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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 45 | $2.00K | 0.00% | −4,500−99.0% | Reduced |
| Capital Advisors, Ltd. LLC | 41 | $2.00K | 0.00% | +41 | New |
| JJJ Advisors Inc. | 47 | $1.86K | 0.00% | −18−27.7% | Reduced |
| RFP Financial Group LLC | 34 | $1.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $1.26K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 31 | $1.18K | 0.00% | −188−85.8% | Reduced |
| Sunbelt Securities, Inc. | 31 | $1.15K | 0.00% | +31 | New |
| 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 |
| 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 |
| Credential Qtrade Securities Inc. | 26 | $990 | 0.00% | −110−80.9% | Reduced |
| TD Private Client Wealth LLC | 25 | $953 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $890 | 0.00% | +22+1,100.0% | Added |
| Ameritas Advisory Services, LLC | 22 | $889 | 0.00% | +22 | New |
| Farther Finance Advisors, LLC | 22 | $838 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 20 | $762 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $537 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $457 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $267 | 0.00% | 00.0% | Unchanged |
| American National Bank | 4 | $152 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 38 | $2 | 0.00% | +38 | New |
| 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 |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −374,885−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −68,780−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −47,300−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −47,256−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −43,748−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −35,530−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −28,879−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −19,472−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,407−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −10,102−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,839−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,556−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −8,412−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −7,826−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −7,335−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,893−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −6,210−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −5,372−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Laurel Wealth Planning LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Retirement Financial Solutions, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |