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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

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.

Institutional holdersQ1 2024: 350 institutions
Q1 2021: 294 institutionsQ2 2021: 317 institutionsQ3 2021: 309 institutionsQ4 2021: 323 institutionsQ1 2022: 352 institutionsQ2 2022: 337 institutionsQ3 2022: 319 institutionsQ4 2022: 332 institutionsQ1 2023: 327 institutionsQ2 2023: 340 institutionsQ3 2023: 327 institutionsQ4 2023: 353 institutionsQ1 2024: 350 institutionsQ2 2024: 355 institutionsQ3 2024: 356 institutionsQ4 2024: 364 institutionsQ1 2025: 388 institutionsQ2 2025: 417 institutionsQ3 2025: 455 institutionsQ4 2025: 458 institutionsQ1 2026: 465 institutionsQ2 2026: 489 institutions
Value heldQ1 2024: $2.28B
Q1 2021: $2.92BQ2 2021: $3.15BQ3 2021: $2.88BQ4 2021: $2.80BQ1 2022: $3.20BQ2 2022: $2.76BQ3 2022: $2.13BQ4 2022: $2.25BQ1 2023: $2.26BQ2 2023: $2.72BQ3 2023: $2.45BQ4 2023: $2.74BQ1 2024: $2.28BQ2 2024: $2.22BQ3 2024: $2.63BQ4 2024: $2.38BQ1 2025: $3.07BQ2 2025: $3.52BQ3 2025: $3.52BQ4 2025: $3.02BQ1 2026: $3.06BQ2 2026: $3.68B
Institutions holding EPR and their total value by quarter
QuarterHoldersValue
Q2 2026489$3.68B
Q1 2026465$3.06B
Q4 2025458$3.02B
Q3 2025455$3.52B
Q2 2025417$3.52B
Q1 2025388$3.07B
Q4 2024364$2.38B
Q3 2024356$2.63B
Q2 2024355$2.22B
Q1 2024350$2.28B
Q4 2023353$2.74B
Q3 2023327$2.45B
Q2 2023340$2.72B
Q1 2023327$2.26B
Q4 2022332$2.25B
Q3 2022319$2.13B
Q2 2022337$2.76B
Q1 2022352$3.20B
Q4 2021323$2.80B
Q3 2021309$2.88B
Q2 2021317$3.15B
Q1 2021294$2.92B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q4 2023.

Institutions holding EPR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Macroview Investment Management LLC288$12.2K0.01%+6+2.1%Added
CoreCap Advisors, LLC285$12.1K0.00%+285New
Group One Trading, L.P.255$10.8K0.00%+255New
Old Point Trust & Financial Services N A250$10.6K0.00%+250New
PSI Advisors, LLC226$9.59K0.00%+1+0.4%Added
SOA Wealth Advisors, LLC.225$9.55K0.00%00.0%Unchanged
Raleigh Capital Management Inc.220$9.34K0.00%−962−81.4%Reduced
Arlington Trust Co LLC215$9.13K0.00%00.0%Unchanged
Aspire Private Capital, LLC211$8.96K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC176$7.52K0.00%00.0%Unchanged
GAMMA Investing LLC164$6.96K0.00%−40−19.6%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC161$6.83K0.00%+46+40.0%Added
Bell Investment Advisors, Inc156$6.62K0.00%00.0%Unchanged
Private Wealth Management Group, LLC154$6.54K0.00%00.0%Unchanged
NewSquare Capital LLC113$4.80K0.00%+113New
Moisand Fitzgerald Tamayo, LLC111$4.71K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co111$4.71K0.00%+34+44.2%Added
Whittier Trust Co111$4.71K0.00%00.0%Unchanged
TD Capital Management LLC101$4.28K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.100$4.25K0.00%00.0%Unchanged
Quent Capital, LLC99$4.20K0.00%+87+725.0%Added
Proequities, Inc.94$4.02K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC90$3.82K0.00%+5+5.9%Added
Versant Capital Management, Inc82$3.48K0.00%+80+4,000.0%Added
Parkside Financial Bank & Trust78$3.31K0.00%00.0%Unchanged
Missouri Trust & Investment Co75$3.18K0.00%00.0%Unchanged
LRI Investments, LLC75$3.18K0.00%+75New
West Branch Capital LLC68$2.89K0.00%00.0%Unchanged
Massmutual Trust Co FSB65$2.76K0.00%+65New
Cherry Tree Wealth Management, LLC59$2.50K0.00%00.0%Unchanged
WR Wealth Planners, LLC58$2.47K0.00%+58New
Cassady Schiller Wealth Management, LLC53$2.25K0.00%00.0%Unchanged
Retirement Group, LLC51$2.17K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC45$2.00K0.00%00.0%Unchanged
Farther Finance Advisors, LLC47$1.97K0.00%00.0%Unchanged
Umb Bank N A41$1.74K0.00%−81−66.4%Reduced
Gen-Wealth Partners Inc40$1.70K0.00%+40New
Farmers & Merchants Investments Inc33$1.40K0.00%00.0%Unchanged
Financial Management Professionals, Inc.13$1.00K0.00%00.0%Unchanged
TSFG, LLC21$1.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC17$1.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC23$9730.00%+23New
Bruce G. Allen Investments, LLC19$8070.00%00.0%Unchanged
JJJ Advisors Inc.15$6370.00%00.0%Unchanged
Smartleaf Asset Management LLC15$6320.00%+15New
Sofos Investments, Inc.11$4500.00%+11New
Gradient Investments LLC10$4250.00%−94−90.4%Reduced
Financial Perspectives, Inc8$3400.00%00.0%Unchanged
Horizon Investments, LLC8$3370.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1$420.00%00.0%Unchanged
Balyasny Asset Management LLC0$00.00%−425,134−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−175,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−78,540−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−44,483−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−39,582−100.0%Sold out
South Dakota Investment Council0$00.00%−24,142−100.0%Sold out
Point72 Middle East FZE0$00.00%−20,124−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−14,324−100.0%Sold out
FORA Capital, LLC0$00.00%−13,778−100.0%Sold out
Entropy Technologies, LP0$00.00%−12,749−100.0%Sold out
Allstate Corp0$00.00%−12,408−100.0%Sold out
Pictet & Cie (Europe) SA0$00.00%−10,737−100.0%Sold out
New York Life Investment Management LLC0$00.00%−9,065−100.0%Sold out
AE Wealth Management LLC0$00.00%−8,429−100.0%Sold out
Mackenzie Financial Corp0$00.00%−7,465−100.0%Sold out
Measured Wealth Private Client Group, LLC0$00.00%−6,535−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−6,370−100.0%Sold out
Corton Capital Inc.0$00.00%−5,599−100.0%Sold out
Sigma Planning Corp0$00.00%−5,255−100.0%Sold out
Atlas Capital Advisors LLC0$00.00%−4,872−100.0%Sold out
Captrust Financial Advisors0$00.00%−4,770−100.0%Sold out
Blair William & Co0$00.00%−4,765−100.0%Sold out
Schnieders Capital Management LLC0$00.00%−4,662−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−4,651−100.0%Sold out
Cooper Financial Group0$00.00%−4,515−100.0%Sold out
Veriti Management LLC0$00.00%−4,385−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−4,282−100.0%Sold out
Utah Retirement Systems0$00.00%−4,138−100.0%Sold out
Oak Thistle LLC0$00.00%−4,130−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−1,373−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,108−100.0%Sold out
Lazard Asset Management LLC0$00.00%−764−100.0%Sold out
Vermillion & White Wealth Management Group, LLC0$00.00%−512−100.0%Sold out
National Bank of Canada0$00.00%−132−100.0%Sold out
Bessemer Group Inc0$00.00%−106−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−105−100.0%Sold out
Glassman Wealth Services0$00.00%−63−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−42−100.0%Sold out
RFP Financial Group LLC0$00.00%−34−100.0%Sold out
Abound Wealth Management0$00.00%−32−100.0%Sold out
Avion Wealth0$00.00%−12−100.0%Sold out
Putnam Investments LLC––––Not filed
Spouting Rock Asset Management, LLC––––Not filed