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 |
|---|---|---|---|---|---|
| Schnieders Capital Management LLC | 4,662 | $225.9K | 0.05% | −400−7.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,724 | $230.2K | 0.01% | +4,724 | New |
| Blair William & Co | 4,765 | $230.9K | 0.00% | +4,765 | New |
| Captrust Financial Advisors | 4,770 | $231.1K | 0.00% | +4,770 | New |
| Cerity Partners LLC | 4,838 | $234.4K | 0.00% | +4,838 | New |
| Naviter Wealth, LLC | 4,813 | $234.5K | 0.05% | +4,813 | New |
| Atlas Capital Advisors LLC | 4,872 | $236.0K | 0.03% | +1,445+42.2% | Added |
| Metis Global Partners, LLC | 4,954 | $240.0K | 0.01% | +4,954 | New |
| Independent Financial Group, LLC | 5,001 | $242.3K | 0.01% | +5,001 | New |
| Private Trust Co NA | 5,065 | $245.4K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,140 | $249.0K | 0.00% | −44−0.8% | Reduced |
| Wealthstar Advisors, LLC | 5,155 | $249.8K | 0.09% | −7−0.1% | Reduced |
| Custom Index Systems, LLC | 5,242 | $254.0K | 0.16% | +5,242 | New |
| Sigma Planning Corp | 5,255 | $254.6K | 0.02% | −8,814−62.6% | Reduced |
| Worth Venture Partners, LLC | 5,450 | $264.1K | 0.14% | −900−14.2% | Reduced |
| Corton Capital Inc. | 5,599 | $271.3K | 0.09% | +5,599 | New |
| Pitcairn Co | 5,610 | $271.8K | 0.02% | +185+3.4% | Added |
| Alps Advisors Inc | 5,780 | $280.0K | 0.00% | −80−1.4% | Reduced |
| Colony Group, LLC | 5,843 | $283.0K | 0.00% | +5,843 | New |
| Panagora Asset Management Inc | 5,896 | $285.7K | 0.00% | +383+6.9% | Added |
| Maryland State Retirement & Pension System | 6,172 | $299.0K | 0.01% | 00.0% | Unchanged |
| EHP Funds Inc. | 6,200 | $300.4K | 0.15% | +200+3.3% | Added |
| CI Private Wealth, LLC | 6,271 | $303.8K | 0.00% | −13−0.2% | Reduced |
| Securian Asset Management, Inc | 6,279 | $304.2K | 0.01% | −100−1.6% | Reduced |
| Cetera Advisor Networks LLC | 6,370 | $308.6K | 0.00% | +480+8.1% | Added |
| Cambria Investment Management, L.P. | 6,384 | $309.3K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 6,416 | $310.9K | 0.00% | +118+1.9% | Added |
| Community Bank of Raymore | 6,510 | $315.4K | 0.14% | −1,400−17.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,535 | $316.6K | 0.12% | +6,535 | New |
| Byrne Asset Management LLC | 6,575 | $322.0K | 0.25% | – | – |
| Leonteq Securities AG | 6,670 | $323.2K | 0.04% | −2,045−23.5% | Reduced |
| Moody National Bank Trust Division | 6,794 | $329.2K | 0.03% | −7,154−51.3% | Reduced |
| SEI Investments Co | 6,976 | $338.0K | 0.00% | +492+7.6% | Added |
| HighTower Advisors, LLC | 6,970 | $339.0K | 0.00% | +1,342+23.8% | Added |
| Susquehanna International Group, LLP | 7,201 | $348.9K | 0.00% | −2,344−24.6% | Reduced |
| Mackenzie Financial Corp | 7,465 | $361.7K | 0.00% | −488−6.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $363.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,525 | $364.6K | 0.00% | +7,525 | New |
| Sound Stewardship, LLC | 7,609 | $368.7K | 0.24% | 00.0% | Unchanged |
| AE Wealth Management LLC | 8,429 | $380.5K | 0.00% | +1,533+22.2% | Added |
| Private Advisor Group, LLC | 7,903 | $382.9K | 0.00% | +1,899+31.6% | Added |
| PCG Wealth Advisors, LLC | 7,923 | $383.9K | 0.21% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 8,238 | $399.1K | 0.27% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,400 | $407.0K | 0.01% | −19,650−70.1% | Reduced |
| MML Investors Services, LLC | 8,610 | $417.0K | 0.00% | +402+4.9% | Added |
| Public Employees Retirement Association of Colorado | 8,653 | $419.0K | 0.00% | −556−6.0% | Reduced |
| Nebula Research & Development LLC | 8,726 | $422.8K | 0.13% | +8,726 | New |
| Versor Investments LP | 9,000 | $436.1K | 0.09% | +9,000 | New |
| New York Life Investment Management LLC | 9,065 | $439.2K | 0.00% | −265−2.8% | Reduced |
| D.A. Davidson & Co. | 9,191 | $445.3K | 0.00% | +146+1.6% | Added |
| Verition Fund Management LLC | 9,204 | $445.9K | 0.00% | −12,976−58.5% | Reduced |
| Erste Asset Management GmbH | 9,100 | $446.1K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,295 | $450.3K | 0.00% | −112−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,395 | $455.0K | 0.00% | −532−5.4% | Reduced |
| All Season Financial Advisors, Inc. | 9,403 | $455.6K | 0.39% | −259−2.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,486 | $459.6K | 0.00% | +283+3.1% | Added |
| Nissay Asset Management Corp | 9,562 | $463.3K | 0.00% | +436+4.8% | Added |
| Samalin Investment Counsel, LLC | 9,602 | $465.2K | 0.24% | +3,266+51.5% | Added |
| Crossmark Global Holdings, Inc. | 9,651 | $467.0K | 0.01% | −74−0.8% | Reduced |
| Pinebridge Investments, L.P. | 9,700 | $470.0K | 0.00% | +9,700 | New |
| Lecap Asset Management Ltd | 9,752 | $472.5K | 0.17% | +9,752 | New |
| Coldstream Capital Management Inc | 9,818 | $475.7K | 0.01% | −266−2.6% | Reduced |
| Xponance, Inc. | 9,849 | $477.2K | 0.01% | +217+2.3% | Added |
| ClearAlpha Technologies LP | 10,372 | $502.5K | 0.19% | +10,372 | New |
| Van Eck Associates Corp | 10,487 | $508.0K | 0.00% | +1,725+19.7% | Added |
| Pictet & Cie (Europe) SA | 10,737 | $520.2K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 11,474 | $555.5K | 0.00% | +917+8.7% | Added |
| Bank of Montreal | 11,428 | $560.5K | 0.00% | +213+1.9% | Added |
| Ziegler Capital Management, LLC | 11,943 | $578.6K | 0.03% | +977+8.9% | Added |
| Creative Planning | 12,237 | $592.9K | 0.00% | +996+8.9% | Added |
| JustInvest LLC | 12,298 | $595.8K | 0.02% | −6,158−33.4% | Reduced |
| Allstate Corp | 12,408 | $601.2K | 0.04% | −66,146−84.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,612 | $611.1K | 0.01% | +1,353+12.0% | Added |
| Entropy Technologies, LP | 12,749 | $617.7K | 0.11% | +12,749 | New |
| Penserra Capital Management LLC | 12,954 | $627.0K | 0.01% | −1,079−7.7% | Reduced |
| Engineers Gate Manager LP | 13,025 | $631.1K | 0.02% | +13,025 | New |
| Pathstone Holdings, LLC | 13,161 | $637.7K | 0.00% | +13,161 | New |
| 1620 Investment Advisors, Inc. | 13,275 | $643.2K | 0.71% | −211−1.6% | Reduced |
| Handelsbanken Fonder AB | 13,300 | $644.0K | 0.00% | +100+0.8% | Added |
| Texas Yale Capital Corp. | 13,750 | $666.2K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 13,778 | $667.5K | 0.06% | +13,778 | New |
| MRP Capital Investments, LLC | 13,960 | $676.4K | 0.73% | −11,797−45.8% | Reduced |
| Pensionfund Sabic | 14,000 | $678.0K | 0.21% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 14,293 | $692.5K | 0.00% | +1,984+16.1% | Added |
| RDA Financial Network | 14,305 | $693.1K | 0.26% | −77−0.5% | Reduced |
| Voloridge Investment Management, LLC | 14,324 | $694.0K | 0.00% | −10,402−42.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 14,500 | $702.7K | 0.00% | −1,098−7.0% | Reduced |
| Standard Life Aberdeen plc | 14,562 | $705.5K | 0.00% | −573−3.8% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $741.0K | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 16,036 | $776.9K | 0.00% | +9,698+153.0% | Added |
| North Star Investment Management Corp. | 16,150 | $782.5K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 16,759 | $812.0K | 0.02% | +54+0.3% | Added |
| Ameritas Investment Partners, Inc. | 16,893 | $818.5K | 0.03% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 17,271 | $836.8K | 0.31% | −2,915−14.4% | Reduced |
| Neuberger Berman Group LLC | 17,353 | $840.7K | 0.00% | +728+4.4% | Added |
| Camelot Portfolios, LLC | 17,885 | $866.5K | 0.51% | +6,922+63.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $872.1K | 0.30% | 00.0% | Unchanged |
| State of Michigan Retirement System | 18,089 | $876.4K | 0.01% | +100+0.6% | Added |
| Janney Montgomery Scott LLC | 18,271 | $885.0K | 0.00% | +687+3.9% | Added |
| SG Americas Securities, LLC | 18,797 | $911.0K | 0.01% | −17,679−48.5% | Reduced |