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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 58,114 | $3.06M | 0.00% | +16,064+38.2% | Added |
| Manufacturers Life Insurance Company, The | 59,574 | $3.13M | 0.00% | +1,324+2.3% | Added |
| HSBC Holdings PLC | 59,927 | $3.15M | 0.00% | −3,690−5.8% | Reduced |
| Zacks Investment Management | 65,735 | $3.46M | 0.03% | +65,735 | New |
| Mercer Global Advisors Inc | 69,679 | $3.67M | 0.01% | +6,772+10.8% | Added |
| California State Teachers Retirement System | 69,974 | $3.68M | 0.00% | −806−1.1% | Reduced |
| Jump Financial, LLC | 72,000 | $3.79M | 0.06% | +72,000 | New |
| Oppenheimer & Co Inc | 72,045 | $3.79M | 0.06% | +1,942+2.8% | Added |
| New Age Alpha Advisors, LLC | 74,116 | $3.90M | 0.17% | −14,625−16.5% | Reduced |
| New York State Teachers Retirement System | 74,183 | $3.90M | 0.01% | −4,600−5.8% | Reduced |
| Ballast Asset Management, LP | 74,368 | $3.91M | 2.06% | +1,086+1.5% | Added |
| Federated Hermes, Inc. | 74,953 | $3.94M | 0.01% | −16,204−17.8% | Reduced |
| LPL Financial LLC | 76,560 | $4.03M | 0.00% | +2,753+3.7% | Added |
| QRG Capital Management, Inc. | 81,368 | $4.28M | 0.04% | +3,383+4.3% | Added |
| Corebridge Financial, Inc. | 83,642 | $4.40M | 0.03% | −2,042−2.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 83,936 | $4.42M | 0.00% | +1,591+1.9% | Added |
| Schroder Investment Management Group | 87,362 | $4.49M | 0.00% | +87,362 | New |
| State Board of Administration of Florida Retirement System | 86,701 | $4.56M | 0.01% | +100.0% | Added |
| Wells Fargo & Company | 91,148 | $4.80M | 0.00% | +11,386+14.3% | Added |
| Jane Street Group, LLC | 91,198 | $4.80M | 0.01% | +65,985+261.7% | Added |
| Thrivent Financial for Lutherans | 91,677 | $4.82M | 0.01% | −66,586−42.1% | Reduced |
| Voya Investment Management LLC | 91,701 | $4.82M | 0.01% | +20,814+29.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 91,714 | $4.83M | 0.14% | +91,714 | New |
| Retirement Systems of Alabama | 92,173 | $4.85M | 0.02% | +91+0.1% | Added |
| Goldman Sachs Group Inc | 96,061 | $5.05M | 0.00% | +976+1.0% | Added |
| Franklin Resources Inc | 96,470 | $5.08M | 0.00% | +21,819+29.2% | Added |
| Two Sigma Advisers, LP | 97,500 | $5.13M | 0.01% | +71,400+273.6% | Added |
| Nomura Asset Management Co Ltd | 104,990 | $5.52M | 0.02% | +4,160+4.1% | Added |
| Primecap Management Co | 106,900 | $5.62M | 0.00% | −17,090−13.8% | Reduced |
| Great West Life Assurance Co | 112,012 | $5.89M | 0.01% | +7,464+7.1% | Added |
| Daiwa Securities Group Inc. | 116,283 | $6.12M | 0.03% | +91,146+362.6% | Added |
| Macquarie Group Ltd | 117,920 | $6.20M | 0.01% | +1,783+1.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 124,617 | $6.56M | 0.01% | −36,076−22.5% | Reduced |
| Alliancebernstein L.P. | 125,818 | $6.62M | 0.00% | +17,199+15.8% | Added |
| Public Employees Retirement System of Ohio | 130,743 | $6.88M | 0.02% | −3,419−2.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 133,432 | $7.02M | 0.68% | −8,791−6.2% | Reduced |
| Asset Management One Co.,Ltd. | 135,633 | $7.14M | 0.02% | +25,159+22.8% | Added |
| Commonwealth Equity Services, LLC | 145,521 | $7.66M | 0.01% | +7,471+5.4% | Added |
| Swiss National Bank | 146,788 | $7.72M | 0.01% | −2,200−1.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 151,931 | $7.99M | 0.02% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 152,729 | $7.99M | 0.06% | +152,729 | New |
| Cyndeo Wealth Partners, LLC | 154,954 | $8.15M | 0.54% | +8,922+6.1% | Added |
| Lighthouse Investment Partners, LLC | 159,700 | $8.40M | 0.38% | +50,700+46.5% | Added |
| STRS Ohio | 165,200 | $8.69M | 0.04% | −38,449−18.9% | Reduced |
| SEI Investments Co | 165,395 | $8.70M | 0.01% | +20,750+14.3% | Added |
| Nisa Investment Advisors, LLC | 167,381 | $8.83M | 0.04% | +120,755+259.0% | Added |
| Principal Financial Group Inc | 174,282 | $9.17M | 0.01% | +699+0.4% | Added |
| Nuveen, LLC | 184,415 | $9.70M | 0.00% | +184,415 | New |
| State of Wisconsin Investment Board | 190,918 | $10.0M | 0.03% | +21,562+12.7% | Added |
| Jain Global LLC | 200,011 | $10.5M | 0.22% | +200,011 | New |
| Two Sigma Investments, LP | 202,593 | $10.7M | 0.02% | +202,593 | New |
| New York State Common Retirement Fund | 207,037 | $10.9M | 0.02% | −28,962−12.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 207,492 | $10.9M | 0.02% | +107,852+108.2% | Added |
| Ameriprise Financial Inc | 209,672 | $11.0M | 0.00% | +19,430+10.2% | Added |
| Barclays PLC | 223,280 | $11.7M | 0.01% | +108,684+94.8% | Added |
| Rhumbline Advisers | 229,208 | $12.1M | 0.01% | −6,887−2.9% | Reduced |
| Bank of America Corp | 236,401 | $12.4M | 0.00% | +105,047+80.0% | Added |
| Penn Capital Management Co Inc | 291,609 | $15.4M | 1.50% | +406+0.1% | Added |
| Raymond James Financial Inc | 308,707 | $16.2M | 0.01% | +11,854+4.0% | Added |
| Citadel Advisors LLC | 324,372 | $17.1M | 0.02% | +187,576+137.1% | Added |
| Allianz Asset Management GmbH | 328,146 | $17.3M | 0.03% | +165,904+102.3% | Added |
| Price T Rowe Associates Inc | 337,237 | $17.7M | 0.00% | +18,854+5.9% | Added |
| Standard Life Aberdeen plc | 366,765 | $19.1M | 0.04% | +341,668+1,361.4% | Added |
| Quantinno Capital Management LP | 363,758 | $19.1M | 0.12% | +201,365+124.0% | Added |
| Wellington Management Group LLP | 402,314 | $21.2M | 0.00% | +402,314 | New |
| Advisors Capital Management, LLC | 495,656 | $26.1M | 0.40% | +601+0.1% | Added |
| Legal & General Group Plc | 504,294 | $26.5M | 0.01% | +6,716+1.3% | Added |
| Morgan Stanley | 523,080 | $27.5M | 0.00% | −114,613−18.0% | Reduced |
| UBS Asset Management Americas Inc | 524,883 | $27.6M | 0.01% | +61,844+13.4% | Added |
| Invesco Ltd. | 548,164 | $28.8M | 0.01% | −66,794−10.9% | Reduced |
| JPMorgan Chase & Co | 709,368 | $37.3M | 0.00% | +23,826+3.5% | Added |
| Russell Investments Group, Ltd. | 821,532 | $43.2M | 0.06% | +649,675+378.0% | Added |
| Northern Trust Corp | 838,853 | $44.1M | 0.01% | −6,087−0.7% | Reduced |
| Norges Bank | 929,267 | $48.9M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 1,092,032 | $57.5M | 0.04% | +6,085+0.6% | Added |
| Dimensional Fund Advisors LP | 1,108,716 | $58.3M | 0.01% | +33,387+3.1% | Added |
| Bank of New York Mellon Corp | 1,122,894 | $59.1M | 0.01% | −22,373−2.0% | Reduced |
| AQR Capital Management LLC | 1,195,997 | $61.9M | 0.06% | +331,513+38.3% | Added |
| LSV Asset Management | 1,257,666 | $66.2M | 0.16% | +128,568+11.4% | Added |
| UBS Group AG | 1,260,798 | $66.3M | 0.01% | +433,809+52.5% | Added |
| Prudential Financial Inc | 1,317,290 | $69.3M | 0.10% | +1,311,362+22,121.5% | Added |
| Charles Schwab Investment Management Inc | 1,334,365 | $70.2M | 0.01% | −45,936−3.3% | Reduced |
| Geode Capital Management, LLC | 1,478,846 | $77.8M | 0.01% | +54,418+3.8% | Added |
| Renaissance Technologies LLC | 1,635,623 | $86.1M | 0.13% | +254,300+18.4% | Added |
| Deutsche Bank AG | 1,874,975 | $98.6M | 0.04% | +1,827,098+3,816.2% | Added |
| State Street Corp | 3,943,107 | $208.6M | 0.01% | +18,223+0.5% | Added |
| BlackRock, Inc. | 9,532,817 | $501.5M | 0.01% | −1,119,313−10.5% | Reduced |
| Vanguard Group Inc | 11,065,516 | $582.2M | 0.01% | −182,542−1.6% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Sycale Advisors (NY) LLC | 0 | $0 | 0.00% | −719,758−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −164,326−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −112,618−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −99,571−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −29,266−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −26,714−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,836−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −21,568−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −18,938−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,442−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −14,851−100.0% | Sold out |