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, Q3 2023
Institutional positions in Epr Properties as of Sep 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
- 327
- −9 vs. Q2 2023
- Shares held
- 59.0M
- +805.6K (+1.4%) vs. Q2 2023
- Total value
- $2.45B
- −$267.9M (−9.8%) vs. Q2 2023
- New holders
- 33
- 116 more added
- Sold out
- 42
- 119 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,340,104 | $471.1M | 0.01% | +20,509+0.2% | Added |
| BlackRock Inc. | 10,154,987 | $421.8M | 0.01% | −468,664−4.4% | Reduced |
| Invesco Ltd. | 5,258,671 | $218.4M | 0.06% | −230,786−4.2% | Reduced |
| State Street Corp | 4,202,208 | $175.7M | 0.01% | +4,583+0.1% | Added |
| Bank of New York Mellon Corp | 1,407,313 | $58.5M | 0.01% | −70,816−4.8% | Reduced |
| Geode Capital Management, LLC | 1,287,936 | $53.5M | 0.01% | +28,434+2.3% | Added |
| PGGM Investments | 1,272,738 | $52.9M | 0.91% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,227,642 | $51.0M | 0.01% | +38,937+3.3% | Added |
| LSV Asset Management | 1,145,958 | $47.6M | 0.11% | −10,548−0.9% | Reduced |
| Dimensional Fund Advisors LP | 1,057,998 | $43.9M | 0.01% | −4,611−0.4% | Reduced |
| Northwood Liquid Management LP | 1,026,081 | $42.6M | 3.83% | +934,674+1,022.5% | Added |
| Prudential Financial Inc | 951,101 | $39.5M | 0.06% | +840,706+761.5% | Added |
| Cbre Clarion Securities LLC | 912,073 | $37.9M | 0.76% | +339,405+59.3% | Added |
| Nuveen Asset Management, LLC | 877,773 | $36.5M | 0.01% | +144,881+19.8% | Added |
| Norges Bank | 856,908 | $35.6M | 0.01% | 00.0% | Unchanged |
| Waterfront Capital Partners, LLC | 841,000 | $34.9M | 3.54% | −374,202−30.8% | Reduced |
| Northern Trust Corp | 729,666 | $30.3M | 0.01% | −13,898−1.9% | Reduced |
| Millennium Management LLC | 626,435 | $26.0M | 0.03% | −48,247−7.2% | Reduced |
| Legal & General Group Plc | 594,206 | $24.7M | 0.01% | −6,248−1.0% | Reduced |
| Morgan Stanley | 583,547 | $24.2M | 0.00% | +51,030+9.6% | Added |
| Renaissance Technologies LLC | 533,700 | $22.2M | 0.04% | +189,600+55.1% | Added |
| Wellington Management Group LLP | 433,238 | $18.0M | 0.00% | +104,835+31.9% | Added |
| UBS Asset Management Americas Inc | 430,584 | $17.9M | 0.01% | +8,675+2.1% | Added |
| AQR Capital Management LLC | 393,618 | $16.4M | 0.03% | +71,213+22.1% | Added |
| JPMorgan Chase & Co | 388,259 | $16.1M | 0.00% | +77,185+24.8% | Added |
| Cohen & Steers, Inc. | 364,746 | $15.2M | 0.03% | −252,707−40.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 334,797 | $13.9M | 0.13% | +3,991+1.2% | Added |
| Principal Financial Group Inc | 277,776 | $11.5M | 0.01% | −4,813−1.7% | Reduced |
| Los Angeles Capital Management LLC | 250,170 | $10.4M | 0.04% | −6,510−2.5% | Reduced |
| Rhumbline Advisers | 247,803 | $10.3M | 0.01% | −310−0.1% | Reduced |
| Goldman Sachs Group Inc | 227,695 | $9.46M | 0.00% | +63,719+38.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 215,267 | $8.94M | 0.02% | −4,574−2.1% | Reduced |
| Group One Trading, L.P. | 214,673 | $8.92M | 0.35% | +208,011+3,122.4% | Added |
| Ameriprise Financial Inc | 208,373 | $8.67M | 0.00% | +31,459+17.8% | Added |
| Thrivent Financial for Lutherans | 202,436 | $8.41M | 0.02% | −55,383−21.5% | Reduced |
| Virginia Retirement Systems Et Al | 173,840 | $7.22M | 0.07% | +25,700+17.3% | Added |
| Swiss National Bank | 165,488 | $6.87M | 0.01% | +1,600+1.0% | Added |
| State of Wisconsin Investment Board | 161,781 | $6.72M | 0.02% | −10,421−6.1% | Reduced |
| UBS Oconnor LLC | 151,439 | $6.29M | 0.11% | +151,439 | New |
| Credit Suisse AG | 149,101 | $6.19M | 0.01% | −2,897−1.9% | Reduced |
| State of Tennessee, Treasury Department | 146,100 | $6.07M | 0.02% | +96,400+194.0% | Added |
| Public Employees Retirement System of Ohio | 139,564 | $5.80M | 0.03% | +4,726+3.5% | Added |
| Primecap Management Co | 136,720 | $5.68M | 0.00% | −2,880−2.1% | Reduced |
| Alliancebernstein L.P. | 128,045 | $5.32M | 0.00% | +2,341+1.9% | Added |
| Asset Management One Co.,Ltd. | 123,498 | $5.13M | 0.02% | −6,765−5.2% | Reduced |
| Commonwealth Equity Services, LLC | 121,063 | $5.03M | 0.01% | +7,208+6.3% | Added |
| First Trust Advisors LP | 121,005 | $5.03M | 0.01% | −10,582−8.0% | Reduced |
| Macquarie Group Ltd | 115,548 | $4.80M | 0.01% | +5,055+4.6% | Added |
| Zacks Investment Management | 115,067 | $4.78M | 0.06% | −5,141−4.3% | Reduced |
| Swedbank AB | 112,642 | $4.68M | 0.01% | +350.0% | Added |
| New York State Teachers Retirement System | 111,284 | $4.62M | 0.01% | −500−0.4% | Reduced |
| American International Group, Inc. | 106,114 | $4.41M | 0.03% | −7,421−6.5% | Reduced |
| Great West Life Assurance Co | 100,873 | $4.19M | 0.01% | +5,135+5.4% | Added |
| Greenland Capital Management LP | 100,403 | $4.17M | 0.50% | +81,264+424.6% | Added |
| Lighthouse Investment Partners, LLC | 100,000 | $4.15M | 0.25% | +100,000 | New |
| Boothbay Fund Management, LLC | 99,664 | $4.14M | 0.15% | +36,459+57.7% | Added |
| Federated Hermes, Inc. | 97,925 | $4.07M | 0.01% | +4,919+5.3% | Added |
| STRS Ohio | 96,050 | $3.99M | 0.02% | +800+0.8% | Added |
| Retirement Systems of Alabama | 94,050 | $3.91M | 0.02% | −2,960−3.1% | Reduced |
| State of New Jersey Common Pension Fund D | 89,436 | $3.72M | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 86,971 | $3.61M | 0.02% | +4,461+5.4% | Added |
| State Board of Administration of Florida Retirement System | 86,834 | $3.61M | 0.01% | +110+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 85,970 | $3.57M | 0.37% | +4,779+5.9% | Added |
| Quantinno Capital Management LP | 85,609 | $3.56M | 0.16% | +17,112+25.0% | Added |
| ExodusPoint Capital Management, LP | 85,008 | $3.53M | 0.05% | −116,028−57.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 83,157 | $3.45M | 0.00% | −1,941−2.3% | Reduced |
| California State Teachers Retirement System | 83,091 | $3.45M | 0.01% | −8,053−8.8% | Reduced |
| Bank of America Corp | 81,784 | $3.40M | 0.00% | −70,343−46.2% | Reduced |
| Allstate Corp | 78,554 | $3.26M | 0.19% | +78,554 | New |
| UBS Group AG | 73,051 | $3.03M | 0.00% | −21,453−22.7% | Reduced |
| Raymond James & Associates | 72,774 | $3.02M | 0.00% | −21,028−22.4% | Reduced |
| Exchange Traded Concepts, LLC | 69,995 | $2.91M | 0.08% | −13,668−16.3% | Reduced |
| Advisor Group Holdings, Inc. | 69,766 | $2.90M | 0.00% | +5,536+8.6% | Added |
| Brandywine Global Investment Management, LLC | 68,908 | $2.86M | 0.03% | −3,075−4.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 66,055 | $2.74M | 0.00% | +10,559+19.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 65,258 | $2.71M | 0.12% | +65,258 | New |
| New York State Common Retirement Fund | 64,797 | $2.69M | 0.00% | −12,458−16.1% | Reduced |
| LPL Financial LLC | 63,232 | $2.63M | 0.00% | +6,403+11.3% | Added |
| Texas Permanent School Fund | 63,169 | $2.62M | 0.03% | −3,085−4.7% | Reduced |
| Manufacturers Life Insurance Company, The | 61,888 | $2.57M | 0.00% | +5,779+10.3% | Added |
| Oppenheimer & Co Inc | 60,732 | $2.52M | 0.05% | −4,045−6.2% | Reduced |
| Deutsche Bank AG | 58,779 | $2.44M | 0.00% | +5,308+9.9% | Added |
| Campbell & CO Investment Adviser LLC | 58,197 | $2.42M | 0.29% | +22,683+63.9% | Added |
| Amundi | 56,681 | $2.41M | 0.00% | +210+0.4% | Added |
| Ontario Teachers Pension Plan Board | 57,848 | $2.40M | 0.03% | +8,518+17.3% | Added |
| Nisa Investment Advisors, LLC | 57,633 | $2.39M | 0.02% | −8,949−13.4% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 57,402 | $2.38M | 0.66% | −9,896−14.7% | Reduced |
| QRG Capital Management, Inc. | 53,518 | $2.22M | 0.04% | +53,518 | New |
| Amalgamated Bank | 49,167 | $2.04M | 0.02% | +186+0.4% | Added |
| Wedge Capital Management L L P | 49,119 | $2.04M | 0.04% | −25,999−34.6% | Reduced |
| Teacher Retirement System of Texas | 48,978 | $2.04M | 0.01% | +4,705+10.6% | Added |
| Mutual of America Capital Management LLC | 48,969 | $2.03M | 0.03% | −5,567−10.2% | Reduced |
| FMR LLC | 48,720 | $2.02M | 0.00% | −54,273−52.7% | Reduced |
| Mercer Global Advisors Inc | 46,368 | $1.93M | 0.01% | +8,841+23.6% | Added |
| Allianz Asset Management GmbH | 46,005 | $1.91M | 0.00% | −18,687−28.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45,707 | $1.90M | 0.00% | +1,848+4.2% | Added |
| Ballast Asset Management, LP | 44,800 | $1.86M | 1.73% | +44,800 | New |
| State of Alaska, Department of Revenue | 44,476 | $1.85M | 0.02% | +72+0.2% | Added |
| Vestcor Inc | 43,930 | $1.82M | 0.07% | +43,930 | New |
| PFG Advisors | 43,220 | $1.80M | 0.16% | −2,218−4.9% | Reduced |