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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 17 | $0 | 0.00% | +17 | New |
| Massmutual Trust Co FSB | 2 | $98 | 0.00% | +2 | New |
| Leonteq Securities AG | 4 | $196 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $196 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $242 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 7 | $328 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 7 | $344 | 0.00% | +2+40.0% | Added |
| Financial Perspectives, Inc | 8 | $392 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 9 | $441 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $686 | 0.00% | +14 | New |
| Glen Eagle Advisors, LLC | 18 | $861 | 0.00% | +1+5.9% | Added |
| GPS Wealth Strategies Group, LLC | 19 | $932 | 0.00% | +19 | New |
| Financial Management Professionals, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 27 | $1.00K | 0.00% | +16+145.5% | Added |
| Archer Investment Corp | 26 | $1.27K | 0.00% | +1+4.0% | Added |
| Bruce G. Allen Investments, LLC | 31 | $1.52K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $1.62K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 61 | $2.97K | 0.00% | +2+3.4% | Added |
| Trust Co of Vermont | 66 | $3.24K | 0.00% | +66 | New |
| LRI Investments, LLC | 75 | $3.32K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 68 | $3.33K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 74 | $3.63K | 0.00% | +74 | New |
| Missouri Trust & Investment Co | 75 | $3.68K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 77 | $3.78K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 78 | $3.83K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 80 | $4.00K | 0.00% | +80 | New |
| GHP Investment Advisors, Inc. | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $4.94K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 95 | $5.00K | 0.00% | +27+39.7% | Added |
| Quent Capital, LLC | 106 | $5.20K | 0.00% | −36−25.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.44K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 120 | $5.88K | 0.00% | +18+17.6% | Added |
| Jaffetilchin Investment Partners, LLC | 134 | $6.55K | 0.00% | +134 | New |
| Atlas Capital Advisors LLC | 140 | $6.87K | 0.00% | +140 | New |
| Bell Investment Advisors, Inc | 143 | $7.01K | 0.00% | −13−8.3% | Reduced |
| Prestige Wealth Management Group LLC | 176 | $8.68K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 211 | $10.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 211 | $10.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 215 | $10.5K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 229 | $11.2K | 0.00% | +1+0.4% | Added |
| Quarry LP | 253 | $12.4K | 0.00% | −171−40.3% | Reduced |
| CoreCap Advisors, LLC | 272 | $13.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 273 | $13.4K | 0.00% | +273 | New |
| Mather Group, LLC. | 274 | $13.4K | 0.00% | −164−37.4% | Reduced |
| Huntington National Bank | 280 | $13.7K | 0.00% | −6−2.1% | Reduced |
| Investors Research Corp | 300 | $14.7K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 300 | $14.7K | 0.00% | +300 | New |
| Clearstead Advisors, LLC | 320 | $15.7K | 0.00% | +320 | New |
| True Wealth Design, LLC | 324 | $15.9K | 0.01% | +324 | New |
| Capital Analysts, LLC | 322 | $16.0K | 0.00% | −1−0.3% | Reduced |
| GWM Advisors LLC | 350 | $17.2K | 0.00% | −10−2.8% | Reduced |
| Proequities, Inc. | 367 | $18.1K | 0.00% | +354+2,723.1% | Added |
| Bryn Mawr Trust Co | 377 | $18.5K | 0.00% | +377 | New |
| Matrix Trust Co | 426 | $21.0K | 0.00% | +13+3.1% | Added |
| Sound Income Strategies, LLC | 449 | $22.0K | 0.00% | −529−54.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 450 | $22.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 466 | $22.6K | 0.00% | +375+412.1% | Added |
| Capital Performance Advisors LLP | 486 | $23.8K | 0.01% | +486 | New |
| Abich Financial Wealth Management LLC | 511 | $25.1K | 0.06% | +483+1,725.0% | Added |
| Geneos Wealth Management Inc. | 513 | $25.2K | 0.00% | +9+1.8% | Added |
| NBC Securities, Inc. | 562 | $27.0K | 0.00% | −521−48.1% | Reduced |
| V-Square Quantitative Management LLC | 556 | $27.3K | 0.00% | +556 | New |
| Skopos Labs, Inc. | 560 | $27.5K | 0.01% | +560 | New |
| Danske Bank A/S | 600 | $29.4K | 0.00% | −3,778−86.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $29.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 709 | $29.8K | 0.00% | +285+67.2% | Added |
| SRS Capital Advisors, Inc. | 629 | $30.8K | 0.00% | +290+85.5% | Added |
| Allworth Financial LP | 760 | $37.3K | 0.00% | +43+6.0% | Added |
| GAMMA Investing LLC | 825 | $40.5K | 0.00% | +231+38.9% | Added |
| Principal Securities, Inc. | 839 | $41.2K | 0.00% | +255+43.7% | Added |
| EverSource Wealth Advisors, LLC | 1,008 | $49.4K | 0.00% | −261−20.6% | Reduced |
| Lindbrook Capital, LLC | 1,116 | $54.7K | 0.00% | −9−0.8% | Reduced |
| Advisors Asset Management, Inc. | 1,289 | $63.2K | 0.00% | −6−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,381 | $67.7K | 0.00% | −2,644−65.7% | Reduced |
| Venturi Wealth Management, LLC | 1,474 | $72.3K | 0.00% | +438+42.3% | Added |
| Versant Capital Management, Inc | 1,486 | $72.9K | 0.02% | +24+1.6% | Added |
| Harbor Capital Advisors, Inc. | 1,583 | $78.0K | 0.00% | +1,583 | New |
| Steward Partners Investment Advisory, LLC | 1,608 | $78.9K | 0.00% | +9+0.6% | Added |
| FIL Ltd | 1,788 | $87.7K | 0.00% | −1,503−45.7% | Reduced |
| IFP Advisors, Inc | 1,802 | $88.3K | 0.00% | −220−10.9% | Reduced |
| Covestor Ltd | 1,829 | $90.0K | 0.06% | −107−5.5% | Reduced |
| Harbour Investments, Inc. | 1,883 | $92.4K | 0.00% | −418−18.2% | Reduced |
| Spire Wealth Management | 1,959 | $96.1K | 0.00% | +735+60.0% | Added |
| KBC Group NV | 1,986 | $97.0K | 0.00% | −7−0.4% | Reduced |
| Fifth Third Bancorp | 1,996 | $97.9K | 0.00% | −109−5.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,037 | $99.9K | 0.06% | −1,355−39.9% | Reduced |
| Signaturefd, LLC | 2,360 | $115.7K | 0.00% | +328+16.1% | Added |
| Truist Financial Corp | 2,463 | $120.8K | 0.00% | −25,422−91.2% | Reduced |
| Simplex Trading, LLC | 2,610 | $127.0K | 0.00% | −10,637−80.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,997 | $147.0K | 0.00% | −2,812−48.4% | Reduced |
| Heritage Wealth Advisors | 3,000 | $147.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,123 | $153.2K | 0.01% | −198−6.0% | Reduced |
| Global Retirement Partners, LLC | 3,889 | $190.7K | 0.01% | +602+18.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,014 | $194.9K | 0.00% | +697+21.0% | Added |
| Virtus ETF Advisers LLC | 3,983 | $195.3K | 0.09% | −373−8.6% | Reduced |
| Sunbelt Securities, Inc. | 4,000 | $196.2K | 0.02% | +4,000 | New |
| The PNC Financial Services Group, Inc. | 4,014 | $196.8K | 0.00% | −195−4.6% | Reduced |