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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.

Other share classesEPR.PCEPR.PEEPR.PG

Q4 2023 vs. Q3 2023

How the institutions holding Epr Properties changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of EPR: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3277353+33
Shares59.0M213.9K56.5M−2.31M (−3.9%)
Value$2.45B$8.89M$2.74B+$295.4M (+12.1%)

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (59)

Institutions that held Epr Properties at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to EPR in Q4 2023
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC425,134$20.6M0.06%
Point72 Asset Management, L.P.254,397$12.3M0.04%
Uniplan Investment Counsel, Inc.193,967$9.51M0.71%
Cubist Systematic Strategies, LLC82,363$3.99M0.05%
Man Group plc53,518$2.59M0.01%
Caxton Associates LP48,667$2.36M0.12%
Susquehanna Portfolio Strategies, LLC39,582$1.92M0.03%
Two Sigma Advisers, LP30,600$1.48M0.00%
Citadel Advisors LLC26,509$1.28M0.00%
Quest Partners LLC22,842$1.11M0.24%
Nomura Holdings Inc22,000$1.07M0.01%
Y-Intercept (Hong Kong) Ltd20,252$981.2K0.09%
Point72 Middle East FZE20,124$975.0K0.07%
FORA Capital, LLC13,778$667.5K0.06%
Pathstone Holdings, LLC13,161$637.7K0.00%
Engineers Gate Manager LP13,025$631.1K0.02%
Entropy Technologies, LP12,749$617.7K0.11%
ClearAlpha Technologies LP10,372$502.5K0.19%
Lecap Asset Management Ltd9,752$472.5K0.17%
Pinebridge Investments, L.P.9,700$470.0K0.00%
Versor Investments LP9,000$436.1K0.09%
Nebula Research & Development LLC8,726$422.8K0.13%
Qube Research & Technologies Ltd7,525$364.6K0.00%
Measured Wealth Private Client Group, LLC6,535$316.6K0.12%
Colony Group, LLC5,843$283.0K0.00%
Corton Capital Inc.5,599$271.3K0.09%
Custom Index Systems, LLC5,242$254.0K0.16%
Independent Financial Group, LLC5,001$242.3K0.01%
Metis Global Partners, LLC4,954$240.0K0.01%
Naviter Wealth, LLC4,813$234.5K0.05%
Cerity Partners LLC4,838$234.4K0.00%
Captrust Financial Advisors4,770$231.1K0.00%
Blair William & Co4,765$230.9K0.00%
Robertson Stephens Wealth Management, LLC4,724$230.2K0.01%
Avantax Advisory Services, Inc.4,651$225.3K0.00%
Brevan Howard Capital Management LP4,644$225.0K0.02%
Wealthcare Advisory Partners LLC4,581$222.0K0.01%
Cooper Financial Group4,515$218.7K0.04%
Cetera Investment Advisers4,490$217.6K0.00%
Veriti Management LLC4,385$212.5K0.02%
Edgestream Partners, L.P.4,282$207.5K0.01%
CIBC Private Wealth Group, LLC4,240$205.4K0.00%
Utah Retirement Systems4,138$200.5K0.00%
Simplex Trading, LLC1,966$95.0K0.00%
Acadian Asset Management LLC1,108$53.0K0.00%
Principal Securities, Inc.637$30.9K0.00%
Abich Financial Wealth Management LLC587$28.4K0.03%
Vermillion & White Wealth Management Group, LLC512$24.8K0.02%
Atlantic Edge Private Wealth Management, LLC450$21.8K0.01%
Capital Analysts, LLC321$16.0K0.00%
Quarry LP310$15.0K0.01%
Arlington Trust Co LLC215$10.4K0.00%
GAMMA Investing LLC204$9.03K0.00%
Private Wealth Management Group, LLC154$7.46K0.00%
Retirement Group, LLC51$2.47K0.00%
Robeco Institutional Asset Management B.V.42$2.04K0.00%
Abound Wealth Management32$1.55K0.00%
Bruce G. Allen Investments, LLC19$9210.00%
Horizon Investments, LLC8$3850.00%

Sold out (26)

Institutions that held Epr Properties at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (7)

Institutions that held Epr Properties at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPR in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al173,840$7.22M
First Republic Investment Management, Inc.8,224$341.6K
Focus Financial Network, Inc.7,586$317.2K
Pathstone Family Office, LLC6,955$289.0K
BTC Capital Management, Inc.6,253$259.8K
Colony Group LLC5,815$242.0K
Advisor Partners II, LLC5,202$216.1K