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 |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | – | $251.0K | 0.21% | – | – |
| Maryland State Retirement & Pension System | 6,172 | $256.4K | 0.01% | 00.0% | Unchanged |
| Putnam Investments LLC | 6,173 | $256.4K | 0.00% | −79,209−92.8% | Reduced |
| BTC Capital Management, Inc. | 6,253 | $259.8K | 0.03% | +6,253 | New |
| CI Private Wealth, LLC | 6,284 | $261.0K | 0.00% | +468+8.0% | Added |
| US Bancorp | 6,298 | $261.6K | 0.00% | −413−6.2% | Reduced |
| Samalin Investment Counsel, LLC | 6,336 | $263.2K | 0.15% | +655+11.5% | Added |
| Pacer Advisors, Inc. | 6,338 | $263.3K | 0.00% | −9,353−59.6% | Reduced |
| Worth Venture Partners, LLC | 6,350 | $263.8K | 0.16% | +6,350 | New |
| Securian Asset Management, Inc | 6,379 | $265.0K | 0.01% | −255−3.8% | Reduced |
| Cambria Investment Management, L.P. | 6,384 | $265.2K | 0.02% | −1,596−20.0% | Reduced |
| Gsa Capital Partners LLP | 6,408 | $266.0K | 0.02% | −12,991−67.0% | Reduced |
| IAM Advisory, LLC | 6,417 | $266.6K | 0.09% | +6,417 | New |
| SEI Investments Co | 6,484 | $269.4K | 0.00% | +1,150+21.6% | Added |
| AE Wealth Management LLC | 6,896 | $286.5K | 0.00% | +6,896 | New |
| Pathstone Family Office, LLC | 6,955 | $289.0K | 0.00% | +1,538+28.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $312.0K | 0.00% | −67,500−90.0% | Reduced |
| Sound Stewardship, LLC | 7,609 | $316.1K | 0.21% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 7,586 | $317.2K | 0.02% | +466+6.5% | Added |
| Mackenzie Financial Corp | 7,953 | $321.5K | 0.00% | −3,201−28.7% | Reduced |
| D. E. Shaw & Co., Inc. | 7,865 | $326.7K | 0.00% | −318−3.9% | Reduced |
| Community Bank of Raymore | 7,910 | $328.6K | 0.15% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 7,923 | $329.1K | 0.22% | 00.0% | Unchanged |
| Martingale Asset Management L P | 7,947 | $330.1K | 0.01% | +7,947 | New |
| MML Investors Services, LLC | 8,208 | $341.0K | 0.00% | +247+3.1% | Added |
| First Republic Investment Management, Inc. | 8,224 | $341.6K | 0.00% | +19+0.2% | Added |
| Affinity Investment Advisors, LLC | 8,238 | $342.2K | 0.22% | +8,238 | New |
| Leonteq Securities AG | 8,715 | $362.0K | 0.04% | +1,548+21.6% | Added |
| Van Eck Associates Corp | 8,762 | $364.0K | 0.00% | +363+4.3% | Added |
| D.A. Davidson & Co. | 9,045 | $375.7K | 0.00% | −280−3.0% | Reduced |
| Nissay Asset Management Corp | 9,126 | $379.1K | 0.00% | +580+6.8% | Added |
| Erste Asset Management GmbH | 9,100 | $379.7K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 9,203 | $382.3K | 0.00% | +9,203 | New |
| Public Employees Retirement Association of Colorado | 9,209 | $383.0K | 0.00% | −1,437−13.5% | Reduced |
| New York Life Investment Management LLC | 9,330 | $387.6K | 0.00% | −1,487−13.7% | Reduced |
| Voya Investment Management LLC | 9,407 | $390.8K | 0.00% | −49−0.5% | Reduced |
| Susquehanna International Group, LLP | 9,545 | $396.5K | 0.00% | −32,490−77.3% | Reduced |
| Xponance, Inc. | 9,632 | $400.1K | 0.01% | +508+5.6% | Added |
| All Season Financial Advisors, Inc. | 9,662 | $401.4K | 0.41% | +453+4.9% | Added |
| Crossmark Global Holdings, Inc. | 9,725 | $407.0K | 0.01% | −231−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,927 | $412.0K | 0.00% | −6,014−37.7% | Reduced |
| Coldstream Capital Management Inc | 10,084 | $418.9K | 0.01% | −52−0.5% | Reduced |
| M&T Bank Corp | 10,557 | $438.9K | 0.00% | −117−1.1% | Reduced |
| Pictet & Cie (Europe) SA | 10,737 | $446.0K | 0.02% | −453−4.0% | Reduced |
| MRP Capital Investments, LLC | 25,757 | $454.5K | 0.50% | +15,532+151.9% | Added |
| Camelot Portfolios, LLC | 10,963 | $455.4K | 0.44% | −8,099−42.5% | Reduced |
| Ziegler Capital Management, LLC | 10,966 | $455.5K | 0.02% | −1,274−10.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,975 | $455.9K | 0.00% | −696−6.0% | Reduced |
| Creative Planning | 11,241 | $467.0K | 0.00% | −1,356−10.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,259 | $467.7K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 11,215 | $477.8K | 0.00% | +230+2.1% | Added |
| Oak Thistle LLC | 11,997 | $498.4K | 0.15% | +7,389+160.4% | Added |
| BNP Paribas Arbitrage, SA | 12,309 | $511.3K | 0.00% | +2,156+21.2% | Added |
| Handelsbanken Fonder AB | 13,200 | $548.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 13,486 | $560.2K | 0.65% | +59+0.4% | Added |
| Victory Capital Management Inc | 13,552 | $563.0K | 0.00% | −20,211−59.9% | Reduced |
| Texas Yale Capital Corp. | 13,750 | $571.2K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 13,948 | $579.4K | 0.04% | +2,538+22.2% | Added |
| Penserra Capital Management LLC | 14,033 | $582.0K | 0.01% | +1,749+14.2% | Added |
| Pensionfund Sabic | 14,000 | $582.0K | 0.20% | +2,000+16.7% | Added |
| Sigma Planning Corp | 14,069 | $584.4K | 0.02% | −1,956−12.2% | Reduced |
| RDA Financial Network | 14,382 | $597.4K | 0.26% | −75−0.5% | Reduced |
| HRT Financial LP | 14,429 | $599.0K | 0.01% | +14,429 | New |
| Stifel Financial Corp | 14,639 | $608.1K | 0.00% | +14,639 | New |
| Infrastructure Capital Advisors, LLC | 8,146 | $615.2K | 0.11% | −12,311−60.2% | Reduced |
| Standard Life Aberdeen plc | 15,135 | $628.7K | 0.00% | +371+2.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,253 | $633.6K | 0.01% | −21,136−58.1% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $636.0K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 15,598 | $647.9K | 0.00% | +2,340+17.6% | Added |
| North Star Investment Management Corp. | 16,150 | $670.9K | 0.06% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,176 | $672.0K | 0.00% | −22,715−58.4% | Reduced |
| Neuberger Berman Group LLC | 16,625 | $690.6K | 0.00% | +8,508+104.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,705 | $693.9K | 0.02% | −25−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 16,893 | $701.7K | 0.03% | −1,906−10.1% | Reduced |
| Janney Montgomery Scott LLC | 17,584 | $730.0K | 0.00% | +886+5.3% | Added |
| DekaBank Deutsche Girozentrale | 17,922 | $744.0K | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 17,989 | $747.3K | 0.00% | −600−3.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $747.7K | 0.28% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 18,181 | $755.2K | 0.00% | −1,900−9.5% | Reduced |
| JustInvest LLC | 18,456 | $766.7K | 0.02% | +654+3.7% | Added |
| Pictet Asset Management Holding SA | 18,644 | $774.5K | 0.00% | +18,644 | New |
| Prime Capital Investment Advisors, LLC | 19,177 | $796.6K | 0.02% | +13+0.1% | Added |
| Natixis | 19,776 | $821.5K | 0.01% | +12,876+186.6% | Added |
| Spouting Rock Asset Management, LLC | 20,186 | $838.5K | 0.27% | −566−2.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 20,845 | $865.9K | 0.04% | −162−0.8% | Reduced |
| UniSuper Management Pty Ltd | 21,000 | $872.3K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 21,002 | $872.4K | 0.04% | −9,690−31.6% | Reduced |
| Assetmark, Inc | 21,090 | $876.1K | 0.00% | −4,858−18.7% | Reduced |
| Oregon Public Employees Retirement Fund | 21,174 | $879.6K | 0.01% | −600−2.8% | Reduced |
| Louisiana State Employees Retirement System | 21,300 | $884.8K | 0.02% | −700−3.2% | Reduced |
| Arizona State Retirement System | 21,434 | $890.4K | 0.01% | +291+1.4% | Added |
| Midwest Professional Planners, LTD. | 21,728 | $902.6K | 0.41% | +3,988+22.5% | Added |
| Verition Fund Management LLC | 22,180 | $921.4K | 0.01% | +22,180 | New |
| Massachusetts Financial Services Co | 22,341 | $928.0K | 0.00% | +9,927+80.0% | Added |
| Envestnet Asset Management Inc | 22,689 | $942.5K | 0.00% | −41,498−64.7% | Reduced |
| Cornercap Investment Counsel Inc | 22,909 | $951.6K | 0.17% | −324−1.4% | Reduced |
| Globeflex Capital L P | 23,734 | $985.9K | 0.12% | +14,934+169.7% | Added |
| Daiwa Securities Group Inc. | 23,984 | $996.0K | 0.01% | +859+3.7% | Added |
| JT Stratford LLC | 24,066 | $999.7K | 0.26% | −1,439−5.6% | Reduced |
| South Dakota Investment Council | 24,142 | $1.00M | 0.02% | 00.0% | Unchanged |