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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 5,087 | $238.1K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 5,106 | $239.0K | 0.06% | +5,106 | New |
| Cetera Advisor Networks LLC | 5,153 | $241.2K | 0.00% | −2,007−28.0% | Reduced |
| Schnieders Capital Management LLC | 5,162 | $241.6K | 0.05% | +5,162 | New |
| Wealthstar Advisors, LLC | 5,253 | $245.9K | 0.10% | +5,253 | New |
| The PNC Financial Services Group, Inc. | 5,302 | $248.1K | 0.00% | −200−3.6% | Reduced |
| Jackson Square Capital, LLC | 5,309 | $248.5K | 0.10% | +5,309 | New |
| SEI Investments Co | 5,334 | $249.6K | 0.00% | −6,975−56.7% | Reduced |
| Panagora Asset Management Inc | 5,412 | $253.3K | 0.00% | +5,412 | New |
| Pathstone Family Office, LLC | 5,417 | $258.5K | 0.00% | −1,110−17.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,590 | $261.6K | 0.01% | +3,707+196.9% | Added |
| Samalin Investment Counsel, LLC | 5,681 | $265.9K | 0.14% | +5,681 | New |
| Bridgefront Capital, LLC | 5,725 | $267.9K | 0.14% | +5,725 | New |
| Cipher Capital LP | 5,775 | $270.3K | 0.05% | +5,775 | New |
| Colony Group LLC | 5,815 | $272.0K | 0.00% | +18+0.3% | Added |
| CI Private Wealth, LLC | 5,816 | $272.2K | 0.00% | −806−12.2% | Reduced |
| Private Advisor Group, LLC | 5,860 | $274.3K | 0.00% | −75−1.3% | Reduced |
| Naviter Wealth, LLC | 5,974 | $281.2K | 0.07% | 00.0% | Unchanged |
| Stevens Capital Management LP | 6,098 | $285.0K | 0.06% | +6,098 | New |
| Maryland State Retirement & Pension System | 6,172 | $288.9K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 10,234 | $289.0K | 0.59% | +7,192+236.4% | Added |
| Byrne Asset Management LLC | 6,365 | $298.0K | 0.19% | +300+4.9% | Added |
| Securian Asset Management, Inc | 6,634 | $310.5K | 0.01% | −100−1.5% | Reduced |
| Group One Trading, L.P. | 6,662 | $311.8K | 0.01% | +6,662 | New |
| US Bancorp | 6,711 | $314.1K | 0.00% | +359+5.7% | Added |
| Natixis | 6,900 | $322.9K | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,120 | $335.1K | 0.02% | +7,120 | New |
| Leonteq Securities AG | 7,167 | $335.4K | 0.03% | +3,741+109.2% | Added |
| Jefferies Financial Group Inc. | 7,177 | $335.9K | 0.01% | +7,177 | New |
| Jump Financial, LLC | 7,400 | $346.3K | 0.01% | +7,400 | New |
| Wealthcare Advisory Partners LLC | 7,405 | $346.5K | 0.02% | +108+1.5% | Added |
| Alps Advisors Inc | 7,418 | $347.2K | 0.00% | −2,703−26.7% | Reduced |
| Engineers Gate Manager LP | 7,540 | $352.9K | 0.01% | −1,220−13.9% | Reduced |
| Sound Stewardship, LLC | 7,609 | $356.1K | 0.23% | 00.0% | Unchanged |
| Community Bank of Raymore | 7,910 | $370.2K | 0.16% | −3,820−32.6% | Reduced |
| PCG Wealth Advisors, LLC | 7,923 | $370.8K | 0.23% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,985 | $373.0K | 0.00% | −5,047−38.7% | Reduced |
| MML Investors Services, LLC | 7,961 | $373.0K | 0.00% | +7,961 | New |
| Cambria Investment Management, L.P. | 7,980 | $373.5K | 0.03% | −840−9.5% | Reduced |
| Neuberger Berman Group LLC | 8,117 | $379.9K | 0.00% | +8,117 | New |
| D. E. Shaw & Co., Inc. | 8,183 | $383.0K | 0.00% | −31,698−79.5% | Reduced |
| First Republic Investment Management, Inc. | 8,205 | $384.0K | 0.00% | −884−9.7% | Reduced |
| Van Eck Associates Corp | 8,399 | $393.0K | 0.00% | +255+3.1% | Added |
| Nissay Asset Management Corp | 8,546 | $400.0K | 0.00% | +610+7.7% | Added |
| National Asset Management, Inc. | 8,737 | $411.3K | 0.01% | +34+0.4% | Added |
| Globeflex Capital L P | 8,800 | $411.8K | 0.05% | +8,800 | New |
| Erste Asset Management GmbH | 9,100 | $418.2K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 9,124 | $427.0K | 0.01% | −786−7.9% | Reduced |
| All Season Financial Advisors, Inc. | 9,209 | $431.0K | 0.39% | −31−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 9,956 | $435.0K | 0.01% | −211−2.1% | Reduced |
| D.A. Davidson & Co. | 9,325 | $436.4K | 0.00% | −621−6.2% | Reduced |
| Voya Investment Management LLC | 9,456 | $442.5K | 0.00% | +10+0.1% | Added |
| Coldstream Capital Management Inc | 10,136 | $474.4K | 0.02% | +53+0.5% | Added |
| BNP Paribas Arbitrage, SA | 10,153 | $475.2K | 0.00% | −2,174−17.6% | Reduced |
| MRP Capital Investments, LLC | 10,225 | $478.5K | 0.47% | −2,175−17.5% | Reduced |
| Public Employees Retirement Association of Colorado | 10,646 | $498.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 10,674 | $499.9K | 0.00% | −464−4.2% | Reduced |
| New York Life Investment Management LLC | 10,817 | $506.2K | 0.01% | −1,889−14.9% | Reduced |
| Bank of Montreal | 10,985 | $517.3K | 0.00% | −1,938−15.0% | Reduced |
| Pictet & Cie (Europe) SA | 11,190 | $523.7K | 0.02% | +11,190 | New |
| Mackenzie Financial Corp | 11,154 | $526.9K | 0.00% | +110+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,259 | $526.9K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 11,410 | $534.0K | 0.04% | +221+2.0% | Added |
| Allspring Global Investments Holdings, LLC | 11,671 | $546.2K | 0.00% | −4,827−29.3% | Reduced |
| Pensionfund Sabic | 12,000 | $562.0K | 0.19% | +1,200+11.1% | Added |
| Ziegler Capital Management, LLC | 12,240 | $572.8K | 0.02% | −2,818−18.7% | Reduced |
| Sherbrooke Park Advisers LLC | 12,255 | $573.5K | 0.30% | +12,255 | New |
| Penserra Capital Management LLC | 12,284 | $574.0K | 0.01% | +2,045+20.0% | Added |
| Massachusetts Financial Services Co | 12,414 | $581.0K | 0.00% | +601+5.1% | Added |
| Truist Financial Corp | 12,512 | $585.5K | 0.00% | −2,196−14.9% | Reduced |
| Creative Planning | 12,597 | $589.5K | 0.00% | +3,529+38.9% | Added |
| Handelsbanken Fonder AB | 13,200 | $618.0K | 0.00% | +700+5.6% | Added |
| Teachers Retirement System of the State of Kentucky | 13,248 | $620.0K | 0.01% | +1,234+10.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 13,258 | $620.5K | 0.00% | −1,397−9.5% | Reduced |
| 1620 Investment Advisors, Inc. | 13,427 | $628.4K | 0.71% | −17−0.1% | Reduced |
| Texas Yale Capital Corp. | 13,750 | $643.5K | 0.03% | 00.0% | Unchanged |
| RDA Financial Network | 14,457 | $676.6K | 0.28% | −75−0.5% | Reduced |
| Standard Life Aberdeen plc | 14,764 | $691.0K | 0.00% | +777+5.6% | Added |
| Employees Retirement System of Texas | 15,000 | $702.0K | 0.01% | −36,000−70.6% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $716.0K | 0.03% | +1,700+12.5% | Added |
| Pacer Advisors, Inc. | 15,691 | $734.3K | 0.00% | +12,861+454.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,941 | $746.0K | 0.00% | +515+3.3% | Added |
| Sigma Planning Corp | 16,025 | $750.0K | 0.03% | −70.0% | Reduced |
| North Star Investment Management Corp. | 16,150 | $755.8K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 16,698 | $782.0K | 0.00% | +2,703+19.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,730 | $783.0K | 0.02% | +86+0.5% | Added |
| Midwest Professional Planners, LTD. | 17,740 | $830.2K | 0.36% | +3,219+22.2% | Added |
| JustInvest LLC | 17,802 | $833.2K | 0.03% | +1,547+9.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $842.4K | 0.30% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 17,922 | $855.0K | 0.00% | −795−4.2% | Reduced |
| SG Americas Securities, LLC | 18,389 | $861.0K | 0.01% | −33,395−64.5% | Reduced |
| State of Michigan Retirement System | 18,589 | $870.0K | 0.01% | −400−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 18,799 | $879.8K | 0.03% | −493−2.6% | Reduced |
| Camelot Portfolios, LLC | 19,062 | $892.1K | 0.56% | +5,023+35.8% | Added |
| Pictet Asset Management SA | 19,097 | $893.7K | 0.00% | −2,635−12.1% | Reduced |
| Greenland Capital Management LP | 19,139 | $895.7K | 0.13% | +2,968+18.4% | Added |
| Prime Capital Investment Advisors, LLC | 19,164 | $896.9K | 0.02% | +1,158+6.4% | Added |
| Gsa Capital Partners LLP | 19,399 | $908.0K | 0.09% | +2,794+16.8% | Added |
| Russell Investments Group, Ltd. | 20,081 | $939.8K | 0.00% | +6,635+49.3% | Added |
| Spouting Rock Asset Management, LLC | 20,752 | $971.2K | 0.35% | +4,802+30.1% | Added |