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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 10,921 | $447.6K | 0.00% | +10,921 | New |
| Fox Run Management, L.L.C. | 10,540 | $442.5K | 0.08% | −12,578−54.4% | Reduced |
| Voya Investment Management LLC | 10,532 | $442.1K | 0.00% | +1,643+18.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,469 | $440.0K | 0.00% | +469+4.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,359 | $434.9K | 0.02% | −2,244−17.8% | Reduced |
| SEI Investments Co | 10,239 | $429.9K | 0.00% | +768+8.1% | Added |
| Nissay Asset Management Corp | 9,927 | $416.7K | 0.00% | +118+1.2% | Added |
| Coldstream Capital Management Inc | 9,893 | $415.3K | 0.01% | +20+0.2% | Added |
| Jump Financial, LLC | 9,800 | $411.4K | 0.01% | −13,982−58.8% | Reduced |
| MRP Capital Investments, LLC | 9,630 | $404.3K | 0.38% | −3,475−26.5% | Reduced |
| Bridgefront Capital, LLC | 9,600 | $403.0K | 0.17% | +9,600 | New |
| Sound Stewardship, LLC | 9,189 | $385.8K | 0.23% | 00.0% | Unchanged |
| American Century Companies Inc | 9,076 | $381.0K | 0.00% | +9,076 | New |
| Erste Asset Management GmbH | 9,100 | $379.7K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 8,963 | $376.3K | 0.00% | −1,537−14.6% | Reduced |
| EMC Capital Management | 8,800 | $369.0K | 0.21% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 8,762 | $363.1K | 0.02% | +8,762 | New |
| Crossmark Global Holdings, Inc. | 8,644 | $363.0K | 0.01% | −1,061−10.9% | Reduced |
| Strategic Advocates LLC | 8,447 | $354.6K | 0.14% | −79−0.9% | Reduced |
| Affinity Investment Advisors, LLC | 8,207 | $344.5K | 0.26% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,094 | $339.8K | 0.01% | −6,960−46.2% | Reduced |
| All Season Financial Advisors, Inc. | 7,860 | $329.9K | 0.30% | −498−6.0% | Reduced |
| Cambria Investment Management, L.P. | 7,817 | $328.2K | 0.02% | +744+10.5% | Added |
| D.A. Davidson & Co. | 7,686 | $322.7K | 0.00% | −925−10.7% | Reduced |
| Worth Venture Partners, LLC | 7,550 | $316.9K | 2.48% | +200+2.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $315.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,455 | $313.0K | 0.00% | −1,105−12.9% | Reduced |
| ClearAlpha Technologies LP | 7,408 | $311.0K | 0.12% | −20,303−73.3% | Reduced |
| BNP Paribas Arbitrage, SA | 7,333 | $307.8K | 0.00% | −14,883−67.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,078 | $297.0K | 0.00% | −560−7.3% | Reduced |
| Moody National Bank Trust Division | 7,042 | $295.6K | 0.02% | +13+0.2% | Added |
| BTC Capital Management, Inc. | 6,866 | $288.2K | 0.03% | −426−5.8% | Reduced |
| Kestra Private Wealth Services, LLC | 6,694 | $282.9K | 0.01% | +27+0.4% | Added |
| CI Private Wealth, LLC | 6,669 | $280.0K | 0.00% | +282+4.4% | Added |
| Private Trust Co NA | 6,457 | $271.1K | 0.03% | +91+1.4% | Added |
| Alps Advisors Inc | 6,405 | $268.9K | 0.00% | +255+4.1% | Added |
| Point72 (DIFC) Ltd | 6,388 | $268.2K | 0.02% | +6,388 | New |
| Panagora Asset Management Inc | 6,284 | $263.8K | 0.00% | −134−2.1% | Reduced |
| Jefferies Financial Group Inc. | 6,277 | $263.5K | 0.01% | +847+15.6% | Added |
| Abel Hall, LLC | 6,225 | $261.3K | 0.18% | +112+1.8% | Added |
| Icapital Wealth LLC | 6,218 | $261.0K | 0.14% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,172 | $259.1K | 0.00% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 6,013 | $254.1K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,035 | $253.3K | 0.01% | −144−2.3% | Reduced |
| Byrne Asset Management LLC | – | $252.2K | 0.18% | – | – |
| Colony Group, LLC | 6,010 | $252.0K | 0.00% | +167+2.9% | Added |
| Metis Global Partners, LLC | 5,916 | $248.4K | 0.01% | +677+12.9% | Added |
| Tower Research Capital LLC (TRC) | 5,809 | $243.9K | 0.00% | +3,276+129.3% | Added |
| Custom Index Systems, LLC | 5,567 | $233.7K | 0.13% | +648+13.2% | Added |
| Pitcairn Co | 5,335 | $224.0K | 0.01% | −218−3.9% | Reduced |
| RSM US Wealth Management LLC | 5,233 | $217.4K | 0.00% | +5,233 | New |
| CWM, LLC | 5,136 | $216.0K | 0.00% | +3,018+142.5% | Added |
| XTX Topco Ltd | 5,135 | $215.6K | 0.02% | +5,135 | New |
| Community Bank of Raymore | 5,110 | $214.5K | 0.17% | 00.0% | Unchanged |
| US Bancorp | 4,974 | $208.8K | 0.00% | −880−15.0% | Reduced |
| Captrust Financial Advisors | 4,899 | $205.6K | 0.00% | +4,899 | New |
| D. E. Shaw & Co., Inc. | 4,807 | $201.8K | 0.00% | −225−4.5% | Reduced |
| Veriti Management LLC | 4,797 | $201.4K | 0.01% | +4,797 | New |
| CIBC Private Wealth Group, LLC | 4,836 | $201.2K | 0.00% | +276+6.1% | Added |
| Robertson Stephens Wealth Management, LLC | 4,750 | $200.8K | 0.01% | +50+1.1% | Added |
| Stratos Wealth Partners, LTD. | 4,779 | $200.6K | 0.00% | +4,779 | New |
| Atria Wealth Solutions, Inc. | 4,779 | $200.6K | 0.00% | +4,779 | New |
| Danske Bank A/S | 4,378 | $183.8K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,356 | $182.9K | 0.09% | +635+17.1% | Added |
| The PNC Financial Services Group, Inc. | 4,209 | $176.7K | 0.00% | −309−6.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,025 | $169.0K | 0.00% | +15+0.4% | Added |
| Parallel Advisors, LLC | 3,926 | $164.8K | 0.00% | +1,556+65.7% | Added |
| RE Dickinson Investment Advisors, LLC | 3,392 | $142.8K | 0.09% | +3,375+19,852.9% | Added |
| Quadrant Capital Group LLC | 3,321 | $139.4K | 0.01% | +764+29.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,317 | $138.4K | 0.00% | −230,152−98.6% | Reduced |
| FIL Ltd | 3,291 | $138.2K | 0.00% | +3,291 | New |
| Global Retirement Partners, LLC | 3,287 | $138.0K | 0.00% | +10.0% | Added |
| Heritage Wealth Advisors | 3,000 | $125.9K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,809 | $117.9K | 0.01% | +2,809 | New |
| Harbour Investments, Inc. | 2,301 | $96.6K | 0.00% | −112−4.6% | Reduced |
| PEAK6 Investments LLC | 2,107 | $88.5K | 0.00% | −20,630−90.7% | Reduced |
| Fifth Third Bancorp | 2,105 | $88.4K | 0.00% | −171−7.5% | Reduced |
| Signaturefd, LLC | 2,032 | $85.3K | 0.00% | −1,448−41.6% | Reduced |
| IFP Advisors, Inc | 2,022 | $84.9K | 0.00% | +1,238+157.9% | Added |
| KBC Group NV | 1,993 | $84.0K | 0.00% | +496+33.1% | Added |
| Covestor Ltd | 1,936 | $81.0K | 0.05% | +1,184+157.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,599 | $67.1K | 0.00% | +10+0.6% | Added |
| Versant Capital Management, Inc | 1,462 | $61.4K | 0.02% | +1,380+1,682.9% | Added |
| EntryPoint Capital, LLC | 1,415 | $59.4K | 0.03% | +298+26.7% | Added |
| EverSource Wealth Advisors, LLC | 1,269 | $57.1K | 0.00% | +197+18.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,335 | $56.0K | 0.01% | +1,335 | New |
| Ashton Thomas Private Wealth, LLC | 1,302 | $54.7K | 0.00% | +1,302 | New |
| Advisors Asset Management, Inc. | 1,295 | $54.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,224 | $51.4K | 0.00% | −1,330−52.1% | Reduced |
| Lindbrook Capital, LLC | 1,125 | $47.2K | 0.00% | +185+19.7% | Added |
| NBC Securities, Inc. | 1,083 | $45.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,036 | $43.5K | 0.00% | +521+101.2% | Added |
| State of Wyoming | 996 | $41.8K | 0.01% | +996 | New |
| Sound Income Strategies, LLC | 978 | $41.1K | 0.00% | +424+76.5% | Added |
| Allworth Financial LP | 717 | $31.5K | 0.00% | −92−11.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 621 | $26.0K | 0.02% | +621 | New |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $25.6K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 594 | $24.9K | 0.00% | +430+262.2% | Added |
| Principal Securities, Inc. | 584 | $24.5K | 0.00% | −120−17.0% | Reduced |
| Geneos Wealth Management Inc. | 504 | $21.1K | 0.00% | +504 | New |