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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.

Other share classesEPR.PCEPR.PEEPR.PG

Q3 2023 vs. Q2 2023

How the institutions holding Epr Properties changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of EPR: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3404327−9
Shares58.2M19.9K59.0M+805.6K (+1.4%)
Value$2.72B$932.9K$2.45B−$267.9M (−9.8%)

4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Epr Properties at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to EPR in Q3 2023
InstitutionSharesValue% of portfolio
UBS Oconnor LLC151,439$6.29M0.11%
Lighthouse Investment Partners, LLC100,000$4.15M0.25%
Allstate Corp78,554$3.26M0.19%
Oversea-Chinese Banking CORP Ltd65,258$2.71M0.12%
QRG Capital Management, Inc.53,518$2.22M0.04%
Ballast Asset Management, LP44,800$1.86M1.73%
Vestcor Inc43,930$1.82M0.07%
Voloridge Investment Management, LLC24,726$1.03M0.01%
Verition Fund Management LLC22,180$921.4K0.01%
Pictet Asset Management Holding SA18,644$774.5K0.00%
Stifel Financial Corp14,639$608.1K0.00%
HRT Financial LP14,429$599.0K0.01%
Wealth Enhancement Advisory Services, LLC9,203$382.3K0.00%
Affinity Investment Advisors, LLC8,238$342.2K0.22%
Martingale Asset Management L P7,947$330.1K0.01%
AE Wealth Management LLC6,896$286.5K0.00%
IAM Advisory, LLC6,417$266.6K0.09%
Worth Venture Partners, LLC6,350$263.8K0.16%
BTC Capital Management, Inc.6,253$259.8K0.03%
EHP Funds Inc.6,000$249.2K0.12%
Advisory Services Network, LLC5,870$243.8K0.01%
HighTower Advisors, LLC5,628$233.0K0.00%
Impact Partnership Wealth, LLC3,433$142.6K0.04%
NBC Securities, Inc.1,083$44.0K0.00%
KBC Group NV1,043$43.0K0.00%
Advisors Asset Management, Inc.918$38.1K0.00%
LGT Financial Advisors LLC910$37.8K0.05%
Venturi Wealth Management, LLC516$21.4K0.00%
Orion Capital Management LLC100$4.15K0.00%
Missouri Trust & Investment Co75$3.12K0.00%
Carmel Capital Partners, LLC42$1.75K0.00%
Legacy Financial Group LLC13$5400.00%
Householder Group Estate & Retirement Specialist, LLC1$420.00%

Sold out (42)

Institutions that held Epr Properties at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of EPR in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Citadel Advisors LLC476,641$22.3M
Heitman Real Estate Securities LLC335,523$15.7M
AXA S.A.60,300$2.82M
Independent Financial Group, LLC36,683$1.72M
O'Shaughnessy Asset Management, LLC33,093$1.55M
ING Groep NV30,500$1.43M
Holocene Advisors, LP28,586$1.34M
Caption Management, LLC21,400$1.00M
Employees Retirement System of Texas15,000$702.0K
Sherbrooke Park Advisers LLC12,255$573.5K
National Asset Management, Inc.8,737$411.3K
Acadian Asset Management LLC7,985$373.0K
Engineers Gate Manager LP7,540$352.9K
Wealthcare Advisory Partners LLC7,405$346.5K
Jefferies Financial Group Inc.7,177$335.9K
Stevens Capital Management LP6,098$285.0K
Naviter Wealth, LLC5,974$281.2K
Cipher Capital LP5,775$270.3K
Bridgefront Capital, LLC5,725$267.9K
Jackson Square Capital, LLC5,309$248.5K
Cooper Financial Group5,106$239.0K
Wolverine Trading, LLC5,044$236.9K
Blair William & Co4,965$232.4K
Robertson Stephens Wealth Management, LLC4,703$221.4K
Avantax Advisory Services, Inc.4,587$214.7K
Two Sigma Investments, LP4,585$214.6K
Veriti Management LLC4,434$207.5K
ProShare Advisors LLC4,398$205.8K
Arrow Investment Advisors, LLC4,338$203.0K
Metis Global Partners, LLC4,296$201.1K
Parallax Volatility Advisers, L.P.1,509$70.6K
Arlington Partners LLC215$10.1K
Harel Insurance Investments & Financial Services Ltd.180$8.00K
Key Financial Inc94$4.40K
WealthPLAN Partners, LLC54$2.53K
Sofos Investments, Inc.47$1.59K
Sunbelt Securities, Inc.31$1.45K
PEAK6 Investments LLC28$1.31K
TD Private Client Wealth LLC25$1.17K
Bartlett & Co. LLC14$1.00K
Psagot Value Holdings Ltd. / (Israel)13$1.00K
Bartlett & Co. Wealth Management LLC14$659

Not filed for Q3 2023 yet (4)

Institutions that held Epr Properties at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPR in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA19,097$893.7K
BDO Wealth Advisors, LLC450$21.1K
BerganKDV Wealth Management, LLC250$11.7K
Kistler-Tiffany Companies, LLC136$6.37K