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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 334,797 | $13.9M | 0.13% | +3,991+1.2% | Added |
| Cohen & Steers, Inc. | 364,746 | $15.2M | 0.03% | −252,707−40.9% | Reduced |
| JPMorgan Chase & Co | 388,259 | $16.1M | 0.00% | +77,185+24.8% | Added |
| AQR Capital Management LLC | 393,618 | $16.4M | 0.03% | +71,213+22.1% | Added |
| UBS Asset Management Americas Inc | 430,584 | $17.9M | 0.01% | +8,675+2.1% | Added |
| Wellington Management Group LLP | 433,238 | $18.0M | 0.00% | +104,835+31.9% | Added |
| Renaissance Technologies LLC | 533,700 | $22.2M | 0.04% | +189,600+55.1% | Added |
| Morgan Stanley | 583,547 | $24.2M | 0.00% | +51,030+9.6% | Added |
| Legal & General Group Plc | 594,206 | $24.7M | 0.01% | −6,248−1.0% | Reduced |
| Millennium Management LLC | 626,435 | $26.0M | 0.03% | −48,247−7.2% | Reduced |
| Northern Trust Corp | 729,666 | $30.3M | 0.01% | −13,898−1.9% | Reduced |
| Waterfront Capital Partners, LLC | 841,000 | $34.9M | 3.54% | −374,202−30.8% | Reduced |
| Norges Bank | 856,908 | $35.6M | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 877,773 | $36.5M | 0.01% | +144,881+19.8% | Added |
| Cbre Clarion Securities LLC | 912,073 | $37.9M | 0.76% | +339,405+59.3% | Added |
| Prudential Financial Inc | 951,101 | $39.5M | 0.06% | +840,706+761.5% | Added |
| Northwood Liquid Management LP | 1,026,081 | $42.6M | 3.83% | +934,674+1,022.5% | Added |
| Dimensional Fund Advisors LP | 1,057,998 | $43.9M | 0.01% | −4,611−0.4% | Reduced |
| LSV Asset Management | 1,145,958 | $47.6M | 0.11% | −10,548−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,227,642 | $51.0M | 0.01% | +38,937+3.3% | Added |
| PGGM Investments | 1,272,738 | $52.9M | 0.91% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,287,936 | $53.5M | 0.01% | +28,434+2.3% | Added |
| Bank of New York Mellon Corp | 1,407,313 | $58.5M | 0.01% | −70,816−4.8% | Reduced |
| State Street Corp | 4,202,208 | $175.7M | 0.01% | +4,583+0.1% | Added |
| Invesco Ltd. | 5,258,671 | $218.4M | 0.06% | −230,786−4.2% | Reduced |
| BlackRock Inc. | 10,154,987 | $421.8M | 0.01% | −468,664−4.4% | Reduced |
| Vanguard Group Inc | 11,340,104 | $471.1M | 0.01% | +20,509+0.2% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −476,641−100.0% | Sold out |
| Heitman Real Estate Securities LLC | 0 | $0 | 0.00% | −335,523−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −60,300−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −36,683−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −33,093−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −30,500−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −28,586−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −12,255−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −8,737−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,985−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,540−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −7,405−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −7,177−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −6,098−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,775−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,725−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −5,309−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −5,106−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,044−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −4,965−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −4,703−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −4,587−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −4,585−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,434−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −4,398−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −4,338−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −4,296−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,509−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |