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, Q1 2024
Institutional positions in Epr Properties as of Mar 31, 2024. 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
- 350
- −1 vs. Q4 2023
- Shares held
- 53.7M
- −2.71M (−4.8%) vs. Q4 2023
- Total value
- $2.28B
- −$455.3M (−16.6%) vs. Q4 2023
- New holders
- 40
- 159 more added
- Sold out
- 41
- 91 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,366,416 | $482.5M | 0.01% | +109,144+1.0% | Added |
| BlackRock Inc. | 10,110,619 | $429.2M | 0.01% | +255,839+2.6% | Added |
| State Street Corp | 3,873,442 | $165.5M | 0.01% | −340,831−8.1% | Reduced |
| Invesco Ltd. | 2,380,943 | $101.1M | 0.02% | −2,642,010−52.6% | Reduced |
| Geode Capital Management, LLC | 1,381,764 | $58.7M | 0.01% | +57,302+4.3% | Added |
| Charles Schwab Investment Management Inc | 1,283,731 | $54.5M | 0.01% | +39,317+3.2% | Added |
| PGGM Investments | 1,272,738 | $54.0M | 0.78% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,218,976 | $51.7M | 0.01% | −59,796−4.7% | Reduced |
| LSV Asset Management | 1,134,354 | $48.2M | 0.10% | +21,900+2.0% | Added |
| Dimensional Fund Advisors LP | 1,052,596 | $44.7M | 0.01% | −8,564−0.8% | Reduced |
| Renaissance Technologies LLC | 954,786 | $40.5M | 0.06% | +176,100+22.6% | Added |
| Norges Bank | 916,242 | $38.9M | 0.01% | +33,655+3.8% | Added |
| Morgan Stanley | 680,059 | $28.9M | 0.00% | +147,396+27.7% | Added |
| Nuveen Asset Management, LLC | 663,980 | $28.3M | 0.01% | −2,243−0.3% | Reduced |
| AQR Capital Management LLC | 636,367 | $27.0M | 0.05% | +245,666+62.9% | Added |
| Legal & General Group Plc | 605,436 | $25.7M | 0.01% | −15,795−2.5% | Reduced |
| Northern Trust Corp | 599,252 | $25.4M | 0.00% | −70,353−10.5% | Reduced |
| Millennium Management LLC | 508,749 | $21.6M | 0.02% | +311,906+158.5% | Added |
| Qube Research & Technologies Ltd | 504,966 | $21.4M | 0.04% | +497,441+6,610.5% | Added |
| JPMorgan Chase & Co | 429,934 | $18.3M | 0.00% | −30,274−6.6% | Reduced |
| UBS Asset Management Americas Inc | 398,048 | $16.9M | 0.01% | +20,586+5.5% | Added |
| Schonfeld Strategic Advisors LLC | 395,228 | $16.8M | 0.13% | +55,549+16.4% | Added |
| Principal Financial Group Inc | 283,575 | $12.0M | 0.01% | +7,074+2.6% | Added |
| Ameriprise Financial Inc | 271,538 | $11.6M | 0.00% | +66,928+32.7% | Added |
| Los Angeles Capital Management LLC | 252,904 | $10.7M | 0.04% | +1,884+0.8% | Added |
| Thrivent Financial for Lutherans | 237,698 | $10.1M | 0.02% | +1,389+0.6% | Added |
| Man Group plc | 224,590 | $9.53M | 0.03% | +171,072+319.7% | Added |
| Rhumbline Advisers | 221,378 | $9.40M | 0.01% | −15,105−6.4% | Reduced |
| Point72 Asset Management, L.P. | 217,240 | $9.22M | 0.03% | −37,157−14.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 233,469 | $8.61M | 0.02% | +27,281+13.2% | Added |
| UBS Group AG | 198,713 | $8.44M | 0.00% | +65,122+48.7% | Added |
| Uniplan Investment Counsel, Inc. | 187,401 | $7.96M | 0.62% | −6,566−3.4% | Reduced |
| State of Wisconsin Investment Board | 179,209 | $7.61M | 0.02% | −20,989−10.5% | Reduced |
| Swedbank AB | 175,000 | $7.43M | 0.01% | −682−0.4% | Reduced |
| First Trust Advisors LP | 151,679 | $6.44M | 0.01% | +24,937+19.7% | Added |
| Swiss National Bank | 148,388 | $6.30M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 143,745 | $6.10M | 0.01% | +4,737+3.4% | Added |
| Public Employees Retirement System of Ohio | 137,156 | $5.82M | 0.02% | −3,298−2.3% | Reduced |
| Franklin Resources Inc | 136,825 | $5.81M | 0.00% | +97,192+245.2% | Added |
| Prudential Financial Inc | 135,450 | $5.75M | 0.01% | −386,361−74.0% | Reduced |
| Allianz Asset Management GmbH | 134,529 | $5.71M | 0.01% | +45,334+50.8% | Added |
| Primecap Management Co | 133,800 | $5.68M | 0.00% | −2,600−1.9% | Reduced |
| Alliancebernstein L.P. | 130,184 | $5.53M | 0.00% | −16,209−11.1% | Reduced |
| Macquarie Group Ltd | 129,383 | $5.49M | 0.01% | +3,033+2.4% | Added |
| Credit Suisse AG | 127,140 | $5.40M | 0.01% | −3,272−2.5% | Reduced |
| Barclays PLC | 125,515 | $5.33M | 0.00% | +50,493+67.3% | Added |
| Cyndeo Wealth Partners, LLC | 120,180 | $5.10M | 0.42% | +17,935+17.5% | Added |
| Citadel Advisors LLC | 115,987 | $4.92M | 0.00% | +89,478+337.5% | Added |
| Zacks Investment Management | 115,361 | $4.90M | 0.05% | +10,432+9.9% | Added |
| Asset Management One Co.,Ltd. | 112,569 | $4.78M | 0.02% | −3,126−2.7% | Reduced |
| New York State Teachers Retirement System | 110,595 | $4.70M | 0.01% | −6,788−5.8% | Reduced |
| Great West Life Assurance Co | 109,137 | $4.63M | 0.01% | +2,936+2.8% | Added |
| Pinebridge Investments, L.P. | 108,858 | $4.62M | 0.04% | +99,158+1,022.2% | Added |
| Goldman Sachs Group Inc | 106,359 | $4.51M | 0.00% | +4,946+4.9% | Added |
| FMR LLC | 103,628 | $4.40M | 0.00% | +56,985+122.2% | Added |
| American International Group, Inc. | 99,704 | $4.23M | 0.02% | −2,039−2.0% | Reduced |
| State of New Jersey Common Pension Fund D | 98,481 | $4.18M | 0.01% | +9,045+10.1% | Added |
| Boothbay Fund Management, LLC | 96,651 | $4.10M | 0.12% | +13,682+16.5% | Added |
| Russell Investments Group, Ltd. | 96,379 | $4.09M | 0.01% | +64,855+205.7% | Added |
| Caxton Associates LP | 96,103 | $4.08M | 0.28% | +47,436+97.5% | Added |
| Retirement Systems of Alabama | 94,594 | $4.02M | 0.02% | +249+0.3% | Added |
| Federated Hermes, Inc. | 92,864 | $3.94M | 0.01% | −1,690−1.8% | Reduced |
| Bank of America Corp | 91,999 | $3.91M | 0.00% | +24,754+36.8% | Added |
| Quantinno Capital Management LP | 91,585 | $3.89M | 0.08% | −21,613−19.1% | Reduced |
| Candriam Luxembourg S.C.A. | 91,196 | $3.87M | 0.02% | +91,196 | New |
| Nomura Asset Management Co Ltd | 88,830 | $3.77M | 0.01% | +3,510+4.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 88,618 | $3.76M | 0.00% | −311−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 87,529 | $3.72M | 0.04% | +5,166+6.3% | Added |
| HSBC Holdings PLC | 85,953 | $3.65M | 0.00% | +44,544+107.6% | Added |
| Ontario Teachers Pension Plan Board | 78,854 | $3.35M | 0.03% | +25,259+47.1% | Added |
| State Board of Administration of Florida Retirement System | 87,338 | $3.33M | 0.01% | +418+0.5% | Added |
| State of Tennessee, Treasury Department | 77,700 | $3.30M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 77,359 | $3.28M | 0.00% | +15,888+25.8% | Added |
| Squarepoint Ops LLC | 76,164 | $3.23M | 0.01% | +47,883+169.3% | Added |
| Deutsche Bank AG | 75,399 | $3.20M | 0.00% | −179,414−70.4% | Reduced |
| California State Teachers Retirement System | 75,270 | $3.20M | 0.00% | −4,149−5.2% | Reduced |
| Vestcor Inc | 73,585 | $3.12M | 0.11% | +29,798+68.1% | Added |
| Natixis | 72,764 | $3.09M | 0.02% | +47,534+188.4% | Added |
| Ballast Asset Management, LP | 72,214 | $3.07M | 1.66% | +6,444+9.8% | Added |
| Oppenheimer & Co Inc | 69,802 | $2.96M | 0.05% | +10,915+18.5% | Added |
| Texas Permanent School Fund | 65,927 | $2.80M | 0.02% | +882+1.4% | Added |
| Manufacturers Life Insurance Company, The | 65,343 | $2.77M | 0.00% | +5,413+9.0% | Added |
| Campbell & CO Investment Adviser LLC | 64,359 | $2.73M | 0.24% | +22,475+53.7% | Added |
| Wells Fargo & Company | 63,078 | $2.68M | 0.00% | +12,580+24.9% | Added |
| HighTower Advisors, LLC | 62,296 | $2.65M | 0.00% | +55,326+793.8% | Added |
| Price T Rowe Associates Inc | 61,346 | $2.60M | 0.00% | +19,992+48.3% | Added |
| QRG Capital Management, Inc. | 60,200 | $2.56M | 0.03% | +2,565+4.5% | Added |
| Royal Bank of Canada | 58,039 | $2.46M | 0.00% | +2,306+4.1% | Added |
| Exchange Traded Concepts, LLC | 56,489 | $2.40M | 0.06% | +2,192+4.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 56,267 | $2.39M | 0.00% | +4,511+8.7% | Added |
| Nisa Investment Advisors, LLC | 52,822 | $2.26M | 0.01% | −300−0.6% | Reduced |
| Mercer Global Advisors Inc | 50,471 | $2.14M | 0.01% | +997+2.0% | Added |
| Amalgamated Bank | 49,344 | $2.10M | 0.02% | −4,036−7.6% | Reduced |
| Wedge Capital Management L L P | 48,837 | $2.07M | 0.03% | −2,287−4.5% | Reduced |
| New York State Common Retirement Fund | 48,732 | $2.07M | 0.00% | −9,063−15.7% | Reduced |
| Liberty Mutual Group Asset Management Inc. | 48,430 | $2.06M | 0.59% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46,695 | $1.98M | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 45,526 | $1.93M | 0.01% | +3,070+7.2% | Added |
| Mutual of America Capital Management LLC | 44,884 | $1.91M | 0.02% | −1,667−3.6% | Reduced |
| Victory Capital Management Inc | 44,470 | $1.89M | 0.00% | +5,342+13.7% | Added |