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 |
|---|---|---|---|---|---|
| Atlantic Edge Private Wealth Management, LLC | 450 | $18.9K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 438 | $18.6K | 0.00% | −411−48.4% | Reduced |
| Ronald Blue Trust, Inc. | 424 | $18.0K | 0.00% | +32+8.2% | Added |
| Quarry LP | 424 | $17.8K | 0.01% | −65−13.3% | Reduced |
| Matrix Trust Co | 413 | $17.0K | 0.00% | +413 | New |
| GWM Advisors LLC | 360 | $15.1K | 0.00% | −78−17.8% | Reduced |
| SRS Capital Advisors, Inc. | 339 | $14.2K | 0.00% | +339 | New |
| Capital Analysts, LLC | 323 | $14.0K | 0.00% | −2−0.6% | Reduced |
| Investors Research Corp | 300 | $12.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 286 | $12.0K | 0.00% | −1,275−81.7% | Reduced |
| CoreCap Advisors, LLC | 272 | $11.4K | 0.00% | −13−4.6% | Reduced |
| PSI Advisors, LLC | 228 | $9.55K | 0.00% | +2+0.9% | Added |
| Arlington Trust Co LLC | 215 | $9.03K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 211 | $8.86K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 211 | $8.86K | 0.00% | +100+90.1% | Added |
| Prestige Wealth Management Group LLC | 176 | $7.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $6.55K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 142 | $5.94K | 0.00% | +43+43.4% | Added |
| Ancora Advisors, LLC | 112 | $4.70K | 0.00% | +112 | New |
| Moisand Fitzgerald Tamayo, LLC | 111 | $4.66K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 110 | $4.62K | 0.00% | +110 | New |
| TD Capital Management LLC | 101 | $4.23K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 100 | $4.21K | 0.00% | −188−65.3% | Reduced |
| Farther Finance Advisors, LLC | 102 | $4.21K | 0.00% | +55+117.0% | Added |
| GHP Investment Advisors, Inc. | 100 | $4.20K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Smartleaf Asset Management LLC | 91 | $3.80K | 0.00% | +76+506.7% | Added |
| Parkside Financial Bank & Trust | 78 | $3.27K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 77 | $3.23K | 0.00% | −34−30.6% | Reduced |
| Missouri Trust & Investment Co | 75 | $3.15K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $3.15K | 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 |
| West Branch Capital LLC | 68 | $2.85K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 59 | $2.50K | 0.00% | +1+1.7% | Added |
| Cherry Tree Wealth Management, LLC | 59 | $2.48K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 54 | $2.27K | 0.00% | +54 | New |
| Gen-Wealth Partners Inc | 40 | $1.68K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $1.30K | 0.00% | +12+63.2% | Added |
| Abich Financial Wealth Management LLC | 28 | $1.18K | 0.00% | −874−96.9% | Reduced |
| Archer Investment Corp | 25 | $1.06K | 0.00% | +25 | New |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $724 | 0.00% | +17 | New |
| JJJ Advisors Inc. | 15 | $630 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 13 | $549 | 0.00% | −81−86.2% | Reduced |
| 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 |
| Financial Perspectives, Inc | 8 | $336 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8 | $334 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $210 | 0.00% | +5 | New |
| Leonteq Securities AG | 4 | $168 | 0.00% | −8,675−100.0% | Reduced |
| Creekmur Asset Management LLC | 4 | $168 | 0.00% | +4 | New |
| Roble, Belko & Company, Inc | 11 | $0 | 0.00% | +11 | New |
| 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 |