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 |
|---|---|---|---|---|---|
| ROSS\JOHNSON & Associates LLC | 1 | $52 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 0 | $59 | 0.00% | 0 | New |
| MV Capital Management, Inc. | 7 | $369 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $421 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $684 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $684 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $846 | 0.00% | +16 | New |
| Whipplewood Advisors, LLC | 32 | $894 | 0.00% | +15+88.2% | Added |
| Glen Eagle Advisors, LLC | 18 | $958 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $1.03K | 0.00% | +12+240.0% | Added |
| Sachetta, LLC | 22 | $1.16K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 23 | $1.21K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 27 | $1.41K | 0.00% | +1+3.8% | Added |
| Mountain Hill Investment Partners Corp. | 27 | $1.45K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $1.63K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $2.63K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 56 | $2.95K | 0.00% | −408−87.9% | Reduced |
| Crewe Advisors LLC | 56 | $2.95K | 0.00% | +56 | New |
| Farmers & Merchants Investments Inc | 60 | $3.16K | 0.00% | +27+81.8% | Added |
| Trust Co of Vermont | 66 | $3.47K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 68 | $3.58K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 71 | $3.73K | 0.00% | +71 | New |
| Missouri Trust & Investment Co | 75 | $3.95K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $3.95K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 83 | $4.37K | 0.00% | +83 | New |
| Marshall Investment Management, LLC | 88 | $4.63K | 0.00% | +88 | New |
| Danske Bank A/S | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $5.30K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 106 | $5.59K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 121 | $6.00K | 0.00% | +11+10.0% | Added |
| Vision Financial Markets LLC | 125 | $6.58K | 0.01% | +125 | New |
| True Wealth Design, LLC | 134 | $7.05K | 0.00% | +134 | New |
| Bell Investment Advisors, Inc | 154 | $8.10K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 170 | $8.94K | 0.00% | +115+209.1% | Added |
| CX Institutional | 168 | $9.00K | 0.00% | +168 | New |
| Farther Finance Advisors, LLC | 175 | $9.16K | 0.00% | +70+66.7% | Added |
| Prestige Wealth Management Group LLC | 176 | $9.26K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 182 | $9.57K | 0.00% | +182 | New |
| Parkside Financial Bank & Trust | 198 | $10.4K | 0.00% | +105+112.9% | Added |
| Whittier Trust Co | 211 | $11.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 215 | $11.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 224 | $11.8K | 0.00% | +70+45.5% | Added |
| Smartleaf Asset Management LLC | 270 | $14.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 272 | $14.3K | 0.00% | +272 | New |
| DT Investment Partners, LLC | 273 | $14.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 300 | $15.8K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 300 | $15.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 301 | $15.8K | 0.00% | +29+10.7% | Added |
| Cullen/Frost Bankers, Inc. | 311 | $16.4K | 0.00% | +311 | New |
| Capital Analysts, LLC | 332 | $17.0K | 0.00% | +3+0.9% | Added |
| Mather Group, LLC. | 345 | $18.1K | 0.00% | +136+65.1% | Added |
| Atlantic Trust, LLC | 359 | $18.9K | 0.00% | +359 | New |
| Bessemer Group Inc | 353 | $19.0K | 0.00% | +103+41.2% | Added |
| Bryn Mawr Trust Co | 377 | $19.8K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 383 | $20.2K | 0.01% | +6+1.6% | Added |
| GWM Advisors LLC | 400 | $21.0K | 0.00% | +50+14.3% | Added |
| Costello Asset Management, INC | 402 | $21.2K | 0.01% | +402 | New |
| Ronald Blue Trust, Inc. | 441 | $23.2K | 0.00% | −3,199−87.9% | Reduced |
| Sound Income Strategies, LLC | 491 | $25.8K | 0.00% | +42+9.4% | Added |
| Clearstead Advisors, LLC | 497 | $26.1K | 0.00% | +177+55.3% | Added |
| Caitong International Asset Management Co., Ltd | 537 | $28.3K | 0.02% | +377+235.6% | Added |
| Synergy Investment Management, LLC | 544 | $28.6K | 0.01% | −68−11.1% | Reduced |
| V-Square Quantitative Management LLC | 556 | $29.3K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $31.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 696 | $36.6K | 0.00% | +173+33.1% | Added |
| Hantz Financial Services, Inc. | 702 | $37.0K | 0.00% | +702 | New |
| Skopos Labs, Inc. | 716 | $37.7K | 0.01% | +155+27.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 850 | $44.7K | 0.01% | +400+88.9% | Added |
| SRS Capital Advisors, Inc. | 935 | $49.2K | 0.00% | +224+31.5% | Added |
| Huntington National Bank | 1,021 | $53.7K | 0.00% | +741+264.6% | Added |
| Allworth Financial LP | 1,135 | $55.4K | 0.00% | +393+53.0% | Added |
| Principal Securities, Inc. | 1,296 | $57.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,165 | $61.3K | 0.01% | +1,165 | New |
| MAI Capital Management | 1,191 | $62.7K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 1,223 | $64.3K | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,272 | $66.9K | 0.00% | −17−1.3% | Reduced |
| IFP Advisors, Inc | 1,280 | $67.3K | 0.00% | −546−29.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,308 | $69.4K | 0.01% | +1,308 | New |
| Brown Brothers Harriman & Co | 1,359 | $71.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,423 | $74.9K | 0.00% | +15+1.1% | Added |
| GF Fund Management Co. Ltd. | 1,434 | $75.4K | 0.00% | +58+4.2% | Added |
| Covestor Ltd | 1,500 | $79.0K | 0.05% | −495−24.8% | Reduced |
| Rossby Financial, LCC | 1,741 | $85.4K | 0.04% | +1,741 | New |
| Tower Research Capital LLC (TRC) | 1,636 | $86.1K | 0.00% | −8,649−84.1% | Reduced |
| Ssa Swiss Advisors AG | 1,645 | $87.1K | 0.04% | +1,645 | New |
| Jones Financial Companies LLLP | 1,830 | $94.6K | 0.00% | +1,296+242.7% | Added |
| GAMMA Investing LLC | 1,871 | $98.4K | 0.01% | +744+66.0% | Added |
| EverSource Wealth Advisors, LLC | 1,888 | $99.3K | 0.01% | +358+23.4% | Added |
| Harbour Investments, Inc. | 1,911 | $100.5K | 0.00% | +28+1.5% | Added |
| Fifth Third Bancorp | 1,944 | $102.3K | 0.00% | −125−6.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,046 | $105.8K | 0.00% | −67−3.2% | Reduced |
| Harbor Capital Advisors, Inc. | 2,046 | $108.0K | 0.00% | +484+31.0% | Added |
| Lindbrook Capital, LLC | 2,302 | $121.1K | 0.01% | +1,143+98.6% | Added |
| Spire Wealth Management | 2,339 | $123.1K | 0.00% | +242+11.5% | Added |
| Signaturefd, LLC | 2,560 | $134.7K | 0.00% | +184+7.7% | Added |