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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 135 | $6.32K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 111 | $5.20K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 111 | $5.19K | 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 |
| TD Capital Management LLC | 101 | $4.72K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 94 | $4.42K | 0.00% | −175−65.1% | Reduced |
| Gradient Investments LLC | 94 | $4.40K | 0.00% | −19−16.8% | Reduced |
| Key Financial Inc | 94 | $4.40K | 0.00% | +94 | New |
| GHP Investment Advisors, Inc. | 100 | $4.28K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 68 | $3.18K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 63 | $2.95K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 59 | $2.76K | 0.00% | +59 | New |
| WealthPLAN Partners, LLC | 54 | $2.53K | 0.00% | −162−75.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 53 | $2.48K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $2.00K | 0.00% | +4+9.8% | Added |
| Baker Avenue Asset Management, LP | 42 | $1.97K | 0.00% | +12+40.0% | Added |
| RFP Financial Group LLC | 34 | $1.59K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 47 | $1.59K | 0.01% | +9+23.7% | Added |
| Farmers & Merchants Investments Inc | 33 | $1.54K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 31 | $1.45K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 28 | $1.31K | 0.00% | −15,268−99.8% | Reduced |
| TD Private Client Wealth LLC | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $1.03K | 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 |
| Earnest Partners LLC | 20 | $936 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 17 | $796 | 0.00% | +17 | New |
| JJJ Advisors Inc. | 15 | $702 | 0.00% | −32−68.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 14 | $659 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $562 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $374 | 0.00% | +8 | New |
| Hexagon Capital Partners LLC | 7 | $328 | 0.00% | 00.0% | Unchanged |
| American National Bank | 4 | $187 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $94 | 0.00% | −22−91.7% | Reduced |
| Financial Management Professionals, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $0 | 0.00% | +24 | New |
| Infrastructure Capital Advisors, LLC | 20,457 | – | – | −11,570−36.1% | Reduced |
| Westpac Banking Corp | 0 | $0 | 0.00% | −269,615−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −190,200−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −82,788−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −72,031−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −44,618−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −43,206−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −32,656−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −26,672−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −20,604−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −18,106−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −15,819−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −15,756−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −11,341−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8,797−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,886−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −1,062−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |