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, Q4 2024
Institutional positions in Epr Properties as of Dec 31, 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
- 364
- +13 vs. Q3 2024
- Shares held
- 53.7M
- +215.2K (+0.4%) vs. Q3 2024
- Total value
- $2.38B
- −$241.1M (−9.2%) vs. Q3 2024
- New holders
- 58
- 148 more added
- Sold out
- 45
- 98 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,248,058 | $498.1M | 0.01% | −32,680−0.3% | Reduced |
| BlackRock, Inc. | 10,652,130 | $471.7M | 0.01% | +79,718+0.8% | Added |
| State Street Corp | 3,924,884 | $174.9M | 0.01% | +97,242+2.5% | Added |
| Geode Capital Management, LLC | 1,424,428 | $63.1M | 0.00% | −6910.0% | Reduced |
| Renaissance Technologies LLC | 1,381,323 | $61.2M | 0.09% | −2,900−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,380,301 | $61.1M | 0.01% | +30,401+2.3% | Added |
| Bank of New York Mellon Corp | 1,145,267 | $50.7M | 0.01% | +60,953+5.6% | Added |
| LSV Asset Management | 1,129,098 | $50.0M | 0.12% | +123,400+12.3% | Added |
| American Century Companies Inc | 1,085,947 | $48.1M | 0.03% | +334,943+44.6% | Added |
| Dimensional Fund Advisors LP | 1,075,329 | $47.6M | 0.01% | −15,497−1.4% | Reduced |
| Norges Bank | 929,267 | $41.1M | 0.01% | +21,162+2.3% | Added |
| AQR Capital Management LLC | 864,484 | $38.3M | 0.05% | +58,106+7.2% | Added |
| Northern Trust Corp | 844,940 | $37.4M | 0.01% | +198,019+30.6% | Added |
| UBS Group AG | 826,989 | $36.6M | 0.01% | +627,235+314.0% | Added |
| Sycale Advisors (NY) LLC | 719,758 | $31.9M | 9.97% | −49,866−6.5% | Reduced |
| JPMorgan Chase & Co | 685,542 | $30.4M | 0.00% | +12,425+1.8% | Added |
| Morgan Stanley | 637,693 | $28.2M | 0.00% | +62,667+10.9% | Added |
| Invesco Ltd. | 614,958 | $27.2M | 0.01% | −439,397−41.7% | Reduced |
| Millennium Management LLC | 578,995 | $25.6M | 0.02% | +343,729+146.1% | Added |
| Legal & General Group Plc | 497,578 | $22.0M | 0.01% | −36,968−6.9% | Reduced |
| Advisors Capital Management, LLC | 495,055 | $21.9M | 0.34% | +11,357+2.3% | Added |
| UBS Asset Management Americas Inc | 463,039 | $20.5M | 0.00% | +5,418+1.2% | Added |
| Price T Rowe Associates Inc | 318,383 | $14.1M | 0.00% | +19,870+6.7% | Added |
| Nuveen Asset Management, LLC | 297,444 | $13.2M | 0.00% | −156,248−34.4% | Reduced |
| Raymond James Financial Inc | 296,853 | $13.1M | 0.00% | +296,853 | New |
| Penn Capital Management Co Inc | 291,203 | $12.9M | 1.26% | +6,418+2.3% | Added |
| Rhumbline Advisers | 236,095 | $10.5M | 0.01% | +8,924+3.9% | Added |
| New York State Common Retirement Fund | 235,999 | $10.5M | 0.01% | +25,345+12.0% | Added |
| STRS Ohio | 203,649 | $9.02M | 0.04% | +42,848+26.6% | Added |
| Ameriprise Financial Inc | 190,242 | $8.43M | 0.00% | −18,475−8.9% | Reduced |
| Swedbank AB | 177,872 | $7.88M | 0.01% | +500.0% | Added |
| Principal Financial Group Inc | 173,583 | $7.69M | 0.00% | −1,680−1.0% | Reduced |
| Russell Investments Group, Ltd. | 171,857 | $7.61M | 0.01% | +36,902+27.3% | Added |
| State of Wisconsin Investment Board | 169,356 | $7.50M | 0.02% | −5,086−2.9% | Reduced |
| Los Angeles Capital Management LLC | 164,326 | $7.28M | 0.03% | −137,804−45.6% | Reduced |
| Quantinno Capital Management LP | 162,393 | $7.19M | 0.07% | +36,367+28.9% | Added |
| Allianz Asset Management GmbH | 162,242 | $7.18M | 0.01% | +19,477+13.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 160,693 | $7.12M | 0.02% | −2,798−1.7% | Reduced |
| Thrivent Financial for Lutherans | 158,263 | $7.01M | 0.01% | −92,970−37.0% | Reduced |
| First Trust Advisors LP | 157,104 | $6.96M | 0.01% | +2,500+1.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 151,931 | $6.73M | 0.02% | +18,127+13.5% | Added |
| Swiss National Bank | 148,988 | $6.60M | 0.00% | +1,200+0.8% | Added |
| Cyndeo Wealth Partners, LLC | 146,032 | $6.47M | 0.44% | +8,102+5.9% | Added |
| SEI Investments Co | 144,645 | $6.40M | 0.01% | −7,108−4.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 142,223 | $6.30M | 0.59% | −3,168−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 138,050 | $6.11M | 0.01% | +551+0.4% | Added |
| Citadel Advisors LLC | 136,796 | $6.06M | 0.01% | −76,031−35.7% | Reduced |
| Public Employees Retirement System of Ohio | 134,162 | $5.94M | 0.02% | −2,279−1.7% | Reduced |
| Bank of America Corp | 131,354 | $5.82M | 0.00% | +11,907+10.0% | Added |
| Primecap Management Co | 123,990 | $5.49M | 0.00% | −5,270−4.1% | Reduced |
| Macquarie Group Ltd | 116,137 | $5.14M | 0.01% | +685+0.6% | Added |
| Barclays PLC | 114,596 | $5.07M | 0.00% | +73,949+181.9% | Added |
| Discovery Capital Management, LLC | 112,618 | $4.99M | 0.34% | +30,000+36.3% | Added |
| Asset Management One Co.,Ltd. | 110,474 | $4.85M | 0.02% | +2,443+2.3% | Added |
| Lighthouse Investment Partners, LLC | 109,000 | $4.83M | 0.19% | +109,000 | New |
| Alliancebernstein L.P. | 108,619 | $4.81M | 0.00% | −7,688−6.6% | Reduced |
| Great West Life Assurance Co | 104,548 | $4.63M | 0.01% | +1,571+1.5% | Added |
| Nomura Asset Management Co Ltd | 100,830 | $4.46M | 0.01% | +6,760+7.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 99,640 | $4.41M | 0.01% | +99,640 | New |
| Schonfeld Strategic Advisors LLC | 99,571 | $4.41M | 0.03% | +82,971+499.8% | Added |
| Goldman Sachs Group Inc | 95,085 | $4.21M | 0.00% | −5,020−5.0% | Reduced |
| Retirement Systems of Alabama | 92,082 | $4.08M | 0.02% | +99+0.1% | Added |
| Federated Hermes, Inc. | 91,157 | $4.04M | 0.01% | +1,316+1.5% | Added |
| New Age Alpha Advisors, LLC | 88,741 | $3.93M | 0.16% | +88,741 | New |
| State Board of Administration of Florida Retirement System | 86,691 | $3.84M | 0.01% | −99−0.1% | Reduced |
| Corebridge Financial, Inc. | 85,684 | $3.79M | 0.02% | −3,851−4.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 82,345 | $3.65M | 0.00% | +457+0.6% | Added |
| Wells Fargo & Company | 79,762 | $3.53M | 0.00% | −360.0% | Reduced |
| New York State Teachers Retirement System | 78,783 | $3.49M | 0.01% | −18,912−19.4% | Reduced |
| QRG Capital Management, Inc. | 77,985 | $3.45M | 0.04% | +2,372+3.1% | Added |
| Franklin Resources Inc | 74,651 | $3.31M | 0.00% | −4,367−5.5% | Reduced |
| LPL Financial LLC | 73,807 | $3.27M | 0.00% | +4,005+5.7% | Added |
| Ballast Asset Management, LP | 73,282 | $3.24M | 1.61% | −2,528−3.3% | Reduced |
| Voya Investment Management LLC | 70,887 | $3.14M | 0.00% | +61,167+629.3% | Added |
| California State Teachers Retirement System | 70,780 | $3.13M | 0.00% | −774−1.1% | Reduced |
| Oppenheimer & Co Inc | 70,103 | $3.10M | 0.05% | +200+0.3% | Added |
| HSBC Holdings PLC | 63,617 | $2.82M | 0.00% | −1,604−2.5% | Reduced |
| Mercer Global Advisors Inc | 62,907 | $2.79M | 0.01% | −2,211−3.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 60,961 | $2.70M | 0.21% | +6,680+12.3% | Added |
| Manufacturers Life Insurance Company, The | 58,250 | $2.58M | 0.00% | −1,457−2.4% | Reduced |
| Caxton Associates LP | 55,506 | $2.46M | 0.08% | −41,544−42.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 49,369 | $2.20M | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 48,650 | $2.15M | 0.15% | +11,500+31.0% | Added |
| Deutsche Bank AG | 47,877 | $2.12M | 0.00% | −1,021−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 46,626 | $2.08M | 0.01% | −2,082−4.3% | Reduced |
| MetLife Investment Management | 44,894 | $1.99M | 0.01% | +3,479+8.4% | Added |
| State of Alaska, Department of Revenue | 44,677 | $1.98M | 0.02% | +251+0.6% | Added |
| Citigroup Inc | 44,124 | $1.95M | 0.00% | +10,550+31.4% | Added |
| Intech Investment Management LLC | 43,905 | $1.94M | 0.02% | +24,373+124.8% | Added |
| Amundi | 42,088 | $1.89M | 0.00% | +1,172+2.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,285 | $1.87M | 0.01% | +12,190+40.5% | Added |
| Engineers Gate Manager LP | 42,227 | $1.87M | 0.03% | +9,883+30.6% | Added |
| Envestnet Asset Management Inc | 42,050 | $1.86M | 0.00% | +233+0.6% | Added |
| State of New Jersey Common Pension Fund D | 41,674 | $1.85M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,067 | $1.82M | 0.01% | +11,308+38.0% | Added |
| Mariner, LLC | 40,101 | $1.78M | 0.00% | +2,681+7.2% | Added |
| Mutual of America Capital Management LLC | 40,003 | $1.77M | 0.02% | −922−2.3% | Reduced |
| Keeley-Teton Advisors, LLC | 39,782 | $1.76M | 0.20% | −3,159−7.4% | Reduced |
| PFG Advisors | 38,970 | $1.73M | 0.11% | −300−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 38,519 | $1.71M | 0.03% | −6,120−13.7% | Reduced |