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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | −533−99.8% | Reduced |
| Financial Management Professionals, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 9 | $0 | 0.00% | +9 | New |
| Sofos Investments, Inc. | 38 | $2 | 0.00% | +38 | New |
| American National Bank | 4 | $152 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $267 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $457 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $537 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 20 | $762 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $838 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22 | $889 | 0.00% | +22 | New |
| Versant Capital Management, Inc | 24 | $890 | 0.00% | +22+1,100.0% | Added |
| TD Private Client Wealth LLC | 25 | $953 | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 26 | $990 | 0.00% | −110−80.9% | Reduced |
| Cutler Group LP | 46 | $1.00K | 0.00% | −532−92.0% | Reduced |
| Bartlett & Co. LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $1.14K | 0.00% | −50−62.5% | Reduced |
| Baker Avenue Asset Management, LP | 30 | $1.14K | 0.00% | +11+57.9% | Added |
| Sunbelt Securities, Inc. | 31 | $1.15K | 0.00% | +31 | New |
| Ellevest, Inc. | 31 | $1.18K | 0.00% | −188−85.8% | Reduced |
| Farmers & Merchants Investments Inc | 33 | $1.26K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 34 | $1.29K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 47 | $1.86K | 0.00% | −18−27.7% | Reduced |
| Bessemer Group Inc | 45 | $2.00K | 0.00% | −4,500−99.0% | Reduced |
| Capital Advisors, Ltd. LLC | 41 | $2.00K | 0.00% | +41 | New |
| Cassady Schiller Wealth Management, LLC | 53 | $2.02K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 61 | $2.32K | 0.00% | +61 | New |
| Glassman Wealth Services | 63 | $2.40K | 0.00% | +3+5.0% | Added |
| West Branch Capital LLC | 68 | $2.59K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 85 | $3.00K | 0.00% | +1+1.2% | Added |
| Cohen & Steers, Inc. | 74 | $3.00K | 0.00% | +74 | New |
| Northwestern Mutual Wealth Management Co | 99 | $3.77K | 0.00% | −278−73.7% | Reduced |
| GHP Investment Advisors, Inc. | 100 | $3.81K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $3.81K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $3.84K | 0.00% | +1+1.0% | Added |
| Whittier Trust Co | 111 | $4.23K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 111 | $4.23K | 0.00% | +111 | New |
| Gradient Investments LLC | 113 | $4.30K | 0.00% | +19+20.2% | Added |
| Core Wealth Advisors, Inc. | 120 | $4.57K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 132 | $5.03K | 0.00% | −7,706−98.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 135 | $5.14K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 136 | $5.18K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 138 | $5.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $5.94K | 0.00% | +13+9.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 166 | $6.32K | 0.00% | +166 | New |
| Prestige Wealth Management Group LLC | 176 | $6.75K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 217 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 211 | $8.04K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 215 | $8.19K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 216 | $8.23K | 0.00% | +216 | New |
| PSI Advisors, LLC | 220 | $8.40K | 0.00% | +1+0.5% | Added |
| SOA Wealth Advisors, LLC. | 225 | $8.57K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 230 | $9.00K | 0.00% | −150−39.5% | Reduced |
| Quarry LP | 247 | $9.41K | 0.01% | +21+9.3% | Added |
| BerganKDV Wealth Management, LLC | 250 | $9.53K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 280 | $10.0K | 0.00% | −4−1.4% | Reduced |
| Macroview Investment Management LLC | 267 | $10.2K | 0.02% | +98+58.0% | Added |
| Proequities, Inc. | 269 | $10.3K | 0.00% | +78+40.8% | Added |
| Accel Wealth Management | 272 | $10.4K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 272 | $10.4K | 0.01% | +272 | New |
| Investors Research Corp | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 315 | $12.0K | 0.00% | +75+31.3% | Added |
| Evermay Wealth Management LLC | 340 | $13.0K | 0.00% | −160−32.0% | Reduced |
| Fifth Third Bancorp | 388 | $14.8K | 0.00% | +61+18.7% | Added |
| Umb Bank N A | 425 | $16.2K | 0.00% | −100−19.0% | Reduced |
| Sound Income Strategies, LLC | 449 | $17.1K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 450 | $17.1K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 534 | $20.3K | 0.04% | +534 | New |
| GWM Advisors LLC | 558 | $21.3K | 0.00% | −125−18.3% | Reduced |
| Allworth Financial LP | 590 | $22.5K | 0.00% | +317+116.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $23.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 662 | $25.2K | 0.00% | −69−9.4% | Reduced |
| Lazard Asset Management LLC | 764 | $29.0K | 0.00% | +764 | New |
| International Assets Investment Management, LLC | 16,010 | $33.8K | 0.00% | −1,360−7.8% | Reduced |
| Lindbrook Capital, LLC | 908 | $34.6K | 0.00% | −398−30.5% | Reduced |
| EverSource Wealth Advisors, LLC | 926 | $35.3K | 0.00% | +55+6.3% | Added |
| Ahrens Investment Partners LLC | 950 | $36.2K | 0.02% | +950 | New |
| Covestor Ltd | 1,010 | $39.0K | 0.03% | +926+1,102.4% | Added |
| Raleigh Capital Management Inc. | 1,072 | $40.8K | 0.02% | +144+15.5% | Added |
| Huntington National Bank | 1,203 | $45.8K | 0.00% | +217+22.0% | Added |
| VitalStone Financial, LLC | 1,062 | $50.0K | 0.04% | +1,062 | New |
| Harvest Fund Management Co., Ltd | 1,373 | $52.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 865 | $53.0K | 0.00% | −604−41.1% | Reduced |
| Spire Wealth Management | 1,393 | $53.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,443 | $55.0K | 0.00% | −215−13.0% | Reduced |
| Loomis Sayles & Co L P | 1,687 | $64.0K | 0.00% | −323−16.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,883 | $72.0K | 0.00% | +341+22.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,089 | $79.6K | 0.00% | −1,406−40.2% | Reduced |
| Point72 Asset Management, L.P. | 2,100 | $80.0K | 0.00% | −231,091−99.1% | Reduced |
| Parallel Advisors, LLC | 2,144 | $81.7K | 0.00% | +591+38.1% | Added |
| Signaturefd, LLC | 2,230 | $85.0K | 0.00% | +366+19.6% | Added |
| Metropolitan Life Insurance Co | 2,313 | $88.1K | 0.00% | −9−0.4% | Reduced |
| Global Retirement Partners, LLC | 2,384 | $99.6K | 0.01% | +85+3.7% | Added |
| Quadrant Capital Group LLC | 2,763 | $105.3K | 0.01% | +629+29.5% | Added |
| Pacer Advisors, Inc. | 2,830 | $107.8K | 0.00% | −11,542−80.3% | Reduced |
| Heritage Wealth Advisors | 3,000 | $114.3K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 3,042 | $116.0K | 0.10% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,426 | $130.5K | 0.01% | −7,511−68.7% | Reduced |