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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 42,140 | $1.77M | 0.01% | +778+1.9% | Added |
| Wedge Capital Management L L P | 40,212 | $1.69M | 0.03% | −8,625−17.7% | Reduced |
| GraniteShares Advisors LLC | 39,513 | $1.66M | 0.55% | +4,928+14.2% | Added |
| PFG Advisors | 39,270 | $1.65M | 0.11% | −200−0.5% | Reduced |
| Royal Bank of Canada | 38,729 | $1.63M | 0.00% | −19,310−33.3% | Reduced |
| Marshall Wace, LLP | 38,004 | $1.60M | 0.00% | +38,004 | New |
| Citigroup Inc | 36,343 | $1.53M | 0.00% | +4,243+13.2% | Added |
| North Star Investment Management Corp. | 36,150 | $1.52M | 0.11% | +14,000+63.2% | Added |
| Janus Henderson Group PLC | 36,058 | $1.51M | 0.00% | −385−1.1% | Reduced |
| Barclays PLC | 35,463 | $1.49M | 0.00% | −90,052−71.7% | Reduced |
| Pensionfund DSM Netherlands | 33,962 | $1.43M | 0.76% | 00.0% | Unchanged |
| Intech Investment Management LLC | 33,717 | $1.42M | 0.02% | +33,717 | New |
| AXA S.A. | 33,138 | $1.39M | 0.00% | +33,138 | New |
| Treasurer of the State of North Carolina | 32,511 | $1.36M | 0.01% | −629−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 32,228 | $1.35M | 0.00% | +14,846+85.4% | Added |
| State of Tennessee, Treasury Department | 32,038 | $1.34M | 0.00% | −45,662−58.8% | Reduced |
| Yousif Capital Management, LLC | 31,758 | $1.33M | 0.02% | −2,530−7.4% | Reduced |
| State of New Jersey Common Pension Fund D | 31,674 | $1.33M | 0.01% | −66,807−67.8% | Reduced |
| Midwest Professional Planners, LTD. | 31,303 | $1.31M | 0.44% | +861+2.8% | Added |
| Raymond James & Associates | 30,965 | $1.30M | 0.00% | −7,670−19.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 30,996 | $1.29M | 0.01% | +1,489+5.0% | Added |
| Alberta Investment Management Corp | 30,600 | $1.28M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 30,374 | $1.28M | 0.00% | +15,145+99.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,118 | $1.26M | 0.00% | +2,035+7.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,994 | $1.26M | 0.01% | +186+0.6% | Added |
| Summit Global Investments | 29,698 | $1.25M | 0.08% | +29,698 | New |
| Ensign Peak Advisors, Inc | 29,128 | $1.22M | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 28,993 | $1.22M | 0.00% | −130.0% | Reduced |
| Two Sigma Advisers, LP | 28,600 | $1.20M | 0.00% | −2,200−7.1% | Reduced |
| Truist Financial Corp | 27,885 | $1.17M | 0.00% | −7,122−20.3% | Reduced |
| Schroder Investment Management Group | 27,851 | $1.17M | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 27,325 | $1.15M | 0.03% | −1,728−5.9% | Reduced |
| Teacher Retirement System of Texas | 27,170 | $1.14M | 0.01% | +1,787+7.0% | Added |
| Guggenheim Capital LLC | 26,840 | $1.13M | 0.01% | +181+0.7% | Added |
| Daiwa Securities Group Inc. | 26,679 | $1.12M | 0.01% | −869−3.2% | Reduced |
| Envestnet Asset Management Inc | 26,471 | $1.11M | 0.00% | −13,498−33.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,698 | $1.08M | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 25,532 | $1.07M | 0.09% | +25,532 | New |
| Greenland Capital Management LP | 25,000 | $1.05M | 0.22% | −16,054−39.1% | Reduced |
| Hancock Whitney Corp | 24,315 | $1.02M | 0.03% | −3,327−12.0% | Reduced |
| Janney Montgomery Scott LLC | 24,294 | $1.02M | 0.00% | +784+3.3% | Added |
| Pictet Asset Management Holding SA | 23,843 | $1.00M | 0.00% | +1,606+7.2% | Added |
| Globeflex Capital L P | 23,734 | $996.4K | 0.10% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 22,717 | $953.7K | 0.16% | −142−0.6% | Reduced |
| Nomura Holdings Inc | 22,000 | $923.6K | 0.01% | −10,000−31.3% | Reduced |
| Martingale Asset Management L P | 21,935 | $920.8K | 0.02% | −11,599−34.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 21,492 | $902.0K | 0.00% | +1,963+10.1% | Added |
| Louisiana State Employees Retirement System | 21,400 | $898.4K | 0.02% | −300−1.4% | Reduced |
| UniSuper Management Pty Ltd | 21,400 | $898.4K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 21,187 | $889.4K | 0.01% | +485+2.3% | Added |
| Prime Capital Investment Advisors, LLC | 19,990 | $839.2K | 0.01% | −47−0.2% | Reduced |
| Pacer Advisors, Inc. | 19,912 | $835.9K | 0.00% | +8,688+77.4% | Added |
| Penserra Capital Management LLC | 19,586 | $822.0K | 0.01% | +4,832+32.8% | Added |
| Wellington Management Group LLP | 18,871 | $792.2K | 0.00% | −12,348−39.6% | Reduced |
| Focus Financial Network, Inc. | 17,613 | $783.3K | 0.03% | +4,755+37.0% | Added |
| State of Michigan Retirement System | 18,189 | $763.6K | 0.00% | −300−1.6% | Reduced |
| Savant Capital, LLC | 18,061 | $758.2K | 0.01% | +18,061 | New |
| Brevan Howard Capital Management LP | 18,034 | $757.1K | 0.05% | −7,549−29.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $755.6K | 0.23% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 17,888 | $750.9K | 0.16% | +642+3.7% | Added |
| Camelot Portfolios, LLC | 17,826 | $748.3K | 0.42% | +7,429+71.5% | Added |
| DekaBank Deutsche Girozentrale | 17,938 | $739.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,534 | $736.1K | 0.00% | +4,839+38.1% | Added |
| IFM Investors Pty Ltd | 17,371 | $729.2K | 0.01% | +17,371 | New |
| SG Americas Securities, LLC | 17,348 | $728.0K | 0.00% | +10,075+138.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,889 | $709.0K | 0.02% | +87+0.5% | Added |
| Creative Planning | 16,353 | $686.5K | 0.00% | +2,733+20.1% | Added |
| Ameritas Investment Partners, Inc. | 16,096 | $675.7K | 0.02% | −797−4.7% | Reduced |
| Pensionfund Sabic | 16,000 | $672.0K | 0.20% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 15,981 | $670.9K | 0.00% | −135−0.8% | Reduced |
| Private Advisor Group, LLC | 15,947 | $669.4K | 0.00% | +8,792+122.9% | Added |
| Stifel Financial Corp | 15,792 | $663.0K | 0.00% | −5,406−25.5% | Reduced |
| Oregon Public Employees Retirement Fund | 15,757 | $661.5K | 0.01% | −2,900−15.5% | Reduced |
| Waterloo Capital, L.P. | 15,724 | $660.1K | 0.08% | +15,724 | New |
| Handelsbanken Fonder AB | 15,700 | $659.0K | 0.00% | +2,400+18.0% | Added |
| Victory Capital Management Inc | 15,592 | $654.6K | 0.00% | −28,878−64.9% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $642.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 15,047 | $631.7K | 0.00% | −388−2.5% | Reduced |
| Cerity Partners LLC | 14,515 | $609.3K | 0.00% | +199+1.4% | Added |
| 1620 Investment Advisors, Inc. | 14,511 | $609.2K | 0.47% | +1,188+8.9% | Added |
| RDA Financial Network | 14,225 | $597.2K | 0.20% | −80−0.6% | Reduced |
| PCG Wealth Advisors, LLC | 14,104 | $592.1K | 0.26% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 13,750 | $577.2K | 0.03% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 13,616 | $571.6K | 0.00% | −453−3.2% | Reduced |
| Simplex Trading, LLC | 13,247 | $556.0K | 0.02% | −1,148−8.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,153 | $552.1K | 0.00% | +3,692+39.0% | Added |
| Natixis | 13,126 | $551.0K | 0.00% | −59,638−82.0% | Reduced |
| Samalin Investment Counsel, LLC | 13,055 | $548.1K | 0.26% | +1,029+8.6% | Added |
| Versor Investments LP | 13,000 | $545.7K | 0.10% | −14,900−53.4% | Reduced |
| Kovack Advisors, Inc. | 12,956 | $543.9K | 0.06% | +12,956 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,612 | $529.5K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,485 | $527.7K | 0.00% | +12,485 | New |
| HighTower Advisors, LLC | 12,372 | $525.0K | 0.00% | −49,924−80.1% | Reduced |
| UBS Oconnor LLC | 12,200 | $512.2K | 0.01% | +5,600+84.8% | Added |
| JustInvest LLC | 12,112 | $508.5K | 0.01% | +406+3.5% | Added |
| Van Eck Associates Corp | 11,517 | $483.0K | 0.00% | +785+7.3% | Added |
| Bank of Montreal | 11,391 | $478.2K | 0.00% | −101−0.9% | Reduced |
| Zacks Investment Management | 11,120 | $466.8K | 0.01% | −104,241−90.4% | Reduced |
| M&T Bank Corp | 10,928 | $459.0K | 0.00% | −451−4.0% | Reduced |
| Wells Fargo & Company | 10,754 | $451.5K | 0.00% | −52,324−83.0% | Reduced |