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 |
|---|---|---|---|---|---|
| All Season Financial Advisors, Inc. | 9,240 | $352.0K | 0.32% | +89+1.0% | Added |
| First Republic Investment Management, Inc. | 9,089 | $346.3K | 0.00% | −1,233−11.9% | Reduced |
| Creative Planning | 9,068 | $345.5K | 0.00% | +816+9.9% | Added |
| Erste Asset Management GmbH | 9,100 | $338.3K | 0.01% | +2,000+28.2% | Added |
| Cambria Investment Management, L.P. | 8,820 | $336.0K | 0.03% | +1,260+16.7% | Added |
| Advisory Services Network, LLC | 8,797 | $335.2K | 0.01% | +2,505+39.8% | Added |
| National Asset Management, Inc. | 8,703 | $334.0K | 0.01% | +317+3.8% | Added |
| Engineers Gate Manager LP | 8,760 | $333.8K | 0.01% | +8,760 | New |
| Van Eck Associates Corp | 8,144 | $310.0K | 0.00% | +421+5.5% | Added |
| Nissay Asset Management Corp | 7,936 | $302.4K | 0.00% | −17−0.2% | Reduced |
| PCG Wealth Advisors, LLC | 7,923 | $301.9K | 0.19% | +7,923 | New |
| Two Sigma Securities, LLC | 7,886 | $300.5K | 0.02% | +7,886 | New |
| Sound Stewardship, LLC | 7,609 | $289.9K | 0.20% | +1,325+21.1% | Added |
| Wealthcare Advisory Partners LLC | 7,297 | $278.0K | 0.01% | −596−7.6% | Reduced |
| Cetera Advisor Networks LLC | 7,160 | $272.8K | 0.00% | +30.0% | Added |
| Natixis | 6,900 | $262.9K | 0.00% | −5,000−42.0% | Reduced |
| Securian Asset Management, Inc | 6,734 | $256.6K | 0.01% | −100−1.5% | Reduced |
| CI Private Wealth, LLC | 6,622 | $252.3K | 0.00% | +6,622 | New |
| Pathstone Family Office, LLC | 6,527 | $249.1K | 0.00% | +6,527 | New |
| US Bancorp | 6,352 | $242.0K | 0.00% | +826+14.9% | Added |
| Maryland State Retirement & Pension System | 6,172 | $235.2K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 6,065 | $231.0K | 0.16% | −1,486−19.7% | Reduced |
| Naviter Wealth, LLC | 5,974 | $229.3K | 0.08% | +5,974 | New |
| Private Advisor Group, LLC | 5,935 | $226.1K | 0.00% | +5,935 | New |
| Colony Group LLC | 5,797 | $221.0K | 0.00% | +5,797 | New |
| The PNC Financial Services Group, Inc. | 5,502 | $209.6K | 0.00% | −1,786−24.5% | Reduced |
| Private Trust Co NA | 5,087 | $193.8K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,426 | $130.5K | 0.01% | −7,511−68.7% | Reduced |
| EMC Capital Management | 3,042 | $116.0K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,000 | $114.3K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,830 | $107.8K | 0.00% | −11,542−80.3% | Reduced |
| Quadrant Capital Group LLC | 2,763 | $105.3K | 0.01% | +629+29.5% | Added |
| Global Retirement Partners, LLC | 2,384 | $99.6K | 0.01% | +85+3.7% | Added |
| Metropolitan Life Insurance Co | 2,313 | $88.1K | 0.00% | −9−0.4% | Reduced |
| Signaturefd, LLC | 2,230 | $85.0K | 0.00% | +366+19.6% | Added |
| Parallel Advisors, LLC | 2,144 | $81.7K | 0.00% | +591+38.1% | Added |
| Point72 Asset Management, L.P. | 2,100 | $80.0K | 0.00% | −231,091−99.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,089 | $79.6K | 0.00% | −1,406−40.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,883 | $72.0K | 0.00% | +341+22.1% | Added |
| Loomis Sayles & Co L P | 1,687 | $64.0K | 0.00% | −323−16.1% | Reduced |
| CWM, LLC | 1,443 | $55.0K | 0.00% | −215−13.0% | Reduced |
| Spire Wealth Management | 1,393 | $53.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 865 | $53.0K | 0.00% | −604−41.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,373 | $52.0K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1,062 | $50.0K | 0.04% | +1,062 | New |
| Huntington National Bank | 1,203 | $45.8K | 0.00% | +217+22.0% | Added |
| Raleigh Capital Management Inc. | 1,072 | $40.8K | 0.02% | +144+15.5% | Added |
| Covestor Ltd | 1,010 | $39.0K | 0.03% | +926+1,102.4% | Added |
| Ahrens Investment Partners LLC | 950 | $36.2K | 0.02% | +950 | New |
| EverSource Wealth Advisors, LLC | 926 | $35.3K | 0.00% | +55+6.3% | Added |
| Lindbrook Capital, LLC | 908 | $34.6K | 0.00% | −398−30.5% | Reduced |
| International Assets Investment Management, LLC | 16,010 | $33.8K | 0.00% | −1,360−7.8% | Reduced |
| Lazard Asset Management LLC | 764 | $29.0K | 0.00% | +764 | New |
| Harbour Investments, Inc. | 662 | $25.2K | 0.00% | −69−9.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $23.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 590 | $22.5K | 0.00% | +317+116.1% | Added |
| GWM Advisors LLC | 558 | $21.3K | 0.00% | −125−18.3% | Reduced |
| Kalos Management, Inc. | 534 | $20.3K | 0.04% | +534 | New |
| BDO Wealth Advisors, LLC | 450 | $17.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 449 | $17.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 425 | $16.2K | 0.00% | −100−19.0% | Reduced |
| Fifth Third Bancorp | 388 | $14.8K | 0.00% | +61+18.7% | Added |
| Evermay Wealth Management LLC | 340 | $13.0K | 0.00% | −160−32.0% | Reduced |
| Belpointe Asset Management LLC | 315 | $12.0K | 0.00% | +75+31.3% | Added |
| Investors Research Corp | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 272 | $10.4K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 272 | $10.4K | 0.01% | +272 | New |
| Proequities, Inc. | 269 | $10.3K | 0.00% | +78+40.8% | Added |
| Macroview Investment Management LLC | 267 | $10.2K | 0.02% | +98+58.0% | Added |
| Ronald Blue Trust, Inc. | 280 | $10.0K | 0.00% | −4−1.4% | Reduced |
| BerganKDV Wealth Management, LLC | 250 | $9.53K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 247 | $9.41K | 0.01% | +21+9.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 230 | $9.00K | 0.00% | −150−39.5% | Reduced |
| SOA Wealth Advisors, LLC. | 225 | $8.57K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 220 | $8.40K | 0.00% | +1+0.5% | Added |
| WealthPLAN Partners, LLC | 216 | $8.23K | 0.00% | +216 | New |
| Arlington Partners LLC | 215 | $8.19K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 211 | $8.04K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 217 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $6.75K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 166 | $6.32K | 0.00% | +166 | New |
| Bell Investment Advisors, Inc | 156 | $5.94K | 0.00% | +13+9.1% | Added |
| Parkside Financial Bank & Trust | 138 | $5.26K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 136 | $5.18K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 135 | $5.14K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 132 | $5.03K | 0.00% | −7,706−98.3% | Reduced |
| Core Wealth Advisors, Inc. | 120 | $4.57K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 113 | $4.30K | 0.00% | +19+20.2% | Added |
| Bokf, NA | 111 | $4.23K | 0.00% | +111 | New |
| Whittier Trust Co | 111 | $4.23K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $3.84K | 0.00% | +1+1.0% | Added |
| GHP Investment Advisors, Inc. | 100 | $3.81K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $3.81K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 99 | $3.77K | 0.00% | −278−73.7% | Reduced |
| Tradition Wealth Management, LLC | 85 | $3.00K | 0.00% | +1+1.2% | Added |
| Cohen & Steers, Inc. | 74 | $3.00K | 0.00% | +74 | New |
| West Branch Capital LLC | 68 | $2.59K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 63 | $2.40K | 0.00% | +3+5.0% | Added |
| Northwest Investment Counselors, LLC | 61 | $2.32K | 0.00% | +61 | New |
| Cassady Schiller Wealth Management, LLC | 53 | $2.02K | 0.00% | 00.0% | Unchanged |