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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 112,569 | $4.78M | 0.02% | −3,126−2.7% | Reduced |
| Zacks Investment Management | 115,361 | $4.90M | 0.05% | +10,432+9.9% | Added |
| Citadel Advisors LLC | 115,987 | $4.92M | 0.00% | +89,478+337.5% | Added |
| Cyndeo Wealth Partners, LLC | 120,180 | $5.10M | 0.42% | +17,935+17.5% | Added |
| Barclays PLC | 125,515 | $5.33M | 0.00% | +50,493+67.3% | Added |
| Credit Suisse AG | 127,140 | $5.40M | 0.01% | −3,272−2.5% | Reduced |
| Macquarie Group Ltd | 129,383 | $5.49M | 0.01% | +3,033+2.4% | Added |
| Alliancebernstein L.P. | 130,184 | $5.53M | 0.00% | −16,209−11.1% | Reduced |
| Primecap Management Co | 133,800 | $5.68M | 0.00% | −2,600−1.9% | Reduced |
| Allianz Asset Management GmbH | 134,529 | $5.71M | 0.01% | +45,334+50.8% | Added |
| Prudential Financial Inc | 135,450 | $5.75M | 0.01% | −386,361−74.0% | Reduced |
| Franklin Resources Inc | 136,825 | $5.81M | 0.00% | +97,192+245.2% | Added |
| Public Employees Retirement System of Ohio | 137,156 | $5.82M | 0.02% | −3,298−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 143,745 | $6.10M | 0.01% | +4,737+3.4% | Added |
| Swiss National Bank | 148,388 | $6.30M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 151,679 | $6.44M | 0.01% | +24,937+19.7% | Added |
| Swedbank AB | 175,000 | $7.43M | 0.01% | −682−0.4% | Reduced |
| State of Wisconsin Investment Board | 179,209 | $7.61M | 0.02% | −20,989−10.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 187,401 | $7.96M | 0.62% | −6,566−3.4% | Reduced |
| UBS Group AG | 198,713 | $8.44M | 0.00% | +65,122+48.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 233,469 | $8.61M | 0.02% | +27,281+13.2% | Added |
| Point72 Asset Management, L.P. | 217,240 | $9.22M | 0.03% | −37,157−14.6% | Reduced |
| Rhumbline Advisers | 221,378 | $9.40M | 0.01% | −15,105−6.4% | Reduced |
| Man Group plc | 224,590 | $9.53M | 0.03% | +171,072+319.7% | Added |
| Thrivent Financial for Lutherans | 237,698 | $10.1M | 0.02% | +1,389+0.6% | Added |
| Los Angeles Capital Management LLC | 252,904 | $10.7M | 0.04% | +1,884+0.8% | Added |
| Ameriprise Financial Inc | 271,538 | $11.6M | 0.00% | +66,928+32.7% | Added |
| Principal Financial Group Inc | 283,575 | $12.0M | 0.01% | +7,074+2.6% | Added |
| Schonfeld Strategic Advisors LLC | 395,228 | $16.8M | 0.13% | +55,549+16.4% | Added |
| UBS Asset Management Americas Inc | 398,048 | $16.9M | 0.01% | +20,586+5.5% | Added |
| JPMorgan Chase & Co | 429,934 | $18.3M | 0.00% | −30,274−6.6% | Reduced |
| Qube Research & Technologies Ltd | 504,966 | $21.4M | 0.04% | +497,441+6,610.5% | Added |
| Millennium Management LLC | 508,749 | $21.6M | 0.02% | +311,906+158.5% | Added |
| Northern Trust Corp | 599,252 | $25.4M | 0.00% | −70,353−10.5% | Reduced |
| Legal & General Group Plc | 605,436 | $25.7M | 0.01% | −15,795−2.5% | Reduced |
| AQR Capital Management LLC | 636,367 | $27.0M | 0.05% | +245,666+62.9% | Added |
| Nuveen Asset Management, LLC | 663,980 | $28.3M | 0.01% | −2,243−0.3% | Reduced |
| Morgan Stanley | 680,059 | $28.9M | 0.00% | +147,396+27.7% | Added |
| Norges Bank | 916,242 | $38.9M | 0.01% | +33,655+3.8% | Added |
| Renaissance Technologies LLC | 954,786 | $40.5M | 0.06% | +176,100+22.6% | Added |
| Dimensional Fund Advisors LP | 1,052,596 | $44.7M | 0.01% | −8,564−0.8% | Reduced |
| LSV Asset Management | 1,134,354 | $48.2M | 0.10% | +21,900+2.0% | Added |
| Bank of New York Mellon Corp | 1,218,976 | $51.7M | 0.01% | −59,796−4.7% | Reduced |
| PGGM Investments | 1,272,738 | $54.0M | 0.78% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,283,731 | $54.5M | 0.01% | +39,317+3.2% | Added |
| Geode Capital Management, LLC | 1,381,764 | $58.7M | 0.01% | +57,302+4.3% | Added |
| Invesco Ltd. | 2,380,943 | $101.1M | 0.02% | −2,642,010−52.6% | Reduced |
| State Street Corp | 3,873,442 | $165.5M | 0.01% | −340,831−8.1% | Reduced |
| BlackRock Inc. | 10,110,619 | $429.2M | 0.01% | +255,839+2.6% | Added |
| Vanguard Group Inc | 11,366,416 | $482.5M | 0.01% | +109,144+1.0% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −425,134−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −78,540−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −44,483−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −39,582−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −24,142−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −20,124−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −14,324−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,778−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −12,749−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −12,408−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −10,737−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −9,065−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −8,429−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −7,465−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −6,535−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −6,370−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −5,599−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −5,255−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −4,872−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,770−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −4,765−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −4,662−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −4,651−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −4,515−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,385−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,282−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −4,138−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,130−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,373−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −764−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Spouting Rock Asset Management, LLC | – | – | – | – | Not filed |