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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $0 | 0.00% | +24 | New |
| Versant Capital Management, Inc | 2 | $94 | 0.00% | −22−91.7% | Reduced |
| American National Bank | 4 | $187 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $328 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $374 | 0.00% | +8 | New |
| Quent Capital, LLC | 12 | $562 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $659 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $702 | 0.00% | −32−68.1% | Reduced |
| VisionPoint Advisory Group, LLC | 17 | $796 | 0.00% | +17 | New |
| Earnest Partners LLC | 20 | $936 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $1.00K | 0.00% | +13 | New |
| Farther Finance Advisors, LLC | 22 | $1.03K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 28 | $1.31K | 0.00% | −15,268−99.8% | Reduced |
| Sunbelt Securities, Inc. | 31 | $1.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $1.54K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 34 | $1.59K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 47 | $1.59K | 0.01% | +9+23.7% | Added |
| Baker Avenue Asset Management, LP | 42 | $1.97K | 0.00% | +12+40.0% | Added |
| Capital Advisors, Ltd. LLC | 45 | $2.00K | 0.00% | +4+9.8% | Added |
| Cassady Schiller Wealth Management, LLC | 53 | $2.48K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 54 | $2.53K | 0.00% | −162−75.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 59 | $2.76K | 0.00% | +59 | New |
| Glassman Wealth Services | 63 | $2.95K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 68 | $3.18K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $4.28K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 94 | $4.40K | 0.00% | −19−16.8% | Reduced |
| Key Financial Inc | 94 | $4.40K | 0.00% | +94 | New |
| Proequities, Inc. | 94 | $4.42K | 0.00% | −175−65.1% | Reduced |
| TD Capital Management LLC | 101 | $4.72K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 102 | $5.00K | 0.00% | +17+20.0% | Added |
| Bessemer Group Inc | 107 | $5.00K | 0.00% | +62+137.8% | Added |
| Whittier Trust Co | 111 | $5.19K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 111 | $5.20K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 135 | $6.32K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 136 | $6.37K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 138 | $6.46K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 166 | $7.77K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 169 | $7.91K | 0.00% | +13+8.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 180 | $8.00K | 0.00% | −50−21.7% | Reduced |
| Prestige Wealth Management Group LLC | 176 | $8.29K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 211 | $9.88K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 281 | $10.0K | 0.00% | +1+0.4% | Added |
| Arlington Partners LLC | 215 | $10.1K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 222 | $10.4K | 0.00% | +2+0.9% | Added |
| SOA Wealth Advisors, LLC. | 225 | $10.5K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 250 | $11.7K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 258 | $12.0K | 0.01% | +41+18.9% | Added |
| Macroview Investment Management LLC | 272 | $12.7K | 0.02% | +5+1.9% | Added |
| Covestor Ltd | 304 | $14.0K | 0.01% | −706−69.9% | Reduced |
| Investors Research Corp | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 340 | $16.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 425 | $19.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 449 | $21.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 450 | $21.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 558 | $26.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 570 | $26.7K | 0.00% | +182+46.9% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $28.2K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 659 | $30.8K | 0.01% | +659 | New |
| Allworth Financial LP | 686 | $32.1K | 0.00% | +96+16.3% | Added |
| Harbour Investments, Inc. | 732 | $34.2K | 0.00% | +70+10.6% | Added |
| Lazard Asset Management LLC | 764 | $35.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 16,010 | $39.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 892 | $41.7K | 0.00% | +793+801.0% | Added |
| Cutler Group LP | 900 | $42.0K | 0.01% | +854+1,856.5% | Added |
| IFP Advisors, Inc | 754 | $46.2K | 0.00% | −111−12.8% | Reduced |
| Lindbrook Capital, LLC | 1,002 | $46.9K | 0.00% | +94+10.4% | Added |
| Huntington National Bank | 1,027 | $48.1K | 0.00% | −176−14.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,112 | $52.0K | 0.01% | +186+20.1% | Added |
| Raleigh Capital Management Inc. | 1,221 | $57.1K | 0.03% | +149+13.9% | Added |
| Harvest Fund Management Co., Ltd | 1,373 | $64.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,373 | $64.3K | 0.01% | +1,373 | New |
| Parallax Volatility Advisers, L.P. | 1,509 | $70.6K | 0.00% | +1,509 | New |
| Steward Partners Investment Advisory, LLC | 1,526 | $71.4K | 0.00% | −563−27.0% | Reduced |
| CWM, LLC | 1,574 | $74.0K | 0.00% | +131+9.1% | Added |
| National Bank of Canada | 1,832 | $85.7K | 0.00% | +1,700+1,287.9% | Added |
| Loomis Sayles & Co L P | 2,128 | $100.0K | 0.00% | +441+26.1% | Added |
| Spire Wealth Management | 2,293 | $107.3K | 0.00% | +900+64.6% | Added |
| Metropolitan Life Insurance Co | 2,299 | $107.6K | 0.01% | −14−0.6% | Reduced |
| Global Retirement Partners, LLC | 2,423 | $113.4K | 0.01% | +39+1.6% | Added |
| Signaturefd, LLC | 2,554 | $119.5K | 0.00% | +324+14.5% | Added |
| Quadrant Capital Group LLC | 2,759 | $129.1K | 0.01% | −4−0.1% | Reduced |
| Parallel Advisors, LLC | 2,992 | $140.1K | 0.00% | +848+39.6% | Added |
| Heritage Wealth Advisors | 3,000 | $140.4K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,296 | $201.1K | 0.01% | +4,296 | New |
| Arrow Investment Advisors, LLC | 4,338 | $203.0K | 0.16% | +4,338 | New |
| Advisor Partners II, LLC | 4,358 | $204.0K | 0.01% | +4,358 | New |
| ProShare Advisors LLC | 4,398 | $205.8K | 0.00% | +4,398 | New |
| Veriti Management LLC | 4,434 | $207.5K | 0.02% | +4,434 | New |
| Two Sigma Investments, LP | 4,585 | $214.6K | 0.00% | +4,585 | New |
| Avantax Advisory Services, Inc. | 4,587 | $214.7K | 0.00% | +4,587 | New |
| Oak Thistle LLC | 4,608 | $215.7K | 0.11% | +4,608 | New |
| Pitcairn Co | 4,614 | $215.9K | 0.02% | +4,614 | New |
| Robertson Stephens Wealth Management, LLC | 4,703 | $221.4K | 0.02% | +4,703 | New |
| Blair William & Co | 4,965 | $232.4K | 0.00% | +4,965 | New |
| Wolverine Trading, LLC | 5,044 | $236.9K | 0.00% | −6,054−54.6% | Reduced |