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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 9,295 | $450.3K | 0.00% | −112−1.2% | Reduced |
| Erste Asset Management GmbH | 9,100 | $446.1K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,204 | $445.9K | 0.00% | −12,976−58.5% | Reduced |
| D.A. Davidson & Co. | 9,191 | $445.3K | 0.00% | +146+1.6% | Added |
| New York Life Investment Management LLC | 9,065 | $439.2K | 0.00% | −265−2.8% | Reduced |
| Versor Investments LP | 9,000 | $436.1K | 0.09% | +9,000 | New |
| Nebula Research & Development LLC | 8,726 | $422.8K | 0.13% | +8,726 | New |
| Public Employees Retirement Association of Colorado | 8,653 | $419.0K | 0.00% | −556−6.0% | Reduced |
| MML Investors Services, LLC | 8,610 | $417.0K | 0.00% | +402+4.9% | Added |
| Jump Financial, LLC | 8,400 | $407.0K | 0.01% | −19,650−70.1% | Reduced |
| Affinity Investment Advisors, LLC | 8,238 | $399.1K | 0.27% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 7,923 | $383.9K | 0.21% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 7,903 | $382.9K | 0.00% | +1,899+31.6% | Added |
| AE Wealth Management LLC | 8,429 | $380.5K | 0.00% | +1,533+22.2% | Added |
| Sound Stewardship, LLC | 7,609 | $368.7K | 0.24% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,525 | $364.6K | 0.00% | +7,525 | New |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $363.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,465 | $361.7K | 0.00% | −488−6.1% | Reduced |
| Susquehanna International Group, LLP | 7,201 | $348.9K | 0.00% | −2,344−24.6% | Reduced |
| HighTower Advisors, LLC | 6,970 | $339.0K | 0.00% | +1,342+23.8% | Added |
| SEI Investments Co | 6,976 | $338.0K | 0.00% | +492+7.6% | Added |
| Moody National Bank Trust Division | 6,794 | $329.2K | 0.03% | −7,154−51.3% | Reduced |
| Leonteq Securities AG | 6,670 | $323.2K | 0.04% | −2,045−23.5% | Reduced |
| Byrne Asset Management LLC | 6,575 | $322.0K | 0.25% | – | – |
| Measured Wealth Private Client Group, LLC | 6,535 | $316.6K | 0.12% | +6,535 | New |
| Community Bank of Raymore | 6,510 | $315.4K | 0.14% | −1,400−17.7% | Reduced |
| US Bancorp | 6,416 | $310.9K | 0.00% | +118+1.9% | Added |
| Cambria Investment Management, L.P. | 6,384 | $309.3K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 6,370 | $308.6K | 0.00% | +480+8.1% | Added |
| Securian Asset Management, Inc | 6,279 | $304.2K | 0.01% | −100−1.6% | Reduced |
| CI Private Wealth, LLC | 6,271 | $303.8K | 0.00% | −13−0.2% | Reduced |
| EHP Funds Inc. | 6,200 | $300.4K | 0.15% | +200+3.3% | Added |
| Maryland State Retirement & Pension System | 6,172 | $299.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,896 | $285.7K | 0.00% | +383+6.9% | Added |
| Colony Group, LLC | 5,843 | $283.0K | 0.00% | +5,843 | New |
| Alps Advisors Inc | 5,780 | $280.0K | 0.00% | −80−1.4% | Reduced |
| Pitcairn Co | 5,610 | $271.8K | 0.02% | +185+3.4% | Added |
| Corton Capital Inc. | 5,599 | $271.3K | 0.09% | +5,599 | New |
| Worth Venture Partners, LLC | 5,450 | $264.1K | 0.14% | −900−14.2% | Reduced |
| Sigma Planning Corp | 5,255 | $254.6K | 0.02% | −8,814−62.6% | Reduced |
| Custom Index Systems, LLC | 5,242 | $254.0K | 0.16% | +5,242 | New |
| Wealthstar Advisors, LLC | 5,155 | $249.8K | 0.09% | −7−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 5,140 | $249.0K | 0.00% | −44−0.8% | Reduced |
| Private Trust Co NA | 5,065 | $245.4K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,001 | $242.3K | 0.01% | +5,001 | New |
| Metis Global Partners, LLC | 4,954 | $240.0K | 0.01% | +4,954 | New |
| Atlas Capital Advisors LLC | 4,872 | $236.0K | 0.03% | +1,445+42.2% | Added |
| Naviter Wealth, LLC | 4,813 | $234.5K | 0.05% | +4,813 | New |
| Cerity Partners LLC | 4,838 | $234.4K | 0.00% | +4,838 | New |
| Captrust Financial Advisors | 4,770 | $231.1K | 0.00% | +4,770 | New |
| Blair William & Co | 4,765 | $230.9K | 0.00% | +4,765 | New |
| Robertson Stephens Wealth Management, LLC | 4,724 | $230.2K | 0.01% | +4,724 | New |
| Schnieders Capital Management LLC | 4,662 | $225.9K | 0.05% | −400−7.9% | Reduced |
| Avantax Advisory Services, Inc. | 4,651 | $225.3K | 0.00% | +4,651 | New |
| Brevan Howard Capital Management LP | 4,644 | $225.0K | 0.02% | +4,644 | New |
| Impact Partnership Wealth, LLC | 4,644 | $225.0K | 0.08% | +1,211+35.3% | Added |
| Wealthcare Advisory Partners LLC | 4,581 | $222.0K | 0.01% | +4,581 | New |
| Cooper Financial Group | 4,515 | $218.7K | 0.04% | +4,515 | New |
| Cetera Investment Advisers | 4,490 | $217.6K | 0.00% | +4,490 | New |
| Veriti Management LLC | 4,385 | $212.5K | 0.02% | +4,385 | New |
| Edgestream Partners, L.P. | 4,282 | $207.5K | 0.01% | +4,282 | New |
| CIBC Private Wealth Group, LLC | 4,240 | $205.4K | 0.00% | +4,240 | New |
| Utah Retirement Systems | 4,138 | $200.5K | 0.00% | +4,138 | New |
| Oak Thistle LLC | 4,130 | $200.1K | 0.06% | −7,867−65.6% | Reduced |
| Signaturefd, LLC | 3,939 | $190.8K | 0.00% | +388+10.9% | Added |
| Global Retirement Partners, LLC | 3,286 | $155.0K | 0.01% | +901+37.8% | Added |
| EMC Capital Management | 3,042 | $147.0K | 0.10% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,000 | $145.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,530 | $122.6K | 0.01% | −152−5.7% | Reduced |
| Fifth Third Bancorp | 2,389 | $115.7K | 0.00% | +1,751+274.5% | Added |
| Allspring Global Investments Holdings, LLC | 2,324 | $112.6K | 0.00% | −8,651−78.8% | Reduced |
| Metropolitan Life Insurance Co | 2,306 | $111.7K | 0.01% | −7−0.3% | Reduced |
| Parallel Advisors, LLC | 2,286 | $110.8K | 0.00% | −331−12.6% | Reduced |
| Simplex Trading, LLC | 1,966 | $95.0K | 0.00% | +1,966 | New |
| Steward Partners Investment Advisory, LLC | 1,580 | $76.6K | 0.00% | +51+3.3% | Added |
| Huntington National Bank | 1,421 | $68.8K | 0.00% | +332+30.5% | Added |
| Harvest Fund Management Co., Ltd | 1,373 | $67.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,398 | $63.0K | 0.00% | +2+0.1% | Added |
| CWM, LLC | 1,261 | $61.0K | 0.00% | −368−22.6% | Reduced |
| Advisors Asset Management, Inc. | 1,251 | $60.6K | 0.00% | +333+36.3% | Added |
| Raleigh Capital Management Inc. | 1,182 | $57.3K | 0.03% | −59−4.8% | Reduced |
| Acadian Asset Management LLC | 1,108 | $53.0K | 0.00% | +1,108 | New |
| NBC Securities, Inc. | 1,083 | $52.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,043 | $51.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,035 | $50.1K | 0.00% | −51−4.7% | Reduced |
| Lindbrook Capital, LLC | 940 | $45.5K | 0.00% | −19−2.0% | Reduced |
| Allworth Financial LP | 861 | $41.7K | 0.00% | +183+27.0% | Added |
| Venturi Wealth Management, LLC | 823 | $39.9K | 0.00% | +307+59.5% | Added |
| IFP Advisors, Inc | 773 | $37.5K | 0.00% | +9+1.2% | Added |
| Lazard Asset Management LLC | 764 | $37.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 746 | $36.2K | 0.00% | +19+2.6% | Added |
| Covestor Ltd | 736 | $35.0K | 0.02% | +492+201.6% | Added |
| Advisory Services Network, LLC | 695 | $33.7K | 0.00% | −5,175−88.2% | Reduced |
| Loomis Sayles & Co L P | 675 | $33.0K | 0.00% | −47−6.5% | Reduced |
| Principal Securities, Inc. | 637 | $30.9K | 0.00% | +637 | New |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $29.2K | 0.02% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 587 | $28.4K | 0.03% | +587 | New |
| Vermillion & White Wealth Management Group, LLC | 512 | $24.8K | 0.02% | +512 | New |
| Atlantic Edge Private Wealth Management, LLC | 450 | $21.8K | 0.01% | +450 | New |
| Sound Income Strategies, LLC | 449 | $21.8K | 0.00% | 00.0% | Unchanged |