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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8 | $337 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $340 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $425 | 0.00% | −94−90.4% | Reduced |
| Sofos Investments, Inc. | 11 | $450 | 0.00% | +11 | New |
| Smartleaf Asset Management LLC | 15 | $632 | 0.00% | +15 | New |
| JJJ Advisors Inc. | 15 | $637 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19 | $807 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 23 | $973 | 0.00% | +23 | New |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $1.40K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 40 | $1.70K | 0.00% | +40 | New |
| Umb Bank N A | 41 | $1.74K | 0.00% | −81−66.4% | Reduced |
| Farther Finance Advisors, LLC | 47 | $1.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 51 | $2.17K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 53 | $2.25K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 58 | $2.47K | 0.00% | +58 | New |
| Cherry Tree Wealth Management, LLC | 59 | $2.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 65 | $2.76K | 0.00% | +65 | New |
| West Branch Capital LLC | 68 | $2.89K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $3.18K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $3.18K | 0.00% | +75 | New |
| Parkside Financial Bank & Trust | 78 | $3.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 82 | $3.48K | 0.00% | +80+4,000.0% | Added |
| VisionPoint Advisory Group, LLC | 90 | $3.82K | 0.00% | +5+5.9% | Added |
| Proequities, Inc. | 94 | $4.02K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 99 | $4.20K | 0.00% | +87+725.0% | Added |
| GHP Investment Advisors, Inc. | 100 | $4.25K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $4.28K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 111 | $4.71K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $4.71K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 111 | $4.71K | 0.00% | +34+44.2% | Added |
| NewSquare Capital LLC | 113 | $4.80K | 0.00% | +113 | New |
| Private Wealth Management Group, LLC | 154 | $6.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $6.62K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 161 | $6.83K | 0.00% | +46+40.0% | Added |
| GAMMA Investing LLC | 164 | $6.96K | 0.00% | −40−19.6% | Reduced |
| Prestige Wealth Management Group LLC | 176 | $7.52K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 211 | $8.96K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 215 | $9.13K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 220 | $9.34K | 0.00% | −962−81.4% | Reduced |
| SOA Wealth Advisors, LLC. | 225 | $9.55K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 226 | $9.59K | 0.00% | +1+0.4% | Added |
| Old Point Trust & Financial Services N A | 250 | $10.6K | 0.00% | +250 | New |
| Group One Trading, L.P. | 255 | $10.8K | 0.00% | +255 | New |
| CoreCap Advisors, LLC | 285 | $12.1K | 0.00% | +285 | New |
| Macroview Investment Management LLC | 288 | $12.2K | 0.01% | +6+2.1% | Added |
| Investors Research Corp | 300 | $12.7K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 300 | $12.7K | 0.01% | +200+200.0% | Added |
| Capital Analysts, LLC | 325 | $14.0K | 0.00% | +4+1.2% | Added |
| Evermay Wealth Management LLC | 340 | $14.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 392 | $16.7K | 0.00% | −4−1.0% | Reduced |
| GWM Advisors LLC | 438 | $18.6K | 0.00% | +300+217.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 450 | $19.1K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 471 | $20.0K | 0.02% | +471 | New |
| Quarry LP | 489 | $20.8K | 0.01% | +179+57.7% | Added |
| Venturi Wealth Management, LLC | 515 | $21.9K | 0.00% | −308−37.4% | Reduced |
| Loomis Sayles & Co L P | 524 | $22.0K | 0.00% | −151−22.4% | Reduced |
| Sound Income Strategies, LLC | 554 | $23.5K | 0.00% | +105+23.4% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $25.6K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 704 | $29.9K | 0.00% | +67+10.5% | Added |
| Covestor Ltd | 752 | $31.0K | 0.02% | +16+2.2% | Added |
| IFP Advisors, Inc | 784 | $33.3K | 0.00% | +11+1.4% | Added |
| Allworth Financial LP | 809 | $34.3K | 0.00% | −52−6.0% | Reduced |
| Abich Financial Wealth Management LLC | 902 | $38.3K | 0.03% | +315+53.7% | Added |
| Lindbrook Capital, LLC | 940 | $39.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 849 | $41.1K | 0.00% | +849 | New |
| EverSource Wealth Advisors, LLC | 1,072 | $43.5K | 0.00% | +37+3.6% | Added |
| NBC Securities, Inc. | 1,083 | $45.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,117 | $47.4K | 0.04% | +1,117 | New |
| Advisors Asset Management, Inc. | 1,295 | $55.0K | 0.00% | +44+3.5% | Added |
| KBC Group NV | 1,497 | $64.0K | 0.00% | +454+43.5% | Added |
| Huntington National Bank | 1,561 | $66.3K | 0.00% | +140+9.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,589 | $67.5K | 0.00% | +9+0.6% | Added |
| CWM, LLC | 2,118 | $90.0K | 0.00% | +857+68.0% | Added |
| Fifth Third Bancorp | 2,276 | $96.6K | 0.00% | −113−4.7% | Reduced |
| Metropolitan Life Insurance Co | 2,326 | $98.7K | 0.00% | +20+0.9% | Added |
| Parallel Advisors, LLC | 2,370 | $100.6K | 0.00% | +84+3.7% | Added |
| Harbour Investments, Inc. | 2,413 | $102.4K | 0.00% | +1,667+223.5% | Added |
| Tower Research Capital LLC (TRC) | 2,533 | $107.5K | 0.00% | −16,985−87.0% | Reduced |
| Spire Wealth Management | 2,554 | $108.4K | 0.00% | +1,156+82.7% | Added |
| Quadrant Capital Group LLC | 2,557 | $108.6K | 0.01% | +27+1.1% | Added |
| Heritage Wealth Advisors | 3,000 | $127.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,286 | $139.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,480 | $147.7K | 0.00% | −459−11.7% | Reduced |
| Virtus ETF Advisers LLC | 3,721 | $158.0K | 0.08% | +3,721 | New |
| Impact Partnership Wealth, LLC | 3,948 | $167.7K | 0.07% | −696−15.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,010 | $170.2K | 0.00% | +1,686+72.5% | Added |
| Danske Bank A/S | 4,378 | $185.8K | 0.00% | +4,378 | New |
| CIBC Private Wealth Group, LLC | 4,560 | $190.7K | 0.00% | +320+7.5% | Added |
| The PNC Financial Services Group, Inc. | 4,518 | $191.8K | 0.00% | −622−12.1% | Reduced |
| Wealthcare Advisory Partners LLC | 4,724 | $200.5K | 0.01% | +143+3.1% | Added |
| Robertson Stephens Wealth Management, LLC | 4,700 | $200.9K | 0.01% | −24−0.5% | Reduced |
| Custom Index Systems, LLC | 4,919 | $208.8K | 0.12% | −323−6.2% | Reduced |
| D. E. Shaw & Co., Inc. | 5,032 | $213.6K | 0.00% | +5,032 | New |
| Community Bank of Raymore | 5,110 | $216.9K | 0.10% | −1,400−21.5% | Reduced |
| Wealthstar Advisors, LLC | 5,133 | $217.9K | 0.08% | −22−0.4% | Reduced |