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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 96,546 | $4.05M | 0.13% | −105−0.1% | Reduced |
| Quantinno Capital Management LP | 98,170 | $4.12M | 0.07% | +6,585+7.2% | Added |
| New York State Teachers Retirement System | 100,095 | $4.20M | 0.01% | −10,500−9.5% | Reduced |
| Jane Street Group, LLC | 105,243 | $4.42M | 0.00% | +66,838+174.0% | Added |
| Asset Management One Co.,Ltd. | 110,102 | $4.62M | 0.02% | −2,467−2.2% | Reduced |
| Great West Life Assurance Co | 111,981 | $4.70M | 0.01% | +2,844+2.6% | Added |
| Prudential Financial Inc | 111,911 | $4.70M | 0.01% | −23,539−17.4% | Reduced |
| UBS Asset Management Americas Inc | 113,077 | $4.75M | 0.00% | −284,971−71.6% | Reduced |
| First Trust Advisors LP | 115,517 | $4.85M | 0.00% | −36,162−23.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 128,789 | $5.41M | 0.42% | +8,609+7.2% | Added |
| Russell Investments Group, Ltd. | 129,611 | $5.44M | 0.01% | +33,232+34.5% | Added |
| Primecap Management Co | 131,900 | $5.54M | 0.00% | −1,900−1.4% | Reduced |
| Macquarie Group Ltd | 132,108 | $5.55M | 0.01% | +2,725+2.1% | Added |
| Public Employees Retirement System of Ohio | 136,887 | $5.75M | 0.02% | −269−0.2% | Reduced |
| Man Group plc | 143,142 | $6.01M | 0.02% | −81,448−36.3% | Reduced |
| Commonwealth Equity Services, LLC | 145,066 | $6.09M | 0.01% | +1,321+0.9% | Added |
| Swiss National Bank | 148,888 | $6.25M | 0.00% | +500+0.3% | Added |
| Uniplan Investment Counsel, Inc. | 158,083 | $6.64M | 0.60% | −29,318−15.6% | Reduced |
| Franklin Resources Inc | 158,364 | $6.65M | 0.00% | +21,539+15.7% | Added |
| Cinctive Capital Management LP | 160,823 | $6.75M | 0.36% | +160,823 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 170,192 | $7.14M | 0.02% | +170,192 | New |
| Allianz Asset Management GmbH | 172,308 | $7.23M | 0.01% | +37,779+28.1% | Added |
| Alliancebernstein L.P. | 173,140 | $7.27M | 0.00% | +42,956+33.0% | Added |
| State of Wisconsin Investment Board | 176,042 | $7.39M | 0.02% | −3,167−1.8% | Reduced |
| Swedbank AB | 177,757 | $7.46M | 0.01% | +2,757+1.6% | Added |
| UBS Group AG | 193,553 | $8.13M | 0.00% | −5,160−2.6% | Reduced |
| FMR LLC | 193,588 | $8.13M | 0.00% | +89,960+86.8% | Added |
| Rhumbline Advisers | 225,856 | $9.48M | 0.01% | +4,478+2.0% | Added |
| Principal Financial Group Inc | 252,032 | $10.6M | 0.01% | −31,543−11.1% | Reduced |
| Los Angeles Capital Management LLC | 253,901 | $10.7M | 0.04% | +997+0.4% | Added |
| Ameriprise Financial Inc | 265,240 | $11.1M | 0.00% | −6,298−2.3% | Reduced |
| Thrivent Financial for Lutherans | 275,347 | $11.6M | 0.02% | +37,649+15.8% | Added |
| Citadel Advisors LLC | 366,731 | $15.4M | 0.02% | +250,744+216.2% | Added |
| Qube Research & Technologies Ltd | 391,987 | $16.5M | 0.03% | −112,979−22.4% | Reduced |
| Millennium Management LLC | 458,764 | $19.3M | 0.02% | −49,985−9.8% | Reduced |
| Advisors Capital Management, LLC | 472,802 | $19.8M | 0.35% | +472,802 | New |
| Balyasny Asset Management LLC | 481,481 | $20.2M | 0.05% | +481,481 | New |
| JPMorgan Chase & Co | 496,056 | $20.8M | 0.00% | +66,122+15.4% | Added |
| Legal & General Group Plc | 577,899 | $24.3M | 0.01% | −27,537−4.5% | Reduced |
| Nuveen Asset Management, LLC | 635,253 | $26.8M | 0.01% | −28,727−4.3% | Reduced |
| Northern Trust Corp | 676,650 | $28.4M | 0.00% | +77,398+12.9% | Added |
| Sycale Advisors (NY) LLC | 745,671 | $31.3M | 10.60% | +745,671 | New |
| Morgan Stanley | 748,940 | $31.4M | 0.00% | +68,881+10.1% | Added |
| Norges Bank | 908,105 | $38.1M | 0.01% | −8,137−0.9% | Reduced |
| AQR Capital Management LLC | 1,044,134 | $43.3M | 0.07% | +407,767+64.1% | Added |
| Invesco Ltd. | 1,037,826 | $43.6M | 0.01% | −1,343,117−56.4% | Reduced |
| Dimensional Fund Advisors LP | 1,106,593 | $46.5M | 0.01% | +53,997+5.1% | Added |
| LSV Asset Management | 1,139,494 | $47.8M | 0.10% | +5,140+0.5% | Added |
| Renaissance Technologies LLC | 1,177,586 | $49.4M | 0.08% | +222,800+23.3% | Added |
| Bank of New York Mellon Corp | 1,199,640 | $50.4M | 0.01% | −19,336−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,295,333 | $54.4M | 0.01% | +11,602+0.9% | Added |
| Geode Capital Management, LLC | 1,417,690 | $59.5M | 0.01% | +35,926+2.6% | Added |
| State Street Corp | 3,840,528 | $162.3M | 0.01% | −32,914−0.8% | Reduced |
| BlackRock Inc. | 10,495,167 | $440.6M | 0.01% | +384,548+3.8% | Added |
| Vanguard Group Inc | 11,345,593 | $476.3M | 0.01% | −20,823−0.2% | Reduced |
| PGGM Investments | 0 | $0 | 0.00% | −1,272,738−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −217,240−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −99,704−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −91,196−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −65,927−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −23,196−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −13,250−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −12,184−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,726−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −9,789−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −9,138−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,640−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −7,235−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,776−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −6,511−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,991−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −5,892−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −5,133−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −4,724−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −3,948−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Ziegler Capital Management, LLC | – | – | – | – | Not filed |
| Retirement Group, LLC | – | – | – | – | Not filed |