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 |
|---|---|---|---|---|---|
| US Bancorp | 4,974 | $208.8K | 0.00% | −880−15.0% | Reduced |
| Community Bank of Raymore | 5,110 | $214.5K | 0.17% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,135 | $215.6K | 0.02% | +5,135 | New |
| CWM, LLC | 5,136 | $216.0K | 0.00% | +3,018+142.5% | Added |
| RSM US Wealth Management LLC | 5,233 | $217.4K | 0.00% | +5,233 | New |
| Pitcairn Co | 5,335 | $224.0K | 0.01% | −218−3.9% | Reduced |
| Custom Index Systems, LLC | 5,567 | $233.7K | 0.13% | +648+13.2% | Added |
| Tower Research Capital LLC (TRC) | 5,809 | $243.9K | 0.00% | +3,276+129.3% | Added |
| Metis Global Partners, LLC | 5,916 | $248.4K | 0.01% | +677+12.9% | Added |
| Colony Group, LLC | 6,010 | $252.0K | 0.00% | +167+2.9% | Added |
| Byrne Asset Management LLC | – | $252.2K | 0.18% | – | – |
| Securian Asset Management, Inc | 6,035 | $253.3K | 0.01% | −144−2.3% | Reduced |
| Naviter Wealth, LLC | 6,013 | $254.1K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,172 | $259.1K | 0.00% | 00.0% | Unchanged |
| Icapital Wealth LLC | 6,218 | $261.0K | 0.14% | 00.0% | Unchanged |
| Abel Hall, LLC | 6,225 | $261.3K | 0.18% | +112+1.8% | Added |
| Jefferies Financial Group Inc. | 6,277 | $263.5K | 0.01% | +847+15.6% | Added |
| Panagora Asset Management Inc | 6,284 | $263.8K | 0.00% | −134−2.1% | Reduced |
| Point72 (DIFC) Ltd | 6,388 | $268.2K | 0.02% | +6,388 | New |
| Alps Advisors Inc | 6,405 | $268.9K | 0.00% | +255+4.1% | Added |
| Private Trust Co NA | 6,457 | $271.1K | 0.03% | +91+1.4% | Added |
| CI Private Wealth, LLC | 6,669 | $280.0K | 0.00% | +282+4.4% | Added |
| Kestra Private Wealth Services, LLC | 6,694 | $282.9K | 0.01% | +27+0.4% | Added |
| BTC Capital Management, Inc. | 6,866 | $288.2K | 0.03% | −426−5.8% | Reduced |
| Moody National Bank Trust Division | 7,042 | $295.6K | 0.02% | +13+0.2% | Added |
| Public Employees Retirement Association of Colorado | 7,078 | $297.0K | 0.00% | −560−7.3% | Reduced |
| BNP Paribas Arbitrage, SA | 7,333 | $307.8K | 0.00% | −14,883−67.0% | Reduced |
| ClearAlpha Technologies LP | 7,408 | $311.0K | 0.12% | −20,303−73.3% | Reduced |
| MML Investors Services, LLC | 7,455 | $313.0K | 0.00% | −1,105−12.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $315.0K | 0.00% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 7,550 | $316.9K | 2.48% | +200+2.7% | Added |
| D.A. Davidson & Co. | 7,686 | $322.7K | 0.00% | −925−10.7% | Reduced |
| Cambria Investment Management, L.P. | 7,817 | $328.2K | 0.02% | +744+10.5% | Added |
| All Season Financial Advisors, Inc. | 7,860 | $329.9K | 0.30% | −498−6.0% | Reduced |
| Advisory Services Network, LLC | 8,094 | $339.8K | 0.01% | −6,960−46.2% | Reduced |
| Affinity Investment Advisors, LLC | 8,207 | $344.5K | 0.26% | 00.0% | Unchanged |
| Strategic Advocates LLC | 8,447 | $354.6K | 0.14% | −79−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 8,644 | $363.0K | 0.01% | −1,061−10.9% | Reduced |
| Diversify Advisory Services, LLC | 8,762 | $363.1K | 0.02% | +8,762 | New |
| EMC Capital Management | 8,800 | $369.0K | 0.21% | 00.0% | Unchanged |
| Xponance, Inc. | 8,963 | $376.3K | 0.00% | −1,537−14.6% | Reduced |
| Erste Asset Management GmbH | 9,100 | $379.7K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 9,076 | $381.0K | 0.00% | +9,076 | New |
| Sound Stewardship, LLC | 9,189 | $385.8K | 0.23% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 9,600 | $403.0K | 0.17% | +9,600 | New |
| MRP Capital Investments, LLC | 9,630 | $404.3K | 0.38% | −3,475−26.5% | Reduced |
| Jump Financial, LLC | 9,800 | $411.4K | 0.01% | −13,982−58.8% | Reduced |
| Coldstream Capital Management Inc | 9,893 | $415.3K | 0.01% | +20+0.2% | Added |
| Nissay Asset Management Corp | 9,927 | $416.7K | 0.00% | +118+1.2% | Added |
| SEI Investments Co | 10,239 | $429.9K | 0.00% | +768+8.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,359 | $434.9K | 0.02% | −2,244−17.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,469 | $440.0K | 0.00% | +469+4.7% | Added |
| Voya Investment Management LLC | 10,532 | $442.1K | 0.00% | +1,643+18.5% | Added |
| Fox Run Management, L.L.C. | 10,540 | $442.5K | 0.08% | −12,578−54.4% | Reduced |
| Sanctuary Advisors, LLC | 10,921 | $447.6K | 0.00% | +10,921 | New |
| Wells Fargo & Company | 10,754 | $451.5K | 0.00% | −52,324−83.0% | Reduced |
| M&T Bank Corp | 10,928 | $459.0K | 0.00% | −451−4.0% | Reduced |
| Zacks Investment Management | 11,120 | $466.8K | 0.01% | −104,241−90.4% | Reduced |
| Bank of Montreal | 11,391 | $478.2K | 0.00% | −101−0.9% | Reduced |
| Van Eck Associates Corp | 11,517 | $483.0K | 0.00% | +785+7.3% | Added |
| JustInvest LLC | 12,112 | $508.5K | 0.01% | +406+3.5% | Added |
| UBS Oconnor LLC | 12,200 | $512.2K | 0.01% | +5,600+84.8% | Added |
| HighTower Advisors, LLC | 12,372 | $525.0K | 0.00% | −49,924−80.1% | Reduced |
| Kestra Advisory Services, LLC | 12,485 | $527.7K | 0.00% | +12,485 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,612 | $529.5K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 12,956 | $543.9K | 0.06% | +12,956 | New |
| Versor Investments LP | 13,000 | $545.7K | 0.10% | −14,900−53.4% | Reduced |
| Samalin Investment Counsel, LLC | 13,055 | $548.1K | 0.26% | +1,029+8.6% | Added |
| Natixis | 13,126 | $551.0K | 0.00% | −59,638−82.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,153 | $552.1K | 0.00% | +3,692+39.0% | Added |
| Simplex Trading, LLC | 13,247 | $556.0K | 0.02% | −1,148−8.0% | Reduced |
| Standard Life Aberdeen plc | 13,616 | $571.6K | 0.00% | −453−3.2% | Reduced |
| Texas Yale Capital Corp. | 13,750 | $577.2K | 0.03% | 00.0% | Unchanged |
| PCG Wealth Advisors, LLC | 14,104 | $592.1K | 0.26% | 00.0% | Unchanged |
| RDA Financial Network | 14,225 | $597.2K | 0.20% | −80−0.6% | Reduced |
| 1620 Investment Advisors, Inc. | 14,511 | $609.2K | 0.47% | +1,188+8.9% | Added |
| Cerity Partners LLC | 14,515 | $609.3K | 0.00% | +199+1.4% | Added |
| Pathstone Holdings, LLC | 15,047 | $631.7K | 0.00% | −388−2.5% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $642.0K | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 15,592 | $654.6K | 0.00% | −28,878−64.9% | Reduced |
| Handelsbanken Fonder AB | 15,700 | $659.0K | 0.00% | +2,400+18.0% | Added |
| Waterloo Capital, L.P. | 15,724 | $660.1K | 0.08% | +15,724 | New |
| Oregon Public Employees Retirement Fund | 15,757 | $661.5K | 0.01% | −2,900−15.5% | Reduced |
| Stifel Financial Corp | 15,792 | $663.0K | 0.00% | −5,406−25.5% | Reduced |
| Private Advisor Group, LLC | 15,947 | $669.4K | 0.00% | +8,792+122.9% | Added |
| Neuberger Berman Group LLC | 15,981 | $670.9K | 0.00% | −135−0.8% | Reduced |
| Pensionfund Sabic | 16,000 | $672.0K | 0.20% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 16,096 | $675.7K | 0.02% | −797−4.7% | Reduced |
| Creative Planning | 16,353 | $686.5K | 0.00% | +2,733+20.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,889 | $709.0K | 0.02% | +87+0.5% | Added |
| SG Americas Securities, LLC | 17,348 | $728.0K | 0.00% | +10,075+138.5% | Added |
| IFM Investors Pty Ltd | 17,371 | $729.2K | 0.01% | +17,371 | New |
| Cetera Investment Advisers | 17,534 | $736.1K | 0.00% | +4,839+38.1% | Added |
| DekaBank Deutsche Girozentrale | 17,938 | $739.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 17,826 | $748.3K | 0.42% | +7,429+71.5% | Added |
| Lecap Asset Management Ltd | 17,888 | $750.9K | 0.16% | +642+3.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $755.6K | 0.23% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 18,034 | $757.1K | 0.05% | −7,549−29.5% | Reduced |
| Savant Capital, LLC | 18,061 | $758.2K | 0.01% | +18,061 | New |
| State of Michigan Retirement System | 18,189 | $763.6K | 0.00% | −300−1.6% | Reduced |