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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.

Other share classesEPR.PCEPR.PEEPR.PG

Q4 2024 vs. Q3 2024

How the institutions holding Epr Properties changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of EPR: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders3565364+13
Shares53.8M302.9K53.7M+215.2K (+0.4%)
Value$2.63B$14.4M$2.38B−$241.1M (−9.2%)

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (58)

Institutions that held Epr Properties at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to EPR in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc296,853$13.1M0.00%
Lighthouse Investment Partners, LLC109,000$4.83M0.19%
Universal- Beteiligungs- und Servicegesellschaft mbH99,640$4.41M0.01%
New Age Alpha Advisors, LLC88,741$3.93M0.16%
Quest Partners LLC35,205$1.56M0.21%
Police & Firemen's Retirement System of New Jersey27,188$1.20M0.01%
TT Capital Management LLC23,125$1.05M0.84%
Bastion Asset Management Inc.21,568$965.8K0.64%
KLP Kapitalforvaltning AS21,200$943.9K0.00%
Susquehanna International Group, LLP16,773$742.7K0.00%
Wincap Financial LLC15,719$696.0K0.71%
Boothbay Fund Management, LLC15,442$683.8K0.02%
Kestra Investment Management, LLC13,625$603.3K0.02%
Covalent Partners LLC12,500$553.5K3.85%
Groupe la Francaise12,601$549.6K0.01%
Hilltop Holdings Inc.11,917$527.7K0.03%
Kestra Advisory Services, LLC11,682$517.3K0.00%
Wedbush Securities Inc11,535$511.0K0.02%
Maridea Wealth Management LLC11,510$509.7K0.16%
Toroso Investments, LLC10,841$480.0K0.00%
Teamwork Financial Advisors, LLC10,689$473.3K0.06%
Nomura Holdings Inc10,049$445.0K0.00%
Brevan Howard Capital Management LP9,766$432.4K0.01%
Formidable Asset Management, LLC9,595$424.9K0.07%
AlphaCore Capital LLC9,254$409.8K0.09%
Empowered Funds, LLC7,942$351.7K0.01%
Arete Wealth Advisors, LLC6,992$307.0K0.02%
Fox Run Management, L.L.C.6,354$281.4K0.05%
Prosperity Consulting Group, LLC6,158$272.7K0.02%
Callan Family Office, LLC6,074$269.0K0.02%
Sterneck Capital Management, LLC5,708$252.8K0.14%
Vanderbilt University5,504$243.7K0.05%
Vermillion & White Wealth Management Group, LLC5,032$222.8K0.16%
Sound Stewardship, LLC4,869$215.6K0.13%
EP Wealth Advisors, LLC4,545$201.3K0.00%
Vestcor Inc2,209$98.0K0.00%
GF Fund Management Co. Ltd.1,376$60.9K0.00%
Brown Brothers Harriman & Co1,359$60.2K0.00%
Nova Wealth Management, Inc.1,223$54.2K0.05%
MAI Capital Management1,191$52.7K0.00%
Synergy Investment Management, LLC612$27.1K0.01%
Jones Financial Companies LLLP534$23.7K0.00%
Compass Financial Services Inc377$16.7K0.01%
Fourth Dimension Wealth, LLC300$13.3K0.01%
Financial Gravity Companies, Inc.182$8.06K0.00%
Coppell Advisory Solutions LLC163$7.21K0.00%
Caitong International Asset Management Co., Ltd160$7.08K0.01%
Colonial Trust Co55$2.44K0.00%
Sanctuary Wealth Management, L.L.C.34$1.51K0.00%
Mountain Hill Investment Partners Corp.27$1.20K0.00%
WealthCollab, LLC25$1.11K0.00%
Decker Retirement Planning Inc.24$1.06K0.00%
Sierra Ocean, LLC23$1.02K0.00%
Sachetta, LLC22$9750.00%
Whipplewood Advisors, LLC17$7530.00%
WPG Advisers, LLC13$5760.00%
New Millennium Group LLC4$1770.00%
Activest Wealth Management1$440.00%

Sold out (45)

Institutions that held Epr Properties at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of EPR in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Balyasny Asset Management LLC680,963$33.4M
Centersquare Investment Management LLC271,318$13.3M
Two Sigma Investments, LP199,052$9.76M
Arrowstreet Capital, Limited Partnership161,788$7.93M
Algert Global LLC140,626$6.90M
Miller Howard Investments Inc140,000$6.87M
Voloridge Investment Management, LLC86,034$4.22M
Liberty Mutual Group Asset Management Inc.63,973$3.14M
GraniteShares Advisors LLC47,176$2.31M
Quantbot Technologies LP21,830$1.07M
Man Group plc14,635$717.7K
XTX Topco Ltd13,238$649.2K
UBS Oconnor LLC10,400$510.0K
Jackson Square Capital, LLC9,580$469.8K
Affinity Investment Advisors, LLC8,207$402.5K
SG Americas Securities, LLC6,787$333.0K
Landscape Capital Management, L.L.C.6,375$312.6K
Naviter Wealth, LLC5,974$294.7K
D. E. Shaw & Co., Inc.5,849$286.8K
Captrust Financial Advisors5,379$263.8K
Buckingham Strategic Partners4,881$239.4K
Veriti Management LLC4,782$234.5K
Burney Co4,698$230.4K
Mackenzie Financial Corp4,583$224.8K
Presima Inc.4,400$215.8K
Maryland State Retirement & Pension System4,268$209.3K
Wellington Management Group LLP4,232$207.5K
Schnieders Capital Management LLC4,162$204.1K
Utah Retirement Systems4,138$202.9K
Truist Financial Corp2,463$120.8K
Allspring Global Investments Holdings, LLC1,381$67.7K
NBC Securities, Inc.562$27.0K
Capital Performance Advisors LLP486$23.8K
True Wealth Design, LLC324$15.9K
Godsey & Gibb Associates300$14.7K
Aspire Private Capital, LLC211$10.3K
Atlas Capital Advisors LLC140$6.87K
Jaffetilchin Investment Partners, LLC134$6.55K
Macroview Investment Management LLC100$4.92K
GHP Investment Advisors, Inc.100$4.90K
Frazier Financial Advisors, LLC74$3.63K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC14$686
Cornerstone Planning Group LLC7$328
Leonteq Securities AG4$196
International Assets Investment Management, LLC66,982–

Not filed for Q4 2024 yet (5)

Institutions that held Epr Properties at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPR in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates154,198$7.56M
Eagle Asset Management Inc115,342$5.22M
Raymond James Financial Services Advisors, Inc.24,990$1.23M
All Season Financial Advisors, Inc.7,878$386.4K
Abich Financial Wealth Management LLC511$25.1K