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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 10,705 | $563.2K | 0.00% | +258+2.5% | Added |
| HighTower Advisors, LLC | 10,434 | $548.9K | 0.00% | +3,640+53.6% | Added |
| Greenland Capital Management LP | 10,000 | $526.1K | 0.09% | −15,295−60.5% | Reduced |
| Waterloo Capital, L.P. | 9,983 | $525.2K | 0.05% | −4,268−29.9% | Reduced |
| Coldstream Capital Management Inc | 9,961 | $524.0K | 0.01% | +60+0.6% | Added |
| Atlas Capital Advisors LLC | 9,660 | $508.2K | 0.06% | +9,660 | New |
| Metis Global Partners, LLC | 9,595 | $504.8K | 0.01% | +911+10.5% | Added |
| Crossmark Global Holdings, Inc. | 9,415 | $495.3K | 0.01% | +986+11.7% | Added |
| Quadrant Capital Group LLC | 9,382 | $493.6K | 0.02% | +6,117+187.4% | Added |
| CWM, LLC | 9,252 | $487.0K | 0.00% | +3,864+71.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,143 | $481.0K | 0.00% | −872−8.7% | Reduced |
| D.A. Davidson & Co. | 8,938 | $470.2K | 0.00% | +309+3.6% | Added |
| TT Capital Management LLC | 8,925 | $469.5K | 0.40% | −14,200−61.4% | Reduced |
| Formidable Asset Management, LLC | 8,878 | $467.1K | 0.08% | −717−7.5% | Reduced |
| Colony Group, LLC | 8,861 | $466.2K | 0.00% | +1,062+13.6% | Added |
| EMC Capital Management | 8,800 | $463.0K | 0.28% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,751 | $460.4K | 0.00% | +320+3.8% | Added |
| Empowered Funds, LLC | 8,746 | $460.1K | 0.01% | +804+10.1% | Added |
| Xponance, Inc. | 8,746 | $460.1K | 0.00% | −627−6.7% | Reduced |
| Versant Capital Management, Inc | 8,721 | $458.8K | 0.08% | +7,167+461.2% | Added |
| CI Private Wealth, LLC | 8,479 | $446.1K | 0.00% | +169+2.0% | Added |
| BTC Capital Management, Inc. | 8,071 | $424.6K | 0.04% | +494+6.5% | Added |
| Neuberger Berman Group LLC | 7,855 | $413.3K | 0.00% | +1,246+18.9% | Added |
| Parallel Advisors, LLC | 7,548 | $397.1K | 0.01% | +1,141+17.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $395.0K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,183 | $377.9K | 0.01% | +7,183 | New |
| Arete Wealth Advisors, LLC | 6,992 | $365.0K | 0.03% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 6,813 | $358.4K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $333.1K | 0.25% | – | – |
| Synergy Financial Group, LTD | 6,298 | $331.3K | 0.30% | +6,298 | New |
| Icapital Wealth LLC | 6,218 | $327.1K | 0.20% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 6,170 | $324.6K | 0.00% | +6,170 | New |
| Wolverine Trading, LLC | 6,276 | $324.5K | 0.01% | +6,276 | New |
| RSM US Wealth Management LLC | 6,076 | $321.4K | 0.00% | +1,112+22.4% | Added |
| Community Bank of Raymore | 5,955 | $313.3K | 0.25% | +1,400+30.7% | Added |
| James Investment Research Inc | 5,897 | $310.2K | 0.04% | +5,897 | New |
| Securian Asset Management, Inc | 5,725 | $301.2K | 0.01% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 5,708 | $300.3K | 0.16% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,706 | $300.2K | 0.00% | +5,706 | New |
| Sound Stewardship, LLC | 5,626 | $296.0K | 0.17% | +757+15.5% | Added |
| Abel Hall, LLC | 5,600 | $294.6K | 0.18% | −709−11.2% | Reduced |
| Prosperity Consulting Group, LLC | 5,597 | $294.5K | 0.02% | −561−9.1% | Reduced |
| US Bancorp | 5,567 | $292.9K | 0.00% | −1,970−26.1% | Reduced |
| Camelot Portfolios, LLC | 5,503 | $289.5K | 0.18% | +5,503 | New |
| Kovack Advisors, Inc. | 5,389 | $283.5K | 0.03% | −5,300−49.6% | Reduced |
| Sanctuary Advisors, LLC | 5,379 | $283.0K | 0.00% | −18,554−77.5% | Reduced |
| Evergreen Capital Management LLC | 5,353 | $281.6K | 0.01% | +5,353 | New |
| Private Trust Co NA | 5,328 | $280.3K | 0.03% | −162−3.0% | Reduced |
| Vanderbilt University | 5,317 | $279.7K | 0.05% | −187−3.4% | Reduced |
| MRP Capital Investments, LLC | 5,296 | $278.6K | 0.26% | +850+19.1% | Added |
| CAPROCK Group, Inc. | 5,208 | $275.5K | 0.01% | +5,208 | New |
| Callan Family Office, LLC | 5,233 | $275.3K | 0.02% | −841−13.8% | Reduced |
| Alps Advisors Inc | 5,205 | $273.8K | 0.00% | −1,635−23.9% | Reduced |
| The PNC Financial Services Group, Inc. | 5,155 | $271.2K | 0.00% | +111+2.2% | Added |
| Pitcairn Co | 5,140 | $270.4K | 0.02% | +500+10.8% | Added |
| Panagora Asset Management Inc | 5,007 | $263.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 4,950 | $260.4K | 0.03% | −30,255−85.9% | Reduced |
| Optas, LLC | 4,899 | $257.7K | 0.04% | +4,899 | New |
| EP Wealth Advisors, LLC | 4,880 | $256.7K | 0.00% | +335+7.4% | Added |
| Chicago Partners Investment Group LLC | 5,043 | $254.0K | 0.01% | +5,043 | New |
| United Services Automobile Association | 4,853 | $250.9K | 0.01% | +4,853 | New |
| Robertson Stephens Wealth Management, LLC | 4,700 | $248.7K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4,690 | $246.7K | 0.05% | −1,495−24.2% | Reduced |
| Mackenzie Financial Corp | 4,675 | $246.0K | 0.00% | +4,675 | New |
| CIBC Private Wealth Group, LLC | 5,596 | $243.6K | 0.00% | −191−3.3% | Reduced |
| Atria Wealth Solutions, Inc. | 4,617 | $242.9K | 0.00% | −373−7.5% | Reduced |
| Presima Inc. | 4,573 | $240.6K | 0.05% | +4,573 | New |
| Renaissance Group LLC | 4,568 | $240.3K | 0.01% | +4,568 | New |
| Custom Index Systems, LLC | 4,550 | $239.4K | 0.12% | +4,550 | New |
| Buckingham Strategic Partners | 4,536 | $238.6K | 0.00% | +4,536 | New |
| J.W. Cole Advisors, Inc. | 4,522 | $237.9K | 0.01% | +4,522 | New |
| Brookwood Investment Group LLC | 4,446 | $233.9K | 0.04% | +4,446 | New |
| Affinity Investment Advisors, LLC | 4,416 | $232.3K | 0.19% | +4,416 | New |
| Simon Quick Advisors, LLC | 4,305 | $226.5K | 0.01% | +4,305 | New |
| Savant Capital, LLC | 4,262 | $224.2K | 0.00% | −13,219−75.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,256 | $223.9K | 0.00% | +4,256 | New |
| FIL Ltd | 4,193 | $220.6K | 0.00% | +1,709+68.8% | Added |
| AXA S.A. | 4,164 | $219.1K | 0.00% | −32,540−88.7% | Reduced |
| Utah Retirement Systems | 4,138 | $217.7K | 0.00% | +4,138 | New |
| Family Wealth Partners, LLC | 4,083 | $214.8K | 0.10% | +4,083 | New |
| Baker Avenue Asset Management, LP | 3,977 | $209.2K | 0.01% | +3,977 | New |
| Pallas Capital Advisors LLC | 3,970 | $208.9K | 0.01% | +3,970 | New |
| Schnieders Capital Management LLC | 3,950 | $207.8K | 0.04% | +3,950 | New |
| Longboard Asset Management, LP | 3,919 | $206.2K | 0.61% | +3,919 | New |
| KBC Group NV | 3,594 | $189.0K | 0.00% | −159−4.2% | Reduced |
| Virtus Investment Advisers, Inc. | 3,439 | $180.9K | 0.05% | +3,439 | New |
| Heritage Wealth Advisors | 3,000 | $157.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,842 | $150.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,560 | $134.7K | 0.00% | +184+7.7% | Added |
| Spire Wealth Management | 2,339 | $123.1K | 0.00% | +242+11.5% | Added |
| Lindbrook Capital, LLC | 2,302 | $121.1K | 0.01% | +1,143+98.6% | Added |
| Harbor Capital Advisors, Inc. | 2,046 | $108.0K | 0.00% | +484+31.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,046 | $105.8K | 0.00% | −67−3.2% | Reduced |
| Fifth Third Bancorp | 1,944 | $102.3K | 0.00% | −125−6.0% | Reduced |
| Harbour Investments, Inc. | 1,911 | $100.5K | 0.00% | +28+1.5% | Added |
| EverSource Wealth Advisors, LLC | 1,888 | $99.3K | 0.01% | +358+23.4% | Added |
| GAMMA Investing LLC | 1,871 | $98.4K | 0.01% | +744+66.0% | Added |
| Jones Financial Companies LLLP | 1,830 | $94.6K | 0.00% | +1,296+242.7% | Added |
| Ssa Swiss Advisors AG | 1,645 | $87.1K | 0.04% | +1,645 | New |
| Tower Research Capital LLC (TRC) | 1,636 | $86.1K | 0.00% | −8,649−84.1% | Reduced |