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 |
|---|---|---|---|---|---|
| New Age Alpha Advisors, LLC | 88,741 | $3.93M | 0.16% | +88,741 | New |
| Federated Hermes, Inc. | 91,157 | $4.04M | 0.01% | +1,316+1.5% | Added |
| Retirement Systems of Alabama | 92,082 | $4.08M | 0.02% | +99+0.1% | Added |
| Goldman Sachs Group Inc | 95,085 | $4.21M | 0.00% | −5,020−5.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 99,571 | $4.41M | 0.03% | +82,971+499.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 99,640 | $4.41M | 0.01% | +99,640 | New |
| Nomura Asset Management Co Ltd | 100,830 | $4.46M | 0.01% | +6,760+7.2% | Added |
| Great West Life Assurance Co | 104,548 | $4.63M | 0.01% | +1,571+1.5% | Added |
| Alliancebernstein L.P. | 108,619 | $4.81M | 0.00% | −7,688−6.6% | Reduced |
| Lighthouse Investment Partners, LLC | 109,000 | $4.83M | 0.19% | +109,000 | New |
| Asset Management One Co.,Ltd. | 110,474 | $4.85M | 0.02% | +2,443+2.3% | Added |
| Discovery Capital Management, LLC | 112,618 | $4.99M | 0.34% | +30,000+36.3% | Added |
| Barclays PLC | 114,596 | $5.07M | 0.00% | +73,949+181.9% | Added |
| Macquarie Group Ltd | 116,137 | $5.14M | 0.01% | +685+0.6% | Added |
| Primecap Management Co | 123,990 | $5.49M | 0.00% | −5,270−4.1% | Reduced |
| Bank of America Corp | 131,354 | $5.82M | 0.00% | +11,907+10.0% | Added |
| Public Employees Retirement System of Ohio | 134,162 | $5.94M | 0.02% | −2,279−1.7% | Reduced |
| Citadel Advisors LLC | 136,796 | $6.06M | 0.01% | −76,031−35.7% | Reduced |
| Commonwealth Equity Services, LLC | 138,050 | $6.11M | 0.01% | +551+0.4% | Added |
| Uniplan Investment Counsel, Inc. | 142,223 | $6.30M | 0.59% | −3,168−2.2% | Reduced |
| SEI Investments Co | 144,645 | $6.40M | 0.01% | −7,108−4.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 146,032 | $6.47M | 0.44% | +8,102+5.9% | Added |
| Swiss National Bank | 148,988 | $6.60M | 0.00% | +1,200+0.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 151,931 | $6.73M | 0.02% | +18,127+13.5% | Added |
| First Trust Advisors LP | 157,104 | $6.96M | 0.01% | +2,500+1.6% | Added |
| Thrivent Financial for Lutherans | 158,263 | $7.01M | 0.01% | −92,970−37.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 160,693 | $7.12M | 0.02% | −2,798−1.7% | Reduced |
| Allianz Asset Management GmbH | 162,242 | $7.18M | 0.01% | +19,477+13.6% | Added |
| Quantinno Capital Management LP | 162,393 | $7.19M | 0.07% | +36,367+28.9% | Added |
| Los Angeles Capital Management LLC | 164,326 | $7.28M | 0.03% | −137,804−45.6% | Reduced |
| State of Wisconsin Investment Board | 169,356 | $7.50M | 0.02% | −5,086−2.9% | Reduced |
| Russell Investments Group, Ltd. | 171,857 | $7.61M | 0.01% | +36,902+27.3% | Added |
| Principal Financial Group Inc | 173,583 | $7.69M | 0.00% | −1,680−1.0% | Reduced |
| Swedbank AB | 177,872 | $7.88M | 0.01% | +500.0% | Added |
| Ameriprise Financial Inc | 190,242 | $8.43M | 0.00% | −18,475−8.9% | Reduced |
| STRS Ohio | 203,649 | $9.02M | 0.04% | +42,848+26.6% | Added |
| New York State Common Retirement Fund | 235,999 | $10.5M | 0.01% | +25,345+12.0% | Added |
| Rhumbline Advisers | 236,095 | $10.5M | 0.01% | +8,924+3.9% | Added |
| Penn Capital Management Co Inc | 291,203 | $12.9M | 1.26% | +6,418+2.3% | Added |
| Raymond James Financial Inc | 296,853 | $13.1M | 0.00% | +296,853 | New |
| Nuveen Asset Management, LLC | 297,444 | $13.2M | 0.00% | −156,248−34.4% | Reduced |
| Price T Rowe Associates Inc | 318,383 | $14.1M | 0.00% | +19,870+6.7% | Added |
| UBS Asset Management Americas Inc | 463,039 | $20.5M | 0.00% | +5,418+1.2% | Added |
| Advisors Capital Management, LLC | 495,055 | $21.9M | 0.34% | +11,357+2.3% | Added |
| Legal & General Group Plc | 497,578 | $22.0M | 0.01% | −36,968−6.9% | Reduced |
| Millennium Management LLC | 578,995 | $25.6M | 0.02% | +343,729+146.1% | Added |
| Invesco Ltd. | 614,958 | $27.2M | 0.01% | −439,397−41.7% | Reduced |
| Morgan Stanley | 637,693 | $28.2M | 0.00% | +62,667+10.9% | Added |
| JPMorgan Chase & Co | 685,542 | $30.4M | 0.00% | +12,425+1.8% | Added |
| Sycale Advisors (NY) LLC | 719,758 | $31.9M | 9.97% | −49,866−6.5% | Reduced |
| UBS Group AG | 826,989 | $36.6M | 0.01% | +627,235+314.0% | Added |
| Northern Trust Corp | 844,940 | $37.4M | 0.01% | +198,019+30.6% | Added |
| AQR Capital Management LLC | 864,484 | $38.3M | 0.05% | +58,106+7.2% | Added |
| Norges Bank | 929,267 | $41.1M | 0.01% | +21,162+2.3% | Added |
| Dimensional Fund Advisors LP | 1,075,329 | $47.6M | 0.01% | −15,497−1.4% | Reduced |
| American Century Companies Inc | 1,085,947 | $48.1M | 0.03% | +334,943+44.6% | Added |
| LSV Asset Management | 1,129,098 | $50.0M | 0.12% | +123,400+12.3% | Added |
| Bank of New York Mellon Corp | 1,145,267 | $50.7M | 0.01% | +60,953+5.6% | Added |
| Charles Schwab Investment Management Inc | 1,380,301 | $61.1M | 0.01% | +30,401+2.3% | Added |
| Renaissance Technologies LLC | 1,381,323 | $61.2M | 0.09% | −2,900−0.2% | Reduced |
| Geode Capital Management, LLC | 1,424,428 | $63.1M | 0.00% | −6910.0% | Reduced |
| State Street Corp | 3,924,884 | $174.9M | 0.01% | +97,242+2.5% | Added |
| BlackRock, Inc. | 10,652,130 | $471.7M | 0.01% | +79,718+0.8% | Added |
| Vanguard Group Inc | 11,248,058 | $498.1M | 0.01% | −32,680−0.3% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −680,963−100.0% | Sold out |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −271,318−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −199,052−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −161,788−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −140,626−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −86,034−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −63,973−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −47,176−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,830−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −14,635−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,238−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −9,580−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −8,207−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,787−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −6,375−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −5,849−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −5,379−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,881−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,782−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −4,698−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,583−100.0% | Sold out |
| Presima Inc. | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −4,268−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −4,232−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −4,162−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −4,138−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,381−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −562−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |