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 |
|---|---|---|---|---|---|
| AXA S.A. | 36,704 | $1.63M | 0.00% | +6,957+23.4% | Added |
| Janus Henderson Group PLC | 36,058 | $1.60M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 36,001 | $1.59M | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 35,205 | $1.56M | 0.21% | +35,205 | New |
| Teacher Retirement System of Texas | 34,442 | $1.52M | 0.01% | +10,248+42.4% | Added |
| Pensionfund DSM Netherlands | 33,462 | $1.48M | 0.92% | −5,000−13.0% | Reduced |
| Treasurer of the State of North Carolina | 32,851 | $1.46M | 0.01% | +210+0.6% | Added |
| Wedge Capital Management L L P | 32,435 | $1.44M | 0.03% | −87−0.3% | Reduced |
| Stifel Financial Corp | 31,510 | $1.40M | 0.00% | +6,796+27.5% | Added |
| Royal Bank of Canada | 30,246 | $1.34M | 0.00% | −106−0.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 30,012 | $1.32M | 0.01% | +383+1.3% | Added |
| Creative Planning | 29,395 | $1.30M | 0.00% | +6,843+30.3% | Added |
| Nebula Research & Development LLC | 29,266 | $1.30M | 0.15% | +14,674+100.6% | Added |
| Ensign Peak Advisors, Inc | 29,128 | $1.29M | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 27,188 | $1.20M | 0.01% | +27,188 | New |
| Hancock Whitney Corp | 26,749 | $1.18M | 0.04% | −27−0.1% | Reduced |
| Prelude Capital Management, LLC | 26,714 | $1.18M | 0.10% | −15,691−37.0% | Reduced |
| Yousif Capital Management, LLC | 26,640 | $1.18M | 0.01% | −1,300−4.7% | Reduced |
| Pathstone Holdings, LLC | 26,568 | $1.18M | 0.01% | +9,450+55.2% | Added |
| FMR LLC | 26,320 | $1.17M | 0.00% | −70,048−72.7% | Reduced |
| Two Sigma Advisers, LP | 26,100 | $1.16M | 0.00% | −58,500−69.1% | Reduced |
| Independent Financial Group, LLC | 25,802 | $1.14M | 0.04% | +9,782+61.1% | Added |
| Janney Montgomery Scott LLC | 25,627 | $1.14M | 0.00% | +2,215+9.5% | Added |
| Handelsbanken Fonder AB | 25,600 | $1.13M | 0.00% | +2,200+9.4% | Added |
| Greenland Capital Management LP | 25,295 | $1.12M | 0.22% | +7,295+40.5% | Added |
| Sanctuary Advisors, LLC | 23,933 | $1.12M | 0.01% | +8,962+59.9% | Added |
| Jane Street Group, LLC | 25,213 | $1.12M | 0.00% | +3,168+14.4% | Added |
| Teachers Retirement System of the State of Kentucky | 25,168 | $1.11M | 0.01% | −530−2.1% | Reduced |
| Daiwa Securities Group Inc. | 25,137 | $1.11M | 0.00% | −93−0.4% | Reduced |
| Standard Life Aberdeen plc | 25,097 | $1.11M | 0.00% | +9,360+59.5% | Added |
| Gsa Capital Partners LLP | 24,836 | $1.10M | 0.08% | +891+3.7% | Added |
| Midwest Professional Planners, LTD. | 24,552 | $1.09M | 0.32% | +1,806+7.9% | Added |
| Pictet Asset Management Holding SA | 23,827 | $1.06M | 0.00% | +1,470+6.6% | Added |
| TT Capital Management LLC | 23,125 | $1.05M | 0.84% | +23,125 | New |
| Sterling Capital Management LLC | 23,381 | $1.04M | 0.01% | −6,023−20.5% | Reduced |
| Arizona State Retirement System | 21,976 | $973.1K | 0.01% | +187+0.9% | Added |
| Bastion Asset Management Inc. | 21,568 | $965.8K | 0.64% | +21,568 | New |
| Cerity Partners LLC | 20,729 | $950.9K | 0.00% | +1,707+9.0% | Added |
| KLP Kapitalforvaltning AS | 21,200 | $943.9K | 0.00% | +21,200 | New |
| Globeflex Capital L P | 21,305 | $943.4K | 0.08% | −2,429−10.2% | Reduced |
| UniSuper Management Pty Ltd | 21,200 | $938.7K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 21,022 | $930.9K | 0.04% | +2,321+12.4% | Added |
| Louisiana State Employees Retirement System | 21,000 | $929.9K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 20,517 | $908.0K | 0.02% | −3,564−14.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,216 | $850.9K | 0.01% | +90+0.5% | Added |
| Natixis | 18,938 | $838.6K | 0.01% | +5,080+36.7% | Added |
| Cetera Investment Advisers | 18,360 | $813.0K | 0.00% | −299−1.6% | Reduced |
| Diversify Advisory Services, LLC | 18,235 | $807.8K | 0.04% | +4,794+35.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $797.0K | 0.23% | 00.0% | Unchanged |
| State of Michigan Retirement System | 17,889 | $792.1K | 0.00% | −100−0.6% | Reduced |
| Private Advisor Group, LLC | 17,818 | $789.0K | 0.00% | +1,521+9.3% | Added |
| DekaBank Deutsche Girozentrale | 17,938 | $781.0K | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 17,500 | $775.0K | 0.21% | 00.0% | Unchanged |
| Savant Capital, LLC | 17,481 | $774.1K | 0.01% | +57+0.3% | Added |
| IFM Investors Pty Ltd | 17,415 | $771.1K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 17,326 | $767.2K | 0.00% | −488−2.7% | Reduced |
| JustInvest LLC | 17,178 | $760.7K | 0.01% | +3,951+29.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,831 | $745.3K | 0.02% | +32+0.2% | Added |
| Susquehanna International Group, LLP | 16,773 | $742.7K | 0.00% | +16,773 | New |
| Wincap Financial LLC | 15,719 | $696.0K | 0.71% | +15,719 | New |
| Boothbay Fund Management, LLC | 15,442 | $683.8K | 0.02% | +15,442 | New |
| Oregon Public Employees Retirement Fund | 15,434 | $683.4K | 0.01% | −23−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,307 | $677.8K | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 15,300 | $677.0K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 15,271 | $676.2K | 0.00% | +450+3.0% | Added |
| Ameritas Investment Partners, Inc. | 15,169 | $671.7K | 0.02% | −366−2.4% | Reduced |
| 1620 Investment Advisors, Inc. | 15,071 | $667.4K | 0.51% | +219+1.5% | Added |
| Summit Global Investments | 14,851 | $658.0K | 0.04% | −13,389−47.4% | Reduced |
| Pacer Advisors, Inc. | 14,814 | $656.0K | 0.00% | −8,518−36.5% | Reduced |
| Waterloo Capital, L.P. | 14,251 | $631.0K | 0.07% | −803−5.3% | Reduced |
| Van Eck Associates Corp | 14,258 | $631.0K | 0.00% | +1,321+10.2% | Added |
| PCG Wealth Advisors, LLC | 14,104 | $624.5K | 0.23% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,022 | $620.9K | 0.00% | −434−3.0% | Reduced |
| RDA Financial Network | 13,932 | $616.9K | 0.18% | −22−0.2% | Reduced |
| Texas Yale Capital Corp. | 13,750 | $608.9K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 13,739 | $608.4K | 0.01% | +249+1.8% | Added |
| Kestra Investment Management, LLC | 13,625 | $603.3K | 0.02% | +13,625 | New |
| Samalin Investment Counsel, LLC | 13,605 | $602.5K | 0.26% | +58+0.4% | Added |
| Alberta Investment Management Corp | 12,700 | $562.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 12,666 | $560.9K | 0.00% | +1,163+10.1% | Added |
| Covalent Partners LLC | 12,500 | $553.5K | 3.85% | +12,500 | New |
| Groupe la Francaise | 12,601 | $549.6K | 0.01% | +12,601 | New |
| M&T Bank Corp | 12,019 | $532.5K | 0.00% | −127−1.0% | Reduced |
| Versor Investments LP | 11,984 | $530.7K | 0.09% | −6,616−35.6% | Reduced |
| Hilltop Holdings Inc. | 11,917 | $527.7K | 0.03% | +11,917 | New |
| Assetmark, Inc | 11,806 | $522.8K | 0.00% | −16,529−58.3% | Reduced |
| Kestra Advisory Services, LLC | 11,682 | $517.3K | 0.00% | +11,682 | New |
| Guggenheim Capital LLC | 11,661 | $516.3K | 0.00% | −87,525−88.2% | Reduced |
| Wedbush Securities Inc | 11,535 | $511.0K | 0.02% | +11,535 | New |
| Maridea Wealth Management LLC | 11,510 | $509.7K | 0.16% | +11,510 | New |
| Advisor Group Holdings, Inc. | 11,328 | $502.4K | 0.00% | −21,376−65.4% | Reduced |
| Moody National Bank Trust Division | 11,135 | $493.1K | 0.05% | −286−2.5% | Reduced |
| Toroso Investments, LLC | 10,841 | $480.0K | 0.00% | +10,841 | New |
| Teamwork Financial Advisors, LLC | 10,689 | $473.3K | 0.06% | +10,689 | New |
| Kovack Advisors, Inc. | 10,689 | $473.3K | 0.05% | −1,761−14.1% | Reduced |
| Nissay Asset Management Corp | 10,447 | $458.6K | 0.00% | +409+4.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,310 | $456.5K | 0.00% | +2,616+34.0% | Added |
| Tower Research Capital LLC (TRC) | 10,285 | $455.4K | 0.01% | +7,288+243.2% | Added |
| Nomura Holdings Inc | 10,049 | $445.0K | 0.00% | +10,049 | New |
| Cambridge Investment Research Advisors, Inc. | 10,015 | $443.0K | 0.00% | −4,016−28.6% | Reduced |