Epr Properties

EPR

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001045450

SEC filings (opens in a new tab)

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.

Other share classesEPR.PC EPR.PE EPR.PG

Q3 2024 vs. Q2 2024

How the institutions holding Epr Properties changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of EPR: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	355	2	356	+3
Shares	52.9M	10.5M	53.8M	+11.3M (+26.7%)
Value	$2.22B	$440.6M	$2.63B	+$851.8M (+47.8%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Epr Properties at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to EPR in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	10,572,412	$518.5M	0.01%
Penn Capital Management Co Inc	284,785	$14.0M	1.29%
Centersquare Investment Management LLC	271,318	$13.3M	0.12%
Two Sigma Investments, LP	199,052	$9.76M	0.02%
Miller Howard Investments Inc	140,000	$6.87M	0.21%
Eagle Asset Management Inc	115,342	$5.22M	0.03%
Voloridge Investment Management, LLC	86,034	$4.22M	0.02%
Discovery Capital Management, LLC	82,618	$4.05M	0.49%
Sterling Capital Management LLC	29,404	$1.44M	0.02%
Quantbot Technologies LP	21,830	$1.07M	0.04%
Independent Financial Group, LLC	16,020	$785.6K	0.03%
Jackson Square Capital, LLC	9,580	$469.8K	0.12%
Grantham, Mayo, Van Otterloo & Co. LLC	7,694	$377.3K	0.00%
Landscape Capital Management, L.L.C.	6,375	$312.6K	0.03%
Impact Partnership Wealth, LLC	6,114	$299.8K	0.07%
Highland Capital Management, LLC	5,261	$258.0K	0.01%
Buckingham Strategic Partners	4,881	$239.4K	0.01%
Burney Co	4,698	$230.4K	0.01%
Mackenzie Financial Corp	4,583	$224.8K	0.00%
Presima Inc.	4,400	$215.8K	0.05%
Schnieders Capital Management LLC	4,162	$204.1K	0.04%
Ieq Capital, LLC	4,145	$203.2K	0.00%
Utah Retirement Systems	4,138	$202.9K	0.00%
Sunbelt Securities, Inc.	4,000	$196.2K	0.02%
Harbor Capital Advisors, Inc.	1,583	$78.0K	0.00%
Skopos Labs, Inc.	560	$27.5K	0.01%
V-Square Quantitative Management LLC	556	$27.3K	0.00%
Capital Performance Advisors LLP	486	$23.8K	0.01%
Bryn Mawr Trust Co	377	$18.5K	0.00%
True Wealth Design, LLC	324	$15.9K	0.01%
Clearstead Advisors, LLC	320	$15.7K	0.00%
Godsey & Gibb Associates	300	$14.7K	0.00%
DT Investment Partners, LLC	273	$13.4K	0.00%
Atlas Capital Advisors LLC	140	$6.87K	0.00%
Jaffetilchin Investment Partners, LLC	134	$6.55K	0.00%
Centerpoint Advisors, LLC	80	$4.00K	0.00%
Frazier Financial Advisors, LLC	74	$3.63K	0.00%
Trust Co of Vermont	66	$3.24K	0.00%
GPS Wealth Strategies Group, LLC	19	$932	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	14	$686	0.00%
Cornerstone Planning Group LLC	7	$328	0.00%
Dunhill Financial, LLC	5	$242	0.00%
Massmutual Trust Co FSB	2	$98	0.00%
Hemington Wealth Management	17	$0	0.00%
International Assets Investment Management, LLC	66,982	–	–

Sold out (42)

Institutions that held Epr Properties at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of EPR in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Qube Research & Technologies Ltd	391,987	$16.5M
Cinctive Capital Management LP	160,823	$6.75M
Boothbay Fund Management, LLC	96,546	$4.05M
Pinebridge Investments, L.P.	87,088	$3.66M
Vestcor Inc	66,485	$2.79M
Cubist Systematic Strategies, LLC	63,124	$2.65M
ExodusPoint Capital Management, LP	59,515	$2.50M
Quest Partners LLC	43,160	$1.81M
Susquehanna International Group, LLP	30,374	$1.28M
Schroder Investment Management Group	27,851	$1.17M
Nomura Holdings Inc	22,000	$923.6K
Martingale Asset Management L P	21,935	$920.8K
Brevan Howard Capital Management LP	18,034	$757.1K
Camelot Portfolios, LLC	17,826	$748.3K
Kestra Advisory Services, LLC	12,485	$527.7K
Zacks Investment Management	11,120	$466.8K
Fox Run Management, L.L.C.	10,540	$442.5K
Y-Intercept (Hong Kong) Ltd	10,359	$434.9K
Jump Financial, LLC	9,800	$411.4K
Sound Stewardship, LLC	9,189	$385.8K
Strategic Advocates LLC	8,447	$354.6K
Cambria Investment Management, L.P.	7,817	$328.2K
Worth Venture Partners, LLC	7,550	$316.9K
ClearAlpha Technologies LP	7,408	$311.0K
Point72 (DIFC) Ltd	6,388	$268.2K
Jefferies Financial Group Inc.	6,277	$263.5K
Custom Index Systems, LLC	5,567	$233.7K
Headlands Technologies LLC	2,809	$117.9K
PEAK6 Investments LLC	2,107	$88.5K
EntryPoint Capital, LLC	1,415	$59.4K
Point72 Asia (Singapore) Pte. Ltd.	1,335	$56.0K
Ashton Thomas Private Wealth, LLC	1,302	$54.7K
State of Wyoming	996	$41.8K
Vermillion & White Wealth Management Group, LLC	621	$26.0K
Ancora Advisors, LLC	112	$4.70K
Cypress Capital, LLC	110	$4.62K
AlphaMark Advisors, LLC	100	$4.00K
Cherry Tree Wealth Management, LLC	59	$2.48K
Family Firm, Inc.	54	$2.27K
Gen-Wealth Partners Inc	40	$1.68K
Cassady Schiller Wealth Management, LLC	9	$378
Horizon Investments, LLC	8	$334

Not filed for Q3 2024 yet (2)

Institutions that held Epr Properties at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPR in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	10,495,167	$440.6M
JJJ Advisors Inc.	15	$630