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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 9,901 | $438.4K | 0.01% | −165−1.6% | Reduced |
| Brevan Howard Capital Management LP | 9,766 | $432.4K | 0.01% | +9,766 | New |
| Formidable Asset Management, LLC | 9,595 | $424.9K | 0.07% | +9,595 | New |
| Lecap Asset Management Ltd | 9,577 | $424.1K | 0.11% | −7,044−42.4% | Reduced |
| Xponance, Inc. | 9,373 | $415.0K | 0.00% | +402+4.5% | Added |
| AlphaCore Capital LLC | 9,254 | $409.8K | 0.09% | +9,254 | New |
| Erste Asset Management GmbH | 9,100 | $399.5K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 8,800 | $390.0K | 0.22% | +7,462+557.7% | Added |
| Metis Global Partners, LLC | 8,684 | $384.5K | 0.01% | +887+11.4% | Added |
| D.A. Davidson & Co. | 8,629 | $382.1K | 0.00% | +181+2.1% | Added |
| BNP Paribas Arbitrage, SA | 8,431 | $373.3K | 0.00% | +1,044+14.1% | Added |
| Crossmark Global Holdings, Inc. | 8,429 | $373.0K | 0.01% | −196−2.3% | Reduced |
| CI Private Wealth, LLC | 8,310 | $367.9K | 0.00% | +1,182+16.6% | Added |
| Squarepoint Ops LLC | 8,275 | $366.4K | 0.00% | −25,991−75.9% | Reduced |
| Advisory Services Network, LLC | 8,032 | $355.7K | 0.01% | −62−0.8% | Reduced |
| Sunbelt Securities, Inc. | 8,000 | $353.7K | 0.03% | +4,000+100.0% | Added |
| Marshall Wace, LLP | 7,948 | $351.9K | 0.00% | +936+13.3% | Added |
| Empowered Funds, LLC | 7,942 | $351.7K | 0.01% | +7,942 | New |
| Ieq Capital, LLC | 7,844 | $347.3K | 0.00% | +3,699+89.2% | Added |
| Colony Group, LLC | 7,799 | $345.3K | 0.00% | +1,642+26.7% | Added |
| MML Investors Services, LLC | 7,610 | $337.0K | 0.00% | +262+3.6% | Added |
| BTC Capital Management, Inc. | 7,577 | $335.5K | 0.03% | +795+11.7% | Added |
| US Bancorp | 7,537 | $333.7K | 0.00% | +2,392+46.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $332.0K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 6,992 | $307.0K | 0.02% | +6,992 | New |
| Alps Advisors Inc | 6,840 | $302.9K | 0.00% | +175+2.6% | Added |
| Ontario Teachers Pension Plan Board | 6,813 | $301.7K | 0.00% | +122+1.8% | Added |
| HighTower Advisors, LLC | 6,794 | $300.8K | 0.00% | −132−1.9% | Reduced |
| Neuberger Berman Group LLC | 6,609 | $292.6K | 0.00% | +43+0.7% | Added |
| Parallel Advisors, LLC | 6,407 | $283.7K | 0.01% | +703+12.3% | Added |
| Fox Run Management, L.L.C. | 6,354 | $281.4K | 0.05% | +6,354 | New |
| Simplex Trading, LLC | 6,356 | $281.0K | 0.01% | +3,746+143.5% | Added |
| Bridgefront Capital, LLC | 6,337 | $280.6K | 0.09% | −1,457−18.7% | Reduced |
| Abel Hall, LLC | 6,309 | $279.4K | 0.18% | +53+0.8% | Added |
| Icapital Wealth LLC | 6,218 | $275.3K | 0.16% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 6,185 | $273.9K | 0.06% | +71+1.2% | Added |
| Prosperity Consulting Group, LLC | 6,158 | $272.7K | 0.02% | +6,158 | New |
| Callan Family Office, LLC | 6,074 | $269.0K | 0.02% | +6,074 | New |
| Prudential Financial Inc | 5,928 | $262.5K | 0.00% | −33,153−84.8% | Reduced |
| CIBC Private Wealth Group, LLC | 5,787 | $260.0K | 0.00% | +787+15.7% | Added |
| Securian Asset Management, Inc | 5,725 | $253.5K | 0.01% | −163−2.8% | Reduced |
| Sterneck Capital Management, LLC | 5,708 | $252.8K | 0.14% | +5,708 | New |
| Highland Capital Management, LLC | 5,610 | $248.4K | 0.01% | +349+6.6% | Added |
| Vanderbilt University | 5,504 | $243.7K | 0.05% | +5,504 | New |
| Private Trust Co NA | 5,490 | $243.1K | 0.02% | −980−15.1% | Reduced |
| CWM, LLC | 5,388 | $239.0K | 0.00% | −2,295−29.9% | Reduced |
| The PNC Financial Services Group, Inc. | 5,044 | $223.3K | 0.00% | +1,030+25.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 5,032 | $222.8K | 0.16% | +5,032 | New |
| Byrne Asset Management LLC | – | $222.7K | 0.16% | – | – |
| Panagora Asset Management Inc | 5,007 | $221.7K | 0.00% | −668−11.8% | Reduced |
| Atria Wealth Solutions, Inc. | 4,990 | $220.9K | 0.00% | −12−0.2% | Reduced |
| RSM US Wealth Management LLC | 4,964 | $219.5K | 0.00% | −512−9.3% | Reduced |
| Sound Stewardship, LLC | 4,869 | $215.6K | 0.13% | +4,869 | New |
| Robertson Stephens Wealth Management, LLC | 4,700 | $209.5K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,679 | $207.2K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 4,640 | $205.5K | 0.01% | −55−1.2% | Reduced |
| Community Bank of Raymore | 4,555 | $201.7K | 0.16% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,545 | $201.3K | 0.00% | +4,545 | New |
| Cornercap Investment Counsel Inc | 4,522 | $200.2K | 0.06% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 4,446 | $196.9K | 0.18% | +401+9.9% | Added |
| Global Retirement Partners, LLC | 4,117 | $182.3K | 0.01% | +228+5.9% | Added |
| KBC Group NV | 3,753 | $166.0K | 0.00% | +1,767+89.0% | Added |
| Ronald Blue Trust, Inc. | 3,640 | $161.2K | 0.00% | +2,931+413.4% | Added |
| Virtus ETF Advisers LLC | 3,631 | $160.8K | 0.07% | −352−8.8% | Reduced |
| Quadrant Capital Group LLC | 3,265 | $144.6K | 0.01% | +142+4.5% | Added |
| Heritage Wealth Advisors | 3,000 | $132.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,842 | $126.0K | 0.00% | −4,236−59.8% | Reduced |
| FIL Ltd | 2,484 | $110.0K | 0.00% | +696+38.9% | Added |
| Signaturefd, LLC | 2,376 | $105.2K | 0.00% | +16+0.7% | Added |
| Vestcor Inc | 2,209 | $98.0K | 0.00% | +2,209 | New |
| Venturi Wealth Management, LLC | 2,117 | $93.7K | 0.00% | +643+43.6% | Added |
| Spire Wealth Management | 2,097 | $92.8K | 0.00% | +138+7.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,113 | $92.8K | 0.00% | −1,901−47.4% | Reduced |
| Fifth Third Bancorp | 2,069 | $91.6K | 0.00% | +73+3.7% | Added |
| Covestor Ltd | 1,995 | $89.0K | 0.06% | +166+9.1% | Added |
| Harbour Investments, Inc. | 1,883 | $83.4K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1,825 | $80.9K | 0.05% | −212−10.4% | Reduced |
| IFP Advisors, Inc | 1,826 | $80.9K | 0.00% | +24+1.3% | Added |
| Harbor Capital Advisors, Inc. | 1,562 | $69.0K | 0.00% | −21−1.3% | Reduced |
| Versant Capital Management, Inc | 1,554 | $68.8K | 0.01% | +68+4.6% | Added |
| EverSource Wealth Advisors, LLC | 1,530 | $67.7K | 0.00% | +522+51.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,408 | $62.4K | 0.00% | −200−12.4% | Reduced |
| GF Fund Management Co. Ltd. | 1,376 | $60.9K | 0.00% | +1,376 | New |
| Brown Brothers Harriman & Co | 1,359 | $60.2K | 0.00% | +1,359 | New |
| Principal Securities, Inc. | 1,296 | $57.4K | 0.00% | +457+54.5% | Added |
| Advisors Asset Management, Inc. | 1,289 | $57.1K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 1,223 | $54.2K | 0.05% | +1,223 | New |
| MAI Capital Management | 1,191 | $52.7K | 0.00% | +1,191 | New |
| Lindbrook Capital, LLC | 1,159 | $51.3K | 0.00% | +43+3.9% | Added |
| GAMMA Investing LLC | 1,127 | $49.9K | 0.00% | +302+36.6% | Added |
| Allworth Financial LP | 742 | $34.6K | 0.00% | −18−2.4% | Reduced |
| SRS Capital Advisors, Inc. | 711 | $31.5K | 0.00% | +82+13.0% | Added |
| Proequities, Inc. | 646 | $30.1K | 0.00% | +279+76.0% | Added |
| Synergy Investment Management, LLC | 612 | $27.1K | 0.01% | +612 | New |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $26.7K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 561 | $24.8K | 0.01% | +1+0.2% | Added |
| V-Square Quantitative Management LLC | 556 | $24.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 534 | $23.7K | 0.00% | +534 | New |
| Geneos Wealth Management Inc. | 523 | $23.1K | 0.00% | +10+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 464 | $20.5K | 0.00% | +387+502.6% | Added |