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 |
|---|---|---|---|---|---|
| Amundi | 40,916 | $1.95M | 0.00% | −1,960−4.6% | Reduced |
| PFG Advisors | 39,270 | $1.93M | 0.12% | 00.0% | Unchanged |
| Prudential Financial Inc | 39,081 | $1.92M | 0.00% | −72,830−65.1% | Reduced |
| Pensionfund DSM Netherlands | 38,462 | $1.89M | 0.86% | +4,500+13.3% | Added |
| Mariner, LLC | 37,420 | $1.83M | 0.00% | −4,723−11.2% | Reduced |
| North Star Investment Management Corp. | 37,150 | $1.82M | 0.13% | +1,000+2.8% | Added |
| Janus Henderson Group PLC | 36,058 | $1.77M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 36,001 | $1.76M | 0.01% | −11,281−23.9% | Reduced |
| Squarepoint Ops LLC | 34,266 | $1.68M | 0.01% | −55,417−61.8% | Reduced |
| Citigroup Inc | 33,574 | $1.65M | 0.00% | −2,769−7.6% | Reduced |
| Advisor Group Holdings, Inc. | 32,704 | $1.60M | 0.00% | +476+1.5% | Added |
| Treasurer of the State of North Carolina | 32,641 | $1.60M | 0.01% | +130+0.4% | Added |
| Wedge Capital Management L L P | 32,522 | $1.59M | 0.03% | −7,690−19.1% | Reduced |
| Engineers Gate Manager LP | 32,344 | $1.59M | 0.03% | +5,019+18.4% | Added |
| Royal Bank of Canada | 30,352 | $1.49M | 0.00% | −8,377−21.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,095 | $1.48M | 0.00% | −23−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 29,759 | $1.46M | 0.01% | −235−0.8% | Reduced |
| AXA S.A. | 29,747 | $1.46M | 0.00% | −3,391−10.2% | Reduced |
| Sterling Capital Management LLC | 29,404 | $1.44M | 0.02% | +29,404 | New |
| Resona Asset Management Co.,Ltd. | 29,629 | $1.44M | 0.01% | −1,367−4.4% | Reduced |
| Ensign Peak Advisors, Inc | 29,128 | $1.43M | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 28,335 | $1.39M | 0.00% | −658−2.3% | Reduced |
| Summit Global Investments | 28,240 | $1.39M | 0.09% | −1,458−4.9% | Reduced |
| Yousif Capital Management, LLC | 27,940 | $1.37M | 0.01% | −3,818−12.0% | Reduced |
| Hancock Whitney Corp | 26,776 | $1.31M | 0.04% | +2,461+10.1% | Added |
| Teachers Retirement System of the State of Kentucky | 25,698 | $1.26M | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 25,230 | $1.24M | 0.01% | −1,449−5.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,990 | $1.23M | 0.00% | −25,611−50.6% | Reduced |
| Stifel Financial Corp | 24,714 | $1.21M | 0.00% | +8,922+56.5% | Added |
| Teacher Retirement System of Texas | 24,194 | $1.19M | 0.01% | −2,976−11.0% | Reduced |
| Penserra Capital Management LLC | 24,081 | $1.18M | 0.03% | +4,495+23.0% | Added |
| Gsa Capital Partners LLP | 23,945 | $1.17M | 0.09% | −27,537−53.5% | Reduced |
| Globeflex Capital L P | 23,734 | $1.16M | 0.11% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 23,412 | $1.15M | 0.00% | −882−3.6% | Reduced |
| Handelsbanken Fonder AB | 23,400 | $1.15M | 0.00% | +7,700+49.0% | Added |
| Pacer Advisors, Inc. | 23,332 | $1.14M | 0.00% | +3,420+17.2% | Added |
| Midwest Professional Planners, LTD. | 22,746 | $1.12M | 0.34% | −8,557−27.3% | Reduced |
| Creative Planning | 22,552 | $1.11M | 0.00% | +6,199+37.9% | Added |
| Pictet Asset Management Holding SA | 22,357 | $1.10M | 0.00% | −1,486−6.2% | Reduced |
| Jane Street Group, LLC | 22,045 | $1.08M | 0.00% | −83,198−79.1% | Reduced |
| Quantbot Technologies LP | 21,830 | $1.07M | 0.04% | +21,830 | New |
| Arizona State Retirement System | 21,789 | $1.07M | 0.01% | +602+2.8% | Added |
| UniSuper Management Pty Ltd | 21,200 | $1.04M | 0.01% | −200−0.9% | Reduced |
| Louisiana State Employees Retirement System | 21,000 | $1.03M | 0.02% | −400−1.9% | Reduced |
| Intech Investment Management LLC | 19,532 | $957.8K | 0.01% | −14,185−42.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,126 | $937.9K | 0.01% | −864−4.3% | Reduced |
| Cerity Partners LLC | 19,022 | $932.8K | 0.00% | +4,507+31.1% | Added |
| Focus Financial Network, Inc. | 18,701 | $922.4K | 0.04% | +1,088+6.2% | Added |
| Cetera Investment Advisers | 18,659 | $915.1K | 0.00% | +1,125+6.4% | Added |
| Versor Investments LP | 18,600 | $912.1K | 0.14% | +5,600+43.1% | Added |
| Greenland Capital Management LP | 18,000 | $882.7K | 0.16% | −7,000−28.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $882.7K | 0.26% | 00.0% | Unchanged |
| State of Michigan Retirement System | 17,989 | $882.2K | 0.00% | −200−1.1% | Reduced |
| State of Tennessee, Treasury Department | 17,814 | $873.6K | 0.00% | −14,224−44.4% | Reduced |
| DekaBank Deutsche Girozentrale | 17,938 | $864.0K | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 17,500 | $858.0K | 0.27% | +1,500+9.4% | Added |
| Savant Capital, LLC | 17,424 | $854.5K | 0.01% | −637−3.5% | Reduced |
| IFM Investors Pty Ltd | 17,415 | $854.0K | 0.01% | +44+0.3% | Added |
| Pathstone Holdings, LLC | 17,118 | $839.5K | 0.00% | +2,071+13.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,799 | $823.8K | 0.02% | −90−0.5% | Reduced |
| Lecap Asset Management Ltd | 16,621 | $815.1K | 0.18% | −1,267−7.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,600 | $814.1K | 0.01% | −64,298−79.5% | Reduced |
| Private Advisor Group, LLC | 16,297 | $799.2K | 0.00% | +350+2.2% | Added |
| Independent Financial Group, LLC | 16,020 | $785.6K | 0.03% | +16,020 | New |
| Standard Life Aberdeen plc | 15,737 | $771.7K | 0.00% | +2,121+15.6% | Added |
| Ameritas Investment Partners, Inc. | 15,535 | $761.8K | 0.02% | −561−3.5% | Reduced |
| Oregon Public Employees Retirement Fund | 15,457 | $758.0K | 0.01% | −300−1.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,307 | $750.7K | 0.01% | +2,695+21.4% | Added |
| New Mexico Educational Retirement Board | 15,300 | $750.0K | 0.03% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 15,054 | $738.2K | 0.08% | −670−4.3% | Reduced |
| 1620 Investment Advisors, Inc. | 14,852 | $728.4K | 0.53% | +341+2.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,821 | $726.8K | 0.00% | +1,668+12.7% | Added |
| Man Group plc | 14,635 | $717.7K | 0.00% | −128,507−89.8% | Reduced |
| Nebula Research & Development LLC | 14,592 | $715.6K | 0.09% | −30,803−67.9% | Reduced |
| Victory Capital Management Inc | 14,456 | $708.9K | 0.00% | −1,136−7.3% | Reduced |
| PCG Wealth Advisors, LLC | 14,104 | $691.7K | 0.27% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,031 | $688.0K | 0.00% | +3,562+34.0% | Added |
| RDA Financial Network | 13,954 | $684.3K | 0.21% | −271−1.9% | Reduced |
| Natixis | 13,858 | $679.6K | 0.00% | +732+5.6% | Added |
| Texas Yale Capital Corp. | 13,750 | $674.3K | 0.03% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 14,971 | $674.0K | 0.00% | +4,050+37.1% | Added |
| Kestra Private Wealth Services, LLC | 13,490 | $665.4K | 0.01% | +6,796+101.5% | Added |
| Samalin Investment Counsel, LLC | 13,547 | $664.4K | 0.29% | +492+3.8% | Added |
| XTX Topco Ltd | 13,238 | $649.2K | 0.05% | +8,103+157.8% | Added |
| JustInvest LLC | 13,227 | $648.7K | 0.01% | +1,115+9.2% | Added |
| Diversify Advisory Services, LLC | 13,441 | $640.1K | 0.03% | +4,679+53.4% | Added |
| Alberta Investment Management Corp | 12,700 | $622.8K | 0.01% | −17,900−58.5% | Reduced |
| Van Eck Associates Corp | 12,937 | $611.0K | 0.00% | +1,420+12.3% | Added |
| Kovack Advisors, Inc. | 12,450 | $610.5K | 0.06% | −506−3.9% | Reduced |
| M&T Bank Corp | 12,146 | $596.0K | 0.00% | +1,218+11.1% | Added |
| EMC Capital Management | 1,338 | $576.0K | 0.48% | −7,462−84.8% | Reduced |
| Moody National Bank Trust Division | 11,421 | $560.1K | 0.06% | +4,379+62.2% | Added |
| Bank of Montreal | 11,503 | $558.5K | 0.00% | +112+1.0% | Added |
| UBS Oconnor LLC | 10,400 | $510.0K | 0.01% | −1,800−14.8% | Reduced |
| Coldstream Capital Management Inc | 10,066 | $492.5K | 0.01% | +173+1.7% | Added |
| Nissay Asset Management Corp | 10,038 | $492.3K | 0.00% | +111+1.1% | Added |
| Voya Investment Management LLC | 9,720 | $476.7K | 0.00% | −812−7.7% | Reduced |
| Jackson Square Capital, LLC | 9,580 | $469.8K | 0.12% | +9,580 | New |
| Erste Asset Management GmbH | 9,100 | $441.8K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 8,971 | $439.9K | 0.00% | +8+0.1% | Added |