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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 10,000 | $424.0K | 0.00% | +605+6.4% | Added |
| Coldstream Capital Management Inc | 9,873 | $419.1K | 0.01% | +55+0.6% | Added |
| Nissay Asset Management Corp | 9,809 | $416.4K | 0.00% | +247+2.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,789 | $415.5K | 0.01% | +9,789 | New |
| Crossmark Global Holdings, Inc. | 9,705 | $412.0K | 0.01% | +54+0.6% | Added |
| SEI Investments Co | 9,471 | $402.0K | 0.00% | +2,495+35.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,461 | $401.6K | 0.00% | −25−0.3% | Reduced |
| Sound Stewardship, LLC | 9,189 | $390.1K | 0.24% | +1,580+20.8% | Added |
| MQS Management LLC | 9,138 | $387.9K | 0.22% | +9,138 | New |
| Erste Asset Management GmbH | 9,100 | $383.8K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,889 | $377.3K | 0.00% | −406−4.4% | Reduced |
| EMC Capital Management | 8,800 | $374.0K | 0.22% | +5,758+189.3% | Added |
| Leonteq Securities AG | 8,679 | $368.4K | 0.05% | +2,009+30.1% | Added |
| D.A. Davidson & Co. | 8,611 | $365.5K | 0.00% | −580−6.3% | Reduced |
| MML Investors Services, LLC | 8,560 | $363.0K | 0.00% | −50−0.6% | Reduced |
| Strategic Advocates LLC | 8,526 | $361.9K | 0.14% | +8,526 | New |
| All Season Financial Advisors, Inc. | 8,358 | $354.8K | 0.29% | −1,045−11.1% | Reduced |
| Affinity Investment Advisors, LLC | 8,207 | $348.4K | 0.25% | −31−0.4% | Reduced |
| Tudor Investment Corp Et Al | 7,640 | $324.3K | 0.00% | +7,640 | New |
| Public Employees Retirement Association of Colorado | 7,638 | $324.0K | 0.00% | −1,015−11.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $318.0K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 7,350 | $312.0K | 2.18% | +1,900+34.9% | Added |
| BTC Capital Management, Inc. | 7,292 | $309.5K | 0.03% | +7,292 | New |
| SG Americas Securities, LLC | 7,273 | $309.0K | 0.00% | −11,524−61.3% | Reduced |
| Sherbrooke Park Advisers LLC | 7,235 | $307.1K | 0.06% | +7,235 | New |
| Private Advisor Group, LLC | 7,155 | $303.7K | 0.00% | −748−9.5% | Reduced |
| Cambria Investment Management, L.P. | 7,073 | $300.2K | 0.02% | +689+10.8% | Added |
| Moody National Bank Trust Division | 7,029 | $298.4K | 0.02% | +235+3.5% | Added |
| Inceptionr LLC | 6,776 | $287.6K | 0.07% | +6,776 | New |
| Kestra Private Wealth Services, LLC | 6,667 | $284.9K | 0.01% | +6,667 | New |
| Byrne Asset Management LLC | 6,670 | $283.1K | 0.20% | +95+1.4% | Added |
| UBS Oconnor LLC | 6,600 | $280.2K | 0.01% | +6,600 | New |
| Independent Financial Group, LLC | 6,511 | $276.4K | 0.01% | +1,510+30.2% | Added |
| Panagora Asset Management Inc | 6,418 | $272.4K | 0.00% | +522+8.9% | Added |
| CI Private Wealth, LLC | 6,387 | $271.1K | 0.00% | +116+1.8% | Added |
| Private Trust Co NA | 6,366 | $270.2K | 0.03% | +1,301+25.7% | Added |
| Icapital Wealth LLC | 6,218 | $264.0K | 0.16% | +6,218 | New |
| Securian Asset Management, Inc | 6,179 | $262.3K | 0.01% | −100−1.6% | Reduced |
| Alps Advisors Inc | 6,150 | $261.1K | 0.00% | +370+6.4% | Added |
| Abel Hall, LLC | 6,113 | $259.5K | 0.19% | +6,113 | New |
| Naviter Wealth, LLC | 6,013 | $257.0K | 0.04% | +1,200+24.9% | Added |
| Verition Fund Management LLC | 5,991 | $254.3K | 0.00% | −3,213−34.9% | Reduced |
| Great Lakes Advisors, LLC | 5,892 | $250.1K | 0.00% | +5,892 | New |
| US Bancorp | 5,854 | $248.5K | 0.00% | −562−8.8% | Reduced |
| Colony Group, LLC | 5,843 | $248.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,172 | $245.8K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 5,553 | $235.7K | 0.02% | −57−1.0% | Reduced |
| EHP Funds Inc. | 5,500 | $233.5K | 0.16% | −700−11.3% | Reduced |
| Jefferies Financial Group Inc. | 5,430 | $230.5K | 0.00% | +5,430 | New |
| Metis Global Partners, LLC | 5,239 | $222.4K | 0.01% | +285+5.8% | Added |
| Wealthstar Advisors, LLC | 5,133 | $217.9K | 0.08% | −22−0.4% | Reduced |
| Community Bank of Raymore | 5,110 | $216.9K | 0.10% | −1,400−21.5% | Reduced |
| D. E. Shaw & Co., Inc. | 5,032 | $213.6K | 0.00% | +5,032 | New |
| Custom Index Systems, LLC | 4,919 | $208.8K | 0.12% | −323−6.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,700 | $200.9K | 0.01% | −24−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 4,724 | $200.5K | 0.01% | +143+3.1% | Added |
| The PNC Financial Services Group, Inc. | 4,518 | $191.8K | 0.00% | −622−12.1% | Reduced |
| CIBC Private Wealth Group, LLC | 4,560 | $190.7K | 0.00% | +320+7.5% | Added |
| Danske Bank A/S | 4,378 | $185.8K | 0.00% | +4,378 | New |
| Allspring Global Investments Holdings, LLC | 4,010 | $170.2K | 0.00% | +1,686+72.5% | Added |
| Impact Partnership Wealth, LLC | 3,948 | $167.7K | 0.07% | −696−15.0% | Reduced |
| Virtus ETF Advisers LLC | 3,721 | $158.0K | 0.08% | +3,721 | New |
| Signaturefd, LLC | 3,480 | $147.7K | 0.00% | −459−11.7% | Reduced |
| Global Retirement Partners, LLC | 3,286 | $139.5K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,000 | $127.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,557 | $108.6K | 0.01% | +27+1.1% | Added |
| Spire Wealth Management | 2,554 | $108.4K | 0.00% | +1,156+82.7% | Added |
| Tower Research Capital LLC (TRC) | 2,533 | $107.5K | 0.00% | −16,985−87.0% | Reduced |
| Harbour Investments, Inc. | 2,413 | $102.4K | 0.00% | +1,667+223.5% | Added |
| Parallel Advisors, LLC | 2,370 | $100.6K | 0.00% | +84+3.7% | Added |
| Metropolitan Life Insurance Co | 2,326 | $98.7K | 0.00% | +20+0.9% | Added |
| Fifth Third Bancorp | 2,276 | $96.6K | 0.00% | −113−4.7% | Reduced |
| CWM, LLC | 2,118 | $90.0K | 0.00% | +857+68.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,589 | $67.5K | 0.00% | +9+0.6% | Added |
| Huntington National Bank | 1,561 | $66.3K | 0.00% | +140+9.9% | Added |
| KBC Group NV | 1,497 | $64.0K | 0.00% | +454+43.5% | Added |
| Advisors Asset Management, Inc. | 1,295 | $55.0K | 0.00% | +44+3.5% | Added |
| EntryPoint Capital, LLC | 1,117 | $47.4K | 0.04% | +1,117 | New |
| NBC Securities, Inc. | 1,083 | $45.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,072 | $43.5K | 0.00% | +37+3.6% | Added |
| Mather Group, LLC. | 849 | $41.1K | 0.00% | +849 | New |
| Lindbrook Capital, LLC | 940 | $39.9K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 902 | $38.3K | 0.03% | +315+53.7% | Added |
| Allworth Financial LP | 809 | $34.3K | 0.00% | −52−6.0% | Reduced |
| IFP Advisors, Inc | 784 | $33.3K | 0.00% | +11+1.4% | Added |
| Covestor Ltd | 752 | $31.0K | 0.02% | +16+2.2% | Added |
| Principal Securities, Inc. | 704 | $29.9K | 0.00% | +67+10.5% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $25.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 554 | $23.5K | 0.00% | +105+23.4% | Added |
| Loomis Sayles & Co L P | 524 | $22.0K | 0.00% | −151−22.4% | Reduced |
| Venturi Wealth Management, LLC | 515 | $21.9K | 0.00% | −308−37.4% | Reduced |
| Quarry LP | 489 | $20.8K | 0.01% | +179+57.7% | Added |
| LGT Financial Advisors LLC | 471 | $20.0K | 0.02% | +471 | New |
| Atlantic Edge Private Wealth Management, LLC | 450 | $19.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 438 | $18.6K | 0.00% | +300+217.4% | Added |
| Ronald Blue Trust, Inc. | 392 | $16.7K | 0.00% | −4−1.0% | Reduced |
| Evermay Wealth Management LLC | 340 | $14.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 325 | $14.0K | 0.00% | +4+1.2% | 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 |