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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 5,239 | $222.4K | 0.01% | +285+5.8% | Added |
| Jefferies Financial Group Inc. | 5,430 | $230.5K | 0.00% | +5,430 | New |
| EHP Funds Inc. | 5,500 | $233.5K | 0.16% | −700−11.3% | Reduced |
| Pitcairn Co | 5,553 | $235.7K | 0.02% | −57−1.0% | Reduced |
| Maryland State Retirement & Pension System | 6,172 | $245.8K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 5,843 | $248.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,854 | $248.5K | 0.00% | −562−8.8% | Reduced |
| Great Lakes Advisors, LLC | 5,892 | $250.1K | 0.00% | +5,892 | New |
| Verition Fund Management LLC | 5,991 | $254.3K | 0.00% | −3,213−34.9% | Reduced |
| Naviter Wealth, LLC | 6,013 | $257.0K | 0.04% | +1,200+24.9% | Added |
| Abel Hall, LLC | 6,113 | $259.5K | 0.19% | +6,113 | New |
| Alps Advisors Inc | 6,150 | $261.1K | 0.00% | +370+6.4% | Added |
| Securian Asset Management, Inc | 6,179 | $262.3K | 0.01% | −100−1.6% | Reduced |
| Icapital Wealth LLC | 6,218 | $264.0K | 0.16% | +6,218 | New |
| Private Trust Co NA | 6,366 | $270.2K | 0.03% | +1,301+25.7% | Added |
| CI Private Wealth, LLC | 6,387 | $271.1K | 0.00% | +116+1.8% | Added |
| Panagora Asset Management Inc | 6,418 | $272.4K | 0.00% | +522+8.9% | Added |
| Independent Financial Group, LLC | 6,511 | $276.4K | 0.01% | +1,510+30.2% | Added |
| UBS Oconnor LLC | 6,600 | $280.2K | 0.01% | +6,600 | New |
| Byrne Asset Management LLC | 6,670 | $283.1K | 0.20% | +95+1.4% | Added |
| Kestra Private Wealth Services, LLC | 6,667 | $284.9K | 0.01% | +6,667 | New |
| Inceptionr LLC | 6,776 | $287.6K | 0.07% | +6,776 | New |
| Moody National Bank Trust Division | 7,029 | $298.4K | 0.02% | +235+3.5% | Added |
| Cambria Investment Management, L.P. | 7,073 | $300.2K | 0.02% | +689+10.8% | Added |
| Private Advisor Group, LLC | 7,155 | $303.7K | 0.00% | −748−9.5% | Reduced |
| Sherbrooke Park Advisers LLC | 7,235 | $307.1K | 0.06% | +7,235 | New |
| SG Americas Securities, LLC | 7,273 | $309.0K | 0.00% | −11,524−61.3% | Reduced |
| BTC Capital Management, Inc. | 7,292 | $309.5K | 0.03% | +7,292 | New |
| Worth Venture Partners, LLC | 7,350 | $312.0K | 2.18% | +1,900+34.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $318.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,638 | $324.0K | 0.00% | −1,015−11.7% | Reduced |
| Tudor Investment Corp Et Al | 7,640 | $324.3K | 0.00% | +7,640 | New |
| Affinity Investment Advisors, LLC | 8,207 | $348.4K | 0.25% | −31−0.4% | Reduced |
| All Season Financial Advisors, Inc. | 8,358 | $354.8K | 0.29% | −1,045−11.1% | Reduced |
| Strategic Advocates LLC | 8,526 | $361.9K | 0.14% | +8,526 | New |
| MML Investors Services, LLC | 8,560 | $363.0K | 0.00% | −50−0.6% | Reduced |
| D.A. Davidson & Co. | 8,611 | $365.5K | 0.00% | −580−6.3% | Reduced |
| Leonteq Securities AG | 8,679 | $368.4K | 0.05% | +2,009+30.1% | Added |
| EMC Capital Management | 8,800 | $374.0K | 0.22% | +5,758+189.3% | Added |
| Voya Investment Management LLC | 8,889 | $377.3K | 0.00% | −406−4.4% | Reduced |
| Erste Asset Management GmbH | 9,100 | $383.8K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 9,138 | $387.9K | 0.22% | +9,138 | New |
| Sound Stewardship, LLC | 9,189 | $390.1K | 0.24% | +1,580+20.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,461 | $401.6K | 0.00% | −25−0.3% | Reduced |
| SEI Investments Co | 9,471 | $402.0K | 0.00% | +2,495+35.8% | Added |
| Crossmark Global Holdings, Inc. | 9,705 | $412.0K | 0.01% | +54+0.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,789 | $415.5K | 0.01% | +9,789 | New |
| Nissay Asset Management Corp | 9,809 | $416.4K | 0.00% | +247+2.6% | Added |
| Coldstream Capital Management Inc | 9,873 | $419.1K | 0.01% | +55+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,000 | $424.0K | 0.00% | +605+6.4% | Added |
| Camelot Portfolios, LLC | 10,397 | $441.4K | 0.43% | −7,488−41.9% | Reduced |
| Xponance, Inc. | 10,500 | $445.7K | 0.00% | +651+6.6% | Added |
| Quantbot Technologies LP | 10,726 | $455.3K | 0.03% | +10,726 | New |
| Van Eck Associates Corp | 10,732 | $456.0K | 0.00% | +245+2.3% | Added |
| Pacer Advisors, Inc. | 11,224 | $476.5K | 0.00% | −4,812−30.0% | Reduced |
| M&T Bank Corp | 11,379 | $483.1K | 0.00% | −95−0.8% | Reduced |
| Bank of Montreal | 11,492 | $487.9K | 0.00% | +64+0.6% | Added |
| JustInvest LLC | 11,706 | $496.9K | 0.01% | −592−4.8% | Reduced |
| Samalin Investment Counsel, LLC | 12,026 | $510.5K | 0.24% | +2,424+25.2% | Added |
| Boston Partners | 12,184 | $517.2K | 0.00% | +12,184 | New |
| Focus Financial Network, Inc. | 12,858 | $519.7K | 0.03% | +12,858 | New |
| Y-Intercept (Hong Kong) Ltd | 12,603 | $535.0K | 0.04% | −7,649−37.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,612 | $535.4K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,695 | $538.9K | 0.00% | +8,205+182.7% | Added |
| Ziegler Capital Management, LLC | 12,899 | $547.6K | 0.02% | +956+8.0% | Added |
| MRP Capital Investments, LLC | 13,105 | $556.3K | 0.56% | −855−6.1% | Reduced |
| Capula Management Ltd | 13,250 | $562.5K | 0.02% | +13,250 | New |
| Handelsbanken Fonder AB | 13,300 | $565.0K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 13,323 | $565.6K | 0.58% | +48+0.4% | Added |
| Creative Planning | 13,620 | $578.2K | 0.00% | +1,383+11.3% | Added |
| Texas Yale Capital Corp. | 13,750 | $583.7K | 0.03% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 14,069 | $597.2K | 0.00% | −493−3.4% | Reduced |
| PCG Wealth Advisors, LLC | 14,104 | $598.7K | 0.28% | +6,181+78.0% | Added |
| RDA Financial Network | 14,305 | $607.2K | 0.21% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,316 | $607.7K | 0.00% | +9,478+195.9% | Added |
| Simplex Trading, LLC | 14,395 | $611.0K | 0.02% | +12,429+632.2% | Added |
| Penserra Capital Management LLC | 14,754 | $626.0K | 0.01% | +1,800+13.9% | Added |
| Advisory Services Network, LLC | 15,054 | $639.0K | 0.01% | +14,359+2,066.0% | Added |
| Susquehanna International Group, LLP | 15,229 | $646.5K | 0.00% | +8,028+111.5% | Added |
| New Mexico Educational Retirement Board | 15,300 | $649.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 15,435 | $655.2K | 0.00% | +2,274+17.3% | Added |
| Pensionfund Sabic | 16,000 | $679.0K | 0.20% | +2,000+14.3% | Added |
| Neuberger Berman Group LLC | 16,116 | $684.1K | 0.00% | −1,237−7.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 16,802 | $713.2K | 0.02% | +43+0.3% | Added |
| Ameritas Investment Partners, Inc. | 16,893 | $717.1K | 0.02% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 17,246 | $732.1K | 0.15% | +7,494+76.8% | Added |
| Advisor Group Holdings, Inc. | 17,382 | $738.5K | 0.00% | −9,157−34.5% | Reduced |
| DekaBank Deutsche Girozentrale | 17,938 | $747.0K | 0.00% | −39,698−68.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $764.1K | 0.24% | 00.0% | Unchanged |
| State of Michigan Retirement System | 18,489 | $784.9K | 0.00% | +400+2.2% | Added |
| Oregon Public Employees Retirement Fund | 18,657 | $792.0K | 0.02% | −2,617−12.3% | Reduced |
| Algert Global LLC | 18,872 | $801.1K | 0.03% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 19,529 | $829.0K | 0.00% | +19,529 | New |
| Prime Capital Investment Advisors, LLC | 20,037 | $850.6K | 0.01% | +563+2.9% | Added |
| Arizona State Retirement System | 20,702 | $878.8K | 0.01% | −354−1.7% | Reduced |
| Stifel Financial Corp | 21,198 | $899.8K | 0.00% | −1,404−6.2% | Reduced |
| Nebula Research & Development LLC | 21,255 | $902.3K | 0.19% | +12,529+143.6% | Added |
| UniSuper Management Pty Ltd | 21,400 | $908.4K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 21,700 | $921.2K | 0.02% | +500+2.4% | Added |
| Quest Partners LLC | 21,996 | $933.7K | 0.16% | −846−3.7% | Reduced |