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 |
|---|---|---|---|---|---|
| Mariner, LLC | 42,321 | $1.98M | 0.01% | −6,350−13.0% | Reduced |
| Susquehanna International Group, LLP | 42,035 | $1.97M | 0.00% | +42,035 | New |
| HSBC Holdings PLC | 40,814 | $1.91M | 0.00% | +2,363+6.1% | Added |
| Keeley-Teton Advisors, LLC | 39,790 | $1.86M | 0.24% | −1,454−3.5% | Reduced |
| Squarepoint Ops LLC | 38,891 | $1.82M | 0.01% | +24,457+169.4% | Added |
| Mercer Global Advisors Inc | 37,527 | $1.76M | 0.01% | −2,689−6.7% | Reduced |
| Yousif Capital Management, LLC | 37,065 | $1.73M | 0.02% | −1,110−2.9% | Reduced |
| Independent Financial Group, LLC | 36,683 | $1.72M | 0.12% | +908+2.5% | Added |
| Janus Henderson Group PLC | 36,497 | $1.71M | 0.00% | −8,118−18.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,389 | $1.70M | 0.01% | +2,599+7.7% | Added |
| Franklin Resources Inc | 35,676 | $1.67M | 0.00% | +6,114+20.7% | Added |
| GraniteShares Advisors LLC | 35,519 | $1.66M | 1.50% | −378−1.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 35,514 | $1.66M | 0.30% | −2,805−7.3% | Reduced |
| Victory Capital Management Inc | 33,763 | $1.58M | 0.00% | −510−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,093 | $1.55M | 0.02% | −373−1.1% | Reduced |
| Treasurer of the State of North Carolina | 32,430 | $1.52M | 0.01% | +70+0.2% | Added |
| Hancock Whitney Corp | 31,959 | $1.50M | 0.06% | −608−1.9% | Reduced |
| Algert Global LLC | 30,692 | $1.44M | 0.06% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 30,600 | $1.43M | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 30,500 | $1.43M | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 29,591 | $1.38M | 0.05% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 28,762 | $1.35M | 0.88% | +6,000+26.4% | Added |
| Holocene Advisors, LP | 28,586 | $1.34M | 0.01% | −22,905−44.5% | Reduced |
| Royal Bank of Canada | 27,954 | $1.31M | 0.00% | −37,946−57.6% | Reduced |
| Guggenheim Capital LLC | 27,231 | $1.27M | 0.01% | −1,390−4.9% | Reduced |
| Ensign Peak Advisors, Inc | 26,847 | $1.26M | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 25,948 | $1.21M | 0.00% | −2,648−9.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,785 | $1.21M | 0.01% | +582+2.3% | Added |
| JT Stratford LLC | 25,505 | $1.19M | 0.32% | −852−3.2% | Reduced |
| South Dakota Investment Council | 24,142 | $1.13M | 0.02% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 23,233 | $1.09M | 0.19% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 23,125 | $1.08M | 0.01% | +205+0.9% | Added |
| Louisiana State Employees Retirement System | 22,000 | $1.03M | 0.02% | +2,100+10.6% | Added |
| Oregon Public Employees Retirement Fund | 21,774 | $1.02M | 0.01% | −300−1.4% | Reduced |
| Citigroup Inc | 21,707 | $1.02M | 0.00% | −5,378−19.9% | Reduced |
| Caption Management, LLC | 21,400 | $1.00M | 0.18% | +10,400+94.5% | Added |
| Arizona State Retirement System | 21,143 | $989.5K | 0.01% | −594−2.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 21,007 | $983.0K | 0.05% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 21,000 | $982.8K | 0.01% | +21,000 | New |
| Spouting Rock Asset Management, LLC | 20,752 | $971.2K | 0.35% | +4,802+30.1% | Added |
| Russell Investments Group, Ltd. | 20,081 | $939.8K | 0.00% | +6,635+49.3% | Added |
| Gsa Capital Partners LLP | 19,399 | $908.0K | 0.09% | +2,794+16.8% | Added |
| Prime Capital Investment Advisors, LLC | 19,164 | $896.9K | 0.02% | +1,158+6.4% | Added |
| Greenland Capital Management LP | 19,139 | $895.7K | 0.13% | +2,968+18.4% | Added |
| Pictet Asset Management SA | 19,097 | $893.7K | 0.00% | −2,635−12.1% | Reduced |
| Camelot Portfolios, LLC | 19,062 | $892.1K | 0.56% | +5,023+35.8% | Added |
| Ameritas Investment Partners, Inc. | 18,799 | $879.8K | 0.03% | −493−2.6% | Reduced |
| State of Michigan Retirement System | 18,589 | $870.0K | 0.01% | −400−2.1% | Reduced |
| SG Americas Securities, LLC | 18,389 | $861.0K | 0.01% | −33,395−64.5% | Reduced |
| DekaBank Deutsche Girozentrale | 17,922 | $855.0K | 0.00% | −795−4.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $842.4K | 0.30% | 00.0% | Unchanged |
| JustInvest LLC | 17,802 | $833.2K | 0.03% | +1,547+9.5% | Added |
| Midwest Professional Planners, LTD. | 17,740 | $830.2K | 0.36% | +3,219+22.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,730 | $783.0K | 0.02% | +86+0.5% | Added |
| Janney Montgomery Scott LLC | 16,698 | $782.0K | 0.00% | +2,703+19.3% | Added |
| North Star Investment Management Corp. | 16,150 | $755.8K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 16,025 | $750.0K | 0.03% | −70.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,941 | $746.0K | 0.00% | +515+3.3% | Added |
| Pacer Advisors, Inc. | 15,691 | $734.3K | 0.00% | +12,861+454.5% | Added |
| New Mexico Educational Retirement Board | 15,300 | $716.0K | 0.03% | +1,700+12.5% | Added |
| Employees Retirement System of Texas | 15,000 | $702.0K | 0.01% | −36,000−70.6% | Reduced |
| Standard Life Aberdeen plc | 14,764 | $691.0K | 0.00% | +777+5.6% | Added |
| RDA Financial Network | 14,457 | $676.6K | 0.28% | −75−0.5% | Reduced |
| Texas Yale Capital Corp. | 13,750 | $643.5K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 13,427 | $628.4K | 0.71% | −17−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 13,258 | $620.5K | 0.00% | −1,397−9.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,248 | $620.0K | 0.01% | +1,234+10.3% | Added |
| Handelsbanken Fonder AB | 13,200 | $618.0K | 0.00% | +700+5.6% | Added |
| Creative Planning | 12,597 | $589.5K | 0.00% | +3,529+38.9% | Added |
| Truist Financial Corp | 12,512 | $585.5K | 0.00% | −2,196−14.9% | Reduced |
| Massachusetts Financial Services Co | 12,414 | $581.0K | 0.00% | +601+5.1% | Added |
| Penserra Capital Management LLC | 12,284 | $574.0K | 0.01% | +2,045+20.0% | Added |
| Sherbrooke Park Advisers LLC | 12,255 | $573.5K | 0.30% | +12,255 | New |
| Ziegler Capital Management, LLC | 12,240 | $572.8K | 0.02% | −2,818−18.7% | Reduced |
| Pensionfund Sabic | 12,000 | $562.0K | 0.19% | +1,200+11.1% | Added |
| Allspring Global Investments Holdings, LLC | 11,671 | $546.2K | 0.00% | −4,827−29.3% | Reduced |
| Moody National Bank Trust Division | 11,410 | $534.0K | 0.04% | +221+2.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,259 | $526.9K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,154 | $526.9K | 0.00% | +110+1.0% | Added |
| Pictet & Cie (Europe) SA | 11,190 | $523.7K | 0.02% | +11,190 | New |
| Bank of Montreal | 10,985 | $517.3K | 0.00% | −1,938−15.0% | Reduced |
| New York Life Investment Management LLC | 10,817 | $506.2K | 0.01% | −1,889−14.9% | Reduced |
| M&T Bank Corp | 10,674 | $499.9K | 0.00% | −464−4.2% | Reduced |
| Public Employees Retirement Association of Colorado | 10,646 | $498.0K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 10,225 | $478.5K | 0.47% | −2,175−17.5% | Reduced |
| BNP Paribas Arbitrage, SA | 10,153 | $475.2K | 0.00% | −2,174−17.6% | Reduced |
| Coldstream Capital Management Inc | 10,136 | $474.4K | 0.02% | +53+0.5% | Added |
| Voya Investment Management LLC | 9,456 | $442.5K | 0.00% | +10+0.1% | Added |
| D.A. Davidson & Co. | 9,325 | $436.4K | 0.00% | −621−6.2% | Reduced |
| Crossmark Global Holdings, Inc. | 9,956 | $435.0K | 0.01% | −211−2.1% | Reduced |
| All Season Financial Advisors, Inc. | 9,209 | $431.0K | 0.39% | −31−0.3% | Reduced |
| Xponance, Inc. | 9,124 | $427.0K | 0.01% | −786−7.9% | Reduced |
| Erste Asset Management GmbH | 9,100 | $418.2K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 8,800 | $411.8K | 0.05% | +8,800 | New |
| National Asset Management, Inc. | 8,737 | $411.3K | 0.01% | +34+0.4% | Added |
| Nissay Asset Management Corp | 8,546 | $400.0K | 0.00% | +610+7.7% | Added |
| Van Eck Associates Corp | 8,399 | $393.0K | 0.00% | +255+3.1% | Added |
| First Republic Investment Management, Inc. | 8,205 | $384.0K | 0.00% | −884−9.7% | Reduced |
| D. E. Shaw & Co., Inc. | 8,183 | $383.0K | 0.00% | −31,698−79.5% | Reduced |
| Neuberger Berman Group LLC | 8,117 | $379.9K | 0.00% | +8,117 | New |