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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 101,413 | $4.91M | 0.00% | −126,282−55.5% | Reduced |
| American International Group, Inc. | 101,743 | $4.93M | 0.02% | −4,371−4.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 102,245 | $4.95M | 0.46% | +16,275+18.9% | Added |
| Zacks Investment Management | 104,929 | $5.08M | 0.06% | −10,138−8.8% | Reduced |
| Great West Life Assurance Co | 106,201 | $5.14M | 0.01% | +5,328+5.3% | Added |
| Quantinno Capital Management LP | 113,198 | $5.48M | 0.19% | +27,589+32.2% | Added |
| Asset Management One Co.,Ltd. | 115,695 | $5.67M | 0.02% | −7,803−6.3% | Reduced |
| New York State Teachers Retirement System | 117,383 | $5.69M | 0.01% | +6,099+5.5% | Added |
| Macquarie Group Ltd | 126,350 | $6.12M | 0.01% | +10,802+9.3% | Added |
| First Trust Advisors LP | 126,742 | $6.14M | 0.01% | +5,737+4.7% | Added |
| Credit Suisse AG | 130,412 | $6.32M | 0.01% | −18,689−12.5% | Reduced |
| UBS Group AG | 133,591 | $6.47M | 0.00% | +60,540+82.9% | Added |
| Primecap Management Co | 136,400 | $6.61M | 0.01% | −320−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 139,008 | $6.74M | 0.01% | +17,945+14.8% | Added |
| Public Employees Retirement System of Ohio | 140,454 | $6.80M | 0.03% | +890+0.6% | Added |
| Alliancebernstein L.P. | 146,393 | $7.09M | 0.00% | +18,348+14.3% | Added |
| Swiss National Bank | 148,388 | $7.19M | 0.01% | −17,100−10.3% | Reduced |
| Lighthouse Investment Partners, LLC | 175,000 | $8.48M | 0.62% | +75,000+75.0% | Added |
| Swedbank AB | 175,682 | $8.51M | 0.01% | +63,040+56.0% | Added |
| Uniplan Investment Counsel, Inc. | 193,967 | $9.51M | 0.71% | +193,967 | New |
| Millennium Management LLC | 196,843 | $9.54M | 0.01% | −429,592−68.6% | Reduced |
| State of Wisconsin Investment Board | 200,198 | $9.70M | 0.03% | +38,417+23.7% | Added |
| Ameriprise Financial Inc | 204,610 | $9.92M | 0.00% | −3,763−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 206,188 | $9.99M | 0.02% | −9,079−4.2% | Reduced |
| Thrivent Financial for Lutherans | 236,309 | $11.4M | 0.02% | +33,873+16.7% | Added |
| Rhumbline Advisers | 236,483 | $11.5M | 0.01% | −11,320−4.6% | Reduced |
| Los Angeles Capital Management LLC | 251,020 | $12.2M | 0.05% | +850+0.3% | Added |
| Point72 Asset Management, L.P. | 254,397 | $12.3M | 0.04% | +254,397 | New |
| Deutsche Bank AG | 254,813 | $12.3M | 0.01% | +196,034+333.5% | Added |
| Principal Financial Group Inc | 276,501 | $13.4M | 0.01% | −1,275−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 339,679 | $16.5M | 0.14% | +4,882+1.5% | Added |
| UBS Asset Management Americas Inc | 377,462 | $18.3M | 0.01% | −53,122−12.3% | Reduced |
| AQR Capital Management LLC | 390,701 | $18.9M | 0.04% | −2,917−0.7% | Reduced |
| Balyasny Asset Management LLC | 425,134 | $20.6M | 0.06% | +425,134 | New |
| JPMorgan Chase & Co | 460,208 | $22.3M | 0.00% | +71,949+18.5% | Added |
| Prudential Financial Inc | 521,811 | $25.3M | 0.04% | −429,290−45.1% | Reduced |
| Morgan Stanley | 532,663 | $25.8M | 0.00% | −50,884−8.7% | Reduced |
| Legal & General Group Plc | 621,231 | $30.1M | 0.01% | +27,025+4.5% | Added |
| Nuveen Asset Management, LLC | 666,223 | $32.4M | 0.01% | −211,550−24.1% | Reduced |
| Northern Trust Corp | 669,605 | $32.4M | 0.01% | −60,061−8.2% | Reduced |
| Renaissance Technologies LLC | 778,686 | $37.7M | 0.06% | +244,986+45.9% | Added |
| Norges Bank | 882,587 | $42.8M | 0.01% | +25,679+3.0% | Added |
| Dimensional Fund Advisors LP | 1,061,160 | $51.4M | 0.02% | +3,162+0.3% | Added |
| LSV Asset Management | 1,112,454 | $53.9M | 0.12% | −33,504−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,244,414 | $60.3M | 0.02% | +16,772+1.4% | Added |
| PGGM Investments | 1,272,738 | $61.7M | 0.94% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,278,772 | $62.0M | 0.01% | −128,541−9.1% | Reduced |
| Geode Capital Management, LLC | 1,324,462 | $64.2M | 0.01% | +36,526+2.8% | Added |
| Wellington Management Group LLP | 1,691,029 | $81.9M | 0.02% | +1,257,791+290.3% | Added |
| State Street Corp | 4,214,273 | $205.3M | 0.01% | +12,065+0.3% | Added |
| Invesco Ltd. | 5,022,953 | $243.4M | 0.06% | −235,718−4.5% | Reduced |
| BlackRock Inc. | 9,854,780 | $477.5M | 0.01% | −300,207−3.0% | Reduced |
| Vanguard Group Inc | 11,257,272 | $545.4M | 0.01% | −82,832−0.7% | Reduced |
| Northwood Liquid Management LP | 0 | $0 | 0.00% | −1,026,081−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −912,073−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −841,000−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −364,746−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −214,673−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −151,439−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −68,908−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −29,591−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −24,066−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −20,845−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −8,146−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,429−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,865−100.0% | Sold out |
| IAM Advisory, LLC | 0 | $0 | 0.00% | −6,417−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −16,010−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Focus Financial Network, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |