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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 12,985 | $683.1K | 0.01% | +1,324+11.4% | Added |
| Susquehanna International Group, LLP | 13,134 | $691.0K | 0.00% | −3,639−21.7% | Reduced |
| D. E. Shaw & Co., Inc. | 13,287 | $699.0K | 0.00% | +13,287 | New |
| Kestra Private Wealth Services, LLC | 13,710 | $721.3K | 0.01% | −29−0.2% | Reduced |
| Victory Capital Management Inc | 13,818 | $727.0K | 0.00% | −204−1.5% | Reduced |
| Texas Yale Capital Corp. | 13,850 | $728.6K | 0.03% | +100+0.7% | Added |
| Pacer Advisors, Inc. | 14,030 | $738.1K | 0.00% | −784−5.3% | Reduced |
| SG Americas Securities, LLC | 14,073 | $740.0K | 0.00% | +14,073 | New |
| RDA Financial Network | 14,359 | $755.4K | 0.23% | +427+3.1% | Added |
| M&T Bank Corp | 14,408 | $757.7K | 0.00% | +2,389+19.9% | Added |
| Hilltop Holdings Inc. | 14,423 | $758.8K | 0.05% | +2,506+21.0% | Added |
| Van Eck Associates Corp | 14,853 | $781.0K | 0.00% | +595+4.2% | Added |
| Ameritas Investment Partners, Inc. | 14,900 | $783.9K | 0.03% | −269−1.8% | Reduced |
| IFM Investors Pty Ltd | 15,119 | $795.4K | 0.01% | −2,296−13.2% | Reduced |
| 1620 Investment Advisors, Inc. | 15,146 | $796.8K | 0.61% | +75+0.5% | Added |
| New Mexico Educational Retirement Board | 15,300 | $805.0K | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,307 | $805.3K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 15,434 | $812.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,454 | $813.0K | 0.00% | +3,772+32.3% | Added |
| Pensionfund Sabic | 15,500 | $815.0K | 0.24% | −2,000−11.4% | Reduced |
| Diversify Advisory Services, LLC | 16,490 | $817.3K | 0.05% | −1,745−9.6% | Reduced |
| Wincap Financial LLC | 15,580 | $819.7K | 0.78% | −139−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,109 | $847.5K | 0.00% | +838+5.5% | Added |
| Pictet Asset Management Holding SA | 16,617 | $874.2K | 0.00% | −7,210−30.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 16,839 | $885.9K | 0.01% | +80.0% | Added |
| State of Tennessee, Treasury Department | 17,326 | $911.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 17,938 | $916.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,863 | $939.8K | 0.01% | +45+0.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $947.0K | 0.30% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 17,974 | $950.6K | 0.03% | +17,974 | New |
| State of Michigan Retirement System | 18,089 | $951.7K | 0.01% | +200+1.1% | Added |
| JustInvest LLC | 18,227 | $958.9K | 0.01% | +1,049+6.1% | Added |
| Brevan Howard Capital Management LP | 18,323 | $964.0K | 0.03% | +8,557+87.6% | Added |
| Toroso Investments, LLC | 18,830 | $990.6K | 0.01% | +7,989+73.7% | Added |
| Versor Investments LP | 18,984 | $998.7K | 0.16% | +7,000+58.4% | Added |
| Prime Capital Investment Advisors, LLC | 19,667 | $1.03M | 0.01% | +451+2.3% | Added |
| PCG Wealth Advisors, LLC | 19,880 | $1.05M | 0.36% | +5,776+41.0% | Added |
| Cetera Investment Advisers | 20,598 | $1.08M | 0.00% | +2,238+12.2% | Added |
| UniSuper Management Pty Ltd | 21,200 | $1.12M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 21,200 | $1.12M | 0.02% | +200+1.0% | Added |
| KLP Kapitalforvaltning AS | 21,200 | $1.12M | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 21,305 | $1.12M | 0.10% | 00.0% | Unchanged |
| Millennium Management LLC | 21,698 | $1.14M | 0.00% | −557,297−96.3% | Reduced |
| Arizona State Retirement System | 21,723 | $1.14M | 0.01% | −253−1.2% | Reduced |
| Cerity Partners LLC | 22,089 | $1.16M | 0.00% | +1,360+6.6% | Added |
| Teacher Retirement System of Texas | 22,446 | $1.18M | 0.00% | −11,996−34.8% | Reduced |
| Advisor Group Holdings, Inc. | 22,497 | $1.18M | 0.00% | +11,169+98.6% | Added |
| Janney Montgomery Scott LLC | 23,250 | $1.22M | 0.00% | −2,377−9.3% | Reduced |
| Squarepoint Ops LLC | 23,277 | $1.22M | 0.00% | +15,002+181.3% | Added |
| Handelsbanken Fonder AB | 23,300 | $1.23M | 0.01% | −2,300−9.0% | Reduced |
| Lazard Asset Management LLC | 23,345 | $1.23M | 0.00% | +23,345 | New |
| Intech Investment Management LLC | 23,723 | $1.25M | 0.01% | −20,182−46.0% | Reduced |
| Focus Financial Network, Inc. | 24,053 | $1.27M | 0.05% | +3,031+14.4% | Added |
| Penserra Capital Management LLC | 24,816 | $1.30M | 0.02% | +4,299+21.0% | Added |
| Campbell & CO Investment Adviser LLC | 24,869 | $1.31M | 0.10% | −36,092−59.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,168 | $1.32M | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 25,802 | $1.36M | 0.05% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 25,888 | $1.36M | 0.02% | −752−2.8% | Reduced |
| Engineers Gate Manager LP | 26,259 | $1.38M | 0.02% | −15,968−37.8% | Reduced |
| Quantbot Technologies LP | 26,296 | $1.38M | 0.04% | +26,296 | New |
| Alberta Investment Management Corp | 26,700 | $1.40M | 0.01% | +14,000+110.2% | Added |
| Ieq Capital, LLC | 26,876 | $1.41M | 0.01% | +19,032+242.6% | Added |
| Sterling Capital Management LLC | 27,561 | $1.45M | 0.02% | +4,180+17.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 27,673 | $1.46M | 0.01% | +485+1.8% | Added |
| Hancock Whitney Corp | 27,840 | $1.46M | 0.05% | +1,091+4.1% | Added |
| FMR LLC | 28,279 | $1.49M | 0.00% | +1,959+7.4% | Added |
| Ensign Peak Advisors, Inc | 29,128 | $1.53M | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 29,416 | $1.55M | 0.01% | +2,848+10.7% | Added |
| Stifel Financial Corp | 30,715 | $1.62M | 0.00% | −795−2.5% | Reduced |
| Pensionfund DSM Netherlands | 30,962 | $1.63M | 1.08% | −2,500−7.5% | Reduced |
| Kestra Investment Management, LLC | 32,419 | $1.71M | 0.05% | +18,794+137.9% | Added |
| Resona Asset Management Co.,Ltd. | 32,949 | $1.71M | 0.01% | +2,937+9.8% | Added |
| Janus Henderson Group PLC | 33,158 | $1.71M | 0.00% | −2,900−8.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 32,793 | $1.73M | 0.00% | +32,793 | New |
| Midwest Professional Planners, LTD. | 32,956 | $1.73M | 0.54% | +8,404+34.2% | Added |
| Royal Bank of Canada | 33,623 | $1.77M | 0.00% | +3,377+11.2% | Added |
| Virginia Retirement Systems Et Al | 34,132 | $1.80M | 0.01% | +34,132 | New |
| Treasurer of the State of North Carolina | 34,181 | $1.80M | 0.01% | +1,330+4.0% | Added |
| Amalgamated Bank | 35,202 | $1.85M | 0.02% | −799−2.2% | Reduced |
| PFG Advisors | 38,903 | $2.05M | 0.11% | −67−0.2% | Reduced |
| Mutual of America Capital Management LLC | 38,976 | $2.05M | 0.02% | −1,027−2.6% | Reduced |
| Keeley-Teton Advisors, LLC | 39,298 | $2.07M | 0.25% | −484−1.2% | Reduced |
| XTX Topco Ltd | 39,655 | $2.09M | 0.11% | +39,655 | New |
| Mariner, LLC | 40,290 | $2.12M | 0.00% | +189+0.5% | Added |
| Wedge Capital Management L L P | 40,370 | $2.12M | 0.04% | +7,935+24.5% | Added |
| Creative Planning | 40,996 | $2.16M | 0.00% | +11,601+39.5% | Added |
| Amundi | 44,692 | $2.18M | 0.00% | +2,604+6.2% | Added |
| State of New Jersey Common Pension Fund D | 41,674 | $2.19M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,445 | $2.23M | 0.01% | +1,378+3.4% | Added |
| Verition Fund Management LLC | 43,086 | $2.27M | 0.01% | +43,086 | New |
| Exchange Traded Concepts, LLC | 43,769 | $2.30M | 0.04% | +5,250+13.6% | Added |
| MetLife Investment Management | 44,197 | $2.33M | 0.01% | −697−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,772 | $2.36M | 0.01% | +2,487+5.9% | Added |
| State of Alaska, Department of Revenue | 45,362 | $2.38M | 0.03% | +685+1.5% | Added |
| Edgestream Partners, L.P. | 46,901 | $2.47M | 0.08% | +46,901 | New |
| North Star Investment Management Corp. | 50,650 | $2.66M | 0.19% | +2,000+4.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51,994 | $2.74M | 0.00% | +2,625+5.3% | Added |
| Caxton Associates LLP | 54,817 | $2.88M | 0.10% | +54,817 | New |
| First Trust Advisors LP | 55,211 | $2.90M | 0.00% | −101,893−64.9% | Reduced |
| Citigroup Inc | 56,531 | $2.97M | 0.00% | +12,407+28.1% | Added |