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, Q2 2023
Institutional positions in Epr Properties as of Jun 30, 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
- 340
- +16 vs. Q1 2023
- Shares held
- 58.2M
- −1.50M (−2.5%) vs. Q1 2023
- Total value
- $2.72B
- +$462.3M (+20.5%) vs. Q1 2023
- New holders
- 47
- 108 more added
- Sold out
- 31
- 124 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,319,595 | $529.8M | 0.01% | −240,561−2.1% | Reduced |
| BlackRock Inc. | 10,623,651 | $497.2M | 0.01% | −664,713−5.9% | Reduced |
| Invesco Ltd. | 5,489,457 | $256.9M | 0.07% | −80,972−1.5% | Reduced |
| State Street Corp | 4,197,625 | $197.6M | 0.01% | +19,701+0.5% | Added |
| Bank of New York Mellon Corp | 1,478,129 | $69.2M | 0.01% | −128,878−8.0% | Reduced |
| PGGM Investments | 1,272,738 | $59.6M | 0.97% | −146,532−10.3% | Reduced |
| Geode Capital Management, LLC | 1,259,502 | $58.9M | 0.01% | +36,784+3.0% | Added |
| Waterfront Capital Partners, LLC | 1,215,202 | $56.9M | 4.77% | +1,215,202 | New |
| Charles Schwab Investment Management Inc | 1,188,705 | $55.6M | 0.02% | +18,624+1.6% | Added |
| LSV Asset Management | 1,156,506 | $54.1M | 0.12% | +218,136+23.2% | Added |
| Dimensional Fund Advisors LP | 1,062,609 | $49.7M | 0.02% | +14,271+1.4% | Added |
| Norges Bank | 856,908 | $40.1M | 0.01% | +24,949+3.0% | Added |
| Northern Trust Corp | 743,564 | $34.8M | 0.01% | +6,257+0.8% | Added |
| Nuveen Asset Management, LLC | 732,892 | $34.3M | 0.01% | +6,014+0.8% | Added |
| Millennium Management LLC | 674,682 | $31.6M | 0.03% | −267,978−28.4% | Reduced |
| Cohen & Steers, Inc. | 617,453 | $28.9M | 0.06% | +617,379+834,295.9% | Added |
| Legal & General Group Plc | 600,454 | $28.1M | 0.01% | +2,875+0.5% | Added |
| Cbre Clarion Securities LLC | 572,668 | $26.8M | 0.48% | +218,361+61.6% | Added |
| Morgan Stanley | 532,517 | $24.9M | 0.00% | −670−0.1% | Reduced |
| Citadel Advisors LLC | 476,641 | $22.3M | 0.02% | −1,119,881−70.1% | Reduced |
| Renaissance Technologies LLC | 344,100 | $16.1M | 0.02% | +42,400+14.1% | Added |
| UBS Asset Management Americas Inc | 421,909 | $16.1M | 0.01% | 00.0% | Unchanged |
| Heitman Real Estate Securities LLC | 335,523 | $15.7M | 0.86% | −366,325−52.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 330,806 | $15.5M | 0.13% | +330,806 | New |
| Wellington Management Group LLP | 328,403 | $15.4M | 0.00% | +328,403 | New |
| AQR Capital Management LLC | 322,405 | $15.1M | 0.03% | −77,133−19.3% | Reduced |
| JPMorgan Chase & Co | 311,074 | $14.6M | 0.00% | −30,506−8.9% | Reduced |
| Principal Financial Group Inc | 282,589 | $13.2M | 0.01% | −14,219−4.8% | Reduced |
| Thrivent Financial for Lutherans | 257,819 | $12.1M | 0.03% | −14,117−5.2% | Reduced |
| Los Angeles Capital Management LLC | 256,680 | $12.0M | 0.05% | −21,690−7.8% | Reduced |
| Rhumbline Advisers | 248,113 | $11.6M | 0.01% | +4,051+1.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 219,841 | $10.3M | 0.02% | −13,790−5.9% | Reduced |
| ExodusPoint Capital Management, LP | 201,036 | $9.41M | 0.11% | +68,010+51.1% | Added |
| Ameriprise Financial Inc | 176,914 | $8.29M | 0.00% | +21,893+14.1% | Added |
| State of Wisconsin Investment Board | 172,202 | $8.06M | 0.02% | +11,001+6.8% | Added |
| Goldman Sachs Group Inc | 163,976 | $7.67M | 0.00% | −347,095−67.9% | Reduced |
| Swiss National Bank | 163,888 | $7.67M | 0.01% | +2,000+1.2% | Added |
| Bank of America Corp | 152,127 | $7.12M | 0.00% | −61,200−28.7% | Reduced |
| Credit Suisse AG | 151,998 | $7.11M | 0.01% | +47,537+45.5% | Added |
| Virginia Retirement Systems Et Al | 148,140 | $6.93M | 0.07% | +2,900+2.0% | Added |
| Primecap Management Co | 139,600 | $6.53M | 0.01% | −4,600−3.2% | Reduced |
| Public Employees Retirement System of Ohio | 134,838 | $6.31M | 0.03% | −3,589−2.6% | Reduced |
| First Trust Advisors LP | 131,587 | $6.16M | 0.01% | −38,703−22.7% | Reduced |
| Asset Management One Co.,Ltd. | 130,263 | $6.10M | 0.03% | +7,236+5.9% | Added |
| Alliancebernstein L.P. | 125,704 | $5.88M | 0.00% | −385−0.3% | Reduced |
| Zacks Investment Management | 120,208 | $5.63M | 0.07% | −4,173−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 113,855 | $5.33M | 0.01% | +6,017+5.6% | Added |
| American International Group, Inc. | 113,535 | $5.31M | 0.03% | −2,212−1.9% | Reduced |
| Swedbank AB | 112,607 | $5.27M | 0.01% | −8,125−6.7% | Reduced |
| New York State Teachers Retirement System | 111,784 | $5.23M | 0.01% | +1,324+1.2% | Added |
| Macquarie Group Ltd | 110,493 | $5.17M | 0.01% | −4,826−4.2% | Reduced |
| Prudential Financial Inc | 110,395 | $5.17M | 0.01% | −57,907−34.4% | Reduced |
| FMR LLC | 102,993 | $4.82M | 0.00% | +91,391+787.7% | Added |
| Retirement Systems of Alabama | 97,010 | $4.54M | 0.02% | −1,013−1.0% | Reduced |
| Great West Life Assurance Co | 95,738 | $4.48M | 0.01% | −7,245−7.0% | Reduced |
| STRS Ohio | 95,250 | $4.46M | 0.02% | −20,213−17.5% | Reduced |
| UBS Group AG | 94,504 | $4.42M | 0.00% | +3,769+4.2% | Added |
| Raymond James & Associates | 93,802 | $4.39M | 0.00% | +11,343+13.8% | Added |
| Federated Hermes, Inc. | 93,006 | $4.35M | 0.01% | +7,591+8.9% | Added |
| Northwood Liquid Management LP | 91,407 | $4.28M | 0.44% | +91,407 | New |
| California State Teachers Retirement System | 91,144 | $4.27M | 0.01% | −2,473−2.6% | Reduced |
| State of New Jersey Common Pension Fund D | 89,436 | $4.19M | 0.01% | +3,000+3.5% | Added |
| State Board of Administration of Florida Retirement System | 86,724 | $4.06M | 0.01% | −614−0.7% | Reduced |
| Putnam Investments LLC | 85,382 | $4.00M | 0.01% | −3,700−4.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 85,098 | $3.98M | 0.00% | −1,007−1.2% | Reduced |
| Exchange Traded Concepts, LLC | 83,663 | $3.92M | 0.10% | −14,644−14.9% | Reduced |
| Nomura Asset Management Co Ltd | 82,510 | $3.86M | 0.02% | +3,300+4.2% | Added |
| Cyndeo Wealth Partners, LLC | 81,191 | $3.80M | 0.40% | +81,191 | New |
| New York State Common Retirement Fund | 77,255 | $3.62M | 0.00% | +2,214+3.0% | Added |
| Wedge Capital Management L L P | 75,118 | $3.52M | 0.06% | −9,309−11.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 75,000 | $3.51M | 0.04% | −50,000−40.0% | Reduced |
| Brandywine Global Investment Management, LLC | 71,983 | $3.37M | 0.03% | +4,618+6.9% | Added |
| Quantinno Capital Management LP | 68,497 | $3.21M | 0.18% | +37,088+118.1% | Added |
| Liberty Mutual Group Asset Management Inc. | 67,298 | $3.15M | 0.80% | −7,790−10.4% | Reduced |
| Nisa Investment Advisors, LLC | 66,582 | $3.12M | 0.02% | −739−1.1% | Reduced |
| Jane Street Group, LLC | 66,400 | $3.11M | 0.00% | +66,400 | New |
| Texas Permanent School Fund | 66,254 | $3.10M | 0.03% | −1,025−1.5% | Reduced |
| Oppenheimer & Co Inc | 64,777 | $3.03M | 0.06% | −73−0.1% | Reduced |
| Allianz Asset Management GmbH | 64,692 | $3.03M | 0.01% | −6,410−9.0% | Reduced |
| Advisor Group Holdings, Inc. | 64,230 | $3.01M | 0.01% | +10,339+19.2% | Added |
| Envestnet Asset Management Inc | 64,187 | $3.00M | 0.00% | −492,002−88.5% | Reduced |
| Boothbay Fund Management, LLC | 63,205 | $2.96M | 0.10% | −257−0.4% | Reduced |
| AXA S.A. | 60,300 | $2.82M | 0.01% | −3,300−5.2% | Reduced |
| Wells Fargo & Company | 60,282 | $2.82M | 0.00% | −2,245−3.6% | Reduced |
| Amundi | 56,471 | $2.67M | 0.00% | +2,437+4.5% | Added |
| LPL Financial LLC | 56,829 | $2.66M | 0.00% | +7,767+15.8% | Added |
| Manufacturers Life Insurance Company, The | 56,109 | $2.63M | 0.00% | −2,000−3.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 55,496 | $2.60M | 0.00% | +7,281+15.1% | Added |
| Mutual of America Capital Management LLC | 54,536 | $2.55M | 0.03% | −5,822−9.6% | Reduced |
| Deutsche Bank AG | 53,471 | $2.50M | 0.00% | +23,804+80.2% | Added |
| Barclays PLC | 49,752 | $2.33M | 0.00% | +29,273+142.9% | Added |
| State of Tennessee, Treasury Department | 49,700 | $2.33M | 0.01% | −48,693−49.5% | Reduced |
| Ontario Teachers Pension Plan Board | 49,330 | $2.31M | 0.02% | −44,786−47.6% | Reduced |
| Amalgamated Bank | 48,981 | $2.29M | 0.02% | −2,470−4.8% | Reduced |
| PFG Advisors | 45,438 | $2.13M | 0.16% | −340−0.7% | Reduced |
| MetLife Investment Management | 45,091 | $2.11M | 0.02% | −891−1.9% | Reduced |
| State of Alaska, Department of Revenue | 44,404 | $2.08M | 0.02% | −4,498−9.2% | Reduced |
| Teacher Retirement System of Texas | 44,273 | $2.07M | 0.01% | −5,710−11.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 43,859 | $2.05M | 0.00% | +1,605+3.8% | Added |
| Price T Rowe Associates Inc | 43,476 | $2.04M | 0.00% | −140−0.3% | Reduced |