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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 8,238 | $342.2K | 0.22% | +8,238 | New |
| First Republic Investment Management, Inc. | 8,224 | $341.6K | 0.00% | +19+0.2% | Added |
| MML Investors Services, LLC | 8,208 | $341.0K | 0.00% | +247+3.1% | Added |
| Martingale Asset Management L P | 7,947 | $330.1K | 0.01% | +7,947 | New |
| PCG Wealth Advisors, LLC | 7,923 | $329.1K | 0.22% | 00.0% | Unchanged |
| Community Bank of Raymore | 7,910 | $328.6K | 0.15% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 7,865 | $326.7K | 0.00% | −318−3.9% | Reduced |
| Mackenzie Financial Corp | 7,953 | $321.5K | 0.00% | −3,201−28.7% | Reduced |
| Focus Financial Network, Inc. | 7,586 | $317.2K | 0.02% | +466+6.5% | Added |
| Sound Stewardship, LLC | 7,609 | $316.1K | 0.21% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $312.0K | 0.00% | −67,500−90.0% | Reduced |
| Pathstone Family Office, LLC | 6,955 | $289.0K | 0.00% | +1,538+28.4% | Added |
| AE Wealth Management LLC | 6,896 | $286.5K | 0.00% | +6,896 | New |
| SEI Investments Co | 6,484 | $269.4K | 0.00% | +1,150+21.6% | Added |
| IAM Advisory, LLC | 6,417 | $266.6K | 0.09% | +6,417 | New |
| Gsa Capital Partners LLP | 6,408 | $266.0K | 0.02% | −12,991−67.0% | Reduced |
| Cambria Investment Management, L.P. | 6,384 | $265.2K | 0.02% | −1,596−20.0% | Reduced |
| Securian Asset Management, Inc | 6,379 | $265.0K | 0.01% | −255−3.8% | Reduced |
| Worth Venture Partners, LLC | 6,350 | $263.8K | 0.16% | +6,350 | New |
| Pacer Advisors, Inc. | 6,338 | $263.3K | 0.00% | −9,353−59.6% | Reduced |
| Samalin Investment Counsel, LLC | 6,336 | $263.2K | 0.15% | +655+11.5% | Added |
| US Bancorp | 6,298 | $261.6K | 0.00% | −413−6.2% | Reduced |
| CI Private Wealth, LLC | 6,284 | $261.0K | 0.00% | +468+8.0% | Added |
| BTC Capital Management, Inc. | 6,253 | $259.8K | 0.03% | +6,253 | New |
| Putnam Investments LLC | 6,173 | $256.4K | 0.00% | −79,209−92.8% | Reduced |
| Maryland State Retirement & Pension System | 6,172 | $256.4K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $251.0K | 0.21% | – | – |
| Private Advisor Group, LLC | 6,004 | $249.4K | 0.00% | +144+2.5% | Added |
| EHP Funds Inc. | 6,000 | $249.2K | 0.12% | +6,000 | New |
| Cetera Advisor Networks LLC | 5,890 | $244.7K | 0.00% | +737+14.3% | Added |
| Advisory Services Network, LLC | 5,870 | $243.8K | 0.01% | +5,870 | New |
| Alps Advisors Inc | 5,860 | $243.4K | 0.00% | −1,558−21.0% | Reduced |
| Colony Group LLC | 5,815 | $242.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,628 | $233.0K | 0.00% | +5,628 | New |
| Panagora Asset Management Inc | 5,513 | $229.0K | 0.00% | +101+1.9% | Added |
| Pitcairn Co | 5,425 | $225.4K | 0.02% | +811+17.6% | Added |
| Advisor Partners II, LLC | 5,202 | $216.1K | 0.01% | +844+19.4% | Added |
| The PNC Financial Services Group, Inc. | 5,184 | $215.3K | 0.00% | −118−2.2% | Reduced |
| Wealthstar Advisors, LLC | 5,162 | $214.4K | 0.09% | −91−1.7% | Reduced |
| Private Trust Co NA | 5,065 | $210.4K | 0.03% | −22−0.4% | Reduced |
| Schnieders Capital Management LLC | 5,062 | $210.3K | 0.05% | −100−1.9% | Reduced |
| Signaturefd, LLC | 3,551 | $147.5K | 0.00% | +997+39.0% | Added |
| Impact Partnership Wealth, LLC | 3,433 | $142.6K | 0.04% | +3,433 | New |
| Atlas Capital Advisors LLC | 3,427 | $142.4K | 0.02% | +2,054+149.6% | Added |
| EMC Capital Management | 3,042 | $126.0K | 0.09% | −7,192−70.3% | Reduced |
| Heritage Wealth Advisors | 3,000 | $124.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,682 | $111.4K | 0.01% | −77−2.8% | Reduced |
| Parallel Advisors, LLC | 2,617 | $108.7K | 0.00% | −375−12.5% | Reduced |
| Global Retirement Partners, LLC | 2,385 | $96.9K | 0.00% | −38−1.6% | Reduced |
| Metropolitan Life Insurance Co | 2,313 | $96.1K | 0.00% | +14+0.6% | Added |
| CWM, LLC | 1,629 | $68.0K | 0.00% | +55+3.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,529 | $63.5K | 0.00% | +3+0.2% | Added |
| Tower Research Capital LLC (TRC) | 1,508 | $62.6K | 0.00% | −4,082−73.0% | Reduced |
| Spire Wealth Management | 1,396 | $58.0K | 0.00% | −897−39.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,373 | $57.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,241 | $51.6K | 0.03% | +20+1.6% | Added |
| Huntington National Bank | 1,089 | $45.2K | 0.00% | +62+6.0% | Added |
| EverSource Wealth Advisors, LLC | 1,086 | $45.1K | 0.00% | −26−2.3% | Reduced |
| NBC Securities, Inc. | 1,083 | $44.0K | 0.00% | +1,083 | New |
| KBC Group NV | 1,043 | $43.0K | 0.00% | +1,043 | New |
| Lindbrook Capital, LLC | 959 | $39.8K | 0.00% | −43−4.3% | Reduced |
| Advisors Asset Management, Inc. | 918 | $38.1K | 0.00% | +918 | New |
| LGT Financial Advisors LLC | 910 | $37.8K | 0.05% | +910 | New |
| International Assets Investment Management, LLC | 16,010 | $35.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 842 | $35.0K | 0.01% | +183+27.8% | Added |
| IFP Advisors, Inc | 764 | $31.7K | 0.00% | +10+1.3% | Added |
| Lazard Asset Management LLC | 764 | $31.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 727 | $30.2K | 0.00% | −5−0.7% | Reduced |
| Loomis Sayles & Co L P | 722 | $30.0K | 0.00% | −1,406−66.1% | Reduced |
| National Bank of Canada | 695 | $28.5K | 0.00% | −1,137−62.1% | Reduced |
| Allworth Financial LP | 678 | $28.1K | 0.00% | −8−1.2% | Reduced |
| Fifth Third Bancorp | 638 | $26.5K | 0.00% | +68+11.9% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $25.1K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 460 | $22.0K | 0.00% | +179+63.7% | Added |
| Venturi Wealth Management, LLC | 516 | $21.4K | 0.00% | +516 | New |
| Cutler Group LP | 466 | $19.0K | 0.00% | −434−48.2% | Reduced |
| Sound Income Strategies, LLC | 449 | $18.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 340 | $14.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 300 | $12.5K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 277 | $11.5K | 0.02% | +5+1.8% | Added |
| Baker Avenue Asset Management, LP | 243 | $10.1K | 0.00% | +201+478.6% | Added |
| Covestor Ltd | 244 | $10.0K | 0.01% | −60−19.7% | Reduced |
| Tradition Wealth Management, LLC | 240 | $10.0K | 0.00% | +138+135.3% | Added |
| SOA Wealth Advisors, LLC. | 225 | $9.35K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 223 | $9.27K | 0.00% | +1+0.5% | Added |
| Aspire Private Capital, LLC | 211 | $8.76K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $7.36K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 166 | $6.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $6.65K | 0.00% | −9−5.3% | Reduced |
| GWM Advisors LLC | 138 | $5.73K | 0.00% | −420−75.3% | Reduced |
| Parkside Financial Bank & Trust | 138 | $5.73K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 135 | $5.61K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 132 | $5.48K | 0.00% | +115+676.5% | Added |
| Umb Bank N A | 122 | $5.07K | 0.00% | −303−71.3% | Reduced |
| Bessemer Group Inc | 106 | $5.00K | 0.00% | −1−0.9% | Reduced |
| Bokf, NA | 111 | $4.74K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 111 | $4.61K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 104 | $4.32K | 0.00% | +10+10.6% | Added |
| GHP Investment Advisors, Inc. | 100 | $4.25K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $4.19K | 0.00% | 00.0% | Unchanged |