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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.

Other share classesEPR.PCEPR.PEEPR.PG

Q1 2025 vs. Q4 2024

How the institutions holding Epr Properties changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of EPR: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders3648388+32
Shares53.7M537.1K58.3M+5.14M (+9.7%)
Value$2.38B$23.8M$3.07B+$711.5M (+30.2%)

8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (72)

Institutions that held Epr Properties at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to EPR in Q1 2025
InstitutionSharesValue% of portfolio
Wellington Management Group LLP402,314$21.2M0.00%
Two Sigma Investments, LP202,593$10.7M0.02%
Jain Global LLC200,011$10.5M0.22%
Nuveen, LLC184,415$9.70M0.00%
APG Asset Management US Inc.152,729$7.99M0.06%
Oversea-Chinese Banking CORP Ltd91,714$4.83M0.14%
Schroder Investment Management Group87,362$4.49M0.00%
Jump Financial, LLC72,000$3.79M0.06%
Zacks Investment Management65,735$3.46M0.03%
Caxton Associates LLP54,817$2.88M0.10%
Edgestream Partners, L.P.46,901$2.47M0.08%
Verition Fund Management LLC43,086$2.27M0.01%
XTX Topco Ltd39,655$2.09M0.11%
Virginia Retirement Systems Et Al34,132$1.80M0.01%
Arrowstreet Capital, Limited Partnership32,793$1.73M0.00%
Quantbot Technologies LP26,296$1.38M0.04%
Lazard Asset Management LLC23,345$1.23M0.00%
Summit Trail Advisors, LLC17,974$950.6K0.03%
SG Americas Securities, LLC14,073$740.0K0.00%
D. E. Shaw & Co., Inc.13,287$699.0K0.00%
Entropy Technologies, LP11,377$598.5K0.06%
Jackson Square Capital, LLC10,848$570.7K0.19%
Atlas Capital Advisors LLC9,660$508.2K0.06%
RFG Advisory, LLC7,183$377.9K0.01%
Synergy Financial Group, LTD6,298$331.3K0.30%
Robeco Institutional Asset Management B.V.6,170$324.6K0.00%
Wolverine Trading, LLC6,276$324.5K0.01%
James Investment Research Inc5,897$310.2K0.04%
Captrust Financial Advisors5,706$300.2K0.00%
Camelot Portfolios, LLC5,503$289.5K0.18%
Evergreen Capital Management LLC5,353$281.6K0.01%
CAPROCK Group, Inc.5,208$275.5K0.01%
Optas, LLC4,899$257.7K0.04%
Chicago Partners Investment Group LLC5,043$254.0K0.01%
United Services Automobile Association4,853$250.9K0.01%
Mackenzie Financial Corp4,675$246.0K0.00%
Presima Inc.4,573$240.6K0.05%
Renaissance Group LLC4,568$240.3K0.01%
Custom Index Systems, LLC4,550$239.4K0.12%
Buckingham Strategic Partners4,536$238.6K0.00%
J.W. Cole Advisors, Inc.4,522$237.9K0.01%
Brookwood Investment Group LLC4,446$233.9K0.04%
Affinity Investment Advisors, LLC4,416$232.3K0.19%
Simon Quick Advisors, LLC4,305$226.5K0.01%
O'Shaughnessy Asset Management, LLC4,256$223.9K0.00%
Utah Retirement Systems4,138$217.7K0.00%
Family Wealth Partners, LLC4,083$214.8K0.10%
Baker Avenue Asset Management, LP3,977$209.2K0.01%
Pallas Capital Advisors LLC3,970$208.9K0.01%
Schnieders Capital Management LLC3,950$207.8K0.04%
Longboard Asset Management, LP3,919$206.2K0.61%
Virtus Investment Advisers, Inc.3,439$180.9K0.05%
Ssa Swiss Advisors AG1,645$87.1K0.04%
Rossby Financial, LCC1,741$85.4K0.04%
Aster Capital Management (DIFC) Ltd1,308$69.4K0.01%
Elequin Capital LP1,165$61.3K0.01%
Hantz Financial Services, Inc.702$37.0K0.00%
Costello Asset Management, INC402$21.2K0.01%
Atlantic Trust, LLC359$18.9K0.00%
Cullen/Frost Bankers, Inc.311$16.4K0.00%
Boston Private Wealth LLC272$14.3K0.00%
Sofos Investments, Inc.182$9.57K0.00%
CX Institutional168$9.00K0.00%
True Wealth Design, LLC134$7.05K0.00%
Vision Financial Markets LLC125$6.58K0.01%
Marshall Investment Management, LLC88$4.63K0.00%
N.E.W. Advisory Services LLC83$4.37K0.00%
NewSquare Capital LLC71$3.73K0.00%
Crewe Advisors LLC56$2.95K0.00%
Bogart Wealth, LLC16$8460.00%
Chilton Capital Management LLC0$590.00%
ROSS\JOHNSON & Associates LLC1$520.00%

Sold out (40)

Institutions that held Epr Properties at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of EPR in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Sycale Advisors (NY) LLC719,758$31.9M
Los Angeles Capital Management LLC164,326$7.28M
Discovery Capital Management, LLC112,618$4.99M
Schonfeld Strategic Advisors LLC99,571$4.41M
Nebula Research & Development LLC29,266$1.30M
Prelude Capital Management, LLC26,714$1.18M
Gsa Capital Partners LLP24,836$1.10M
Bastion Asset Management Inc.21,568$965.8K
Natixis18,938$838.6K
Boothbay Fund Management, LLC15,442$683.8K
Summit Global Investments14,851$658.0K
Covalent Partners LLC12,500$553.5K
Grantham, Mayo, Van Otterloo & Co. LLC10,310$456.5K
Nomura Holdings Inc10,049$445.0K
AlphaCore Capital LLC9,254$409.8K
Erste Asset Management GmbH9,100$399.5K
Advisory Services Network, LLC8,032$355.7K
Sunbelt Securities, Inc.8,000$353.7K
Marshall Wace, LLP7,948$351.9K
Fox Run Management, L.L.C.6,354$281.4K
Simplex Trading, LLC6,356$281.0K
Bridgefront Capital, LLC6,337$280.6K
Highland Capital Management, LLC5,610$248.4K
Vermillion & White Wealth Management Group, LLC5,032$222.8K
Stratos Wealth Partners, LTD.4,679$207.2K
Cornercap Investment Counsel Inc4,522$200.2K
Virtus ETF Advisers LLC3,631$160.8K
Vestcor Inc2,209$98.0K
Venturi Wealth Management, LLC2,117$93.7K
Proequities, Inc.646$30.1K
Matrix Trust Co452$20.0K
Quarry LP201$8.90K
Coppell Advisory Solutions LLC163$7.21K
Centerpoint Advisors, LLC80$4.00K
Colonial Trust Co55$2.44K
WealthCollab, LLC25$1.11K
Decker Retirement Planning Inc.24$1.06K
New Millennium Group LLC4$177
Creekmur Asset Management LLC4$177
Hemington Wealth Management5$0

Not filed for Q1 2025 yet (8)

Institutions that held Epr Properties at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPR in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC297,444$13.2M
Swedbank AB177,872$7.88M
Caxton Associates LP55,506$2.46M
Global Retirement Partners, LLC4,117$182.3K
RE Dickinson Investment Advisors, LLC1,825$80.9K
Financial Gravity Companies, Inc.182$8.06K
WR Wealth Planners, LLC86$3.83K
Sanctuary Wealth Management, L.L.C.34$1.51K