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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

Q1 2024 vs. Q4 2023

How the institutions holding Epr Properties changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of EPR: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders3532350−1
Shares56.5M88.6K53.7M−2.71M (−4.8%)
Value$2.74B$4.29M$2.28B−$455.3M (−16.6%)

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Epr Properties at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to EPR in Q1 2024
InstitutionSharesValue% of portfolio
Candriam Luxembourg S.C.A.91,196$3.87M0.02%
Resona Asset Management Co.,Ltd.29,507$1.25M0.01%
Schroder Investment Management Group27,851$1.18M0.00%
Fox Run Management, L.L.C.23,118$981.4K0.21%
PEAK6 Investments LLC22,737$965.2K0.05%
Arrowstreet Capital, Limited Partnership19,529$829.0K0.00%
Capula Management Ltd13,250$562.5K0.02%
Focus Financial Network, Inc.12,858$519.7K0.03%
Boston Partners12,184$517.2K0.00%
Quantbot Technologies LP10,726$455.3K0.03%
Maverick Capital LtdSuperinvestorMaverick Capital9,789$415.5K0.01%
MQS Management LLC9,138$387.9K0.22%
Strategic Advocates LLC8,526$361.9K0.14%
Tudor Investment Corp Et Al7,640$324.3K0.00%
BTC Capital Management, Inc.7,292$309.5K0.03%
Sherbrooke Park Advisers LLC7,235$307.1K0.06%
Inceptionr LLC6,776$287.6K0.07%
Kestra Private Wealth Services, LLC6,667$284.9K0.01%
UBS Oconnor LLC6,600$280.2K0.01%
Icapital Wealth LLC6,218$264.0K0.16%
Abel Hall, LLC6,113$259.5K0.19%
Great Lakes Advisors, LLC5,892$250.1K0.00%
Jefferies Financial Group Inc.5,430$230.5K0.00%
D. E. Shaw & Co., Inc.5,032$213.6K0.00%
Danske Bank A/S4,378$185.8K0.00%
Virtus ETF Advisers LLC3,721$158.0K0.08%
EntryPoint Capital, LLC1,117$47.4K0.04%
Mather Group, LLC.849$41.1K0.00%
LGT Financial Advisors LLC471$20.0K0.02%
CoreCap Advisors, LLC285$12.1K0.00%
Group One Trading, L.P.255$10.8K0.00%
Old Point Trust & Financial Services N A250$10.6K0.00%
NewSquare Capital LLC113$4.80K0.00%
LRI Investments, LLC75$3.18K0.00%
Massmutual Trust Co FSB65$2.76K0.00%
WR Wealth Planners, LLC58$2.47K0.00%
Gen-Wealth Partners Inc40$1.70K0.00%
Clearstead Advisors, LLC23$9730.00%
Smartleaf Asset Management LLC15$6320.00%
Sofos Investments, Inc.11$4500.00%

Sold out (41)

Institutions that held Epr Properties at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of EPR in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Balyasny Asset Management LLC425,134$20.6M
Lighthouse Investment Partners, LLC175,000$8.48M
ExodusPoint Capital Management, LP78,540$3.81M
Oversea-Chinese Banking CORP Ltd44,483$2.16M
Susquehanna Portfolio Strategies, LLC39,582$1.92M
South Dakota Investment Council24,142$1.17M
Point72 Middle East FZE20,124$975.0K
Voloridge Investment Management, LLC14,324$694.0K
FORA Capital, LLC13,778$667.5K
Entropy Technologies, LP12,749$617.7K
Allstate Corp12,408$601.2K
Pictet & Cie (Europe) SA10,737$520.2K
New York Life Investment Management LLC9,065$439.2K
AE Wealth Management LLC8,429$380.5K
Mackenzie Financial Corp7,465$361.7K
Measured Wealth Private Client Group, LLC6,535$316.6K
Cetera Advisor Networks LLC6,370$308.6K
Corton Capital Inc.5,599$271.3K
Sigma Planning Corp5,255$254.6K
Atlas Capital Advisors LLC4,872$236.0K
Captrust Financial Advisors4,770$231.1K
Blair William & Co4,765$230.9K
Schnieders Capital Management LLC4,662$225.9K
Avantax Advisory Services, Inc.4,651$225.3K
Cooper Financial Group4,515$218.7K
Veriti Management LLC4,385$212.5K
Edgestream Partners, L.P.4,282$207.5K
Utah Retirement Systems4,138$200.5K
Oak Thistle LLC4,130$200.1K
Harvest Fund Management Co., Ltd1,373$67.0K
Acadian Asset Management LLC1,108$53.0K
Lazard Asset Management LLC764$37.0K
Vermillion & White Wealth Management Group, LLC512$24.8K
National Bank of Canada132$6.43K
Bessemer Group Inc106$5.00K
Tradition Wealth Management, LLC105$5.00K
Glassman Wealth Services63$3.05K
Robeco Institutional Asset Management B.V.42$2.04K
RFP Financial Group LLC34$1.65K
Abound Wealth Management32$1.55K
Avion Wealth12$1.00K

Not filed for Q1 2024 yet (2)

Institutions that held Epr Properties at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPR in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC71,338$3.46M
Spouting Rock Asset Management, LLC17,271$836.8K