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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 5 | $0 | 0.00% | −12−70.6% | Reduced |
| Activest Wealth Management | 1 | $44 | 0.00% | +1 | New |
| Creekmur Asset Management LLC | 4 | $177 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $177 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $218 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $310 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $354 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $576 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $576 | 0.00% | +13 | New |
| Whipplewood Advisors, LLC | 17 | $753 | 0.00% | +17 | New |
| Glen Eagle Advisors, LLC | 18 | $792 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 19 | $841 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $975 | 0.00% | +22 | New |
| Roble, Belko & Company, Inc | 28 | $1.00K | 0.00% | +1+3.7% | Added |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 23 | $1.02K | 0.00% | +23 | New |
| Decker Retirement Planning Inc. | 24 | $1.06K | 0.00% | +24 | New |
| WealthCollab, LLC | 25 | $1.11K | 0.00% | +25 | New |
| Archer Investment Corp | 26 | $1.17K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 27 | $1.20K | 0.00% | +27 | New |
| Bruce G. Allen Investments, LLC | 31 | $1.37K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $1.46K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 34 | $1.51K | 0.00% | +34 | New |
| PSI Advisors, LLC | 50 | $2.21K | 0.00% | −179−78.2% | Reduced |
| Massmutual Trust Co FSB | 55 | $2.44K | 0.00% | +53+2,650.0% | Added |
| Colonial Trust Co | 55 | $2.44K | 0.00% | +55 | New |
| Trust Co of Vermont | 66 | $2.92K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 68 | $3.01K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $3.32K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $3.32K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 86 | $3.83K | 0.00% | +25+41.0% | Added |
| Centerpoint Advisors, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 93 | $4.12K | 0.00% | +15+19.2% | Added |
| Danske Bank A/S | 100 | $4.43K | 0.00% | −500−83.3% | Reduced |
| TD Capital Management LLC | 101 | $4.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 105 | $4.65K | 0.00% | −15−12.5% | Reduced |
| Quent Capital, LLC | 106 | $4.70K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $4.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 110 | $5.00K | 0.00% | +38+52.8% | Added |
| Umb Bank N A | 154 | $6.82K | 0.00% | +145+1,611.1% | Added |
| Bell Investment Advisors, Inc | 154 | $6.82K | 0.00% | +11+7.7% | Added |
| Caitong International Asset Management Co., Ltd | 160 | $7.08K | 0.01% | +160 | New |
| Coppell Advisory Solutions LLC | 163 | $7.21K | 0.00% | +163 | New |
| Prestige Wealth Management Group LLC | 176 | $7.84K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 182 | $8.06K | 0.00% | +182 | New |
| Quarry LP | 201 | $8.90K | 0.00% | −52−20.6% | Reduced |
| Mather Group, LLC. | 209 | $9.26K | 0.00% | −65−23.7% | Reduced |
| Whittier Trust Co | 211 | $9.34K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 215 | $9.52K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 250 | $11.0K | 0.00% | +155+163.2% | Added |
| Smartleaf Asset Management LLC | 270 | $11.9K | 0.00% | −196−42.1% | Reduced |
| CoreCap Advisors, LLC | 272 | $12.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 273 | $12.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 280 | $12.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 300 | $13.3K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 300 | $13.3K | 0.01% | +300 | New |
| Clearstead Advisors, LLC | 320 | $14.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 329 | $15.0K | 0.00% | +7+2.2% | Added |
| GWM Advisors LLC | 350 | $15.5K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 377 | $16.7K | 0.01% | +377 | New |
| Bryn Mawr Trust Co | 377 | $16.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 449 | $19.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 450 | $19.9K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 452 | $20.0K | 0.00% | +26+6.1% | Added |
| Northwestern Mutual Wealth Management Co | 464 | $20.5K | 0.00% | +387+502.6% | Added |
| Geneos Wealth Management Inc. | 523 | $23.1K | 0.00% | +10+1.9% | Added |
| Jones Financial Companies LLLP | 534 | $23.7K | 0.00% | +534 | New |
| V-Square Quantitative Management LLC | 556 | $24.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 561 | $24.8K | 0.01% | +1+0.2% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $26.7K | 0.02% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 612 | $27.1K | 0.01% | +612 | New |
| Proequities, Inc. | 646 | $30.1K | 0.00% | +279+76.0% | Added |
| SRS Capital Advisors, Inc. | 711 | $31.5K | 0.00% | +82+13.0% | Added |
| Allworth Financial LP | 742 | $34.6K | 0.00% | −18−2.4% | Reduced |
| GAMMA Investing LLC | 1,127 | $49.9K | 0.00% | +302+36.6% | Added |
| Lindbrook Capital, LLC | 1,159 | $51.3K | 0.00% | +43+3.9% | Added |
| MAI Capital Management | 1,191 | $52.7K | 0.00% | +1,191 | New |
| Nova Wealth Management, Inc. | 1,223 | $54.2K | 0.05% | +1,223 | New |
| Advisors Asset Management, Inc. | 1,289 | $57.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,296 | $57.4K | 0.00% | +457+54.5% | Added |
| Brown Brothers Harriman & Co | 1,359 | $60.2K | 0.00% | +1,359 | New |
| GF Fund Management Co. Ltd. | 1,376 | $60.9K | 0.00% | +1,376 | New |
| Steward Partners Investment Advisory, LLC | 1,408 | $62.4K | 0.00% | −200−12.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,530 | $67.7K | 0.00% | +522+51.8% | Added |
| Versant Capital Management, Inc | 1,554 | $68.8K | 0.01% | +68+4.6% | Added |
| Harbor Capital Advisors, Inc. | 1,562 | $69.0K | 0.00% | −21−1.3% | Reduced |
| IFP Advisors, Inc | 1,826 | $80.9K | 0.00% | +24+1.3% | Added |
| RE Dickinson Investment Advisors, LLC | 1,825 | $80.9K | 0.05% | −212−10.4% | Reduced |
| Harbour Investments, Inc. | 1,883 | $83.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,995 | $89.0K | 0.06% | +166+9.1% | Added |
| Fifth Third Bancorp | 2,069 | $91.6K | 0.00% | +73+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,113 | $92.8K | 0.00% | −1,901−47.4% | Reduced |
| Spire Wealth Management | 2,097 | $92.8K | 0.00% | +138+7.0% | Added |
| Venturi Wealth Management, LLC | 2,117 | $93.7K | 0.00% | +643+43.6% | Added |
| Vestcor Inc | 2,209 | $98.0K | 0.00% | +2,209 | New |
| Signaturefd, LLC | 2,376 | $105.2K | 0.00% | +16+0.7% | Added |
| FIL Ltd | 2,484 | $110.0K | 0.00% | +696+38.9% | Added |
| Public Employees Retirement Association of Colorado | 2,842 | $126.0K | 0.00% | −4,236−59.8% | Reduced |
| Heritage Wealth Advisors | 3,000 | $132.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,265 | $144.6K | 0.01% | +142+4.5% | Added |