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, Q4 2023
Institutional positions in Epr Properties as of Dec 31, 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
- 353
- +33 vs. Q3 2023
- Shares held
- 56.5M
- −2.31M (−3.9%) vs. Q3 2023
- Total value
- $2.74B
- +$295.4M (+12.1%) vs. Q3 2023
- New holders
- 59
- 115 more added
- Sold out
- 26
- 117 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,257,272 | $545.4M | 0.01% | −82,832−0.7% | Reduced |
| BlackRock Inc. | 9,854,780 | $477.5M | 0.01% | −300,207−3.0% | Reduced |
| Invesco Ltd. | 5,022,953 | $243.4M | 0.06% | −235,718−4.5% | Reduced |
| State Street Corp | 4,214,273 | $205.3M | 0.01% | +12,065+0.3% | Added |
| Wellington Management Group LLP | 1,691,029 | $81.9M | 0.02% | +1,257,791+290.3% | Added |
| Geode Capital Management, LLC | 1,324,462 | $64.2M | 0.01% | +36,526+2.8% | Added |
| Bank of New York Mellon Corp | 1,278,772 | $62.0M | 0.01% | −128,541−9.1% | Reduced |
| PGGM Investments | 1,272,738 | $61.7M | 0.94% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,244,414 | $60.3M | 0.02% | +16,772+1.4% | Added |
| LSV Asset Management | 1,112,454 | $53.9M | 0.12% | −33,504−2.9% | Reduced |
| Dimensional Fund Advisors LP | 1,061,160 | $51.4M | 0.02% | +3,162+0.3% | Added |
| Norges Bank | 882,587 | $42.8M | 0.01% | +25,679+3.0% | Added |
| Renaissance Technologies LLC | 778,686 | $37.7M | 0.06% | +244,986+45.9% | Added |
| Northern Trust Corp | 669,605 | $32.4M | 0.01% | −60,061−8.2% | Reduced |
| Nuveen Asset Management, LLC | 666,223 | $32.4M | 0.01% | −211,550−24.1% | Reduced |
| Legal & General Group Plc | 621,231 | $30.1M | 0.01% | +27,025+4.5% | Added |
| Morgan Stanley | 532,663 | $25.8M | 0.00% | −50,884−8.7% | Reduced |
| Prudential Financial Inc | 521,811 | $25.3M | 0.04% | −429,290−45.1% | Reduced |
| JPMorgan Chase & Co | 460,208 | $22.3M | 0.00% | +71,949+18.5% | Added |
| Balyasny Asset Management LLC | 425,134 | $20.6M | 0.06% | +425,134 | New |
| AQR Capital Management LLC | 390,701 | $18.9M | 0.04% | −2,917−0.7% | Reduced |
| UBS Asset Management Americas Inc | 377,462 | $18.3M | 0.01% | −53,122−12.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 339,679 | $16.5M | 0.14% | +4,882+1.5% | Added |
| Principal Financial Group Inc | 276,501 | $13.4M | 0.01% | −1,275−0.5% | Reduced |
| Deutsche Bank AG | 254,813 | $12.3M | 0.01% | +196,034+333.5% | Added |
| Point72 Asset Management, L.P. | 254,397 | $12.3M | 0.04% | +254,397 | New |
| Los Angeles Capital Management LLC | 251,020 | $12.2M | 0.05% | +850+0.3% | Added |
| Rhumbline Advisers | 236,483 | $11.5M | 0.01% | −11,320−4.6% | Reduced |
| Thrivent Financial for Lutherans | 236,309 | $11.4M | 0.02% | +33,873+16.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 206,188 | $9.99M | 0.02% | −9,079−4.2% | Reduced |
| Ameriprise Financial Inc | 204,610 | $9.92M | 0.00% | −3,763−1.8% | Reduced |
| State of Wisconsin Investment Board | 200,198 | $9.70M | 0.03% | +38,417+23.7% | Added |
| Millennium Management LLC | 196,843 | $9.54M | 0.01% | −429,592−68.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 193,967 | $9.51M | 0.71% | +193,967 | New |
| Swedbank AB | 175,682 | $8.51M | 0.01% | +63,040+56.0% | Added |
| Lighthouse Investment Partners, LLC | 175,000 | $8.48M | 0.62% | +75,000+75.0% | Added |
| Swiss National Bank | 148,388 | $7.19M | 0.01% | −17,100−10.3% | Reduced |
| Alliancebernstein L.P. | 146,393 | $7.09M | 0.00% | +18,348+14.3% | Added |
| Public Employees Retirement System of Ohio | 140,454 | $6.80M | 0.03% | +890+0.6% | Added |
| Commonwealth Equity Services, LLC | 139,008 | $6.74M | 0.01% | +17,945+14.8% | Added |
| Primecap Management Co | 136,400 | $6.61M | 0.01% | −320−0.2% | Reduced |
| UBS Group AG | 133,591 | $6.47M | 0.00% | +60,540+82.9% | Added |
| Credit Suisse AG | 130,412 | $6.32M | 0.01% | −18,689−12.5% | Reduced |
| First Trust Advisors LP | 126,742 | $6.14M | 0.01% | +5,737+4.7% | Added |
| Macquarie Group Ltd | 126,350 | $6.12M | 0.01% | +10,802+9.3% | Added |
| New York State Teachers Retirement System | 117,383 | $5.69M | 0.01% | +6,099+5.5% | Added |
| Asset Management One Co.,Ltd. | 115,695 | $5.67M | 0.02% | −7,803−6.3% | Reduced |
| Quantinno Capital Management LP | 113,198 | $5.48M | 0.19% | +27,589+32.2% | Added |
| Great West Life Assurance Co | 106,201 | $5.14M | 0.01% | +5,328+5.3% | Added |
| Zacks Investment Management | 104,929 | $5.08M | 0.06% | −10,138−8.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 102,245 | $4.95M | 0.46% | +16,275+18.9% | Added |
| American International Group, Inc. | 101,743 | $4.93M | 0.02% | −4,371−4.1% | Reduced |
| Goldman Sachs Group Inc | 101,413 | $4.91M | 0.00% | −126,282−55.5% | Reduced |
| Greenland Capital Management LP | 95,000 | $4.60M | 0.71% | −5,403−5.4% | Reduced |
| Federated Hermes, Inc. | 94,554 | $4.58M | 0.01% | −3,371−3.4% | Reduced |
| Retirement Systems of Alabama | 94,345 | $4.57M | 0.02% | +295+0.3% | Added |
| State of New Jersey Common Pension Fund D | 89,436 | $4.33M | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 89,195 | $4.32M | 0.01% | +43,190+93.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 88,929 | $4.31M | 0.00% | +5,772+6.9% | Added |
| State Board of Administration of Florida Retirement System | 86,920 | $4.21M | 0.01% | +86+0.1% | Added |
| Nomura Asset Management Co Ltd | 85,320 | $4.13M | 0.02% | −1,651−1.9% | Reduced |
| Boothbay Fund Management, LLC | 82,969 | $4.02M | 0.15% | −16,695−16.8% | Reduced |
| Cubist Systematic Strategies, LLC | 82,363 | $3.99M | 0.05% | +82,363 | New |
| California State Teachers Retirement System | 79,419 | $3.85M | 0.01% | −3,672−4.4% | Reduced |
| ExodusPoint Capital Management, LP | 78,540 | $3.81M | 0.05% | −6,468−7.6% | Reduced |
| State of Tennessee, Treasury Department | 77,700 | $3.76M | 0.01% | −68,400−46.8% | Reduced |
| Barclays PLC | 75,022 | $3.63M | 0.00% | +36,012+92.3% | Added |
| Putnam Investments LLC | 71,338 | $3.46M | 0.00% | +65,165+1,055.6% | Added |
| Bank of America Corp | 67,245 | $3.26M | 0.00% | −14,539−17.8% | Reduced |
| Ballast Asset Management, LP | 65,770 | $3.19M | 2.03% | +20,970+46.8% | Added |
| Texas Permanent School Fund | 65,045 | $3.15M | 0.03% | +1,876+3.0% | Added |
| LPL Financial LLC | 61,471 | $2.98M | 0.00% | −1,761−2.8% | Reduced |
| Manufacturers Life Insurance Company, The | 59,930 | $2.90M | 0.00% | −1,958−3.2% | Reduced |
| Oppenheimer & Co Inc | 58,887 | $2.85M | 0.05% | −1,845−3.0% | Reduced |
| DekaBank Deutsche Girozentrale | 57,636 | $2.84M | 0.01% | +39,714+221.6% | Added |
| New York State Common Retirement Fund | 57,795 | $2.80M | 0.00% | −7,002−10.8% | Reduced |
| QRG Capital Management, Inc. | 57,635 | $2.79M | 0.04% | +4,117+7.7% | Added |
| Royal Bank of Canada | 55,733 | $2.70M | 0.00% | +18,174+48.4% | Added |
| Exchange Traded Concepts, LLC | 54,297 | $2.63M | 0.07% | −15,698−22.4% | Reduced |
| Ontario Teachers Pension Plan Board | 53,595 | $2.60M | 0.03% | −4,253−7.4% | Reduced |
| Man Group plc | 53,518 | $2.59M | 0.01% | +53,518 | New |
| Amalgamated Bank | 53,380 | $2.59M | 0.02% | +4,213+8.6% | Added |
| Nisa Investment Advisors, LLC | 53,122 | $2.57M | 0.02% | −4,511−7.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 51,756 | $2.51M | 0.00% | −14,299−21.6% | Reduced |
| Wedge Capital Management L L P | 51,124 | $2.48M | 0.04% | +2,005+4.1% | Added |
| Wells Fargo & Company | 50,498 | $2.45M | 0.00% | +10,218+25.4% | Added |
| Mercer Global Advisors Inc | 49,474 | $2.40M | 0.01% | +3,106+6.7% | Added |
| Caxton Associates LP | 48,667 | $2.36M | 0.12% | +48,667 | New |
| Liberty Mutual Group Asset Management Inc. | 48,430 | $2.35M | 0.68% | −8,972−15.6% | Reduced |
| Amundi | 48,967 | $2.34M | 0.00% | −7,714−13.6% | Reduced |
| FMR LLC | 46,643 | $2.26M | 0.00% | −2,077−4.3% | Reduced |
| Mutual of America Capital Management LLC | 46,551 | $2.26M | 0.03% | −2,418−4.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46,695 | $2.21M | 0.00% | +988+2.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 44,483 | $2.16M | 0.08% | −20,775−31.8% | Reduced |
| Vestcor Inc | 43,787 | $2.12M | 0.07% | −143−0.3% | Reduced |
| State of Alaska, Department of Revenue | 43,316 | $2.10M | 0.02% | −1,160−2.6% | Reduced |
| Mariner, LLC | 42,745 | $2.07M | 0.00% | +397+0.9% | Added |
| MetLife Investment Management | 42,453 | $2.06M | 0.01% | −691−1.6% | Reduced |
| STRS Ohio | 42,456 | $2.06M | 0.01% | −53,594−55.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 41,884 | $2.03M | 0.18% | −16,313−28.0% | Reduced |