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Livermore
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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

Q2 2024 vs. Q1 2024

How the institutions holding Epr Properties changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of EPR: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders3503355+8
Shares53.7M140.1K52.9M−646.2K (−1.2%)
Value$2.28B$5.95M$2.22B−$50.8M (−2.2%)

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Epr Properties at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to EPR in Q2 2024
InstitutionSharesValue% of portfolio
Sycale Advisors (NY) LLC745,671$31.3M10.60%
Balyasny Asset Management LLC481,481$20.2M0.05%
Advisors Capital Management, LLC472,802$19.8M0.35%
Mirae Asset Global ETFs Holdings Ltd.170,192$7.14M0.02%
Cinctive Capital Management LP160,823$6.75M0.36%
Corebridge Financial, Inc.95,710$4.02M0.02%
ExodusPoint Capital Management, LP59,515$2.50M0.03%
Marshall Wace, LLP38,004$1.60M0.00%
Intech Investment Management LLC33,717$1.42M0.02%
AXA S.A.33,138$1.39M0.00%
Summit Global Investments29,698$1.25M0.08%
Prelude Capital Management, LLC25,532$1.07M0.09%
Savant Capital, LLC18,061$758.2K0.01%
IFM Investors Pty Ltd17,371$729.2K0.01%
Waterloo Capital, L.P.15,724$660.1K0.08%
Kovack Advisors, Inc.12,956$543.9K0.06%
Kestra Advisory Services, LLC12,485$527.7K0.00%
Sanctuary Advisors, LLC10,921$447.6K0.00%
Bridgefront Capital, LLC9,600$403.0K0.17%
American Century Companies Inc9,076$381.0K0.00%
Diversify Advisory Services, LLC8,762$363.1K0.02%
Point72 (DIFC) Ltd6,388$268.2K0.02%
RSM US Wealth Management LLC5,233$217.4K0.00%
XTX Topco Ltd5,135$215.6K0.02%
Captrust Financial Advisors4,899$205.6K0.00%
Veriti Management LLC4,797$201.4K0.01%
Stratos Wealth Partners, LTD.4,779$200.6K0.00%
Atria Wealth Solutions, Inc.4,779$200.6K0.00%
FIL Ltd3,291$138.2K0.00%
Headlands Technologies LLC2,809$117.9K0.01%
Point72 Asia (Singapore) Pte. Ltd.1,335$56.0K0.01%
Ashton Thomas Private Wealth, LLC1,302$54.7K0.00%
State of Wyoming996$41.8K0.01%
Vermillion & White Wealth Management Group, LLC621$26.0K0.02%
Geneos Wealth Management Inc.504$21.1K0.00%
Matrix Trust Co413$17.0K0.00%
SRS Capital Advisors, Inc.339$14.2K0.00%
Ancora Advisors, LLC112$4.70K0.00%
Cypress Capital, LLC110$4.62K0.00%
AlphaMark Advisors, LLC100$4.00K0.00%
Bessemer Group Inc68$3.00K0.00%
Family Firm, Inc.54$2.27K0.00%
Archer Investment Corp25$1.06K0.00%
Glen Eagle Advisors, LLC17$7240.00%
MV Capital Management, Inc.5$2100.00%
Creekmur Asset Management LLC4$1680.00%
Roble, Belko & Company, Inc11$00.00%

Sold out (39)

Institutions that held Epr Properties at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of EPR in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
PGGM Investments1,272,738$54.0M
Point72 Asset Management, L.P.217,240$9.22M
American International Group, Inc.99,704$4.23M
Candriam Luxembourg S.C.A.91,196$3.87M
Texas Permanent School Fund65,927$2.80M
Massachusetts Financial Services Co23,196$984.7K
Capula Management Ltd13,250$562.5K
Boston Partners12,184$517.2K
Quantbot Technologies LP10,726$455.3K
Maverick Capital LtdSuperinvestorMaverick Capital9,789$415.5K
MQS Management LLC9,138$387.9K
Tudor Investment Corp Et Al7,640$324.3K
Sherbrooke Park Advisers LLC7,235$307.1K
Inceptionr LLC6,776$287.6K
Independent Financial Group, LLC6,511$276.4K
Verition Fund Management LLC5,991$254.3K
Great Lakes Advisors, LLC5,892$250.1K
EHP Funds Inc.5,500$233.5K
Wealthstar Advisors, LLC5,133$217.9K
Wealthcare Advisory Partners LLC4,724$200.5K
Impact Partnership Wealth, LLC3,948$167.7K
Metropolitan Life Insurance Co2,326$98.7K
Loomis Sayles & Co L P524$22.0K
LGT Financial Advisors LLC471$20.0K
Evermay Wealth Management LLC340$14.5K
Orion Capital Management LLC300$12.7K
Group One Trading, L.P.255$10.8K
Old Point Trust & Financial Services N A250$10.6K
SOA Wealth Advisors, LLC.225$9.55K
Raleigh Capital Management Inc.220$9.34K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC161$6.83K
Private Wealth Management Group, LLC154$6.54K
NewSquare Capital LLC113$4.80K
VisionPoint Advisory Group, LLC90$3.82K
Massmutual Trust Co FSB65$2.76K
Clearstead Advisors, LLC23$973
Sofos Investments, Inc.11$450
Gradient Investments LLC10$425
Householder Group Estate & Retirement Specialist, LLC1$42

Not filed for Q2 2024 yet (3)

Institutions that held Epr Properties at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPR in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG127,140$5.40M
Ziegler Capital Management, LLC12,899$547.6K
Retirement Group, LLC51$2.17K