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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.

Other share classesEPR.PCEPR.PEEPR.PG

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.

Institutional holdersQ4 2023: 353 institutions
Q1 2021: 294 institutionsQ2 2021: 317 institutionsQ3 2021: 309 institutionsQ4 2021: 323 institutionsQ1 2022: 352 institutionsQ2 2022: 337 institutionsQ3 2022: 319 institutionsQ4 2022: 332 institutionsQ1 2023: 327 institutionsQ2 2023: 340 institutionsQ3 2023: 327 institutionsQ4 2023: 353 institutionsQ1 2024: 350 institutionsQ2 2024: 355 institutionsQ3 2024: 356 institutionsQ4 2024: 364 institutionsQ1 2025: 388 institutionsQ2 2025: 417 institutionsQ3 2025: 455 institutionsQ4 2025: 458 institutionsQ1 2026: 465 institutionsQ2 2026: 489 institutions
Value heldQ4 2023: $2.74B
Q1 2021: $2.92BQ2 2021: $3.15BQ3 2021: $2.88BQ4 2021: $2.80BQ1 2022: $3.20BQ2 2022: $2.76BQ3 2022: $2.13BQ4 2022: $2.25BQ1 2023: $2.26BQ2 2023: $2.72BQ3 2023: $2.45BQ4 2023: $2.74BQ1 2024: $2.28BQ2 2024: $2.22BQ3 2024: $2.63BQ4 2024: $2.38BQ1 2025: $3.07BQ2 2025: $3.52BQ3 2025: $3.52BQ4 2025: $3.02BQ1 2026: $3.06BQ2 2026: $3.68B
Institutions holding EPR and their total value by quarter
QuarterHoldersValue
Q2 2026489$3.68B
Q1 2026465$3.06B
Q4 2025458$3.02B
Q3 2025455$3.52B
Q2 2025417$3.52B
Q1 2025388$3.07B
Q4 2024364$2.38B
Q3 2024356$2.63B
Q2 2024355$2.22B
Q1 2024350$2.28B
Q4 2023353$2.74B
Q3 2023327$2.45B
Q2 2023340$2.72B
Q1 2023327$2.26B
Q4 2022332$2.25B
Q3 2022319$2.13B
Q2 2022337$2.76B
Q1 2022352$3.20B
Q4 2021323$2.80B
Q3 2021309$2.88B
Q2 2021317$3.15B
Q1 2021294$2.92B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2023.

Institutions holding EPR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Evermay Wealth Management LLC340$16.6K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.396$16.0K0.00%−64−13.9%Reduced
Capital Analysts, LLC321$16.0K0.00%+321New
Quarry LP310$15.0K0.01%+310New
Investors Research Corp300$14.5K0.00%00.0%Unchanged
Macroview Investment Management LLC282$13.7K0.02%+5+1.8%Added
SOA Wealth Advisors, LLC.225$10.9K0.00%00.0%Unchanged
PSI Advisors, LLC225$10.9K0.00%+2+0.9%Added
Arlington Trust Co LLC215$10.4K0.00%+215New
Aspire Private Capital, LLC211$10.2K0.00%00.0%Unchanged
GAMMA Investing LLC204$9.03K0.00%+204New
Prestige Wealth Management Group LLC176$8.58K0.00%00.0%Unchanged
Bell Investment Advisors, Inc156$7.56K0.00%−4−2.5%Reduced
Private Wealth Management Group, LLC154$7.46K0.00%+154New
GWM Advisors LLC138$6.69K0.00%00.0%Unchanged
National Bank of Canada132$6.43K0.00%−563−81.0%Reduced
Umb Bank N A122$5.91K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC115$5.57K0.00%−51−30.7%Reduced
Moisand Fitzgerald Tamayo, LLC111$5.38K0.00%−24−17.8%Reduced
Whittier Trust Co111$5.38K0.00%00.0%Unchanged
Gradient Investments LLC104$5.04K0.00%00.0%Unchanged
Tradition Wealth Management, LLC105$5.00K0.00%−135−56.3%Reduced
Bessemer Group Inc106$5.00K0.00%00.0%Unchanged
TD Capital Management LLC101$4.88K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.100$4.84K0.00%00.0%Unchanged
Orion Capital Management LLC100$4.84K0.00%00.0%Unchanged
Proequities, Inc.94$4.58K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC85$4.12K0.00%−47−35.6%Reduced
Parkside Financial Bank & Trust78$3.78K0.00%−60−43.5%Reduced
Northwestern Mutual Wealth Management Co77$3.73K0.00%00.0%Unchanged
Missouri Trust & Investment Co75$3.63K0.00%00.0%Unchanged
West Branch Capital LLC68$3.29K0.00%00.0%Unchanged
Glassman Wealth Services63$3.05K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC59$2.86K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC53$2.57K0.00%00.0%Unchanged
Retirement Group, LLC51$2.47K0.00%+51New
Farther Finance Advisors, LLC47$2.28K0.00%+25+113.6%Added
Robeco Institutional Asset Management B.V.42$2.04K0.00%+42New
Capital Advisors, Ltd. LLC45$2.00K0.00%00.0%Unchanged
RFP Financial Group LLC34$1.65K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc33$1.60K0.00%00.0%Unchanged
Abound Wealth Management32$1.55K0.00%+32New
Financial Management Professionals, Inc.13$1.00K0.00%00.0%Unchanged
TSFG, LLC21$1.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC17$1.00K0.00%00.0%Unchanged
Avion Wealth12$1.00K0.00%−24−66.7%Reduced
Bruce G. Allen Investments, LLC19$9210.00%+19New
JJJ Advisors Inc.15$7270.00%00.0%Unchanged
Quent Capital, LLC12$5810.00%00.0%Unchanged
Financial Perspectives, Inc8$3880.00%00.0%Unchanged
Horizon Investments, LLC8$3850.00%+8New
Versant Capital Management, Inc2$970.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1$00.00%00.0%Unchanged
Northwood Liquid Management LP0$00.00%−1,026,081−100.0%Sold out
Cbre Clarion Securities LLC0$00.00%−912,073−100.0%Sold out
Waterfront Capital Partners, LLC0$00.00%−841,000−100.0%Sold out
Cohen & Steers, Inc.0$00.00%−364,746−100.0%Sold out
Group One Trading, L.P.0$00.00%−214,673−100.0%Sold out
UBS Oconnor LLC0$00.00%−151,439−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−68,908−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−29,591−100.0%Sold out
JT Stratford LLC0$00.00%−24,066−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−20,845−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−8,146−100.0%Sold out
HRT Financial LP0$00.00%−14,429−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−7,865−100.0%Sold out
IAM Advisory, LLC0$00.00%−6,417−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−910−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−16,010−100.0%Sold out
State of Wyoming0$00.00%−842−100.0%Sold out
Cutler Group LP0$00.00%−466−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−243−100.0%Sold out
Bokf, NA0$00.00%−111−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−51−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−42−100.0%Sold out
Earnest Partners LLC0$00.00%−20−100.0%Sold out
Legacy Financial Group LLC0$00.00%−13−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−7−100.0%Sold out
American National Bank0$00.00%−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