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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 367 | $18.1K | 0.00% | +354+2,723.1% | Added |
| GWM Advisors LLC | 350 | $17.2K | 0.00% | −10−2.8% | Reduced |
| Capital Analysts, LLC | 322 | $16.0K | 0.00% | −1−0.3% | Reduced |
| True Wealth Design, LLC | 324 | $15.9K | 0.01% | +324 | New |
| Clearstead Advisors, LLC | 320 | $15.7K | 0.00% | +320 | New |
| Investors Research Corp | 300 | $14.7K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 300 | $14.7K | 0.00% | +300 | New |
| Huntington National Bank | 280 | $13.7K | 0.00% | −6−2.1% | Reduced |
| Mather Group, LLC. | 274 | $13.4K | 0.00% | −164−37.4% | Reduced |
| DT Investment Partners, LLC | 273 | $13.4K | 0.00% | +273 | New |
| CoreCap Advisors, LLC | 272 | $13.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 253 | $12.4K | 0.00% | −171−40.3% | Reduced |
| PSI Advisors, LLC | 229 | $11.2K | 0.00% | +1+0.4% | Added |
| Arlington Trust Co LLC | 215 | $10.5K | 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 |
| Prestige Wealth Management Group LLC | 176 | $8.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 143 | $7.01K | 0.00% | −13−8.3% | Reduced |
| Atlas Capital Advisors LLC | 140 | $6.87K | 0.00% | +140 | New |
| Jaffetilchin Investment Partners, LLC | 134 | $6.55K | 0.00% | +134 | New |
| Farther Finance Advisors, LLC | 120 | $5.88K | 0.00% | +18+17.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.44K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 106 | $5.20K | 0.00% | −36−25.4% | Reduced |
| Bessemer Group Inc | 95 | $5.00K | 0.00% | +27+39.7% | Added |
| TD Capital Management LLC | 101 | $4.94K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 100 | $4.92K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 100 | $4.90K | 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 |
| Parkside Financial Bank & Trust | 78 | $3.83K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 77 | $3.78K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $3.68K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 74 | $3.63K | 0.00% | +74 | New |
| West Branch Capital LLC | 68 | $3.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $3.32K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 66 | $3.24K | 0.00% | +66 | New |
| WR Wealth Planners, LLC | 61 | $2.97K | 0.00% | +2+3.4% | Added |
| Farmers & Merchants Investments Inc | 33 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $1.52K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 26 | $1.27K | 0.00% | +1+4.0% | Added |
| 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 |
| GPS Wealth Strategies Group, LLC | 19 | $932 | 0.00% | +19 | New |
| Glen Eagle Advisors, LLC | 18 | $861 | 0.00% | +1+5.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $686 | 0.00% | +14 | New |
| Umb Bank N A | 9 | $441 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $392 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $344 | 0.00% | +2+40.0% | Added |
| Cornerstone Planning Group LLC | 7 | $328 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 5 | $242 | 0.00% | +5 | New |
| Leonteq Securities AG | 4 | $196 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $196 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2 | $98 | 0.00% | +2 | New |
| Hemington Wealth Management | 17 | $0 | 0.00% | +17 | New |
| 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 |