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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 24,726 | $1.03M | 0.01% | +24,726 | New |
| Teachers Retirement System of the State of Kentucky | 25,698 | $1.07M | 0.01% | +12,450+94.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,253 | $1.09M | 0.00% | +468+1.8% | Added |
| Ensign Peak Advisors, Inc | 26,847 | $1.12M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 27,031 | $1.12M | 0.01% | −200−0.7% | Reduced |
| Jane Street Group, LLC | 27,826 | $1.16M | 0.00% | −38,574−58.1% | Reduced |
| Jump Financial, LLC | 28,050 | $1.17M | 0.04% | +20,650+279.1% | Added |
| Hancock Whitney Corp | 29,530 | $1.23M | 0.05% | −2,429−7.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 29,591 | $1.23M | 0.08% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 30,600 | $1.27M | 0.01% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 30,962 | $1.29M | 0.90% | +2,200+7.6% | Added |
| Treasurer of the State of North Carolina | 32,590 | $1.35M | 0.01% | +160+0.5% | Added |
| Citigroup Inc | 32,990 | $1.37M | 0.00% | +11,283+52.0% | Added |
| Franklin Resources Inc | 34,542 | $1.43M | 0.00% | −1,134−3.2% | Reduced |
| Yousif Capital Management, LLC | 35,000 | $1.45M | 0.02% | −2,065−5.6% | Reduced |
| HSBC Holdings PLC | 36,092 | $1.50M | 0.00% | −4,722−11.6% | Reduced |
| SG Americas Securities, LLC | 36,476 | $1.51M | 0.02% | +18,087+98.4% | Added |
| Janus Henderson Group PLC | 36,499 | $1.52M | 0.00% | +20.0% | Added |
| GraniteShares Advisors LLC | 36,936 | $1.53M | 1.43% | +1,417+4.0% | Added |
| Royal Bank of Canada | 37,559 | $1.56M | 0.00% | +9,605+34.4% | Added |
| Barclays PLC | 39,010 | $1.62M | 0.00% | −10,742−21.6% | Reduced |
| Price T Rowe Associates Inc | 39,594 | $1.65M | 0.00% | −3,882−8.9% | Reduced |
| Keeley-Teton Advisors, LLC | 39,790 | $1.65M | 0.23% | 00.0% | Unchanged |
| Wells Fargo & Company | 40,280 | $1.67M | 0.00% | −20,002−33.2% | Reduced |
| Truist Financial Corp | 42,111 | $1.75M | 0.00% | +29,599+236.6% | Added |
| Mariner, LLC | 42,348 | $1.76M | 0.00% | +27+0.1% | Added |
| MetLife Investment Management | 43,144 | $1.79M | 0.01% | −1,947−4.3% | Reduced |
| PFG Advisors | 43,220 | $1.80M | 0.16% | −2,218−4.9% | Reduced |
| Vestcor Inc | 43,930 | $1.82M | 0.07% | +43,930 | New |
| State of Alaska, Department of Revenue | 44,476 | $1.85M | 0.02% | +72+0.2% | Added |
| Ballast Asset Management, LP | 44,800 | $1.86M | 1.73% | +44,800 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 45,707 | $1.90M | 0.00% | +1,848+4.2% | Added |
| Allianz Asset Management GmbH | 46,005 | $1.91M | 0.00% | −18,687−28.9% | Reduced |
| Mercer Global Advisors Inc | 46,368 | $1.93M | 0.01% | +8,841+23.6% | Added |
| FMR LLC | 48,720 | $2.02M | 0.00% | −54,273−52.7% | Reduced |
| Mutual of America Capital Management LLC | 48,969 | $2.03M | 0.03% | −5,567−10.2% | Reduced |
| Teacher Retirement System of Texas | 48,978 | $2.04M | 0.01% | +4,705+10.6% | Added |
| Wedge Capital Management L L P | 49,119 | $2.04M | 0.04% | −25,999−34.6% | Reduced |
| Amalgamated Bank | 49,167 | $2.04M | 0.02% | +186+0.4% | Added |
| QRG Capital Management, Inc. | 53,518 | $2.22M | 0.04% | +53,518 | New |
| Liberty Mutual Group Asset Management Inc. | 57,402 | $2.38M | 0.66% | −9,896−14.7% | Reduced |
| Nisa Investment Advisors, LLC | 57,633 | $2.39M | 0.02% | −8,949−13.4% | Reduced |
| Ontario Teachers Pension Plan Board | 57,848 | $2.40M | 0.03% | +8,518+17.3% | Added |
| Amundi | 56,681 | $2.41M | 0.00% | +210+0.4% | Added |
| Campbell & CO Investment Adviser LLC | 58,197 | $2.42M | 0.29% | +22,683+63.9% | Added |
| Deutsche Bank AG | 58,779 | $2.44M | 0.00% | +5,308+9.9% | Added |
| Oppenheimer & Co Inc | 60,732 | $2.52M | 0.05% | −4,045−6.2% | Reduced |
| Manufacturers Life Insurance Company, The | 61,888 | $2.57M | 0.00% | +5,779+10.3% | Added |
| Texas Permanent School Fund | 63,169 | $2.62M | 0.03% | −3,085−4.7% | Reduced |
| LPL Financial LLC | 63,232 | $2.63M | 0.00% | +6,403+11.3% | Added |
| New York State Common Retirement Fund | 64,797 | $2.69M | 0.00% | −12,458−16.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 65,258 | $2.71M | 0.12% | +65,258 | New |
| Raymond James Financial Services Advisors, Inc. | 66,055 | $2.74M | 0.00% | +10,559+19.0% | Added |
| Brandywine Global Investment Management, LLC | 68,908 | $2.86M | 0.03% | −3,075−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 69,766 | $2.90M | 0.00% | +5,536+8.6% | Added |
| Exchange Traded Concepts, LLC | 69,995 | $2.91M | 0.08% | −13,668−16.3% | Reduced |
| Raymond James & Associates | 72,774 | $3.02M | 0.00% | −21,028−22.4% | Reduced |
| UBS Group AG | 73,051 | $3.03M | 0.00% | −21,453−22.7% | Reduced |
| Allstate Corp | 78,554 | $3.26M | 0.19% | +78,554 | New |
| Bank of America Corp | 81,784 | $3.40M | 0.00% | −70,343−46.2% | Reduced |
| California State Teachers Retirement System | 83,091 | $3.45M | 0.01% | −8,053−8.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 83,157 | $3.45M | 0.00% | −1,941−2.3% | Reduced |
| ExodusPoint Capital Management, LP | 85,008 | $3.53M | 0.05% | −116,028−57.7% | Reduced |
| Quantinno Capital Management LP | 85,609 | $3.56M | 0.16% | +17,112+25.0% | Added |
| Cyndeo Wealth Partners, LLC | 85,970 | $3.57M | 0.37% | +4,779+5.9% | Added |
| State Board of Administration of Florida Retirement System | 86,834 | $3.61M | 0.01% | +110+0.1% | Added |
| Nomura Asset Management Co Ltd | 86,971 | $3.61M | 0.02% | +4,461+5.4% | Added |
| State of New Jersey Common Pension Fund D | 89,436 | $3.72M | 0.01% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 94,050 | $3.91M | 0.02% | −2,960−3.1% | Reduced |
| STRS Ohio | 96,050 | $3.99M | 0.02% | +800+0.8% | Added |
| Federated Hermes, Inc. | 97,925 | $4.07M | 0.01% | +4,919+5.3% | Added |
| Boothbay Fund Management, LLC | 99,664 | $4.14M | 0.15% | +36,459+57.7% | Added |
| Lighthouse Investment Partners, LLC | 100,000 | $4.15M | 0.25% | +100,000 | New |
| Greenland Capital Management LP | 100,403 | $4.17M | 0.50% | +81,264+424.6% | Added |
| Great West Life Assurance Co | 100,873 | $4.19M | 0.01% | +5,135+5.4% | Added |
| American International Group, Inc. | 106,114 | $4.41M | 0.03% | −7,421−6.5% | Reduced |
| New York State Teachers Retirement System | 111,284 | $4.62M | 0.01% | −500−0.4% | Reduced |
| Swedbank AB | 112,642 | $4.68M | 0.01% | +350.0% | Added |
| Zacks Investment Management | 115,067 | $4.78M | 0.06% | −5,141−4.3% | Reduced |
| Macquarie Group Ltd | 115,548 | $4.80M | 0.01% | +5,055+4.6% | Added |
| First Trust Advisors LP | 121,005 | $5.03M | 0.01% | −10,582−8.0% | Reduced |
| Commonwealth Equity Services, LLC | 121,063 | $5.03M | 0.01% | +7,208+6.3% | Added |
| Asset Management One Co.,Ltd. | 123,498 | $5.13M | 0.02% | −6,765−5.2% | Reduced |
| Alliancebernstein L.P. | 128,045 | $5.32M | 0.00% | +2,341+1.9% | Added |
| Primecap Management Co | 136,720 | $5.68M | 0.00% | −2,880−2.1% | Reduced |
| Public Employees Retirement System of Ohio | 139,564 | $5.80M | 0.03% | +4,726+3.5% | Added |
| State of Tennessee, Treasury Department | 146,100 | $6.07M | 0.02% | +96,400+194.0% | Added |
| Credit Suisse AG | 149,101 | $6.19M | 0.01% | −2,897−1.9% | Reduced |
| UBS Oconnor LLC | 151,439 | $6.29M | 0.11% | +151,439 | New |
| State of Wisconsin Investment Board | 161,781 | $6.72M | 0.02% | −10,421−6.1% | Reduced |
| Swiss National Bank | 165,488 | $6.87M | 0.01% | +1,600+1.0% | Added |
| Virginia Retirement Systems Et Al | 173,840 | $7.22M | 0.07% | +25,700+17.3% | Added |
| Thrivent Financial for Lutherans | 202,436 | $8.41M | 0.02% | −55,383−21.5% | Reduced |
| Ameriprise Financial Inc | 208,373 | $8.67M | 0.00% | +31,459+17.8% | Added |
| Group One Trading, L.P. | 214,673 | $8.92M | 0.35% | +208,011+3,122.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 215,267 | $8.94M | 0.02% | −4,574−2.1% | Reduced |
| Goldman Sachs Group Inc | 227,695 | $9.46M | 0.00% | +63,719+38.9% | Added |
| Rhumbline Advisers | 247,803 | $10.3M | 0.01% | −310−0.1% | Reduced |
| Los Angeles Capital Management LLC | 250,170 | $10.4M | 0.04% | −6,510−2.5% | Reduced |
| Principal Financial Group Inc | 277,776 | $11.5M | 0.01% | −4,813−1.7% | Reduced |