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 |
|---|---|---|---|---|---|
| Algert Global LLC | 18,872 | $914.3K | 0.04% | −2,130−10.1% | Reduced |
| Pictet Asset Management Holding SA | 19,267 | $933.5K | 0.00% | +623+3.3% | Added |
| Prime Capital Investment Advisors, LLC | 19,474 | $943.5K | 0.01% | +297+1.5% | Added |
| Tower Research Capital LLC (TRC) | 19,518 | $945.6K | 0.01% | +18,010+1,194.3% | Added |
| Point72 Middle East FZE | 20,124 | $975.0K | 0.07% | +20,124 | New |
| Y-Intercept (Hong Kong) Ltd | 20,252 | $981.2K | 0.09% | +20,252 | New |
| Arizona State Retirement System | 21,056 | $1.02M | 0.01% | −378−1.8% | Reduced |
| Louisiana State Employees Retirement System | 21,200 | $1.03M | 0.02% | −100−0.5% | Reduced |
| Oregon Public Employees Retirement Fund | 21,274 | $1.03M | 0.02% | +100+0.5% | Added |
| UniSuper Management Pty Ltd | 21,400 | $1.04M | 0.01% | +400+1.9% | Added |
| Nomura Holdings Inc | 22,000 | $1.07M | 0.01% | +22,000 | New |
| Stifel Financial Corp | 22,602 | $1.10M | 0.00% | +7,963+54.4% | Added |
| Massachusetts Financial Services Co | 22,705 | $1.10M | 0.00% | +364+1.6% | Added |
| Daiwa Securities Group Inc. | 22,834 | $1.11M | 0.01% | −1,150−4.8% | Reduced |
| Quest Partners LLC | 22,842 | $1.11M | 0.24% | +22,842 | New |
| Cornercap Investment Counsel Inc | 22,859 | $1.11M | 0.18% | −50−0.2% | Reduced |
| Globeflex Capital L P | 23,734 | $1.15M | 0.12% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 23,953 | $1.16M | 0.46% | +2,225+10.2% | Added |
| South Dakota Investment Council | 24,142 | $1.17M | 0.02% | 00.0% | Unchanged |
| Natixis | 25,230 | $1.22M | 0.01% | +5,454+27.6% | Added |
| Raymond James & Associates | 25,270 | $1.22M | 0.00% | −47,504−65.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,698 | $1.25M | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 25,793 | $1.25M | 0.00% | +4,703+22.3% | Added |
| Citadel Advisors LLC | 26,509 | $1.28M | 0.00% | +26,509 | New |
| Advisor Group Holdings, Inc. | 26,539 | $1.29M | 0.00% | −43,227−62.0% | Reduced |
| Guggenheim Capital LLC | 27,510 | $1.33M | 0.01% | +479+1.8% | Added |
| Squarepoint Ops LLC | 28,281 | $1.37M | 0.01% | +12,105+74.8% | Added |
| Hancock Whitney Corp | 29,322 | $1.42M | 0.05% | −208−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,012 | $1.45M | 0.01% | +3,759+14.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,109 | $1.46M | 0.01% | +14,856+97.4% | Added |
| GraniteShares Advisors LLC | 30,189 | $1.46M | 1.32% | −6,747−18.3% | Reduced |
| Ensign Peak Advisors, Inc | 30,597 | $1.48M | 0.00% | +3,750+14.0% | Added |
| Alberta Investment Management Corp | 30,600 | $1.48M | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 30,600 | $1.48M | 0.00% | +30,600 | New |
| Pensionfund DSM Netherlands | 30,962 | $1.50M | 0.90% | 00.0% | Unchanged |
| Martingale Asset Management L P | 31,298 | $1.52M | 0.03% | +23,351+293.8% | Added |
| Russell Investments Group, Ltd. | 31,524 | $1.53M | 0.00% | +13,343+73.4% | Added |
| Citigroup Inc | 32,373 | $1.57M | 0.00% | −617−1.9% | Reduced |
| Jane Street Group, LLC | 32,639 | $1.58M | 0.00% | +4,813+17.3% | Added |
| Treasurer of the State of North Carolina | 32,910 | $1.59M | 0.01% | +320+1.0% | Added |
| Truist Financial Corp | 34,970 | $1.69M | 0.00% | −7,141−17.0% | Reduced |
| Yousif Capital Management, LLC | 35,075 | $1.70M | 0.02% | +75+0.2% | Added |
| Teacher Retirement System of Texas | 36,189 | $1.75M | 0.01% | −12,789−26.1% | Reduced |
| Janus Henderson Group PLC | 36,443 | $1.77M | 0.00% | −56−0.2% | Reduced |
| Gsa Capital Partners LLP | 37,673 | $1.82M | 0.15% | +31,265+487.9% | Added |
| Victory Capital Management Inc | 39,128 | $1.90M | 0.00% | +25,576+188.7% | Added |
| Keeley-Teton Advisors, LLC | 39,310 | $1.90M | 0.25% | −480−1.2% | Reduced |
| PFG Advisors | 39,470 | $1.91M | 0.15% | −3,750−8.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 39,582 | $1.92M | 0.03% | +39,582 | New |
| Franklin Resources Inc | 39,633 | $1.92M | 0.00% | +5,091+14.7% | Added |
| Envestnet Asset Management Inc | 40,631 | $1.97M | 0.00% | +17,942+79.1% | Added |
| Price T Rowe Associates Inc | 41,354 | $2.00M | 0.00% | +1,760+4.4% | Added |
| HSBC Holdings PLC | 41,409 | $2.01M | 0.00% | +5,317+14.7% | Added |
| Campbell & CO Investment Adviser LLC | 41,884 | $2.03M | 0.18% | −16,313−28.0% | Reduced |
| STRS Ohio | 42,456 | $2.06M | 0.01% | −53,594−55.8% | Reduced |
| MetLife Investment Management | 42,453 | $2.06M | 0.01% | −691−1.6% | Reduced |
| Mariner, LLC | 42,745 | $2.07M | 0.00% | +397+0.9% | Added |
| State of Alaska, Department of Revenue | 43,316 | $2.10M | 0.02% | −1,160−2.6% | Reduced |
| Vestcor Inc | 43,787 | $2.12M | 0.07% | −143−0.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 44,483 | $2.16M | 0.08% | −20,775−31.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46,695 | $2.21M | 0.00% | +988+2.2% | Added |
| Mutual of America Capital Management LLC | 46,551 | $2.26M | 0.03% | −2,418−4.9% | Reduced |
| FMR LLC | 46,643 | $2.26M | 0.00% | −2,077−4.3% | Reduced |
| Amundi | 48,967 | $2.34M | 0.00% | −7,714−13.6% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 48,430 | $2.35M | 0.68% | −8,972−15.6% | Reduced |
| Caxton Associates LP | 48,667 | $2.36M | 0.12% | +48,667 | New |
| Mercer Global Advisors Inc | 49,474 | $2.40M | 0.01% | +3,106+6.7% | Added |
| Wells Fargo & Company | 50,498 | $2.45M | 0.00% | +10,218+25.4% | Added |
| Wedge Capital Management L L P | 51,124 | $2.48M | 0.04% | +2,005+4.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 51,756 | $2.51M | 0.00% | −14,299−21.6% | Reduced |
| Nisa Investment Advisors, LLC | 53,122 | $2.57M | 0.02% | −4,511−7.8% | Reduced |
| Amalgamated Bank | 53,380 | $2.59M | 0.02% | +4,213+8.6% | Added |
| Man Group plc | 53,518 | $2.59M | 0.01% | +53,518 | New |
| Ontario Teachers Pension Plan Board | 53,595 | $2.60M | 0.03% | −4,253−7.4% | Reduced |
| Exchange Traded Concepts, LLC | 54,297 | $2.63M | 0.07% | −15,698−22.4% | Reduced |
| Royal Bank of Canada | 55,733 | $2.70M | 0.00% | +18,174+48.4% | Added |
| QRG Capital Management, Inc. | 57,635 | $2.79M | 0.04% | +4,117+7.7% | Added |
| New York State Common Retirement Fund | 57,795 | $2.80M | 0.00% | −7,002−10.8% | Reduced |
| DekaBank Deutsche Girozentrale | 57,636 | $2.84M | 0.01% | +39,714+221.6% | Added |
| Oppenheimer & Co Inc | 58,887 | $2.85M | 0.05% | −1,845−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 59,930 | $2.90M | 0.00% | −1,958−3.2% | Reduced |
| LPL Financial LLC | 61,471 | $2.98M | 0.00% | −1,761−2.8% | Reduced |
| Texas Permanent School Fund | 65,045 | $3.15M | 0.03% | +1,876+3.0% | Added |
| Ballast Asset Management, LP | 65,770 | $3.19M | 2.03% | +20,970+46.8% | Added |
| Bank of America Corp | 67,245 | $3.26M | 0.00% | −14,539−17.8% | Reduced |
| Putnam Investments LLC | 71,338 | $3.46M | 0.00% | +65,165+1,055.6% | Added |
| Barclays PLC | 75,022 | $3.63M | 0.00% | +36,012+92.3% | Added |
| State of Tennessee, Treasury Department | 77,700 | $3.76M | 0.01% | −68,400−46.8% | Reduced |
| ExodusPoint Capital Management, LP | 78,540 | $3.81M | 0.05% | −6,468−7.6% | Reduced |
| California State Teachers Retirement System | 79,419 | $3.85M | 0.01% | −3,672−4.4% | Reduced |
| Cubist Systematic Strategies, LLC | 82,363 | $3.99M | 0.05% | +82,363 | New |
| Boothbay Fund Management, LLC | 82,969 | $4.02M | 0.15% | −16,695−16.8% | Reduced |
| Nomura Asset Management Co Ltd | 85,320 | $4.13M | 0.02% | −1,651−1.9% | Reduced |
| State Board of Administration of Florida Retirement System | 86,920 | $4.21M | 0.01% | +86+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 88,929 | $4.31M | 0.00% | +5,772+6.9% | Added |
| Allianz Asset Management GmbH | 89,195 | $4.32M | 0.01% | +43,190+93.9% | Added |
| State of New Jersey Common Pension Fund D | 89,436 | $4.33M | 0.01% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 94,345 | $4.57M | 0.02% | +295+0.3% | Added |
| Federated Hermes, Inc. | 94,554 | $4.58M | 0.01% | −3,371−3.4% | Reduced |
| Greenland Capital Management LP | 95,000 | $4.60M | 0.71% | −5,403−5.4% | Reduced |