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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 126,026 | $6.18M | 0.08% | +27,856+28.4% | Added |
| Primecap Management Co | 129,260 | $6.34M | 0.00% | −2,640−2.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 133,804 | $6.56M | 0.01% | +63,957+91.6% | Added |
| Russell Investments Group, Ltd. | 134,955 | $6.62M | 0.01% | +5,344+4.1% | Added |
| Public Employees Retirement System of Ohio | 136,441 | $6.69M | 0.03% | −446−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 137,499 | $6.74M | 0.01% | −7,567−5.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 137,930 | $6.76M | 0.47% | +9,141+7.1% | Added |
| Miller Howard Investments Inc | 140,000 | $6.87M | 0.21% | +140,000 | New |
| Algert Global LLC | 140,626 | $6.90M | 0.19% | +51,980+58.6% | Added |
| Allianz Asset Management GmbH | 142,765 | $7.00M | 0.01% | −29,543−17.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 145,391 | $7.13M | 0.62% | −12,692−8.0% | Reduced |
| Swiss National Bank | 147,788 | $7.25M | 0.00% | −1,100−0.7% | Reduced |
| SEI Investments Co | 151,753 | $7.44M | 0.01% | +141,514+1,382.1% | Added |
| Raymond James & Associates | 154,198 | $7.56M | 0.00% | +123,233+398.0% | Added |
| First Trust Advisors LP | 154,604 | $7.58M | 0.01% | +39,087+33.8% | Added |
| STRS Ohio | 160,801 | $7.89M | 0.03% | +115,489+254.9% | Added |
| Arrowstreet Capital, Limited Partnership | 161,788 | $7.93M | 0.01% | +140,296+652.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 163,491 | $8.02M | 0.02% | −6,701−3.9% | Reduced |
| State of Wisconsin Investment Board | 174,442 | $8.55M | 0.02% | −1,600−0.9% | Reduced |
| Principal Financial Group Inc | 175,263 | $8.59M | 0.00% | −76,769−30.5% | Reduced |
| Swedbank AB | 177,822 | $8.72M | 0.01% | +650.0% | Added |
| Two Sigma Investments, LP | 199,052 | $9.76M | 0.02% | +199,052 | New |
| UBS Group AG | 199,754 | $9.80M | 0.00% | +6,201+3.2% | Added |
| Ameriprise Financial Inc | 208,717 | $10.2M | 0.00% | −56,523−21.3% | Reduced |
| New York State Common Retirement Fund | 210,654 | $10.3M | 0.01% | +161,923+332.3% | Added |
| Citadel Advisors LLC | 212,827 | $10.4M | 0.01% | −153,904−42.0% | Reduced |
| Rhumbline Advisers | 227,171 | $11.1M | 0.01% | +1,315+0.6% | Added |
| Millennium Management LLC | 235,266 | $11.5M | 0.01% | −223,498−48.7% | Reduced |
| Thrivent Financial for Lutherans | 251,233 | $12.3M | 0.02% | −24,114−8.8% | Reduced |
| Centersquare Investment Management LLC | 271,318 | $13.3M | 0.12% | +271,318 | New |
| Penn Capital Management Co Inc | 284,785 | $14.0M | 1.29% | +284,785 | New |
| Price T Rowe Associates Inc | 298,513 | $14.6M | 0.00% | +232,330+351.0% | Added |
| Los Angeles Capital Management LLC | 302,130 | $14.8M | 0.06% | +48,229+19.0% | Added |
| Nuveen Asset Management, LLC | 453,692 | $22.3M | 0.01% | −181,561−28.6% | Reduced |
| UBS Asset Management Americas Inc | 457,621 | $22.4M | 0.01% | +344,544+304.7% | Added |
| Advisors Capital Management, LLC | 483,698 | $23.7M | 0.39% | +10,896+2.3% | Added |
| Legal & General Group Plc | 534,546 | $26.2M | 0.01% | −43,353−7.5% | Reduced |
| Morgan Stanley | 575,026 | $28.2M | 0.00% | −173,914−23.2% | Reduced |
| Northern Trust Corp | 646,921 | $31.7M | 0.01% | −29,729−4.4% | Reduced |
| JPMorgan Chase & Co | 673,117 | $33.0M | 0.00% | +177,061+35.7% | Added |
| Balyasny Asset Management LLC | 680,963 | $33.4M | 0.09% | +199,482+41.4% | Added |
| American Century Companies Inc | 751,004 | $36.8M | 0.02% | +741,928+8,174.6% | Added |
| Sycale Advisors (NY) LLC | 769,624 | $37.7M | 12.65% | +23,953+3.2% | Added |
| AQR Capital Management LLC | 806,378 | $39.0M | 0.05% | −237,756−22.8% | Reduced |
| Norges Bank | 908,105 | $44.5M | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 1,005,698 | $49.3M | 0.11% | −133,796−11.7% | Reduced |
| Invesco Ltd. | 1,054,355 | $51.7M | 0.01% | +16,529+1.6% | Added |
| Bank of New York Mellon Corp | 1,084,314 | $53.2M | 0.01% | −115,326−9.6% | Reduced |
| Dimensional Fund Advisors LP | 1,090,826 | $53.5M | 0.01% | −15,767−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,349,900 | $66.2M | 0.01% | +54,567+4.2% | Added |
| Renaissance Technologies LLC | 1,384,223 | $67.9M | 0.10% | +206,637+17.5% | Added |
| Geode Capital Management, LLC | 1,425,119 | $69.9M | 0.01% | +7,429+0.5% | Added |
| State Street Corp | 3,827,642 | $188.8M | 0.01% | −12,886−0.3% | Reduced |
| BlackRock, Inc. | 10,572,412 | $518.5M | 0.01% | +10,572,412 | New |
| Vanguard Group Inc | 11,280,738 | $553.2M | 0.01% | −64,855−0.6% | Reduced |
| International Assets Investment Management, LLC | 66,982 | – | – | +66,982 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −391,987−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −160,823−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −96,546−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −87,088−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −66,485−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −63,124−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −59,515−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −43,160−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −30,374−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −27,851−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −21,935−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,034−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −17,826−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −12,485−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −11,120−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,540−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,359−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Sound Stewardship, LLC | 0 | $0 | 0.00% | −9,189−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −8,447−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −7,817−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −7,550−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −7,408−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −6,388−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,277−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −5,567−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,809−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,335−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,302−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |