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, Q2 2024
Institutional positions in Epr Properties as of Jun 30, 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
- 355
- +8 vs. Q1 2024
- Shares held
- 52.9M
- −646.2K (−1.2%) vs. Q1 2024
- Total value
- $2.22B
- −$50.8M (−2.2%) vs. Q1 2024
- New holders
- 47
- 127 more added
- Sold out
- 39
- 130 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 11 | $0 | 0.00% | +11 | New |
| Leonteq Securities AG | 4 | $168 | 0.00% | −8,675−100.0% | Reduced |
| Creekmur Asset Management LLC | 4 | $168 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 5 | $210 | 0.00% | +5 | New |
| Horizon Investments, LLC | 8 | $334 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $336 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 9 | $378 | 0.00% | −44−83.0% | Reduced |
| Umb Bank N A | 9 | $378 | 0.00% | −32−78.0% | Reduced |
| Proequities, Inc. | 13 | $549 | 0.00% | −81−86.2% | Reduced |
| JJJ Advisors Inc. | 15 | $630 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $724 | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $1.06K | 0.00% | +25 | New |
| Abich Financial Wealth Management LLC | 28 | $1.18K | 0.00% | −874−96.9% | Reduced |
| Bruce G. Allen Investments, LLC | 31 | $1.30K | 0.00% | +12+63.2% | Added |
| Farmers & Merchants Investments Inc | 33 | $1.39K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 40 | $1.68K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 54 | $2.27K | 0.00% | +54 | New |
| Cherry Tree Wealth Management, LLC | 59 | $2.48K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 59 | $2.50K | 0.00% | +1+1.7% | Added |
| West Branch Capital LLC | 68 | $2.85K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 72 | $3.00K | 0.00% | +27+60.0% | Added |
| Bessemer Group Inc | 68 | $3.00K | 0.00% | +68 | New |
| Missouri Trust & Investment Co | 75 | $3.15K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $3.15K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 77 | $3.23K | 0.00% | −34−30.6% | Reduced |
| Parkside Financial Bank & Trust | 78 | $3.27K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 91 | $3.80K | 0.00% | +76+506.7% | Added |
| AlphaMark Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| GHP Investment Advisors, Inc. | 100 | $4.20K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 102 | $4.21K | 0.00% | +55+117.0% | Added |
| Macroview Investment Management LLC | 100 | $4.21K | 0.00% | −188−65.3% | Reduced |
| TD Capital Management LLC | 101 | $4.23K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 110 | $4.62K | 0.00% | +110 | New |
| Moisand Fitzgerald Tamayo, LLC | 111 | $4.66K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 112 | $4.70K | 0.00% | +112 | New |
| Quent Capital, LLC | 142 | $5.94K | 0.00% | +43+43.4% | Added |
| Bell Investment Advisors, Inc | 156 | $6.55K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $7.44K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 211 | $8.86K | 0.00% | +100+90.1% | Added |
| Aspire Private Capital, LLC | 211 | $8.86K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 215 | $9.03K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 228 | $9.55K | 0.00% | +2+0.9% | Added |
| CoreCap Advisors, LLC | 272 | $11.4K | 0.00% | −13−4.6% | Reduced |
| Huntington National Bank | 286 | $12.0K | 0.00% | −1,275−81.7% | Reduced |
| Investors Research Corp | 300 | $12.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 323 | $14.0K | 0.00% | −2−0.6% | Reduced |
| SRS Capital Advisors, Inc. | 339 | $14.2K | 0.00% | +339 | New |
| GWM Advisors LLC | 360 | $15.1K | 0.00% | −78−17.8% | Reduced |
| Matrix Trust Co | 413 | $17.0K | 0.00% | +413 | New |
| Quarry LP | 424 | $17.8K | 0.01% | −65−13.3% | Reduced |
| Ronald Blue Trust, Inc. | 424 | $18.0K | 0.00% | +32+8.2% | Added |
| Mather Group, LLC. | 438 | $18.6K | 0.00% | −411−48.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 450 | $18.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 504 | $21.1K | 0.00% | +504 | New |
| Principal Securities, Inc. | 584 | $24.5K | 0.00% | −120−17.0% | Reduced |
| GAMMA Investing LLC | 594 | $24.9K | 0.00% | +430+262.2% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $25.6K | 0.02% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 621 | $26.0K | 0.02% | +621 | New |
| Allworth Financial LP | 717 | $31.5K | 0.00% | −92−11.4% | Reduced |
| Sound Income Strategies, LLC | 978 | $41.1K | 0.00% | +424+76.5% | Added |
| State of Wyoming | 996 | $41.8K | 0.01% | +996 | New |
| Venturi Wealth Management, LLC | 1,036 | $43.5K | 0.00% | +521+101.2% | Added |
| NBC Securities, Inc. | 1,083 | $45.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,125 | $47.2K | 0.00% | +185+19.7% | Added |
| Spire Wealth Management | 1,224 | $51.4K | 0.00% | −1,330−52.1% | Reduced |
| Advisors Asset Management, Inc. | 1,295 | $54.4K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,302 | $54.7K | 0.00% | +1,302 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,335 | $56.0K | 0.01% | +1,335 | New |
| EverSource Wealth Advisors, LLC | 1,269 | $57.1K | 0.00% | +197+18.4% | Added |
| EntryPoint Capital, LLC | 1,415 | $59.4K | 0.03% | +298+26.7% | Added |
| Versant Capital Management, Inc | 1,462 | $61.4K | 0.02% | +1,380+1,682.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,599 | $67.1K | 0.00% | +10+0.6% | Added |
| Covestor Ltd | 1,936 | $81.0K | 0.05% | +1,184+157.4% | Added |
| KBC Group NV | 1,993 | $84.0K | 0.00% | +496+33.1% | Added |
| IFP Advisors, Inc | 2,022 | $84.9K | 0.00% | +1,238+157.9% | Added |
| Signaturefd, LLC | 2,032 | $85.3K | 0.00% | −1,448−41.6% | Reduced |
| Fifth Third Bancorp | 2,105 | $88.4K | 0.00% | −171−7.5% | Reduced |
| PEAK6 Investments LLC | 2,107 | $88.5K | 0.00% | −20,630−90.7% | Reduced |
| Harbour Investments, Inc. | 2,301 | $96.6K | 0.00% | −112−4.6% | Reduced |
| Headlands Technologies LLC | 2,809 | $117.9K | 0.01% | +2,809 | New |
| Heritage Wealth Advisors | 3,000 | $125.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,287 | $138.0K | 0.00% | +10.0% | Added |
| FIL Ltd | 3,291 | $138.2K | 0.00% | +3,291 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,317 | $138.4K | 0.00% | −230,152−98.6% | Reduced |
| Quadrant Capital Group LLC | 3,321 | $139.4K | 0.01% | +764+29.9% | Added |
| RE Dickinson Investment Advisors, LLC | 3,392 | $142.8K | 0.09% | +3,375+19,852.9% | Added |
| Parallel Advisors, LLC | 3,926 | $164.8K | 0.00% | +1,556+65.7% | Added |
| Allspring Global Investments Holdings, LLC | 4,025 | $169.0K | 0.00% | +15+0.4% | Added |
| The PNC Financial Services Group, Inc. | 4,209 | $176.7K | 0.00% | −309−6.8% | Reduced |
| Virtus ETF Advisers LLC | 4,356 | $182.9K | 0.09% | +635+17.1% | Added |
| Danske Bank A/S | 4,378 | $183.8K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,779 | $200.6K | 0.00% | +4,779 | New |
| Stratos Wealth Partners, LTD. | 4,779 | $200.6K | 0.00% | +4,779 | New |
| Robertson Stephens Wealth Management, LLC | 4,750 | $200.8K | 0.01% | +50+1.1% | Added |
| CIBC Private Wealth Group, LLC | 4,836 | $201.2K | 0.00% | +276+6.1% | Added |
| Veriti Management LLC | 4,797 | $201.4K | 0.01% | +4,797 | New |
| D. E. Shaw & Co., Inc. | 4,807 | $201.8K | 0.00% | −225−4.5% | Reduced |
| Captrust Financial Advisors | 4,899 | $205.6K | 0.00% | +4,899 | New |