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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 2,842 | $150.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,000 | $157.8K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 3,439 | $180.9K | 0.05% | +3,439 | New |
| KBC Group NV | 3,594 | $189.0K | 0.00% | −159−4.2% | Reduced |
| Longboard Asset Management, LP | 3,919 | $206.2K | 0.61% | +3,919 | New |
| Schnieders Capital Management LLC | 3,950 | $207.8K | 0.04% | +3,950 | New |
| Pallas Capital Advisors LLC | 3,970 | $208.9K | 0.01% | +3,970 | New |
| Baker Avenue Asset Management, LP | 3,977 | $209.2K | 0.01% | +3,977 | New |
| Family Wealth Partners, LLC | 4,083 | $214.8K | 0.10% | +4,083 | New |
| Utah Retirement Systems | 4,138 | $217.7K | 0.00% | +4,138 | New |
| AXA S.A. | 4,164 | $219.1K | 0.00% | −32,540−88.7% | Reduced |
| FIL Ltd | 4,193 | $220.6K | 0.00% | +1,709+68.8% | Added |
| O'Shaughnessy Asset Management, LLC | 4,256 | $223.9K | 0.00% | +4,256 | New |
| Savant Capital, LLC | 4,262 | $224.2K | 0.00% | −13,219−75.6% | Reduced |
| Simon Quick Advisors, LLC | 4,305 | $226.5K | 0.01% | +4,305 | New |
| Affinity Investment Advisors, LLC | 4,416 | $232.3K | 0.19% | +4,416 | New |
| Brookwood Investment Group LLC | 4,446 | $233.9K | 0.04% | +4,446 | New |
| J.W. Cole Advisors, Inc. | 4,522 | $237.9K | 0.01% | +4,522 | New |
| Buckingham Strategic Partners | 4,536 | $238.6K | 0.00% | +4,536 | New |
| Custom Index Systems, LLC | 4,550 | $239.4K | 0.12% | +4,550 | New |
| Renaissance Group LLC | 4,568 | $240.3K | 0.01% | +4,568 | New |
| Presima Inc. | 4,573 | $240.6K | 0.05% | +4,573 | New |
| Atria Wealth Solutions, Inc. | 4,617 | $242.9K | 0.00% | −373−7.5% | Reduced |
| CIBC Private Wealth Group, LLC | 5,596 | $243.6K | 0.00% | −191−3.3% | Reduced |
| Mackenzie Financial Corp | 4,675 | $246.0K | 0.00% | +4,675 | New |
| Impact Partnership Wealth, LLC | 4,690 | $246.7K | 0.05% | −1,495−24.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,700 | $248.7K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 4,853 | $250.9K | 0.01% | +4,853 | New |
| Chicago Partners Investment Group LLC | 5,043 | $254.0K | 0.01% | +5,043 | New |
| EP Wealth Advisors, LLC | 4,880 | $256.7K | 0.00% | +335+7.4% | Added |
| Optas, LLC | 4,899 | $257.7K | 0.04% | +4,899 | New |
| Quest Partners LLC | 4,950 | $260.4K | 0.03% | −30,255−85.9% | Reduced |
| Panagora Asset Management Inc | 5,007 | $263.4K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 5,140 | $270.4K | 0.02% | +500+10.8% | Added |
| The PNC Financial Services Group, Inc. | 5,155 | $271.2K | 0.00% | +111+2.2% | Added |
| Alps Advisors Inc | 5,205 | $273.8K | 0.00% | −1,635−23.9% | Reduced |
| Callan Family Office, LLC | 5,233 | $275.3K | 0.02% | −841−13.8% | Reduced |
| CAPROCK Group, Inc. | 5,208 | $275.5K | 0.01% | +5,208 | New |
| MRP Capital Investments, LLC | 5,296 | $278.6K | 0.26% | +850+19.1% | Added |
| Vanderbilt University | 5,317 | $279.7K | 0.05% | −187−3.4% | Reduced |
| Private Trust Co NA | 5,328 | $280.3K | 0.03% | −162−3.0% | Reduced |
| Evergreen Capital Management LLC | 5,353 | $281.6K | 0.01% | +5,353 | New |
| Sanctuary Advisors, LLC | 5,379 | $283.0K | 0.00% | −18,554−77.5% | Reduced |
| Kovack Advisors, Inc. | 5,389 | $283.5K | 0.03% | −5,300−49.6% | Reduced |
| Camelot Portfolios, LLC | 5,503 | $289.5K | 0.18% | +5,503 | New |
| US Bancorp | 5,567 | $292.9K | 0.00% | −1,970−26.1% | Reduced |
| Prosperity Consulting Group, LLC | 5,597 | $294.5K | 0.02% | −561−9.1% | Reduced |
| Abel Hall, LLC | 5,600 | $294.6K | 0.18% | −709−11.2% | Reduced |
| Sound Stewardship, LLC | 5,626 | $296.0K | 0.17% | +757+15.5% | Added |
| Captrust Financial Advisors | 5,706 | $300.2K | 0.00% | +5,706 | New |
| Sterneck Capital Management, LLC | 5,708 | $300.3K | 0.16% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,725 | $301.2K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 5,897 | $310.2K | 0.04% | +5,897 | New |
| Community Bank of Raymore | 5,955 | $313.3K | 0.25% | +1,400+30.7% | Added |
| RSM US Wealth Management LLC | 6,076 | $321.4K | 0.00% | +1,112+22.4% | Added |
| Wolverine Trading, LLC | 6,276 | $324.5K | 0.01% | +6,276 | New |
| Robeco Institutional Asset Management B.V. | 6,170 | $324.6K | 0.00% | +6,170 | New |
| Icapital Wealth LLC | 6,218 | $327.1K | 0.20% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 6,298 | $331.3K | 0.30% | +6,298 | New |
| Byrne Asset Management LLC | – | $333.1K | 0.25% | – | – |
| Ontario Teachers Pension Plan Board | 6,813 | $358.4K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 6,992 | $365.0K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,183 | $377.9K | 0.01% | +7,183 | New |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $395.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,548 | $397.1K | 0.01% | +1,141+17.8% | Added |
| Neuberger Berman Group LLC | 7,855 | $413.3K | 0.00% | +1,246+18.9% | Added |
| BTC Capital Management, Inc. | 8,071 | $424.6K | 0.04% | +494+6.5% | Added |
| CI Private Wealth, LLC | 8,479 | $446.1K | 0.00% | +169+2.0% | Added |
| Versant Capital Management, Inc | 8,721 | $458.8K | 0.08% | +7,167+461.2% | Added |
| Xponance, Inc. | 8,746 | $460.1K | 0.00% | −627−6.7% | Reduced |
| Empowered Funds, LLC | 8,746 | $460.1K | 0.01% | +804+10.1% | Added |
| BNP Paribas Arbitrage, SA | 8,751 | $460.4K | 0.00% | +320+3.8% | Added |
| EMC Capital Management | 8,800 | $463.0K | 0.28% | 00.0% | Unchanged |
| Colony Group, LLC | 8,861 | $466.2K | 0.00% | +1,062+13.6% | Added |
| Formidable Asset Management, LLC | 8,878 | $467.1K | 0.08% | −717−7.5% | Reduced |
| TT Capital Management LLC | 8,925 | $469.5K | 0.40% | −14,200−61.4% | Reduced |
| D.A. Davidson & Co. | 8,938 | $470.2K | 0.00% | +309+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,143 | $481.0K | 0.00% | −872−8.7% | Reduced |
| CWM, LLC | 9,252 | $487.0K | 0.00% | +3,864+71.7% | Added |
| Quadrant Capital Group LLC | 9,382 | $493.6K | 0.02% | +6,117+187.4% | Added |
| Crossmark Global Holdings, Inc. | 9,415 | $495.3K | 0.01% | +986+11.7% | Added |
| Metis Global Partners, LLC | 9,595 | $504.8K | 0.01% | +911+10.5% | Added |
| Atlas Capital Advisors LLC | 9,660 | $508.2K | 0.06% | +9,660 | New |
| Coldstream Capital Management Inc | 9,961 | $524.0K | 0.01% | +60+0.6% | Added |
| Waterloo Capital, L.P. | 9,983 | $525.2K | 0.05% | −4,268−29.9% | Reduced |
| Greenland Capital Management LP | 10,000 | $526.1K | 0.09% | −15,295−60.5% | Reduced |
| HighTower Advisors, LLC | 10,434 | $548.9K | 0.00% | +3,640+53.6% | Added |
| Nissay Asset Management Corp | 10,705 | $563.2K | 0.00% | +258+2.5% | Added |
| MML Investors Services, LLC | 10,790 | $568.0K | 0.00% | +3,180+41.8% | Added |
| Jackson Square Capital, LLC | 10,848 | $570.7K | 0.19% | +10,848 | New |
| Teamwork Financial Advisors, LLC | 10,984 | $577.9K | 0.08% | +295+2.8% | Added |
| Moody National Bank Trust Division | 11,147 | $586.4K | 0.06% | +12+0.1% | Added |
| Wedbush Securities Inc | 11,292 | $594.0K | 0.02% | −243−2.1% | Reduced |
| Entropy Technologies, LP | 11,377 | $598.5K | 0.06% | +11,377 | New |
| Maridea Wealth Management LLC | 11,515 | $605.8K | 0.20% | +50.0% | Added |
| Lecap Asset Management Ltd | 11,631 | $611.9K | 0.14% | +2,054+21.4% | Added |
| Groupe la Francaise | 12,140 | $622.7K | 0.01% | −461−3.7% | Reduced |
| Bank of Montreal | 12,217 | $642.7K | 0.00% | −449−3.5% | Reduced |
| Samalin Investment Counsel, LLC | 12,357 | $650.1K | 0.26% | −1,248−9.2% | Reduced |
| Assetmark, Inc | 12,642 | $665.1K | 0.00% | +836+7.1% | Added |