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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 43,144 | $1.79M | 0.01% | −1,947−4.3% | Reduced |
| Mariner, LLC | 42,348 | $1.76M | 0.00% | +27+0.1% | Added |
| Truist Financial Corp | 42,111 | $1.75M | 0.00% | +29,599+236.6% | Added |
| Wells Fargo & Company | 40,280 | $1.67M | 0.00% | −20,002−33.2% | Reduced |
| Keeley-Teton Advisors, LLC | 39,790 | $1.65M | 0.23% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 39,594 | $1.65M | 0.00% | −3,882−8.9% | Reduced |
| Barclays PLC | 39,010 | $1.62M | 0.00% | −10,742−21.6% | Reduced |
| Royal Bank of Canada | 37,559 | $1.56M | 0.00% | +9,605+34.4% | Added |
| GraniteShares Advisors LLC | 36,936 | $1.53M | 1.43% | +1,417+4.0% | Added |
| Janus Henderson Group PLC | 36,499 | $1.52M | 0.00% | +20.0% | Added |
| SG Americas Securities, LLC | 36,476 | $1.51M | 0.02% | +18,087+98.4% | Added |
| HSBC Holdings PLC | 36,092 | $1.50M | 0.00% | −4,722−11.6% | Reduced |
| Yousif Capital Management, LLC | 35,000 | $1.45M | 0.02% | −2,065−5.6% | Reduced |
| Franklin Resources Inc | 34,542 | $1.43M | 0.00% | −1,134−3.2% | Reduced |
| Citigroup Inc | 32,990 | $1.37M | 0.00% | +11,283+52.0% | Added |
| Treasurer of the State of North Carolina | 32,590 | $1.35M | 0.01% | +160+0.5% | Added |
| Pensionfund DSM Netherlands | 30,962 | $1.29M | 0.90% | +2,200+7.6% | Added |
| Alberta Investment Management Corp | 30,600 | $1.27M | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 29,591 | $1.23M | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Corp | 29,530 | $1.23M | 0.05% | −2,429−7.6% | Reduced |
| Jump Financial, LLC | 28,050 | $1.17M | 0.04% | +20,650+279.1% | Added |
| Jane Street Group, LLC | 27,826 | $1.16M | 0.00% | −38,574−58.1% | Reduced |
| Guggenheim Capital LLC | 27,031 | $1.12M | 0.01% | −200−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 26,847 | $1.12M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,253 | $1.09M | 0.00% | +468+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 25,698 | $1.07M | 0.01% | +12,450+94.0% | Added |
| Voloridge Investment Management, LLC | 24,726 | $1.03M | 0.01% | +24,726 | New |
| South Dakota Investment Council | 24,142 | $1.00M | 0.02% | 00.0% | Unchanged |
| JT Stratford LLC | 24,066 | $999.7K | 0.26% | −1,439−5.6% | Reduced |
| Daiwa Securities Group Inc. | 23,984 | $996.0K | 0.01% | +859+3.7% | Added |
| Globeflex Capital L P | 23,734 | $985.9K | 0.12% | +14,934+169.7% | Added |
| Cornercap Investment Counsel Inc | 22,909 | $951.6K | 0.17% | −324−1.4% | Reduced |
| Envestnet Asset Management Inc | 22,689 | $942.5K | 0.00% | −41,498−64.7% | Reduced |
| Massachusetts Financial Services Co | 22,341 | $928.0K | 0.00% | +9,927+80.0% | Added |
| Verition Fund Management LLC | 22,180 | $921.4K | 0.01% | +22,180 | New |
| Midwest Professional Planners, LTD. | 21,728 | $902.6K | 0.41% | +3,988+22.5% | Added |
| Arizona State Retirement System | 21,434 | $890.4K | 0.01% | +291+1.4% | Added |
| Louisiana State Employees Retirement System | 21,300 | $884.8K | 0.02% | −700−3.2% | Reduced |
| Oregon Public Employees Retirement Fund | 21,174 | $879.6K | 0.01% | −600−2.8% | Reduced |
| Assetmark, Inc | 21,090 | $876.1K | 0.00% | −4,858−18.7% | Reduced |
| Algert Global LLC | 21,002 | $872.4K | 0.04% | −9,690−31.6% | Reduced |
| UniSuper Management Pty Ltd | 21,000 | $872.3K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 20,845 | $865.9K | 0.04% | −162−0.8% | Reduced |
| Spouting Rock Asset Management, LLC | 20,186 | $838.5K | 0.27% | −566−2.7% | Reduced |
| Natixis | 19,776 | $821.5K | 0.01% | +12,876+186.6% | Added |
| Prime Capital Investment Advisors, LLC | 19,177 | $796.6K | 0.02% | +13+0.1% | Added |
| Pictet Asset Management Holding SA | 18,644 | $774.5K | 0.00% | +18,644 | New |
| JustInvest LLC | 18,456 | $766.7K | 0.02% | +654+3.7% | Added |
| Russell Investments Group, Ltd. | 18,181 | $755.2K | 0.00% | −1,900−9.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $747.7K | 0.28% | 00.0% | Unchanged |
| State of Michigan Retirement System | 17,989 | $747.3K | 0.00% | −600−3.2% | Reduced |
| DekaBank Deutsche Girozentrale | 17,922 | $744.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,584 | $730.0K | 0.00% | +886+5.3% | Added |
| Ameritas Investment Partners, Inc. | 16,893 | $701.7K | 0.03% | −1,906−10.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 16,705 | $693.9K | 0.02% | −25−0.1% | Reduced |
| Neuberger Berman Group LLC | 16,625 | $690.6K | 0.00% | +8,508+104.8% | Added |
| Squarepoint Ops LLC | 16,176 | $672.0K | 0.00% | −22,715−58.4% | Reduced |
| North Star Investment Management Corp. | 16,150 | $670.9K | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 15,598 | $647.9K | 0.00% | +2,340+17.6% | Added |
| New Mexico Educational Retirement Board | 15,300 | $636.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,253 | $633.6K | 0.01% | −21,136−58.1% | Reduced |
| Standard Life Aberdeen plc | 15,135 | $628.7K | 0.00% | +371+2.5% | Added |
| Infrastructure Capital Advisors, LLC | 8,146 | $615.2K | 0.11% | −12,311−60.2% | Reduced |
| Stifel Financial Corp | 14,639 | $608.1K | 0.00% | +14,639 | New |
| HRT Financial LP | 14,429 | $599.0K | 0.01% | +14,429 | New |
| RDA Financial Network | 14,382 | $597.4K | 0.26% | −75−0.5% | Reduced |
| Sigma Planning Corp | 14,069 | $584.4K | 0.02% | −1,956−12.2% | Reduced |
| 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 |
| Moody National Bank Trust Division | 13,948 | $579.4K | 0.04% | +2,538+22.2% | Added |
| Texas Yale Capital Corp. | 13,750 | $571.2K | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 13,552 | $563.0K | 0.00% | −20,211−59.9% | Reduced |
| 1620 Investment Advisors, Inc. | 13,486 | $560.2K | 0.65% | +59+0.4% | Added |
| Handelsbanken Fonder AB | 13,200 | $548.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,309 | $511.3K | 0.00% | +2,156+21.2% | Added |
| Oak Thistle LLC | 11,997 | $498.4K | 0.15% | +7,389+160.4% | Added |
| Bank of Montreal | 11,215 | $477.8K | 0.00% | +230+2.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,259 | $467.7K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 11,241 | $467.0K | 0.00% | −1,356−10.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,975 | $455.9K | 0.00% | −696−6.0% | Reduced |
| Ziegler Capital Management, LLC | 10,966 | $455.5K | 0.02% | −1,274−10.4% | Reduced |
| Camelot Portfolios, LLC | 10,963 | $455.4K | 0.44% | −8,099−42.5% | Reduced |
| MRP Capital Investments, LLC | 25,757 | $454.5K | 0.50% | +15,532+151.9% | Added |
| Pictet & Cie (Europe) SA | 10,737 | $446.0K | 0.02% | −453−4.0% | Reduced |
| M&T Bank Corp | 10,557 | $438.9K | 0.00% | −117−1.1% | Reduced |
| Coldstream Capital Management Inc | 10,084 | $418.9K | 0.01% | −52−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,927 | $412.0K | 0.00% | −6,014−37.7% | Reduced |
| Crossmark Global Holdings, Inc. | 9,725 | $407.0K | 0.01% | −231−2.3% | Reduced |
| All Season Financial Advisors, Inc. | 9,662 | $401.4K | 0.41% | +453+4.9% | Added |
| Xponance, Inc. | 9,632 | $400.1K | 0.01% | +508+5.6% | Added |
| Susquehanna International Group, LLP | 9,545 | $396.5K | 0.00% | −32,490−77.3% | Reduced |
| Voya Investment Management LLC | 9,407 | $390.8K | 0.00% | −49−0.5% | Reduced |
| New York Life Investment Management LLC | 9,330 | $387.6K | 0.00% | −1,487−13.7% | Reduced |
| Public Employees Retirement Association of Colorado | 9,209 | $383.0K | 0.00% | −1,437−13.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,203 | $382.3K | 0.00% | +9,203 | New |
| Erste Asset Management GmbH | 9,100 | $379.7K | 0.01% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 9,126 | $379.1K | 0.00% | +580+6.8% | Added |
| D.A. Davidson & Co. | 9,045 | $375.7K | 0.00% | −280−3.0% | Reduced |
| Van Eck Associates Corp | 8,762 | $364.0K | 0.00% | +363+4.3% | Added |
| Leonteq Securities AG | 8,715 | $362.0K | 0.04% | +1,548+21.6% | Added |