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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 5,087 | $193.8K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,502 | $209.6K | 0.00% | −1,786−24.5% | Reduced |
| Colony Group LLC | 5,797 | $221.0K | 0.00% | +5,797 | New |
| Private Advisor Group, LLC | 5,935 | $226.1K | 0.00% | +5,935 | New |
| Naviter Wealth, LLC | 5,974 | $229.3K | 0.08% | +5,974 | New |
| Byrne Asset Management LLC | 6,065 | $231.0K | 0.16% | −1,486−19.7% | Reduced |
| Maryland State Retirement & Pension System | 6,172 | $235.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,352 | $242.0K | 0.00% | +826+14.9% | Added |
| Pathstone Family Office, LLC | 6,527 | $249.1K | 0.00% | +6,527 | New |
| CI Private Wealth, LLC | 6,622 | $252.3K | 0.00% | +6,622 | New |
| Securian Asset Management, Inc | 6,734 | $256.6K | 0.01% | −100−1.5% | Reduced |
| Natixis | 6,900 | $262.9K | 0.00% | −5,000−42.0% | Reduced |
| Cetera Advisor Networks LLC | 7,160 | $272.8K | 0.00% | +30.0% | Added |
| Wealthcare Advisory Partners LLC | 7,297 | $278.0K | 0.01% | −596−7.6% | Reduced |
| Sound Stewardship, LLC | 7,609 | $289.9K | 0.20% | +1,325+21.1% | Added |
| Two Sigma Securities, LLC | 7,886 | $300.5K | 0.02% | +7,886 | New |
| PCG Wealth Advisors, LLC | 7,923 | $301.9K | 0.19% | +7,923 | New |
| Nissay Asset Management Corp | 7,936 | $302.4K | 0.00% | −17−0.2% | Reduced |
| Van Eck Associates Corp | 8,144 | $310.0K | 0.00% | +421+5.5% | Added |
| Engineers Gate Manager LP | 8,760 | $333.8K | 0.01% | +8,760 | New |
| National Asset Management, Inc. | 8,703 | $334.0K | 0.01% | +317+3.8% | Added |
| Advisory Services Network, LLC | 8,797 | $335.2K | 0.01% | +2,505+39.8% | Added |
| Cambria Investment Management, L.P. | 8,820 | $336.0K | 0.03% | +1,260+16.7% | Added |
| Erste Asset Management GmbH | 9,100 | $338.3K | 0.01% | +2,000+28.2% | Added |
| Creative Planning | 9,068 | $345.5K | 0.00% | +816+9.9% | Added |
| First Republic Investment Management, Inc. | 9,089 | $346.3K | 0.00% | −1,233−11.9% | Reduced |
| All Season Financial Advisors, Inc. | 9,240 | $352.0K | 0.32% | +89+1.0% | Added |
| Voya Investment Management LLC | 9,446 | $359.9K | 0.00% | −123−1.3% | Reduced |
| Xponance, Inc. | 9,910 | $377.6K | 0.01% | +5+0.1% | Added |
| D.A. Davidson & Co. | 9,946 | $378.9K | 0.00% | +2,162+27.8% | Added |
| Coldstream Capital Management Inc | 10,083 | $384.2K | 0.01% | +37+0.4% | Added |
| Alps Advisors Inc | 10,121 | $385.6K | 0.00% | −934−8.4% | Reduced |
| Crossmark Global Holdings, Inc. | 10,167 | $388.0K | 0.01% | +16+0.2% | Added |
| Penserra Capital Management LLC | 10,239 | $390.0K | 0.01% | +1,914+23.0% | Added |
| Public Employees Retirement Association of Colorado | 10,646 | $406.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 11,098 | $410.0K | 0.01% | +3,107+38.9% | Added |
| Pensionfund Sabic | 10,800 | $411.0K | 0.14% | +3,000+38.5% | Added |
| Caption Management, LLC | 11,000 | $419.1K | 0.09% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,044 | $420.8K | 0.00% | −1,203−9.8% | Reduced |
| M&T Bank Corp | 11,138 | $424.0K | 0.00% | +248+2.3% | Added |
| Moody National Bank Trust Division | 11,189 | $426.3K | 0.04% | +155+1.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,259 | $429.0K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 11,341 | $432.1K | 0.02% | +11,341 | New |
| FMR LLC | 11,602 | $442.0K | 0.00% | +1,677+16.9% | Added |
| Community Bank of Raymore | 11,730 | $446.9K | 0.17% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 11,813 | $450.1K | 0.00% | −152,995−92.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,014 | $458.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 12,309 | $468.9K | 0.00% | +12,309 | New |
| BNP Paribas Arbitrage, SA | 12,327 | $469.7K | 0.00% | +285+2.4% | Added |
| MRP Capital Investments, LLC | 12,400 | $472.4K | 0.52% | +3,400+37.8% | Added |
| Handelsbanken Fonder AB | 12,500 | $476.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 12,706 | $484.1K | 0.01% | +2,340+22.6% | Added |
| Bank of Montreal | 12,923 | $492.6K | 0.00% | −1,072−7.7% | Reduced |
| Acadian Asset Management LLC | 13,032 | $496.0K | 0.00% | +11,504+752.9% | Added |
| 1620 Investment Advisors, Inc. | 13,444 | $512.2K | 0.62% | +261+2.0% | Added |
| Russell Investments Group, Ltd. | 13,446 | $512.3K | 0.00% | −1,313−8.9% | Reduced |
| New Mexico Educational Retirement Board | 13,600 | $518.0K | 0.03% | +1,800+15.3% | Added |
| Texas Yale Capital Corp. | 13,750 | $523.9K | 0.03% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 13,987 | $532.9K | 0.00% | +701+5.3% | Added |
| Janney Montgomery Scott LLC | 13,995 | $533.0K | 0.00% | +2,994+27.2% | Added |
| Camelot Portfolios, LLC | 14,039 | $534.9K | 0.37% | −99−0.7% | Reduced |
| Squarepoint Ops LLC | 14,434 | $549.9K | 0.00% | +925+6.8% | Added |
| Midwest Professional Planners, LTD. | 14,521 | $553.2K | 0.27% | +1,203+9.0% | Added |
| RDA Financial Network | 14,532 | $553.7K | 0.25% | −275−1.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 14,655 | $558.4K | 0.00% | −304−2.0% | Reduced |
| Truist Financial Corp | 14,708 | $560.4K | 0.00% | +18+0.1% | Added |
| Ziegler Capital Management, LLC | 15,058 | $573.7K | 0.02% | +135+0.9% | Added |
| PEAK6 Investments LLC | 15,296 | $582.8K | 0.04% | −1,051−6.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,426 | $588.0K | 0.00% | +403+2.7% | Added |
| Mather Group, LLC. | 15,756 | $600.3K | 0.01% | −856−5.2% | Reduced |
| Ergoteles LLC | 15,819 | $602.7K | 0.02% | +15,819 | New |
| Spouting Rock Asset Management, LLC | 15,950 | $607.7K | 0.21% | +5,378+50.9% | Added |
| Sigma Planning Corp | 16,032 | $610.8K | 0.02% | +4,066+34.0% | Added |
| North Star Investment Management Corp. | 16,150 | $615.3K | 0.05% | 00.0% | Unchanged |
| Greenland Capital Management LP | 16,171 | $616.1K | 0.07% | +16,171 | New |
| JustInvest LLC | 16,255 | $619.3K | 0.02% | +16,255 | New |
| Allspring Global Investments Holdings, LLC | 16,498 | $628.6K | 0.00% | −160−1.0% | Reduced |
| Gsa Capital Partners LLP | 16,605 | $633.0K | 0.06% | −19,653−54.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 16,644 | $634.1K | 0.02% | +9,702+139.8% | Added |
| DekaBank Deutsche Girozentrale | 18,717 | $682.0K | 0.00% | +2,709+16.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $685.8K | 0.27% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 18,006 | $686.0K | 0.03% | +3,942+28.0% | Added |
| Capital Fund Management S.A. | 18,106 | $689.8K | 0.01% | −3,248−15.2% | Reduced |
| State of Michigan Retirement System | 18,989 | $723.5K | 0.00% | −100−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 19,292 | $735.0K | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 19,900 | $758.2K | 0.02% | −200−1.0% | Reduced |
| Barclays PLC | 20,479 | $780.3K | 0.00% | −316,373−93.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,604 | $785.0K | 0.03% | +187+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,007 | $800.0K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management SA | 21,732 | $828.0K | 0.00% | −10,466−32.5% | Reduced |
| Arizona State Retirement System | 21,737 | $828.2K | 0.01% | +570+2.7% | Added |
| Oregon Public Employees Retirement Fund | 22,074 | $841.0K | 0.01% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 22,762 | $867.0K | 0.59% | +5,500+31.9% | Added |
| Daiwa Securities Group Inc. | 22,920 | $873.0K | 0.01% | +2,394+11.7% | Added |
| Cornercap Investment Counsel Inc | 23,233 | $885.2K | 0.16% | +45+0.2% | Added |
| South Dakota Investment Council | 24,142 | $920.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,203 | $960.2K | 0.00% | +1,150+4.8% | Added |
| JT Stratford LLC | 26,357 | $1.00M | 0.29% | −749−2.8% | Reduced |
| Cubist Systematic Strategies, LLC | 26,672 | $1.02M | 0.01% | −49,313−64.9% | Reduced |
| Ensign Peak Advisors, Inc | 26,847 | $1.02M | 0.00% | +450+1.7% | Added |