)

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Epr Properties at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to EPR in Q1 2023
InstitutionSharesValue% of portfolio
Cbre Clarion Securities LLC354,307$13.5M0.24%
Mirae Asset Global Investments Co., Ltd.233,631$8.90M0.02%
Cinctive Capital Management LP72,031$2.74M0.10%
Independent Financial Group, LLC35,775$1.36M0.11%
UBS Oconnor LLC32,656$1.24M0.03%
ING Groep NV30,500$1.16M0.01%
Lighthouse Investment Partners, LLC30,000$1.14M0.10%
JustInvest LLC16,255$619.3K0.02%
Greenland Capital Management LP16,171$616.1K0.07%
Ergoteles LLC15,819$602.7K0.02%
SEI Investments Co12,309$468.9K0.00%
Diversified Trust Co11,341$432.1K0.02%
Engineers Gate Manager LP8,760$333.8K0.01%
PCG Wealth Advisors, LLC7,923$301.9K0.19%
Two Sigma Securities, LLC7,886$300.5K0.02%
CI Private Wealth, LLC6,622$252.3K0.00%
Pathstone Family Office, LLC6,527$249.1K0.00%
Naviter Wealth, LLC5,974$229.3K0.08%
Private Advisor Group, LLC5,935$226.1K0.00%
Colony Group LLC5,797$221.0K0.00%
VitalStone Financial, LLC1,062$50.0K0.04%
Ahrens Investment Partners LLC950$36.2K0.02%
Lazard Asset Management LLC764$29.0K0.00%
Kalos Management, Inc.534$20.3K0.04%
Carmel Capital Partners, LLC272$10.4K0.01%
WealthPLAN Partners, LLC216$8.23K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC166$6.32K0.00%
Bokf, NA111$4.23K0.00%
Cohen & Steers, Inc.74$3.00K0.00%
Northwest Investment Counselors, LLC61$2.32K0.00%
Capital Advisors, Ltd. LLC41$2.00K0.00%
Sunbelt Securities, Inc.31$1.15K0.00%
Ameritas Advisory Services, LLC22$8890.00%
Sofos Investments, Inc.38$20.00%
Baldrige Asset Management LLC9$00.00%

Sold out (37)

Institutions that held Epr Properties at the end of Q4 2022 and filed for Q1 2023 without it.

Not filed for Q1 2023 yet (3)

Institutions that held Epr Properties at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPR in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank60,517$2.47M
CoreCap Advisors, LLC272$10.3K
Heritage Wealth Management, LLC32$1.21K