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, Q3 2024
Institutional positions in Epr Properties as of Sep 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
- 356
- +3 vs. Q2 2024
- Shares held
- 53.8M
- +11.3M (+26.7%) vs. Q2 2024
- Total value
- $2.63B
- +$851.8M (+47.8%) vs. Q2 2024
- New holders
- 45
- 123 more added
- Sold out
- 42
- 141 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,280,738 | $553.2M | 0.01% | −64,855−0.6% | Reduced |
| BlackRock, Inc. | 10,572,412 | $518.5M | 0.01% | +10,572,412 | New |
| State Street Corp | 3,827,642 | $188.8M | 0.01% | −12,886−0.3% | Reduced |
| Geode Capital Management, LLC | 1,425,119 | $69.9M | 0.01% | +7,429+0.5% | Added |
| Renaissance Technologies LLC | 1,384,223 | $67.9M | 0.10% | +206,637+17.5% | Added |
| Charles Schwab Investment Management Inc | 1,349,900 | $66.2M | 0.01% | +54,567+4.2% | Added |
| Dimensional Fund Advisors LP | 1,090,826 | $53.5M | 0.01% | −15,767−1.4% | Reduced |
| Bank of New York Mellon Corp | 1,084,314 | $53.2M | 0.01% | −115,326−9.6% | Reduced |
| Invesco Ltd. | 1,054,355 | $51.7M | 0.01% | +16,529+1.6% | Added |
| LSV Asset Management | 1,005,698 | $49.3M | 0.11% | −133,796−11.7% | Reduced |
| Norges Bank | 908,105 | $44.5M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 806,378 | $39.0M | 0.05% | −237,756−22.8% | Reduced |
| Sycale Advisors (NY) LLC | 769,624 | $37.7M | 12.65% | +23,953+3.2% | Added |
| American Century Companies Inc | 751,004 | $36.8M | 0.02% | +741,928+8,174.6% | Added |
| Balyasny Asset Management LLC | 680,963 | $33.4M | 0.09% | +199,482+41.4% | Added |
| JPMorgan Chase & Co | 673,117 | $33.0M | 0.00% | +177,061+35.7% | Added |
| Northern Trust Corp | 646,921 | $31.7M | 0.01% | −29,729−4.4% | Reduced |
| Morgan Stanley | 575,026 | $28.2M | 0.00% | −173,914−23.2% | Reduced |
| Legal & General Group Plc | 534,546 | $26.2M | 0.01% | −43,353−7.5% | Reduced |
| Advisors Capital Management, LLC | 483,698 | $23.7M | 0.39% | +10,896+2.3% | Added |
| UBS Asset Management Americas Inc | 457,621 | $22.4M | 0.01% | +344,544+304.7% | Added |
| Nuveen Asset Management, LLC | 453,692 | $22.3M | 0.01% | −181,561−28.6% | Reduced |
| Los Angeles Capital Management LLC | 302,130 | $14.8M | 0.06% | +48,229+19.0% | Added |
| Price T Rowe Associates Inc | 298,513 | $14.6M | 0.00% | +232,330+351.0% | Added |
| Penn Capital Management Co Inc | 284,785 | $14.0M | 1.29% | +284,785 | New |
| Centersquare Investment Management LLC | 271,318 | $13.3M | 0.12% | +271,318 | New |
| Thrivent Financial for Lutherans | 251,233 | $12.3M | 0.02% | −24,114−8.8% | Reduced |
| Millennium Management LLC | 235,266 | $11.5M | 0.01% | −223,498−48.7% | Reduced |
| Rhumbline Advisers | 227,171 | $11.1M | 0.01% | +1,315+0.6% | Added |
| Citadel Advisors LLC | 212,827 | $10.4M | 0.01% | −153,904−42.0% | Reduced |
| New York State Common Retirement Fund | 210,654 | $10.3M | 0.01% | +161,923+332.3% | Added |
| Ameriprise Financial Inc | 208,717 | $10.2M | 0.00% | −56,523−21.3% | Reduced |
| UBS Group AG | 199,754 | $9.80M | 0.00% | +6,201+3.2% | Added |
| Two Sigma Investments, LP | 199,052 | $9.76M | 0.02% | +199,052 | New |
| Swedbank AB | 177,822 | $8.72M | 0.01% | +650.0% | Added |
| Principal Financial Group Inc | 175,263 | $8.59M | 0.00% | −76,769−30.5% | Reduced |
| State of Wisconsin Investment Board | 174,442 | $8.55M | 0.02% | −1,600−0.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 163,491 | $8.02M | 0.02% | −6,701−3.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 161,788 | $7.93M | 0.01% | +140,296+652.8% | Added |
| STRS Ohio | 160,801 | $7.89M | 0.03% | +115,489+254.9% | Added |
| First Trust Advisors LP | 154,604 | $7.58M | 0.01% | +39,087+33.8% | Added |
| Raymond James & Associates | 154,198 | $7.56M | 0.00% | +123,233+398.0% | Added |
| SEI Investments Co | 151,753 | $7.44M | 0.01% | +141,514+1,382.1% | Added |
| Swiss National Bank | 147,788 | $7.25M | 0.00% | −1,100−0.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 145,391 | $7.13M | 0.62% | −12,692−8.0% | Reduced |
| Allianz Asset Management GmbH | 142,765 | $7.00M | 0.01% | −29,543−17.1% | Reduced |
| Algert Global LLC | 140,626 | $6.90M | 0.19% | +51,980+58.6% | Added |
| Miller Howard Investments Inc | 140,000 | $6.87M | 0.21% | +140,000 | New |
| Cyndeo Wealth Partners, LLC | 137,930 | $6.76M | 0.47% | +9,141+7.1% | Added |
| Commonwealth Equity Services, LLC | 137,499 | $6.74M | 0.01% | −7,567−5.2% | Reduced |
| Public Employees Retirement System of Ohio | 136,441 | $6.69M | 0.03% | −446−0.3% | Reduced |
| Russell Investments Group, Ltd. | 134,955 | $6.62M | 0.01% | +5,344+4.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 133,804 | $6.56M | 0.01% | +63,957+91.6% | Added |
| Primecap Management Co | 129,260 | $6.34M | 0.00% | −2,640−2.0% | Reduced |
| Quantinno Capital Management LP | 126,026 | $6.18M | 0.08% | +27,856+28.4% | Added |
| Bank of America Corp | 119,447 | $5.86M | 0.00% | +31,595+36.0% | Added |
| Alliancebernstein L.P. | 116,307 | $5.70M | 0.00% | −56,833−32.8% | Reduced |
| Macquarie Group Ltd | 115,452 | $5.66M | 0.01% | −16,656−12.6% | Reduced |
| Asset Management One Co.,Ltd. | 108,031 | $5.30M | 0.02% | −2,071−1.9% | Reduced |
| Eagle Asset Management Inc | 115,342 | $5.22M | 0.03% | +115,342 | New |
| Great West Life Assurance Co | 102,977 | $5.05M | 0.01% | −9,004−8.0% | Reduced |
| Goldman Sachs Group Inc | 100,105 | $4.91M | 0.00% | +8,190+8.9% | Added |
| Guggenheim Capital LLC | 99,186 | $4.86M | 0.03% | +72,346+269.5% | Added |
| New York State Teachers Retirement System | 97,695 | $4.79M | 0.01% | −2,400−2.4% | Reduced |
| Caxton Associates LP | 97,050 | $4.76M | 0.22% | +947+1.0% | Added |
| FMR LLC | 96,368 | $4.73M | 0.00% | −97,220−50.2% | Reduced |
| Nomura Asset Management Co Ltd | 94,070 | $4.61M | 0.01% | −1,110−1.2% | Reduced |
| Retirement Systems of Alabama | 91,983 | $4.51M | 0.02% | −1,416−1.5% | Reduced |
| Federated Hermes, Inc. | 89,841 | $4.41M | 0.01% | −3,099−3.3% | Reduced |
| Corebridge Financial, Inc. | 89,535 | $4.39M | 0.02% | −6,175−6.5% | Reduced |
| State Board of Administration of Florida Retirement System | 86,790 | $4.26M | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 86,034 | $4.22M | 0.02% | +86,034 | New |
| Two Sigma Advisers, LP | 84,600 | $4.15M | 0.01% | +56,000+195.8% | Added |
| Discovery Capital Management, LLC | 82,618 | $4.05M | 0.49% | +82,618 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 81,888 | $4.02M | 0.00% | −6,209−7.0% | Reduced |
| Wells Fargo & Company | 79,798 | $3.91M | 0.00% | +69,044+642.0% | Added |
| Franklin Resources Inc | 79,018 | $3.86M | 0.00% | −79,346−50.1% | Reduced |
| Ballast Asset Management, LP | 75,810 | $3.72M | 1.90% | −1,086−1.4% | Reduced |
| QRG Capital Management, Inc. | 75,613 | $3.71M | 0.04% | +7,182+10.5% | Added |
| California State Teachers Retirement System | 71,554 | $3.51M | 0.00% | −2,243−3.0% | Reduced |
| Oppenheimer & Co Inc | 69,903 | $3.43M | 0.05% | −748−1.1% | Reduced |
| LPL Financial LLC | 69,802 | $3.42M | 0.00% | +17,145+32.6% | Added |
| HSBC Holdings PLC | 65,221 | $3.20M | 0.00% | −23,717−26.7% | Reduced |
| Mercer Global Advisors Inc | 65,118 | $3.15M | 0.01% | +6,172+10.5% | Added |
| Liberty Mutual Group Asset Management Inc. | 63,973 | $3.14M | 0.48% | −1,354−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 59,707 | $2.93M | 0.00% | −4,464−7.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 54,281 | $2.66M | 0.20% | −21,018−27.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 49,369 | $2.42M | 0.00% | +192+0.4% | Added |
| Nisa Investment Advisors, LLC | 48,708 | $2.40M | 0.01% | −5,598−10.3% | Reduced |
| Deutsche Bank AG | 48,898 | $2.40M | 0.00% | −1,791−3.5% | Reduced |
| GraniteShares Advisors LLC | 47,176 | $2.31M | 1.57% | +7,663+19.4% | Added |
| Exchange Traded Concepts, LLC | 44,639 | $2.19M | 0.05% | −5,366−10.7% | Reduced |
| State of Alaska, Department of Revenue | 44,426 | $2.18M | 0.02% | +170+0.4% | Added |
| Keeley-Teton Advisors, LLC | 42,941 | $2.11M | 0.23% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 42,405 | $2.08M | 0.16% | +16,873+66.1% | Added |
| Envestnet Asset Management Inc | 41,817 | $2.05M | 0.00% | +15,346+58.0% | Added |
| State of New Jersey Common Pension Fund D | 41,674 | $2.04M | 0.01% | +10,000+31.6% | Added |
| MetLife Investment Management | 41,415 | $2.03M | 0.01% | −725−1.7% | Reduced |
| Mutual of America Capital Management LLC | 40,925 | $2.01M | 0.02% | −2,403−5.5% | Reduced |
| Barclays PLC | 40,647 | $1.99M | 0.00% | +5,184+14.6% | Added |