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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, 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.

Institutional holdersQ1 2023: 327 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 heldQ1 2023: $2.26B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q4 2022.

Institutions holding EPR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.42,254$1.61M0.00%+4,612+12.3%Added
Keeley-Teton Advisors, LLC41,244$1.57M0.19%00.0%Unchanged
Mercer Global Advisors Inc40,216$1.53M0.01%+10,497+35.3%Added
D. E. Shaw & Co., Inc.39,881$1.52M0.00%−5,511−12.1%Reduced
HSBC Holdings PLC38,451$1.46M0.00%+4,825+14.3%Added
Campbell & CO Investment Adviser LLC38,319$1.46M0.27%+5,966+18.4%Added
Yousif Capital Management, LLC38,175$1.45M0.02%−240−0.6%Reduced
GraniteShares Advisors LLC35,897$1.37M1.21%+19,559+119.7%Added
Independent Financial Group, LLC35,775$1.36M0.11%+35,775New
Victory Capital Management Inc34,273$1.31M0.00%−4,554−11.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys33,790$1.29M0.01%+41+0.1%Added
O'Shaughnessy Asset Management, LLC33,466$1.28M0.02%−504−1.5%Reduced
UBS Oconnor LLC32,656$1.24M0.03%+32,656New
Hancock Whitney Corp32,567$1.24M0.05%+10,297+46.2%Added
Treasurer of the State of North Carolina32,360$1.23M0.01%+230+0.7%Added
Infrastructure Capital Advisors, LLC32,027$1.22M0.24%+26,072+437.8%Added
Quantinno Capital Management LP31,409$1.20M0.08%−20,095−39.0%Reduced
Algert Global LLC30,692$1.17M0.06%+2,871+10.3%Added
Alberta Investment Management Corp30,600$1.17M0.01%+6,400+26.4%Added
ING Groep NV30,500$1.16M0.01%+30,500New
Lighthouse Investment Partners, LLC30,000$1.14M0.10%+30,000New
Deutsche Bank AG29,667$1.13M0.00%+1,878+6.8%Added
Susquehanna Fundamental Investments, LLC29,591$1.13M0.03%−22,130−42.8%Reduced
Franklin Resources Inc29,562$1.13M0.00%−7,522−20.3%Reduced
Guggenheim Capital LLC28,621$1.09M0.01%−196−0.7%Reduced
Assetmark, Inc28,596$1.09M0.00%+2,705+10.4%Added
Citigroup Inc27,085$1.03M0.00%−1,777−6.2%Reduced
Ensign Peak Advisors, Inc26,847$1.02M0.00%+450+1.7%Added
Cubist Systematic Strategies, LLC26,672$1.02M0.01%−49,313−64.9%Reduced
JT Stratford LLC26,357$1.00M0.29%−749−2.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)25,203$960.2K0.00%+1,150+4.8%Added
South Dakota Investment Council24,142$920.0K0.02%00.0%Unchanged
Cornercap Investment Counsel Inc23,233$885.2K0.16%+45+0.2%Added
Daiwa Securities Group Inc.22,920$873.0K0.01%+2,394+11.7%Added
Pensionfund DSM Netherlands22,762$867.0K0.59%+5,500+31.9%Added
Oregon Public Employees Retirement Fund22,074$841.0K0.01%00.0%Unchanged
Arizona State Retirement System21,737$828.2K0.01%+570+2.7%Added
Pictet Asset Management SA21,732$828.0K0.00%−10,466−32.5%Reduced
Meiji Yasuda Asset Management Co Ltd.21,007$800.0K0.04%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management20,604$785.0K0.03%+187+0.9%Added
Barclays PLC20,479$780.3K0.00%−316,373−93.9%Reduced
Louisiana State Employees Retirement System19,900$758.2K0.02%−200−1.0%Reduced
Ameritas Investment Partners, Inc.19,292$735.0K0.03%00.0%Unchanged
State of Michigan Retirement System18,989$723.5K0.00%−100−0.5%Reduced
Capital Fund Management S.A.18,106$689.8K0.01%−3,248−15.2%Reduced
Prime Capital Investment Advisors, LLC18,006$686.0K0.03%+3,942+28.0%Added
Supplemental Annuity Collective Trust of NJ18,000$685.8K0.27%00.0%Unchanged
DekaBank Deutsche Girozentrale18,717$682.0K0.00%+2,709+16.9%Added
Northwestern Mutual Investment Management Company, LLC16,644$634.1K0.02%+9,702+139.8%Added
Gsa Capital Partners LLP16,605$633.0K0.06%−19,653−54.2%Reduced
Allspring Global Investments Holdings, LLC16,498$628.6K0.00%−160−1.0%Reduced
JustInvest LLC16,255$619.3K0.02%+16,255New
Greenland Capital Management LP16,171$616.1K0.07%+16,171New
North Star Investment Management Corp.16,150$615.3K0.05%00.0%Unchanged
Sigma Planning Corp16,032$610.8K0.02%+4,066+34.0%Added
Spouting Rock Asset Management, LLC15,950$607.7K0.21%+5,378+50.9%Added
Ergoteles LLC15,819$602.7K0.02%+15,819New
Mather Group, LLC.15,756$600.3K0.01%−856−5.2%Reduced
Cambridge Investment Research Advisors, Inc.15,426$588.0K0.00%+403+2.7%Added
PEAK6 Investments LLC15,296$582.8K0.04%−1,051−6.4%Reduced
Ziegler Capital Management, LLC15,058$573.7K0.02%+135+0.9%Added
Truist Financial Corp14,708$560.4K0.00%+18+0.1%Added
Mitsubishi UFJ Trust & Banking Corp14,655$558.4K0.00%−304−2.0%Reduced
RDA Financial Network14,532$553.7K0.25%−275−1.9%Reduced
Midwest Professional Planners, LTD.14,521$553.2K0.27%+1,203+9.0%Added
Squarepoint Ops LLC14,434$549.9K0.00%+925+6.8%Added
Camelot Portfolios, LLC14,039$534.9K0.37%−99−0.7%Reduced
Janney Montgomery Scott LLC13,995$533.0K0.00%+2,994+27.2%Added
Standard Life Aberdeen plc13,987$532.9K0.00%+701+5.3%Added
Texas Yale Capital Corp.13,750$523.9K0.03%00.0%Unchanged
New Mexico Educational Retirement Board13,600$518.0K0.03%+1,800+15.3%Added
Russell Investments Group, Ltd.13,446$512.3K0.00%−1,313−8.9%Reduced
1620 Investment Advisors, Inc.13,444$512.2K0.62%+261+2.0%Added
Acadian Asset Management LLC13,032$496.0K0.00%+11,504+752.9%Added
Bank of Montreal12,923$492.6K0.00%−1,072−7.7%Reduced
New York Life Investment Management LLC12,706$484.1K0.01%+2,340+22.6%Added
Handelsbanken Fonder AB12,500$476.0K0.00%00.0%Unchanged
MRP Capital Investments, LLC12,400$472.4K0.52%+3,400+37.8%Added
BNP Paribas Arbitrage, SA12,327$469.7K0.00%+285+2.4%Added
SEI Investments Co12,309$468.9K0.00%+12,309New
Teachers Retirement System of the State of Kentucky12,014$458.0K0.00%00.0%Unchanged
Massachusetts Financial Services Co11,813$450.1K0.00%−152,995−92.8%Reduced
Community Bank of Raymore11,730$446.9K0.17%00.0%Unchanged
FMR LLC11,602$442.0K0.00%+1,677+16.9%Added
Diversified Trust Co11,341$432.1K0.02%+11,341New
Sumitomo Mitsui DS Asset Management Company, Ltd11,259$429.0K0.01%00.0%Unchanged
Moody National Bank Trust Division11,189$426.3K0.04%+155+1.4%Added
M&T Bank Corp11,138$424.0K0.00%+248+2.3%Added
Mackenzie Financial Corp11,044$420.8K0.00%−1,203−9.8%Reduced
Caption Management, LLC11,000$419.1K0.09%00.0%Unchanged
Pensionfund Sabic10,800$411.0K0.14%+3,000+38.5%Added
Wolverine Trading, LLC11,098$410.0K0.01%+3,107+38.9%Added
Public Employees Retirement Association of Colorado10,646$406.0K0.00%00.0%Unchanged
Penserra Capital Management LLC10,239$390.0K0.01%+1,914+23.0%Added
Crossmark Global Holdings, Inc.10,167$388.0K0.01%+16+0.2%Added
Alps Advisors Inc10,121$385.6K0.00%−934−8.4%Reduced
Coldstream Capital Management Inc10,083$384.2K0.01%+37+0.4%Added
D.A. Davidson & Co.9,946$378.9K0.00%+2,162+27.8%Added
Xponance, Inc.9,910$377.6K0.01%+5+0.1%Added
Voya Investment Management LLC9,446$359.9K0.00%−123−1.3%Reduced