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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8 | $385 | 0.00% | +8 | New |
| Financial Perspectives, Inc | 8 | $388 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $581 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $727 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19 | $921 | 0.00% | +19 | New |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | −24−66.7% | Reduced |
| Abound Wealth Management | 32 | $1.55K | 0.00% | +32 | New |
| Farmers & Merchants Investments Inc | 33 | $1.60K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 34 | $1.65K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 42 | $2.04K | 0.00% | +42 | New |
| Farther Finance Advisors, LLC | 47 | $2.28K | 0.00% | +25+113.6% | Added |
| Retirement Group, LLC | 51 | $2.47K | 0.00% | +51 | New |
| Cassady Schiller Wealth Management, LLC | 53 | $2.57K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 59 | $2.86K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 63 | $3.05K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 68 | $3.29K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $3.63K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 77 | $3.73K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 78 | $3.78K | 0.00% | −60−43.5% | Reduced |
| VisionPoint Advisory Group, LLC | 85 | $4.12K | 0.00% | −47−35.6% | Reduced |
| Proequities, Inc. | 94 | $4.58K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $4.84K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $4.84K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $4.88K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 105 | $5.00K | 0.00% | −135−56.3% | Reduced |
| Bessemer Group Inc | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 104 | $5.04K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 111 | $5.38K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.38K | 0.00% | −24−17.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 115 | $5.57K | 0.00% | −51−30.7% | Reduced |
| Umb Bank N A | 122 | $5.91K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 132 | $6.43K | 0.00% | −563−81.0% | Reduced |
| GWM Advisors LLC | 138 | $6.69K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 154 | $7.46K | 0.00% | +154 | New |
| Bell Investment Advisors, Inc | 156 | $7.56K | 0.00% | −4−2.5% | Reduced |
| Prestige Wealth Management Group LLC | 176 | $8.58K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 204 | $9.03K | 0.00% | +204 | New |
| Aspire Private Capital, LLC | 211 | $10.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 215 | $10.4K | 0.00% | +215 | New |
| PSI Advisors, LLC | 225 | $10.9K | 0.00% | +2+0.9% | Added |
| SOA Wealth Advisors, LLC. | 225 | $10.9K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 282 | $13.7K | 0.02% | +5+1.8% | Added |
| Investors Research Corp | 300 | $14.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 310 | $15.0K | 0.01% | +310 | New |
| Ronald Blue Trust, Inc. | 396 | $16.0K | 0.00% | −64−13.9% | Reduced |
| Capital Analysts, LLC | 321 | $16.0K | 0.00% | +321 | New |
| Evermay Wealth Management LLC | 340 | $16.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 449 | $21.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 450 | $21.8K | 0.01% | +450 | New |
| Vermillion & White Wealth Management Group, LLC | 512 | $24.8K | 0.02% | +512 | New |
| Abich Financial Wealth Management LLC | 587 | $28.4K | 0.03% | +587 | New |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $29.2K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 637 | $30.9K | 0.00% | +637 | New |
| Loomis Sayles & Co L P | 675 | $33.0K | 0.00% | −47−6.5% | Reduced |
| Advisory Services Network, LLC | 695 | $33.7K | 0.00% | −5,175−88.2% | Reduced |
| Covestor Ltd | 736 | $35.0K | 0.02% | +492+201.6% | Added |
| Harbour Investments, Inc. | 746 | $36.2K | 0.00% | +19+2.6% | Added |
| Lazard Asset Management LLC | 764 | $37.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 773 | $37.5K | 0.00% | +9+1.2% | Added |
| Venturi Wealth Management, LLC | 823 | $39.9K | 0.00% | +307+59.5% | Added |
| Allworth Financial LP | 861 | $41.7K | 0.00% | +183+27.0% | Added |
| Lindbrook Capital, LLC | 940 | $45.5K | 0.00% | −19−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,035 | $50.1K | 0.00% | −51−4.7% | Reduced |
| KBC Group NV | 1,043 | $51.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,083 | $52.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,108 | $53.0K | 0.00% | +1,108 | New |
| Raleigh Capital Management Inc. | 1,182 | $57.3K | 0.03% | −59−4.8% | Reduced |
| Advisors Asset Management, Inc. | 1,251 | $60.6K | 0.00% | +333+36.3% | Added |
| CWM, LLC | 1,261 | $61.0K | 0.00% | −368−22.6% | Reduced |
| Spire Wealth Management | 1,398 | $63.0K | 0.00% | +2+0.1% | Added |
| Harvest Fund Management Co., Ltd | 1,373 | $67.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,421 | $68.8K | 0.00% | +332+30.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,580 | $76.6K | 0.00% | +51+3.3% | Added |
| Simplex Trading, LLC | 1,966 | $95.0K | 0.00% | +1,966 | New |
| Parallel Advisors, LLC | 2,286 | $110.8K | 0.00% | −331−12.6% | Reduced |
| Metropolitan Life Insurance Co | 2,306 | $111.7K | 0.01% | −7−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,324 | $112.6K | 0.00% | −8,651−78.8% | Reduced |
| Fifth Third Bancorp | 2,389 | $115.7K | 0.00% | +1,751+274.5% | Added |
| Quadrant Capital Group LLC | 2,530 | $122.6K | 0.01% | −152−5.7% | Reduced |
| Heritage Wealth Advisors | 3,000 | $145.3K | 0.01% | 00.0% | Unchanged |
| EMC Capital Management | 3,042 | $147.0K | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,286 | $155.0K | 0.01% | +901+37.8% | Added |
| Signaturefd, LLC | 3,939 | $190.8K | 0.00% | +388+10.9% | Added |
| Oak Thistle LLC | 4,130 | $200.1K | 0.06% | −7,867−65.6% | Reduced |
| Utah Retirement Systems | 4,138 | $200.5K | 0.00% | +4,138 | New |
| CIBC Private Wealth Group, LLC | 4,240 | $205.4K | 0.00% | +4,240 | New |
| Edgestream Partners, L.P. | 4,282 | $207.5K | 0.01% | +4,282 | New |
| Veriti Management LLC | 4,385 | $212.5K | 0.02% | +4,385 | New |
| Cetera Investment Advisers | 4,490 | $217.6K | 0.00% | +4,490 | New |
| Cooper Financial Group | 4,515 | $218.7K | 0.04% | +4,515 | New |
| Wealthcare Advisory Partners LLC | 4,581 | $222.0K | 0.01% | +4,581 | New |
| Impact Partnership Wealth, LLC | 4,644 | $225.0K | 0.08% | +1,211+35.3% | Added |
| Brevan Howard Capital Management LP | 4,644 | $225.0K | 0.02% | +4,644 | New |
| Avantax Advisory Services, Inc. | 4,651 | $225.3K | 0.00% | +4,651 | New |