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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 8,625 | $423.0K | 0.01% | −19−0.2% | Reduced |
| D.A. Davidson & Co. | 8,448 | $414.3K | 0.00% | +762+9.9% | Added |
| Affinity Investment Advisors, LLC | 8,207 | $402.5K | 0.28% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 7,878 | $386.4K | 0.33% | +18+0.2% | Added |
| Metis Global Partners, LLC | 7,797 | $382.4K | 0.01% | +1,881+31.8% | Added |
| Bridgefront Capital, LLC | 7,794 | $382.2K | 0.15% | −1,806−18.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,694 | $377.3K | 0.00% | +7,694 | New |
| CWM, LLC | 7,683 | $377.0K | 0.00% | +2,547+49.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $368.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,387 | $362.3K | 0.00% | +54+0.7% | Added |
| MML Investors Services, LLC | 7,348 | $360.0K | 0.00% | −107−1.4% | Reduced |
| CI Private Wealth, LLC | 7,128 | $349.6K | 0.00% | +459+6.9% | Added |
| Public Employees Retirement Association of Colorado | 7,078 | $347.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 7,012 | $343.9K | 0.00% | −30,992−81.5% | Reduced |
| HighTower Advisors, LLC | 6,926 | $342.0K | 0.00% | −5,446−44.0% | Reduced |
| Advisory Services Network, LLC | 8,094 | $339.8K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,787 | $333.0K | 0.00% | −10,561−60.9% | Reduced |
| BTC Capital Management, Inc. | 6,782 | $332.6K | 0.03% | −84−1.2% | Reduced |
| Ontario Teachers Pension Plan Board | 6,691 | $328.1K | 0.00% | −60,912−90.1% | Reduced |
| Alps Advisors Inc | 6,665 | $326.9K | 0.00% | +260+4.1% | Added |
| Neuberger Berman Group LLC | 6,566 | $322.0K | 0.00% | −9,415−58.9% | Reduced |
| Private Trust Co NA | 6,470 | $317.3K | 0.03% | +13+0.2% | Added |
| Landscape Capital Management, L.L.C. | 6,375 | $312.6K | 0.03% | +6,375 | New |
| Abel Hall, LLC | 6,256 | $306.8K | 0.20% | +31+0.5% | Added |
| Icapital Wealth LLC | 6,218 | $304.9K | 0.17% | 00.0% | Unchanged |
| Colony Group, LLC | 6,157 | $301.9K | 0.00% | +147+2.4% | Added |
| Impact Partnership Wealth, LLC | 6,114 | $299.8K | 0.07% | +6,114 | New |
| Naviter Wealth, LLC | 5,974 | $294.7K | 0.04% | −39−0.6% | Reduced |
| Securian Asset Management, Inc | 5,888 | $288.7K | 0.01% | −147−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 5,849 | $286.8K | 0.00% | +1,042+21.7% | Added |
| Parallel Advisors, LLC | 5,704 | $279.7K | 0.01% | +1,778+45.3% | Added |
| Panagora Asset Management Inc | 5,675 | $278.3K | 0.00% | −609−9.7% | Reduced |
| Byrne Asset Management LLC | 5,505 | $270.0K | 0.18% | – | – |
| RSM US Wealth Management LLC | 5,476 | $266.1K | 0.00% | +243+4.6% | Added |
| Captrust Financial Advisors | 5,379 | $263.8K | 0.00% | +480+9.8% | Added |
| Highland Capital Management, LLC | 5,261 | $258.0K | 0.01% | +5,261 | New |
| US Bancorp | 5,145 | $252.3K | 0.00% | +171+3.4% | Added |
| Atria Wealth Solutions, Inc. | 5,002 | $245.3K | 0.00% | +223+4.7% | Added |
| CIBC Private Wealth Group, LLC | 5,000 | $245.2K | 0.00% | +164+3.4% | Added |
| Buckingham Strategic Partners | 4,881 | $239.4K | 0.01% | +4,881 | New |
| Veriti Management LLC | 4,782 | $234.5K | 0.01% | −15−0.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,700 | $231.8K | 0.01% | −50−1.1% | Reduced |
| Burney Co | 4,698 | $230.4K | 0.01% | +4,698 | New |
| Pitcairn Co | 4,695 | $230.2K | 0.01% | −640−12.0% | Reduced |
| Stratos Wealth Partners, LTD. | 4,679 | $229.5K | 0.00% | −100−2.1% | Reduced |
| Mackenzie Financial Corp | 4,583 | $224.8K | 0.00% | +4,583 | New |
| Community Bank of Raymore | 4,555 | $223.4K | 0.17% | −555−10.9% | Reduced |
| Cornercap Investment Counsel Inc | 4,522 | $221.8K | 0.07% | −18,195−80.1% | Reduced |
| Presima Inc. | 4,400 | $215.8K | 0.05% | +4,400 | New |
| Maryland State Retirement & Pension System | 4,268 | $209.3K | 0.00% | −1,904−30.8% | Reduced |
| Wellington Management Group LLP | 4,232 | $207.5K | 0.00% | −14,639−77.6% | Reduced |
| Schnieders Capital Management LLC | 4,162 | $204.1K | 0.04% | +4,162 | New |
| Ieq Capital, LLC | 4,145 | $203.2K | 0.00% | +4,145 | New |
| Utah Retirement Systems | 4,138 | $202.9K | 0.00% | +4,138 | New |
| MRP Capital Investments, LLC | 4,045 | $198.3K | 0.19% | −5,585−58.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,014 | $196.8K | 0.00% | −195−4.6% | Reduced |
| Sunbelt Securities, Inc. | 4,000 | $196.2K | 0.02% | +4,000 | New |
| Virtus ETF Advisers LLC | 3,983 | $195.3K | 0.09% | −373−8.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,014 | $194.9K | 0.00% | +697+21.0% | Added |
| Global Retirement Partners, LLC | 3,889 | $190.7K | 0.01% | +602+18.3% | Added |
| Quadrant Capital Group LLC | 3,123 | $153.2K | 0.01% | −198−6.0% | Reduced |
| Heritage Wealth Advisors | 3,000 | $147.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,997 | $147.0K | 0.00% | −2,812−48.4% | Reduced |
| Simplex Trading, LLC | 2,610 | $127.0K | 0.00% | −10,637−80.3% | Reduced |
| Truist Financial Corp | 2,463 | $120.8K | 0.00% | −25,422−91.2% | Reduced |
| Signaturefd, LLC | 2,360 | $115.7K | 0.00% | +328+16.1% | Added |
| RE Dickinson Investment Advisors, LLC | 2,037 | $99.9K | 0.06% | −1,355−39.9% | Reduced |
| Fifth Third Bancorp | 1,996 | $97.9K | 0.00% | −109−5.2% | Reduced |
| KBC Group NV | 1,986 | $97.0K | 0.00% | −7−0.4% | Reduced |
| Spire Wealth Management | 1,959 | $96.1K | 0.00% | +735+60.0% | Added |
| Harbour Investments, Inc. | 1,883 | $92.4K | 0.00% | −418−18.2% | Reduced |
| Covestor Ltd | 1,829 | $90.0K | 0.06% | −107−5.5% | Reduced |
| IFP Advisors, Inc | 1,802 | $88.3K | 0.00% | −220−10.9% | Reduced |
| FIL Ltd | 1,788 | $87.7K | 0.00% | −1,503−45.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,608 | $78.9K | 0.00% | +9+0.6% | Added |
| Harbor Capital Advisors, Inc. | 1,583 | $78.0K | 0.00% | +1,583 | New |
| Versant Capital Management, Inc | 1,486 | $72.9K | 0.02% | +24+1.6% | Added |
| Venturi Wealth Management, LLC | 1,474 | $72.3K | 0.00% | +438+42.3% | Added |
| Allspring Global Investments Holdings, LLC | 1,381 | $67.7K | 0.00% | −2,644−65.7% | Reduced |
| Advisors Asset Management, Inc. | 1,289 | $63.2K | 0.00% | −6−0.5% | Reduced |
| Lindbrook Capital, LLC | 1,116 | $54.7K | 0.00% | −9−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,008 | $49.4K | 0.00% | −261−20.6% | Reduced |
| Principal Securities, Inc. | 839 | $41.2K | 0.00% | +255+43.7% | Added |
| GAMMA Investing LLC | 825 | $40.5K | 0.00% | +231+38.9% | Added |
| Allworth Financial LP | 760 | $37.3K | 0.00% | +43+6.0% | Added |
| SRS Capital Advisors, Inc. | 629 | $30.8K | 0.00% | +290+85.5% | Added |
| Ronald Blue Trust, Inc. | 709 | $29.8K | 0.00% | +285+67.2% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $29.6K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 600 | $29.4K | 0.00% | −3,778−86.3% | Reduced |
| Skopos Labs, Inc. | 560 | $27.5K | 0.01% | +560 | New |
| V-Square Quantitative Management LLC | 556 | $27.3K | 0.00% | +556 | New |
| NBC Securities, Inc. | 562 | $27.0K | 0.00% | −521−48.1% | Reduced |
| Geneos Wealth Management Inc. | 513 | $25.2K | 0.00% | +9+1.8% | Added |
| Abich Financial Wealth Management LLC | 511 | $25.1K | 0.06% | +483+1,725.0% | Added |
| Capital Performance Advisors LLP | 486 | $23.8K | 0.01% | +486 | New |
| Smartleaf Asset Management LLC | 466 | $22.6K | 0.00% | +375+412.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 450 | $22.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 449 | $22.0K | 0.00% | −529−54.1% | Reduced |
| Matrix Trust Co | 426 | $21.0K | 0.00% | +13+3.1% | Added |
| Bryn Mawr Trust Co | 377 | $18.5K | 0.00% | +377 | New |