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 |
|---|---|---|---|---|---|
| Matrix Trust Co | 452 | $20.0K | 0.00% | +26+6.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 450 | $19.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 449 | $19.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 377 | $16.7K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 377 | $16.7K | 0.01% | +377 | New |
| GWM Advisors LLC | 350 | $15.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 329 | $15.0K | 0.00% | +7+2.2% | Added |
| Clearstead Advisors, LLC | 320 | $14.2K | 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 |
| Huntington National Bank | 280 | $12.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 273 | $12.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 272 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 270 | $11.9K | 0.00% | −196−42.1% | Reduced |
| Bessemer Group Inc | 250 | $11.0K | 0.00% | +155+163.2% | Added |
| Arlington Trust Co LLC | 215 | $9.52K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 211 | $9.34K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 209 | $9.26K | 0.00% | −65−23.7% | Reduced |
| Quarry LP | 201 | $8.90K | 0.00% | −52−20.6% | Reduced |
| Financial Gravity Companies, Inc. | 182 | $8.06K | 0.00% | +182 | New |
| Prestige Wealth Management Group LLC | 176 | $7.84K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 163 | $7.21K | 0.00% | +163 | New |
| Caitong International Asset Management Co., Ltd | 160 | $7.08K | 0.01% | +160 | New |
| Bell Investment Advisors, Inc | 154 | $6.82K | 0.00% | +11+7.7% | Added |
| Umb Bank N A | 154 | $6.82K | 0.00% | +145+1,611.1% | Added |
| Capital Advisors, Ltd. LLC | 110 | $5.00K | 0.00% | +38+52.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 111 | $4.92K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 106 | $4.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 105 | $4.65K | 0.00% | −15−12.5% | Reduced |
| TD Capital Management LLC | 101 | $4.46K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $4.43K | 0.00% | −500−83.3% | Reduced |
| Parkside Financial Bank & Trust | 93 | $4.12K | 0.00% | +15+19.2% | Added |
| Centerpoint Advisors, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 86 | $3.83K | 0.00% | +25+41.0% | Added |
| Missouri Trust & Investment Co | 75 | $3.32K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $3.32K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 68 | $3.01K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 66 | $2.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $2.44K | 0.00% | +53+2,650.0% | Added |
| Colonial Trust Co | 55 | $2.44K | 0.00% | +55 | New |
| PSI Advisors, LLC | 50 | $2.21K | 0.00% | −179−78.2% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 34 | $1.51K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 33 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $1.37K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 27 | $1.20K | 0.00% | +27 | New |
| Archer Investment Corp | 26 | $1.17K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 25 | $1.11K | 0.00% | +25 | New |
| Decker Retirement Planning Inc. | 24 | $1.06K | 0.00% | +24 | New |
| Sierra Ocean, LLC | 23 | $1.02K | 0.00% | +23 | New |
| Roble, Belko & Company, Inc | 28 | $1.00K | 0.00% | +1+3.7% | Added |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $975 | 0.00% | +22 | New |
| GPS Wealth Strategies Group, LLC | 19 | $841 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $792 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 17 | $753 | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 13 | $576 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $576 | 0.00% | +13 | New |
| Financial Perspectives, Inc | 8 | $354 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $310 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $218 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $177 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $177 | 0.00% | +4 | New |
| Activest Wealth Management | 1 | $44 | 0.00% | +1 | New |
| Hemington Wealth Management | 5 | $0 | 0.00% | −12−70.6% | 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 |