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, Q1 2025
Institutional positions in Epr Properties as of Mar 31, 2025. 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
- 388
- +32 vs. Q4 2024
- Shares held
- 58.3M
- +5.14M (+9.7%) vs. Q4 2024
- Total value
- $3.07B
- +$711.5M (+30.2%) vs. Q4 2024
- New holders
- 72
- 167 more added
- Sold out
- 40
- 85 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,065,516 | $582.2M | 0.01% | −182,542−1.6% | Reduced |
| BlackRock, Inc. | 9,532,817 | $501.5M | 0.01% | −1,119,313−10.5% | Reduced |
| State Street Corp | 3,943,107 | $208.6M | 0.01% | +18,223+0.5% | Added |
| Deutsche Bank AG | 1,874,975 | $98.6M | 0.04% | +1,827,098+3,816.2% | Added |
| Renaissance Technologies LLC | 1,635,623 | $86.1M | 0.13% | +254,300+18.4% | Added |
| Geode Capital Management, LLC | 1,478,846 | $77.8M | 0.01% | +54,418+3.8% | Added |
| Charles Schwab Investment Management Inc | 1,334,365 | $70.2M | 0.01% | −45,936−3.3% | Reduced |
| Prudential Financial Inc | 1,317,290 | $69.3M | 0.10% | +1,311,362+22,121.5% | Added |
| UBS Group AG | 1,260,798 | $66.3M | 0.01% | +433,809+52.5% | Added |
| LSV Asset Management | 1,257,666 | $66.2M | 0.16% | +128,568+11.4% | Added |
| AQR Capital Management LLC | 1,195,997 | $61.9M | 0.06% | +331,513+38.3% | Added |
| Bank of New York Mellon Corp | 1,122,894 | $59.1M | 0.01% | −22,373−2.0% | Reduced |
| Dimensional Fund Advisors LP | 1,108,716 | $58.3M | 0.01% | +33,387+3.1% | Added |
| American Century Companies Inc | 1,092,032 | $57.5M | 0.04% | +6,085+0.6% | Added |
| Norges Bank | 929,267 | $48.9M | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 838,853 | $44.1M | 0.01% | −6,087−0.7% | Reduced |
| Russell Investments Group, Ltd. | 821,532 | $43.2M | 0.06% | +649,675+378.0% | Added |
| JPMorgan Chase & Co | 709,368 | $37.3M | 0.00% | +23,826+3.5% | Added |
| Invesco Ltd. | 548,164 | $28.8M | 0.01% | −66,794−10.9% | Reduced |
| UBS Asset Management Americas Inc | 524,883 | $27.6M | 0.01% | +61,844+13.4% | Added |
| Morgan Stanley | 523,080 | $27.5M | 0.00% | −114,613−18.0% | Reduced |
| Legal & General Group Plc | 504,294 | $26.5M | 0.01% | +6,716+1.3% | Added |
| Advisors Capital Management, LLC | 495,656 | $26.1M | 0.40% | +601+0.1% | Added |
| Wellington Management Group LLP | 402,314 | $21.2M | 0.00% | +402,314 | New |
| Quantinno Capital Management LP | 363,758 | $19.1M | 0.12% | +201,365+124.0% | Added |
| Standard Life Aberdeen plc | 366,765 | $19.1M | 0.04% | +341,668+1,361.4% | Added |
| Price T Rowe Associates Inc | 337,237 | $17.7M | 0.00% | +18,854+5.9% | Added |
| Allianz Asset Management GmbH | 328,146 | $17.3M | 0.03% | +165,904+102.3% | Added |
| Citadel Advisors LLC | 324,372 | $17.1M | 0.02% | +187,576+137.1% | Added |
| Raymond James Financial Inc | 308,707 | $16.2M | 0.01% | +11,854+4.0% | Added |
| Penn Capital Management Co Inc | 291,609 | $15.4M | 1.50% | +406+0.1% | Added |
| Bank of America Corp | 236,401 | $12.4M | 0.00% | +105,047+80.0% | Added |
| Rhumbline Advisers | 229,208 | $12.1M | 0.01% | −6,887−2.9% | Reduced |
| Barclays PLC | 223,280 | $11.7M | 0.01% | +108,684+94.8% | Added |
| Ameriprise Financial Inc | 209,672 | $11.0M | 0.00% | +19,430+10.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 207,492 | $10.9M | 0.02% | +107,852+108.2% | Added |
| New York State Common Retirement Fund | 207,037 | $10.9M | 0.02% | −28,962−12.3% | Reduced |
| Two Sigma Investments, LP | 202,593 | $10.7M | 0.02% | +202,593 | New |
| Jain Global LLC | 200,011 | $10.5M | 0.22% | +200,011 | New |
| State of Wisconsin Investment Board | 190,918 | $10.0M | 0.03% | +21,562+12.7% | Added |
| Nuveen, LLC | 184,415 | $9.70M | 0.00% | +184,415 | New |
| Principal Financial Group Inc | 174,282 | $9.17M | 0.01% | +699+0.4% | Added |
| Nisa Investment Advisors, LLC | 167,381 | $8.83M | 0.04% | +120,755+259.0% | Added |
| SEI Investments Co | 165,395 | $8.70M | 0.01% | +20,750+14.3% | Added |
| STRS Ohio | 165,200 | $8.69M | 0.04% | −38,449−18.9% | Reduced |
| Lighthouse Investment Partners, LLC | 159,700 | $8.40M | 0.38% | +50,700+46.5% | Added |
| Cyndeo Wealth Partners, LLC | 154,954 | $8.15M | 0.54% | +8,922+6.1% | Added |
| APG Asset Management US Inc. | 152,729 | $7.99M | 0.06% | +152,729 | New |
| Mitsubishi UFJ Trust & Banking Corp | 151,931 | $7.99M | 0.02% | 00.0% | Unchanged |
| Swiss National Bank | 146,788 | $7.72M | 0.01% | −2,200−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 145,521 | $7.66M | 0.01% | +7,471+5.4% | Added |
| Asset Management One Co.,Ltd. | 135,633 | $7.14M | 0.02% | +25,159+22.8% | Added |
| Uniplan Investment Counsel, Inc. | 133,432 | $7.02M | 0.68% | −8,791−6.2% | Reduced |
| Public Employees Retirement System of Ohio | 130,743 | $6.88M | 0.02% | −3,419−2.5% | Reduced |
| Alliancebernstein L.P. | 125,818 | $6.62M | 0.00% | +17,199+15.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 124,617 | $6.56M | 0.01% | −36,076−22.5% | Reduced |
| Macquarie Group Ltd | 117,920 | $6.20M | 0.01% | +1,783+1.5% | Added |
| Daiwa Securities Group Inc. | 116,283 | $6.12M | 0.03% | +91,146+362.6% | Added |
| Great West Life Assurance Co | 112,012 | $5.89M | 0.01% | +7,464+7.1% | Added |
| Primecap Management Co | 106,900 | $5.62M | 0.00% | −17,090−13.8% | Reduced |
| Nomura Asset Management Co Ltd | 104,990 | $5.52M | 0.02% | +4,160+4.1% | Added |
| Two Sigma Advisers, LP | 97,500 | $5.13M | 0.01% | +71,400+273.6% | Added |
| Franklin Resources Inc | 96,470 | $5.08M | 0.00% | +21,819+29.2% | Added |
| Goldman Sachs Group Inc | 96,061 | $5.05M | 0.00% | +976+1.0% | Added |
| Retirement Systems of Alabama | 92,173 | $4.85M | 0.02% | +91+0.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 91,714 | $4.83M | 0.14% | +91,714 | New |
| Voya Investment Management LLC | 91,701 | $4.82M | 0.01% | +20,814+29.4% | Added |
| Thrivent Financial for Lutherans | 91,677 | $4.82M | 0.01% | −66,586−42.1% | Reduced |
| Jane Street Group, LLC | 91,198 | $4.80M | 0.01% | +65,985+261.7% | Added |
| Wells Fargo & Company | 91,148 | $4.80M | 0.00% | +11,386+14.3% | Added |
| State Board of Administration of Florida Retirement System | 86,701 | $4.56M | 0.01% | +100.0% | Added |
| Schroder Investment Management Group | 87,362 | $4.49M | 0.00% | +87,362 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 83,936 | $4.42M | 0.00% | +1,591+1.9% | Added |
| Corebridge Financial, Inc. | 83,642 | $4.40M | 0.03% | −2,042−2.4% | Reduced |
| QRG Capital Management, Inc. | 81,368 | $4.28M | 0.04% | +3,383+4.3% | Added |
| LPL Financial LLC | 76,560 | $4.03M | 0.00% | +2,753+3.7% | Added |
| Federated Hermes, Inc. | 74,953 | $3.94M | 0.01% | −16,204−17.8% | Reduced |
| Ballast Asset Management, LP | 74,368 | $3.91M | 2.06% | +1,086+1.5% | Added |
| New York State Teachers Retirement System | 74,183 | $3.90M | 0.01% | −4,600−5.8% | Reduced |
| New Age Alpha Advisors, LLC | 74,116 | $3.90M | 0.17% | −14,625−16.5% | Reduced |
| Oppenheimer & Co Inc | 72,045 | $3.79M | 0.06% | +1,942+2.8% | Added |
| Jump Financial, LLC | 72,000 | $3.79M | 0.06% | +72,000 | New |
| California State Teachers Retirement System | 69,974 | $3.68M | 0.00% | −806−1.1% | Reduced |
| Mercer Global Advisors Inc | 69,679 | $3.67M | 0.01% | +6,772+10.8% | Added |
| Zacks Investment Management | 65,735 | $3.46M | 0.03% | +65,735 | New |
| HSBC Holdings PLC | 59,927 | $3.15M | 0.00% | −3,690−5.8% | Reduced |
| Manufacturers Life Insurance Company, The | 59,574 | $3.13M | 0.00% | +1,324+2.3% | Added |
| Envestnet Asset Management Inc | 58,114 | $3.06M | 0.00% | +16,064+38.2% | Added |
| Citigroup Inc | 56,531 | $2.97M | 0.00% | +12,407+28.1% | Added |
| First Trust Advisors LP | 55,211 | $2.90M | 0.00% | −101,893−64.9% | Reduced |
| Caxton Associates LLP | 54,817 | $2.88M | 0.10% | +54,817 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51,994 | $2.74M | 0.00% | +2,625+5.3% | Added |
| North Star Investment Management Corp. | 50,650 | $2.66M | 0.19% | +2,000+4.1% | Added |
| Edgestream Partners, L.P. | 46,901 | $2.47M | 0.08% | +46,901 | New |
| State of Alaska, Department of Revenue | 45,362 | $2.38M | 0.03% | +685+1.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,772 | $2.36M | 0.01% | +2,487+5.9% | Added |
| MetLife Investment Management | 44,197 | $2.33M | 0.01% | −697−1.6% | Reduced |
| Exchange Traded Concepts, LLC | 43,769 | $2.30M | 0.04% | +5,250+13.6% | Added |
| Verition Fund Management LLC | 43,086 | $2.27M | 0.01% | +43,086 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,445 | $2.23M | 0.01% | +1,378+3.4% | Added |