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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 41,409 | $2.01M | 0.00% | +5,317+14.7% | Added |
| Price T Rowe Associates Inc | 41,354 | $2.00M | 0.00% | +1,760+4.4% | Added |
| Envestnet Asset Management Inc | 40,631 | $1.97M | 0.00% | +17,942+79.1% | Added |
| Franklin Resources Inc | 39,633 | $1.92M | 0.00% | +5,091+14.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 39,582 | $1.92M | 0.03% | +39,582 | New |
| PFG Advisors | 39,470 | $1.91M | 0.15% | −3,750−8.7% | Reduced |
| Keeley-Teton Advisors, LLC | 39,310 | $1.90M | 0.25% | −480−1.2% | Reduced |
| Victory Capital Management Inc | 39,128 | $1.90M | 0.00% | +25,576+188.7% | Added |
| Gsa Capital Partners LLP | 37,673 | $1.82M | 0.15% | +31,265+487.9% | Added |
| Janus Henderson Group PLC | 36,443 | $1.77M | 0.00% | −56−0.2% | Reduced |
| Teacher Retirement System of Texas | 36,189 | $1.75M | 0.01% | −12,789−26.1% | Reduced |
| Yousif Capital Management, LLC | 35,075 | $1.70M | 0.02% | +75+0.2% | Added |
| Truist Financial Corp | 34,970 | $1.69M | 0.00% | −7,141−17.0% | Reduced |
| Treasurer of the State of North Carolina | 32,910 | $1.59M | 0.01% | +320+1.0% | Added |
| Jane Street Group, LLC | 32,639 | $1.58M | 0.00% | +4,813+17.3% | Added |
| Citigroup Inc | 32,373 | $1.57M | 0.00% | −617−1.9% | Reduced |
| Russell Investments Group, Ltd. | 31,524 | $1.53M | 0.00% | +13,343+73.4% | Added |
| Martingale Asset Management L P | 31,298 | $1.52M | 0.03% | +23,351+293.8% | Added |
| Pensionfund DSM Netherlands | 30,962 | $1.50M | 0.90% | 00.0% | Unchanged |
| 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 |
| Ensign Peak Advisors, Inc | 30,597 | $1.48M | 0.00% | +3,750+14.0% | Added |
| GraniteShares Advisors LLC | 30,189 | $1.46M | 1.32% | −6,747−18.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,109 | $1.46M | 0.01% | +14,856+97.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,012 | $1.45M | 0.01% | +3,759+14.3% | Added |
| Hancock Whitney Corp | 29,322 | $1.42M | 0.05% | −208−0.7% | Reduced |
| Squarepoint Ops LLC | 28,281 | $1.37M | 0.01% | +12,105+74.8% | Added |
| Guggenheim Capital LLC | 27,510 | $1.33M | 0.01% | +479+1.8% | Added |
| Advisor Group Holdings, Inc. | 26,539 | $1.29M | 0.00% | −43,227−62.0% | Reduced |
| Citadel Advisors LLC | 26,509 | $1.28M | 0.00% | +26,509 | New |
| Assetmark, Inc | 25,793 | $1.25M | 0.00% | +4,703+22.3% | Added |
| Teachers Retirement System of the State of Kentucky | 25,698 | $1.25M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 25,270 | $1.22M | 0.00% | −47,504−65.3% | Reduced |
| Natixis | 25,230 | $1.22M | 0.01% | +5,454+27.6% | Added |
| South Dakota Investment Council | 24,142 | $1.17M | 0.02% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 23,953 | $1.16M | 0.46% | +2,225+10.2% | Added |
| Globeflex Capital L P | 23,734 | $1.15M | 0.12% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 22,859 | $1.11M | 0.18% | −50−0.2% | Reduced |
| Quest Partners LLC | 22,842 | $1.11M | 0.24% | +22,842 | New |
| Daiwa Securities Group Inc. | 22,834 | $1.11M | 0.01% | −1,150−4.8% | Reduced |
| Massachusetts Financial Services Co | 22,705 | $1.10M | 0.00% | +364+1.6% | Added |
| Stifel Financial Corp | 22,602 | $1.10M | 0.00% | +7,963+54.4% | Added |
| Nomura Holdings Inc | 22,000 | $1.07M | 0.01% | +22,000 | New |
| UniSuper Management Pty Ltd | 21,400 | $1.04M | 0.01% | +400+1.9% | Added |
| Oregon Public Employees Retirement Fund | 21,274 | $1.03M | 0.02% | +100+0.5% | Added |
| Louisiana State Employees Retirement System | 21,200 | $1.03M | 0.02% | −100−0.5% | Reduced |
| Arizona State Retirement System | 21,056 | $1.02M | 0.01% | −378−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,252 | $981.2K | 0.09% | +20,252 | New |
| Point72 Middle East FZE | 20,124 | $975.0K | 0.07% | +20,124 | New |
| Tower Research Capital LLC (TRC) | 19,518 | $945.6K | 0.01% | +18,010+1,194.3% | Added |
| Prime Capital Investment Advisors, LLC | 19,474 | $943.5K | 0.01% | +297+1.5% | Added |
| Pictet Asset Management Holding SA | 19,267 | $933.5K | 0.00% | +623+3.3% | Added |
| Algert Global LLC | 18,872 | $914.3K | 0.04% | −2,130−10.1% | Reduced |
| SG Americas Securities, LLC | 18,797 | $911.0K | 0.01% | −17,679−48.5% | Reduced |
| Janney Montgomery Scott LLC | 18,271 | $885.0K | 0.00% | +687+3.9% | Added |
| State of Michigan Retirement System | 18,089 | $876.4K | 0.01% | +100+0.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $872.1K | 0.30% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 17,885 | $866.5K | 0.51% | +6,922+63.1% | Added |
| Neuberger Berman Group LLC | 17,353 | $840.7K | 0.00% | +728+4.4% | Added |
| Spouting Rock Asset Management, LLC | 17,271 | $836.8K | 0.31% | −2,915−14.4% | Reduced |
| Ameritas Investment Partners, Inc. | 16,893 | $818.5K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 16,759 | $812.0K | 0.02% | +54+0.3% | Added |
| North Star Investment Management Corp. | 16,150 | $782.5K | 0.06% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 16,036 | $776.9K | 0.00% | +9,698+153.0% | Added |
| New Mexico Educational Retirement Board | 15,300 | $741.0K | 0.03% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 14,562 | $705.5K | 0.00% | −573−3.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 14,500 | $702.7K | 0.00% | −1,098−7.0% | Reduced |
| Voloridge Investment Management, LLC | 14,324 | $694.0K | 0.00% | −10,402−42.1% | Reduced |
| RDA Financial Network | 14,305 | $693.1K | 0.26% | −77−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 14,293 | $692.5K | 0.00% | +1,984+16.1% | Added |
| Pensionfund Sabic | 14,000 | $678.0K | 0.21% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 13,960 | $676.4K | 0.73% | −11,797−45.8% | Reduced |
| FORA Capital, LLC | 13,778 | $667.5K | 0.06% | +13,778 | New |
| Texas Yale Capital Corp. | 13,750 | $666.2K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 13,300 | $644.0K | 0.00% | +100+0.8% | Added |
| 1620 Investment Advisors, Inc. | 13,275 | $643.2K | 0.71% | −211−1.6% | Reduced |
| Pathstone Holdings, LLC | 13,161 | $637.7K | 0.00% | +13,161 | New |
| Engineers Gate Manager LP | 13,025 | $631.1K | 0.02% | +13,025 | New |
| Penserra Capital Management LLC | 12,954 | $627.0K | 0.01% | −1,079−7.7% | Reduced |
| Entropy Technologies, LP | 12,749 | $617.7K | 0.11% | +12,749 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,612 | $611.1K | 0.01% | +1,353+12.0% | Added |
| Allstate Corp | 12,408 | $601.2K | 0.04% | −66,146−84.2% | Reduced |
| JustInvest LLC | 12,298 | $595.8K | 0.02% | −6,158−33.4% | Reduced |
| Creative Planning | 12,237 | $592.9K | 0.00% | +996+8.9% | Added |
| Ziegler Capital Management, LLC | 11,943 | $578.6K | 0.03% | +977+8.9% | Added |
| Bank of Montreal | 11,428 | $560.5K | 0.00% | +213+1.9% | Added |
| M&T Bank Corp | 11,474 | $555.5K | 0.00% | +917+8.7% | Added |
| Pictet & Cie (Europe) SA | 10,737 | $520.2K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 10,487 | $508.0K | 0.00% | +1,725+19.7% | Added |
| ClearAlpha Technologies LP | 10,372 | $502.5K | 0.19% | +10,372 | New |
| Xponance, Inc. | 9,849 | $477.2K | 0.01% | +217+2.3% | Added |
| Coldstream Capital Management Inc | 9,818 | $475.7K | 0.01% | −266−2.6% | Reduced |
| Lecap Asset Management Ltd | 9,752 | $472.5K | 0.17% | +9,752 | New |
| Pinebridge Investments, L.P. | 9,700 | $470.0K | 0.00% | +9,700 | New |
| Crossmark Global Holdings, Inc. | 9,651 | $467.0K | 0.01% | −74−0.8% | Reduced |
| Samalin Investment Counsel, LLC | 9,602 | $465.2K | 0.24% | +3,266+51.5% | Added |
| Nissay Asset Management Corp | 9,562 | $463.3K | 0.00% | +436+4.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,486 | $459.6K | 0.00% | +283+3.1% | Added |
| All Season Financial Advisors, Inc. | 9,403 | $455.6K | 0.39% | −259−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,395 | $455.0K | 0.00% | −532−5.4% | Reduced |