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 |
|---|---|---|---|---|---|
| MRP Capital Investments, LLC | 4,045 | $198.3K | 0.19% | −5,585−58.0% | Reduced |
| Utah Retirement Systems | 4,138 | $202.9K | 0.00% | +4,138 | New |
| Ieq Capital, LLC | 4,145 | $203.2K | 0.00% | +4,145 | New |
| Schnieders Capital Management LLC | 4,162 | $204.1K | 0.04% | +4,162 | New |
| Wellington Management Group LLP | 4,232 | $207.5K | 0.00% | −14,639−77.6% | Reduced |
| Maryland State Retirement & Pension System | 4,268 | $209.3K | 0.00% | −1,904−30.8% | Reduced |
| Presima Inc. | 4,400 | $215.8K | 0.05% | +4,400 | New |
| Cornercap Investment Counsel Inc | 4,522 | $221.8K | 0.07% | −18,195−80.1% | Reduced |
| Community Bank of Raymore | 4,555 | $223.4K | 0.17% | −555−10.9% | Reduced |
| Mackenzie Financial Corp | 4,583 | $224.8K | 0.00% | +4,583 | New |
| Stratos Wealth Partners, LTD. | 4,679 | $229.5K | 0.00% | −100−2.1% | Reduced |
| Pitcairn Co | 4,695 | $230.2K | 0.01% | −640−12.0% | Reduced |
| Burney Co | 4,698 | $230.4K | 0.01% | +4,698 | New |
| Robertson Stephens Wealth Management, LLC | 4,700 | $231.8K | 0.01% | −50−1.1% | Reduced |
| Veriti Management LLC | 4,782 | $234.5K | 0.01% | −15−0.3% | Reduced |
| Buckingham Strategic Partners | 4,881 | $239.4K | 0.01% | +4,881 | New |
| CIBC Private Wealth Group, LLC | 5,000 | $245.2K | 0.00% | +164+3.4% | Added |
| Atria Wealth Solutions, Inc. | 5,002 | $245.3K | 0.00% | +223+4.7% | Added |
| US Bancorp | 5,145 | $252.3K | 0.00% | +171+3.4% | Added |
| Highland Capital Management, LLC | 5,261 | $258.0K | 0.01% | +5,261 | New |
| Captrust Financial Advisors | 5,379 | $263.8K | 0.00% | +480+9.8% | Added |
| RSM US Wealth Management LLC | 5,476 | $266.1K | 0.00% | +243+4.6% | Added |
| Byrne Asset Management LLC | 5,505 | $270.0K | 0.18% | – | – |
| Panagora Asset Management Inc | 5,675 | $278.3K | 0.00% | −609−9.7% | Reduced |
| Parallel Advisors, LLC | 5,704 | $279.7K | 0.01% | +1,778+45.3% | Added |
| D. E. Shaw & Co., Inc. | 5,849 | $286.8K | 0.00% | +1,042+21.7% | Added |
| Securian Asset Management, Inc | 5,888 | $288.7K | 0.01% | −147−2.4% | Reduced |
| Naviter Wealth, LLC | 5,974 | $294.7K | 0.04% | −39−0.6% | Reduced |
| Impact Partnership Wealth, LLC | 6,114 | $299.8K | 0.07% | +6,114 | New |
| Colony Group, LLC | 6,157 | $301.9K | 0.00% | +147+2.4% | Added |
| Icapital Wealth LLC | 6,218 | $304.9K | 0.17% | 00.0% | Unchanged |
| Abel Hall, LLC | 6,256 | $306.8K | 0.20% | +31+0.5% | Added |
| Landscape Capital Management, L.L.C. | 6,375 | $312.6K | 0.03% | +6,375 | New |
| Private Trust Co NA | 6,470 | $317.3K | 0.03% | +13+0.2% | Added |
| Neuberger Berman Group LLC | 6,566 | $322.0K | 0.00% | −9,415−58.9% | Reduced |
| Alps Advisors Inc | 6,665 | $326.9K | 0.00% | +260+4.1% | Added |
| Ontario Teachers Pension Plan Board | 6,691 | $328.1K | 0.00% | −60,912−90.1% | Reduced |
| BTC Capital Management, Inc. | 6,782 | $332.6K | 0.03% | −84−1.2% | Reduced |
| SG Americas Securities, LLC | 6,787 | $333.0K | 0.00% | −10,561−60.9% | Reduced |
| Advisory Services Network, LLC | 8,094 | $339.8K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 6,926 | $342.0K | 0.00% | −5,446−44.0% | Reduced |
| Marshall Wace, LLP | 7,012 | $343.9K | 0.00% | −30,992−81.5% | Reduced |
| Public Employees Retirement Association of Colorado | 7,078 | $347.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 7,128 | $349.6K | 0.00% | +459+6.9% | Added |
| MML Investors Services, LLC | 7,348 | $360.0K | 0.00% | −107−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 7,387 | $362.3K | 0.00% | +54+0.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $368.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7,683 | $377.0K | 0.00% | +2,547+49.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,694 | $377.3K | 0.00% | +7,694 | New |
| Bridgefront Capital, LLC | 7,794 | $382.2K | 0.15% | −1,806−18.8% | Reduced |
| Metis Global Partners, LLC | 7,797 | $382.4K | 0.01% | +1,881+31.8% | Added |
| All Season Financial Advisors, Inc. | 7,878 | $386.4K | 0.33% | +18+0.2% | Added |
| Affinity Investment Advisors, LLC | 8,207 | $402.5K | 0.28% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 8,448 | $414.3K | 0.00% | +762+9.9% | Added |
| Crossmark Global Holdings, Inc. | 8,625 | $423.0K | 0.01% | −19−0.2% | Reduced |
| Xponance, Inc. | 8,971 | $439.9K | 0.00% | +8+0.1% | Added |
| Erste Asset Management GmbH | 9,100 | $441.8K | 0.01% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 9,580 | $469.8K | 0.12% | +9,580 | New |
| Voya Investment Management LLC | 9,720 | $476.7K | 0.00% | −812−7.7% | Reduced |
| Nissay Asset Management Corp | 10,038 | $492.3K | 0.00% | +111+1.1% | Added |
| Coldstream Capital Management Inc | 10,066 | $492.5K | 0.01% | +173+1.7% | Added |
| UBS Oconnor LLC | 10,400 | $510.0K | 0.01% | −1,800−14.8% | Reduced |
| Bank of Montreal | 11,503 | $558.5K | 0.00% | +112+1.0% | Added |
| Moody National Bank Trust Division | 11,421 | $560.1K | 0.06% | +4,379+62.2% | Added |
| EMC Capital Management | 1,338 | $576.0K | 0.48% | −7,462−84.8% | Reduced |
| M&T Bank Corp | 12,146 | $596.0K | 0.00% | +1,218+11.1% | Added |
| Kovack Advisors, Inc. | 12,450 | $610.5K | 0.06% | −506−3.9% | Reduced |
| Van Eck Associates Corp | 12,937 | $611.0K | 0.00% | +1,420+12.3% | Added |
| Alberta Investment Management Corp | 12,700 | $622.8K | 0.01% | −17,900−58.5% | Reduced |
| Diversify Advisory Services, LLC | 13,441 | $640.1K | 0.03% | +4,679+53.4% | Added |
| JustInvest LLC | 13,227 | $648.7K | 0.01% | +1,115+9.2% | Added |
| XTX Topco Ltd | 13,238 | $649.2K | 0.05% | +8,103+157.8% | Added |
| Samalin Investment Counsel, LLC | 13,547 | $664.4K | 0.29% | +492+3.8% | Added |
| Kestra Private Wealth Services, LLC | 13,490 | $665.4K | 0.01% | +6,796+101.5% | Added |
| Sanctuary Advisors, LLC | 14,971 | $674.0K | 0.00% | +4,050+37.1% | Added |
| Texas Yale Capital Corp. | 13,750 | $674.3K | 0.03% | 00.0% | Unchanged |
| Natixis | 13,858 | $679.6K | 0.00% | +732+5.6% | Added |
| RDA Financial Network | 13,954 | $684.3K | 0.21% | −271−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,031 | $688.0K | 0.00% | +3,562+34.0% | Added |
| PCG Wealth Advisors, LLC | 14,104 | $691.7K | 0.27% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,456 | $708.9K | 0.00% | −1,136−7.3% | Reduced |
| Nebula Research & Development LLC | 14,592 | $715.6K | 0.09% | −30,803−67.9% | Reduced |
| Man Group plc | 14,635 | $717.7K | 0.00% | −128,507−89.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,821 | $726.8K | 0.00% | +1,668+12.7% | Added |
| 1620 Investment Advisors, Inc. | 14,852 | $728.4K | 0.53% | +341+2.3% | Added |
| Waterloo Capital, L.P. | 15,054 | $738.2K | 0.08% | −670−4.3% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $750.0K | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,307 | $750.7K | 0.01% | +2,695+21.4% | Added |
| Oregon Public Employees Retirement Fund | 15,457 | $758.0K | 0.01% | −300−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 15,535 | $761.8K | 0.02% | −561−3.5% | Reduced |
| Standard Life Aberdeen plc | 15,737 | $771.7K | 0.00% | +2,121+15.6% | Added |
| Independent Financial Group, LLC | 16,020 | $785.6K | 0.03% | +16,020 | New |
| Private Advisor Group, LLC | 16,297 | $799.2K | 0.00% | +350+2.2% | Added |
| Schonfeld Strategic Advisors LLC | 16,600 | $814.1K | 0.01% | −64,298−79.5% | Reduced |
| Lecap Asset Management Ltd | 16,621 | $815.1K | 0.18% | −1,267−7.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 16,799 | $823.8K | 0.02% | −90−0.5% | Reduced |
| Pathstone Holdings, LLC | 17,118 | $839.5K | 0.00% | +2,071+13.8% | Added |
| IFM Investors Pty Ltd | 17,415 | $854.0K | 0.01% | +44+0.3% | Added |
| Savant Capital, LLC | 17,424 | $854.5K | 0.01% | −637−3.5% | Reduced |
| Pensionfund Sabic | 17,500 | $858.0K | 0.27% | +1,500+9.4% | Added |