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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 41,674 | $2.19M | 0.01% | 00.0% | Unchanged |
| Amundi | 44,692 | $2.18M | 0.00% | +2,604+6.2% | Added |
| Creative Planning | 40,996 | $2.16M | 0.00% | +11,601+39.5% | Added |
| Wedge Capital Management L L P | 40,370 | $2.12M | 0.04% | +7,935+24.5% | Added |
| Mariner, LLC | 40,290 | $2.12M | 0.00% | +189+0.5% | Added |
| XTX Topco Ltd | 39,655 | $2.09M | 0.11% | +39,655 | New |
| Keeley-Teton Advisors, LLC | 39,298 | $2.07M | 0.25% | −484−1.2% | Reduced |
| Mutual of America Capital Management LLC | 38,976 | $2.05M | 0.02% | −1,027−2.6% | Reduced |
| PFG Advisors | 38,903 | $2.05M | 0.11% | −67−0.2% | Reduced |
| Amalgamated Bank | 35,202 | $1.85M | 0.02% | −799−2.2% | Reduced |
| Treasurer of the State of North Carolina | 34,181 | $1.80M | 0.01% | +1,330+4.0% | Added |
| Virginia Retirement Systems Et Al | 34,132 | $1.80M | 0.01% | +34,132 | New |
| Royal Bank of Canada | 33,623 | $1.77M | 0.00% | +3,377+11.2% | Added |
| Midwest Professional Planners, LTD. | 32,956 | $1.73M | 0.54% | +8,404+34.2% | Added |
| Arrowstreet Capital, Limited Partnership | 32,793 | $1.73M | 0.00% | +32,793 | New |
| Janus Henderson Group PLC | 33,158 | $1.71M | 0.00% | −2,900−8.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 32,949 | $1.71M | 0.01% | +2,937+9.8% | Added |
| Kestra Investment Management, LLC | 32,419 | $1.71M | 0.05% | +18,794+137.9% | Added |
| Pensionfund DSM Netherlands | 30,962 | $1.63M | 1.08% | −2,500−7.5% | Reduced |
| Stifel Financial Corp | 30,715 | $1.62M | 0.00% | −795−2.5% | Reduced |
| Pathstone Holdings, LLC | 29,416 | $1.55M | 0.01% | +2,848+10.7% | Added |
| Ensign Peak Advisors, Inc | 29,128 | $1.53M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 28,279 | $1.49M | 0.00% | +1,959+7.4% | Added |
| Hancock Whitney Corp | 27,840 | $1.46M | 0.05% | +1,091+4.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 27,673 | $1.46M | 0.01% | +485+1.8% | Added |
| Sterling Capital Management LLC | 27,561 | $1.45M | 0.02% | +4,180+17.9% | Added |
| Ieq Capital, LLC | 26,876 | $1.41M | 0.01% | +19,032+242.6% | Added |
| Alberta Investment Management Corp | 26,700 | $1.40M | 0.01% | +14,000+110.2% | Added |
| Quantbot Technologies LP | 26,296 | $1.38M | 0.04% | +26,296 | New |
| Engineers Gate Manager LP | 26,259 | $1.38M | 0.02% | −15,968−37.8% | Reduced |
| Yousif Capital Management, LLC | 25,888 | $1.36M | 0.02% | −752−2.8% | Reduced |
| Independent Financial Group, LLC | 25,802 | $1.36M | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 25,168 | $1.32M | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 24,869 | $1.31M | 0.10% | −36,092−59.2% | Reduced |
| Penserra Capital Management LLC | 24,816 | $1.30M | 0.02% | +4,299+21.0% | Added |
| Focus Financial Network, Inc. | 24,053 | $1.27M | 0.05% | +3,031+14.4% | Added |
| Intech Investment Management LLC | 23,723 | $1.25M | 0.01% | −20,182−46.0% | Reduced |
| Lazard Asset Management LLC | 23,345 | $1.23M | 0.00% | +23,345 | New |
| Handelsbanken Fonder AB | 23,300 | $1.23M | 0.01% | −2,300−9.0% | Reduced |
| Squarepoint Ops LLC | 23,277 | $1.22M | 0.00% | +15,002+181.3% | Added |
| Janney Montgomery Scott LLC | 23,250 | $1.22M | 0.00% | −2,377−9.3% | Reduced |
| Advisor Group Holdings, Inc. | 22,497 | $1.18M | 0.00% | +11,169+98.6% | Added |
| Teacher Retirement System of Texas | 22,446 | $1.18M | 0.00% | −11,996−34.8% | Reduced |
| Cerity Partners LLC | 22,089 | $1.16M | 0.00% | +1,360+6.6% | Added |
| Arizona State Retirement System | 21,723 | $1.14M | 0.01% | −253−1.2% | Reduced |
| Millennium Management LLC | 21,698 | $1.14M | 0.00% | −557,297−96.3% | Reduced |
| Globeflex Capital L P | 21,305 | $1.12M | 0.10% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 21,200 | $1.12M | 0.01% | 00.0% | Unchanged |
| 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 |
| Cetera Investment Advisers | 20,598 | $1.08M | 0.00% | +2,238+12.2% | Added |
| PCG Wealth Advisors, LLC | 19,880 | $1.05M | 0.36% | +5,776+41.0% | Added |
| Prime Capital Investment Advisors, LLC | 19,667 | $1.03M | 0.01% | +451+2.3% | Added |
| Versor Investments LP | 18,984 | $998.7K | 0.16% | +7,000+58.4% | Added |
| Toroso Investments, LLC | 18,830 | $990.6K | 0.01% | +7,989+73.7% | Added |
| Brevan Howard Capital Management LP | 18,323 | $964.0K | 0.03% | +8,557+87.6% | Added |
| JustInvest LLC | 18,227 | $958.9K | 0.01% | +1,049+6.1% | Added |
| State of Michigan Retirement System | 18,089 | $951.7K | 0.01% | +200+1.1% | Added |
| Summit Trail Advisors, LLC | 17,974 | $950.6K | 0.03% | +17,974 | New |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $947.0K | 0.30% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,863 | $939.8K | 0.01% | +45+0.3% | Added |
| DekaBank Deutsche Girozentrale | 17,938 | $916.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 17,326 | $911.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 16,839 | $885.9K | 0.01% | +80.0% | Added |
| Pictet Asset Management Holding SA | 16,617 | $874.2K | 0.00% | −7,210−30.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 16,109 | $847.5K | 0.00% | +838+5.5% | Added |
| Wincap Financial LLC | 15,580 | $819.7K | 0.78% | −139−0.9% | Reduced |
| Diversify Advisory Services, LLC | 16,490 | $817.3K | 0.05% | −1,745−9.6% | Reduced |
| Pensionfund Sabic | 15,500 | $815.0K | 0.24% | −2,000−11.4% | Reduced |
| Kestra Advisory Services, LLC | 15,454 | $813.0K | 0.00% | +3,772+32.3% | Added |
| Oregon Public Employees Retirement Fund | 15,434 | $812.0K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,307 | $805.3K | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 15,300 | $805.0K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 15,146 | $796.8K | 0.61% | +75+0.5% | Added |
| IFM Investors Pty Ltd | 15,119 | $795.4K | 0.01% | −2,296−13.2% | Reduced |
| Ameritas Investment Partners, Inc. | 14,900 | $783.9K | 0.03% | −269−1.8% | Reduced |
| Van Eck Associates Corp | 14,853 | $781.0K | 0.00% | +595+4.2% | Added |
| Hilltop Holdings Inc. | 14,423 | $758.8K | 0.05% | +2,506+21.0% | Added |
| M&T Bank Corp | 14,408 | $757.7K | 0.00% | +2,389+19.9% | Added |
| RDA Financial Network | 14,359 | $755.4K | 0.23% | +427+3.1% | Added |
| SG Americas Securities, LLC | 14,073 | $740.0K | 0.00% | +14,073 | New |
| Pacer Advisors, Inc. | 14,030 | $738.1K | 0.00% | −784−5.3% | Reduced |
| Texas Yale Capital Corp. | 13,850 | $728.6K | 0.03% | +100+0.7% | Added |
| Victory Capital Management Inc | 13,818 | $727.0K | 0.00% | −204−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 13,710 | $721.3K | 0.01% | −29−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 13,287 | $699.0K | 0.00% | +13,287 | New |
| Susquehanna International Group, LLP | 13,134 | $691.0K | 0.00% | −3,639−21.7% | Reduced |
| Guggenheim Capital LLC | 12,985 | $683.1K | 0.01% | +1,324+11.4% | Added |
| Assetmark, Inc | 12,642 | $665.1K | 0.00% | +836+7.1% | Added |
| Samalin Investment Counsel, LLC | 12,357 | $650.1K | 0.26% | −1,248−9.2% | Reduced |
| Bank of Montreal | 12,217 | $642.7K | 0.00% | −449−3.5% | Reduced |
| Groupe la Francaise | 12,140 | $622.7K | 0.01% | −461−3.7% | Reduced |
| Lecap Asset Management Ltd | 11,631 | $611.9K | 0.14% | +2,054+21.4% | Added |
| Maridea Wealth Management LLC | 11,515 | $605.8K | 0.20% | +50.0% | Added |
| Entropy Technologies, LP | 11,377 | $598.5K | 0.06% | +11,377 | New |
| Wedbush Securities Inc | 11,292 | $594.0K | 0.02% | −243−2.1% | Reduced |
| Moody National Bank Trust Division | 11,147 | $586.4K | 0.06% | +12+0.1% | Added |
| Teamwork Financial Advisors, LLC | 10,984 | $577.9K | 0.08% | +295+2.8% | Added |
| Jackson Square Capital, LLC | 10,848 | $570.7K | 0.19% | +10,848 | New |
| MML Investors Services, LLC | 10,790 | $568.0K | 0.00% | +3,180+41.8% | Added |