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 |
|---|---|---|---|---|---|
| Avion Wealth | 36 | $0 | 0.00% | +12+50.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $42 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 2 | $83 | 0.00% | 00.0% | Unchanged |
| American National Bank | 4 | $166 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $291 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $332 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $498 | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 13 | $540 | 0.00% | +13 | New |
| JJJ Advisors Inc. | 15 | $624 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 20 | $831 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $914 | 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% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | +4+44.4% | Added |
| Farmers & Merchants Investments Inc | 33 | $1.37K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 34 | $1.41K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 42 | $1.75K | 0.00% | +42 | New |
| AlphaMark Advisors, LLC | 51 | $2.00K | 0.00% | −207−80.2% | Reduced |
| Capital Advisors, Ltd. LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 53 | $2.20K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 59 | $2.45K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 63 | $2.62K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 68 | $2.83K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $3.12K | 0.00% | +75 | New |
| Northwestern Mutual Wealth Management Co | 77 | $3.20K | 0.00% | −815−91.4% | Reduced |
| Proequities, Inc. | 94 | $3.93K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $4.15K | 0.00% | +100 | New |
| TD Capital Management LLC | 101 | $4.19K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $4.25K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 104 | $4.32K | 0.00% | +10+10.6% | Added |
| Whittier Trust Co | 111 | $4.61K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 111 | $4.74K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 106 | $5.00K | 0.00% | −1−0.9% | Reduced |
| Umb Bank N A | 122 | $5.07K | 0.00% | −303−71.3% | Reduced |
| VisionPoint Advisory Group, LLC | 132 | $5.48K | 0.00% | +115+676.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 135 | $5.61K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 138 | $5.73K | 0.00% | −420−75.3% | Reduced |
| Parkside Financial Bank & Trust | 138 | $5.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $6.65K | 0.00% | −9−5.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 166 | $6.89K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $7.36K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 211 | $8.76K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 223 | $9.27K | 0.00% | +1+0.5% | Added |
| SOA Wealth Advisors, LLC. | 225 | $9.35K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 244 | $10.0K | 0.01% | −60−19.7% | Reduced |
| Tradition Wealth Management, LLC | 240 | $10.0K | 0.00% | +138+135.3% | Added |
| Baker Avenue Asset Management, LP | 243 | $10.1K | 0.00% | +201+478.6% | Added |
| Macroview Investment Management LLC | 277 | $11.5K | 0.02% | +5+1.8% | Added |
| Investors Research Corp | 300 | $12.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 340 | $14.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 449 | $18.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 466 | $19.0K | 0.00% | −434−48.2% | Reduced |
| Venturi Wealth Management, LLC | 516 | $21.4K | 0.00% | +516 | New |
| Ronald Blue Trust, Inc. | 460 | $22.0K | 0.00% | +179+63.7% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $25.1K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 638 | $26.5K | 0.00% | +68+11.9% | Added |
| Allworth Financial LP | 678 | $28.1K | 0.00% | −8−1.2% | Reduced |
| National Bank of Canada | 695 | $28.5K | 0.00% | −1,137−62.1% | Reduced |
| Loomis Sayles & Co L P | 722 | $30.0K | 0.00% | −1,406−66.1% | Reduced |
| Harbour Investments, Inc. | 727 | $30.2K | 0.00% | −5−0.7% | Reduced |
| Lazard Asset Management LLC | 764 | $31.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 764 | $31.7K | 0.00% | +10+1.3% | Added |
| State of Wyoming | 842 | $35.0K | 0.01% | +183+27.8% | Added |
| International Assets Investment Management, LLC | 16,010 | $35.9K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 910 | $37.8K | 0.05% | +910 | New |
| Advisors Asset Management, Inc. | 918 | $38.1K | 0.00% | +918 | New |
| Lindbrook Capital, LLC | 959 | $39.8K | 0.00% | −43−4.3% | Reduced |
| KBC Group NV | 1,043 | $43.0K | 0.00% | +1,043 | New |
| NBC Securities, Inc. | 1,083 | $44.0K | 0.00% | +1,083 | New |
| EverSource Wealth Advisors, LLC | 1,086 | $45.1K | 0.00% | −26−2.3% | Reduced |
| Huntington National Bank | 1,089 | $45.2K | 0.00% | +62+6.0% | Added |
| Raleigh Capital Management Inc. | 1,241 | $51.6K | 0.03% | +20+1.6% | Added |
| Harvest Fund Management Co., Ltd | 1,373 | $57.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,396 | $58.0K | 0.00% | −897−39.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,508 | $62.6K | 0.00% | −4,082−73.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,529 | $63.5K | 0.00% | +3+0.2% | Added |
| CWM, LLC | 1,629 | $68.0K | 0.00% | +55+3.5% | Added |
| Metropolitan Life Insurance Co | 2,313 | $96.1K | 0.00% | +14+0.6% | Added |
| Global Retirement Partners, LLC | 2,385 | $96.9K | 0.00% | −38−1.6% | Reduced |
| Parallel Advisors, LLC | 2,617 | $108.7K | 0.00% | −375−12.5% | Reduced |
| Quadrant Capital Group LLC | 2,682 | $111.4K | 0.01% | −77−2.8% | Reduced |
| Heritage Wealth Advisors | 3,000 | $124.6K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 3,042 | $126.0K | 0.09% | −7,192−70.3% | Reduced |
| Atlas Capital Advisors LLC | 3,427 | $142.4K | 0.02% | +2,054+149.6% | Added |
| Impact Partnership Wealth, LLC | 3,433 | $142.6K | 0.04% | +3,433 | New |
| Signaturefd, LLC | 3,551 | $147.5K | 0.00% | +997+39.0% | Added |
| Schnieders Capital Management LLC | 5,062 | $210.3K | 0.05% | −100−1.9% | Reduced |
| Private Trust Co NA | 5,065 | $210.4K | 0.03% | −22−0.4% | Reduced |
| Wealthstar Advisors, LLC | 5,162 | $214.4K | 0.09% | −91−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 5,184 | $215.3K | 0.00% | −118−2.2% | Reduced |
| Advisor Partners II, LLC | 5,202 | $216.1K | 0.01% | +844+19.4% | Added |
| Pitcairn Co | 5,425 | $225.4K | 0.02% | +811+17.6% | Added |
| Panagora Asset Management Inc | 5,513 | $229.0K | 0.00% | +101+1.9% | Added |
| HighTower Advisors, LLC | 5,628 | $233.0K | 0.00% | +5,628 | New |
| Colony Group LLC | 5,815 | $242.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,860 | $243.4K | 0.00% | −1,558−21.0% | Reduced |
| Advisory Services Network, LLC | 5,870 | $243.8K | 0.01% | +5,870 | New |
| Cetera Advisor Networks LLC | 5,890 | $244.7K | 0.00% | +737+14.3% | Added |
| EHP Funds Inc. | 6,000 | $249.2K | 0.12% | +6,000 | New |
| Private Advisor Group, LLC | 6,004 | $249.4K | 0.00% | +144+2.5% | Added |