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 |
|---|---|---|---|---|---|
| Rossby Financial, LCC | 1,741 | $85.4K | 0.04% | +1,741 | New |
| Covestor Ltd | 1,500 | $79.0K | 0.05% | −495−24.8% | Reduced |
| GF Fund Management Co. Ltd. | 1,434 | $75.4K | 0.00% | +58+4.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,423 | $74.9K | 0.00% | +15+1.1% | Added |
| Brown Brothers Harriman & Co | 1,359 | $71.5K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,308 | $69.4K | 0.01% | +1,308 | New |
| IFP Advisors, Inc | 1,280 | $67.3K | 0.00% | −546−29.9% | Reduced |
| Advisors Asset Management, Inc. | 1,272 | $66.9K | 0.00% | −17−1.3% | Reduced |
| Nova Wealth Management, Inc. | 1,223 | $64.3K | 0.06% | 00.0% | Unchanged |
| MAI Capital Management | 1,191 | $62.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,165 | $61.3K | 0.01% | +1,165 | New |
| Principal Securities, Inc. | 1,296 | $57.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,135 | $55.4K | 0.00% | +393+53.0% | Added |
| Huntington National Bank | 1,021 | $53.7K | 0.00% | +741+264.6% | Added |
| SRS Capital Advisors, Inc. | 935 | $49.2K | 0.00% | +224+31.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 850 | $44.7K | 0.01% | +400+88.9% | Added |
| Skopos Labs, Inc. | 716 | $37.7K | 0.01% | +155+27.6% | Added |
| Hantz Financial Services, Inc. | 702 | $37.0K | 0.00% | +702 | New |
| Geneos Wealth Management Inc. | 696 | $36.6K | 0.00% | +173+33.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 603 | $31.7K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 556 | $29.3K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 544 | $28.6K | 0.01% | −68−11.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 537 | $28.3K | 0.02% | +377+235.6% | Added |
| Clearstead Advisors, LLC | 497 | $26.1K | 0.00% | +177+55.3% | Added |
| Sound Income Strategies, LLC | 491 | $25.8K | 0.00% | +42+9.4% | Added |
| Ronald Blue Trust, Inc. | 441 | $23.2K | 0.00% | −3,199−87.9% | Reduced |
| Costello Asset Management, INC | 402 | $21.2K | 0.01% | +402 | New |
| GWM Advisors LLC | 400 | $21.0K | 0.00% | +50+14.3% | Added |
| Compass Financial Services Inc | 383 | $20.2K | 0.01% | +6+1.6% | Added |
| Bryn Mawr Trust Co | 377 | $19.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 353 | $19.0K | 0.00% | +103+41.2% | Added |
| Atlantic Trust, LLC | 359 | $18.9K | 0.00% | +359 | New |
| Mather Group, LLC. | 345 | $18.1K | 0.00% | +136+65.1% | Added |
| Capital Analysts, LLC | 332 | $17.0K | 0.00% | +3+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 311 | $16.4K | 0.00% | +311 | New |
| CoreCap Advisors, LLC | 301 | $15.8K | 0.00% | +29+10.7% | Added |
| Investors Research Corp | 300 | $15.8K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 300 | $15.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 273 | $14.4K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 272 | $14.3K | 0.00% | +272 | New |
| Smartleaf Asset Management LLC | 270 | $14.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 224 | $11.8K | 0.00% | +70+45.5% | Added |
| Arlington Trust Co LLC | 215 | $11.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 211 | $11.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 198 | $10.4K | 0.00% | +105+112.9% | Added |
| Sofos Investments, Inc. | 182 | $9.57K | 0.00% | +182 | New |
| Prestige Wealth Management Group LLC | 176 | $9.26K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 175 | $9.16K | 0.00% | +70+66.7% | Added |
| CX Institutional | 168 | $9.00K | 0.00% | +168 | New |
| Massmutual Trust Co FSB | 170 | $8.94K | 0.00% | +115+209.1% | Added |
| Bell Investment Advisors, Inc | 154 | $8.10K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 134 | $7.05K | 0.00% | +134 | New |
| Vision Financial Markets LLC | 125 | $6.58K | 0.01% | +125 | New |
| Capital Advisors, Ltd. LLC | 121 | $6.00K | 0.00% | +11+10.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.84K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 106 | $5.59K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $5.30K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $5.26K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 88 | $4.63K | 0.00% | +88 | New |
| N.E.W. Advisory Services LLC | 83 | $4.37K | 0.00% | +83 | New |
| Missouri Trust & Investment Co | 75 | $3.95K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $3.95K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 71 | $3.73K | 0.00% | +71 | New |
| West Branch Capital LLC | 68 | $3.58K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 66 | $3.47K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 60 | $3.16K | 0.00% | +27+81.8% | Added |
| Northwestern Mutual Wealth Management Co | 56 | $2.95K | 0.00% | −408−87.9% | Reduced |
| Crewe Advisors LLC | 56 | $2.95K | 0.00% | +56 | New |
| PSI Advisors, LLC | 50 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $1.63K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 27 | $1.45K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 27 | $1.41K | 0.00% | +1+3.8% | Added |
| Sierra Ocean, LLC | 23 | $1.21K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $1.16K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $1.03K | 0.00% | +12+240.0% | Added |
| Roble, Belko & Company, Inc | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $958 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 32 | $894 | 0.00% | +15+88.2% | Added |
| Bogart Wealth, LLC | 16 | $846 | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 13 | $684 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $684 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $421 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $369 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 0 | $59 | 0.00% | 0 | New |
| Activest Wealth Management | 1 | $53 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $52 | 0.00% | +1 | New |
| 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 |