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 |
|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 7,980 | $373.5K | 0.03% | −840−9.5% | Reduced |
| 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 |
| PCG Wealth Advisors, LLC | 7,923 | $370.8K | 0.23% | 00.0% | Unchanged |
| Community Bank of Raymore | 7,910 | $370.2K | 0.16% | −3,820−32.6% | Reduced |
| Sound Stewardship, LLC | 7,609 | $356.1K | 0.23% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,540 | $352.9K | 0.01% | −1,220−13.9% | Reduced |
| Alps Advisors Inc | 7,418 | $347.2K | 0.00% | −2,703−26.7% | Reduced |
| Wealthcare Advisory Partners LLC | 7,405 | $346.5K | 0.02% | +108+1.5% | Added |
| Jump Financial, LLC | 7,400 | $346.3K | 0.01% | +7,400 | New |
| Jefferies Financial Group Inc. | 7,177 | $335.9K | 0.01% | +7,177 | New |
| Leonteq Securities AG | 7,167 | $335.4K | 0.03% | +3,741+109.2% | Added |
| Focus Financial Network, Inc. | 7,120 | $335.1K | 0.02% | +7,120 | New |
| Natixis | 6,900 | $322.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,711 | $314.1K | 0.00% | +359+5.7% | Added |
| Group One Trading, L.P. | 6,662 | $311.8K | 0.01% | +6,662 | New |
| Securian Asset Management, Inc | 6,634 | $310.5K | 0.01% | −100−1.5% | Reduced |
| Byrne Asset Management LLC | 6,365 | $298.0K | 0.19% | +300+4.9% | Added |
| EMC Capital Management | 10,234 | $289.0K | 0.59% | +7,192+236.4% | Added |
| Maryland State Retirement & Pension System | 6,172 | $288.9K | 0.01% | 00.0% | Unchanged |
| Stevens Capital Management LP | 6,098 | $285.0K | 0.06% | +6,098 | New |
| Naviter Wealth, LLC | 5,974 | $281.2K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 5,860 | $274.3K | 0.00% | −75−1.3% | Reduced |
| CI Private Wealth, LLC | 5,816 | $272.2K | 0.00% | −806−12.2% | Reduced |
| Colony Group LLC | 5,815 | $272.0K | 0.00% | +18+0.3% | Added |
| Cipher Capital LP | 5,775 | $270.3K | 0.05% | +5,775 | New |
| Bridgefront Capital, LLC | 5,725 | $267.9K | 0.14% | +5,725 | New |
| Samalin Investment Counsel, LLC | 5,681 | $265.9K | 0.14% | +5,681 | New |
| Tower Research Capital LLC (TRC) | 5,590 | $261.6K | 0.01% | +3,707+196.9% | Added |
| Pathstone Family Office, LLC | 5,417 | $258.5K | 0.00% | −1,110−17.0% | Reduced |
| Panagora Asset Management Inc | 5,412 | $253.3K | 0.00% | +5,412 | New |
| SEI Investments Co | 5,334 | $249.6K | 0.00% | −6,975−56.7% | Reduced |
| Jackson Square Capital, LLC | 5,309 | $248.5K | 0.10% | +5,309 | New |
| The PNC Financial Services Group, Inc. | 5,302 | $248.1K | 0.00% | −200−3.6% | Reduced |
| Wealthstar Advisors, LLC | 5,253 | $245.9K | 0.10% | +5,253 | New |
| Schnieders Capital Management LLC | 5,162 | $241.6K | 0.05% | +5,162 | New |
| Cetera Advisor Networks LLC | 5,153 | $241.2K | 0.00% | −2,007−28.0% | Reduced |
| Cooper Financial Group | 5,106 | $239.0K | 0.06% | +5,106 | New |
| Private Trust Co NA | 5,087 | $238.1K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,044 | $236.9K | 0.00% | −6,054−54.6% | Reduced |
| Blair William & Co | 4,965 | $232.4K | 0.00% | +4,965 | New |
| Robertson Stephens Wealth Management, LLC | 4,703 | $221.4K | 0.02% | +4,703 | New |
| Pitcairn Co | 4,614 | $215.9K | 0.02% | +4,614 | New |
| Oak Thistle LLC | 4,608 | $215.7K | 0.11% | +4,608 | New |
| Avantax Advisory Services, Inc. | 4,587 | $214.7K | 0.00% | +4,587 | New |
| Two Sigma Investments, LP | 4,585 | $214.6K | 0.00% | +4,585 | New |
| Veriti Management LLC | 4,434 | $207.5K | 0.02% | +4,434 | New |
| ProShare Advisors LLC | 4,398 | $205.8K | 0.00% | +4,398 | New |
| Advisor Partners II, LLC | 4,358 | $204.0K | 0.01% | +4,358 | New |
| Arrow Investment Advisors, LLC | 4,338 | $203.0K | 0.16% | +4,338 | New |
| Metis Global Partners, LLC | 4,296 | $201.1K | 0.01% | +4,296 | New |
| Heritage Wealth Advisors | 3,000 | $140.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,992 | $140.1K | 0.00% | +848+39.6% | Added |
| Quadrant Capital Group LLC | 2,759 | $129.1K | 0.01% | −4−0.1% | Reduced |
| Signaturefd, LLC | 2,554 | $119.5K | 0.00% | +324+14.5% | Added |
| Global Retirement Partners, LLC | 2,423 | $113.4K | 0.01% | +39+1.6% | Added |
| Metropolitan Life Insurance Co | 2,299 | $107.6K | 0.01% | −14−0.6% | Reduced |
| Spire Wealth Management | 2,293 | $107.3K | 0.00% | +900+64.6% | Added |
| Loomis Sayles & Co L P | 2,128 | $100.0K | 0.00% | +441+26.1% | Added |
| National Bank of Canada | 1,832 | $85.7K | 0.00% | +1,700+1,287.9% | Added |
| CWM, LLC | 1,574 | $74.0K | 0.00% | +131+9.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,526 | $71.4K | 0.00% | −563−27.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,509 | $70.6K | 0.00% | +1,509 | New |
| Atlas Capital Advisors LLC | 1,373 | $64.3K | 0.01% | +1,373 | New |
| Harvest Fund Management Co., Ltd | 1,373 | $64.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,221 | $57.1K | 0.03% | +149+13.9% | Added |
| EverSource Wealth Advisors, LLC | 1,112 | $52.0K | 0.01% | +186+20.1% | Added |
| Huntington National Bank | 1,027 | $48.1K | 0.00% | −176−14.6% | Reduced |
| Lindbrook Capital, LLC | 1,002 | $46.9K | 0.00% | +94+10.4% | Added |
| IFP Advisors, Inc | 754 | $46.2K | 0.00% | −111−12.8% | Reduced |
| Cutler Group LP | 900 | $42.0K | 0.01% | +854+1,856.5% | Added |
| Northwestern Mutual Wealth Management Co | 892 | $41.7K | 0.00% | +793+801.0% | Added |
| International Assets Investment Management, LLC | 16,010 | $39.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 764 | $35.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 732 | $34.2K | 0.00% | +70+10.6% | Added |
| Allworth Financial LP | 686 | $32.1K | 0.00% | +96+16.3% | Added |
| State of Wyoming | 659 | $30.8K | 0.01% | +659 | New |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $28.2K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 570 | $26.7K | 0.00% | +182+46.9% | Added |
| GWM Advisors LLC | 558 | $26.1K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 450 | $21.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 449 | $21.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 425 | $19.9K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 340 | $16.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 304 | $14.0K | 0.01% | −706−69.9% | Reduced |
| Macroview Investment Management LLC | 272 | $12.7K | 0.02% | +5+1.9% | Added |
| AlphaMark Advisors, LLC | 258 | $12.0K | 0.01% | +41+18.9% | Added |
| BerganKDV Wealth Management, LLC | 250 | $11.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $10.5K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 222 | $10.4K | 0.00% | +2+0.9% | Added |
| Arlington Partners LLC | 215 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 281 | $10.0K | 0.00% | +1+0.4% | Added |
| Aspire Private Capital, LLC | 211 | $9.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $8.29K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 180 | $8.00K | 0.00% | −50−21.7% | Reduced |
| Bell Investment Advisors, Inc | 169 | $7.91K | 0.00% | +13+8.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 166 | $7.77K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 138 | $6.46K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 136 | $6.37K | 0.00% | 00.0% | Unchanged |