Skip to main content

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.

Other share classesEPR.PCEPR.PEEPR.PG

Q2 2025 vs. Q1 2025

How the institutions holding Epr Properties changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of EPR: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders3885417+34
Shares58.3M48.2K60.5M+2.25M (+3.9%)
Value$3.07B$2.54M$3.52B+$459.6M (+15.0%)

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (73)

Institutions that held Epr Properties at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to EPR in Q2 2025
InstitutionSharesValue% of portfolio
Swedbank AB122,947$7.16M0.01%
Marshall Wace, LLP67,761$3.95M0.00%
HRT Financial LP63,580$3.70M0.02%
Voloridge Investment Management, LLC54,633$3.18M0.01%
Gamco Investors, Inc. Et Al39,298$2.29M0.02%
Magnetar Financial LLC29,479$1.72M0.01%
Natixis29,032$1.69M0.01%
Jackson Creek Investment Advisors LLC25,900$1.51M0.41%
Los Angeles Capital Management LLC22,382$1.30M0.00%
Convergence Investment Partners, LLC21,468$1.25M0.32%
Knights of Columbus Asset Advisors LLC15,054$877.0K0.05%
Prelude Capital Management, LLC12,668$738.0K0.07%
Oak Thistle LLC11,229$654.2K0.10%
Picton Mahoney Asset Management10,771$627.0K0.01%
Syon Capital LLC9,218$537.0K0.04%
Horizon Investments, LLC9,226$534.7K0.01%
Bayforest Capital Ltd9,087$529.4K0.23%
Cambria Investment Management, L.P.9,036$526.4K0.04%
Brighton Jones LLC8,923$519.8K0.01%
Gotham Asset Management, LLC8,471$493.5K0.00%
Dark Forest Capital Management LP8,001$466.1K0.02%
Inscription Capital, LLC7,806$454.8K0.07%
Brinker Capital Investments, LLC7,048$410.6K0.00%
Advisory Services Network, LLC6,765$372.4K0.01%
Kera Capital Partners, Inc.6,345$369.7K0.07%
Sunbelt Securities, Inc.8,000$354.2K0.03%
Merit Financial Group, LLC5,671$330.4K0.00%
Monument Capital Management5,413$315.4K0.08%
Harvest Fund Management Co., Ltd5,195$303.0K0.01%
Bridgefront Capital, LLC5,105$297.4K0.08%
Bailard, Inc.4,800$279.6K0.01%
Sivia Capital Partners, LLC4,593$267.6K0.09%
Martingale Asset Management L P4,534$264.2K0.01%
Warren Averett Asset Management, LLC4,368$254.5K0.00%
Federation des caisses Desjardins du Quebec4,355$253.7K0.00%
Global Retirement Partners, LLC4,321$251.7K0.01%
TCG Advisory Services, LLC4,086$238.0K0.01%
Truist Financial Corp3,994$232.7K0.00%
We Are One Seven, LLC3,980$231.9K0.01%
Cooper Financial Group3,810$222.0K0.03%
Lewis Asset Management, LLC3,769$219.6K0.10%
Hohimer Wealth Management, LLC3,701$215.6K0.04%
Stratos Wealth Partners, LTD.3,655$212.9K0.00%
Norinchukin Bank, The3,626$211.3K0.00%
Keystone Financial Services3,569$207.9K0.07%
Arrow Investment Advisors, LLC3,523$205.3K0.20%
JT Stratford LLC3,519$205.0K0.03%
Maryland State Retirement & Pension System3,497$203.7K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,837$165.0K0.00%
Essential Partners LLC2,777$161.8K0.06%
State of Wyoming2,172$126.5K0.02%
Centaurus Financial, Inc.1,765$103.0K0.01%
Quarry LP886$51.6K0.01%
GeoWealth Management, LLC875$51.0K0.00%
Loomis Sayles & Co L P542$31.6K0.00%
Headlands Technologies LLC254$14.8K0.00%
Twin Peaks Wealth Advisors, LLC257$13.7K0.00%
Clear Street Markets LLC200$11.7K0.00%
Financial Gravity Companies, Inc.182$10.6K0.00%
Rosenberg Matthew Hamilton175$10.2K0.00%
Maseco LLP148$8.64K0.00%
Westside Investment Management, Inc.143$8.36K0.00%
Boreal Capital Management LLC50$2.93K0.00%
Toth Financial Advisory Corp36$2.10K0.00%
Mount Yale Investment Advisors, LLC25$1.46K0.00%
NBC Securities, Inc.32$1.00K0.00%
SJS Investment Consulting Inc.17$9910.00%
Cromwell Holdings LLC14$8200.00%
Bare Financial Services, Inc12$6990.00%
Rialto Wealth Management, LLC10$5830.00%
UMA Financial Services, Inc.9$5250.00%
Cape Investment Advisory, Inc.3$1770.00%
Total Investment Management Inc1$660.00%

Sold out (39)

Institutions that held Epr Properties at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of EPR in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Penn Capital Management Co Inc291,609$15.4M
Lighthouse Investment Partners, LLC159,700$8.40M
Corebridge Financial, Inc.83,642$4.40M
Jump Financial, LLC72,000$3.79M
XTX Topco Ltd39,655$2.09M
Arrowstreet Capital, Limited Partnership32,793$1.73M
Alberta Investment Management Corp26,700$1.40M
Squarepoint Ops LLC23,277$1.22M
Hilltop Holdings Inc.14,423$758.8K
Pacer Advisors, Inc.14,030$738.1K
Susquehanna International Group, LLP13,134$691.0K
Groupe la Francaise12,140$622.7K
Lecap Asset Management Ltd11,631$611.9K
Entropy Technologies, LP11,377$598.5K
Greenland Capital Management LP10,000$526.1K
Empowered Funds, LLC8,746$460.1K
Sterneck Capital Management, LLC5,708$300.3K
Abel Hall, LLC5,600$294.6K
United Services Automobile Association4,853$250.9K
Impact Partnership Wealth, LLC4,690$246.7K
Atria Wealth Solutions, Inc.4,617$242.9K
Custom Index Systems, LLC4,550$239.4K
Brookwood Investment Group LLC4,446$233.9K
Simon Quick Advisors, LLC4,305$226.5K
Savant Capital, LLC4,262$224.2K
Aster Capital Management (DIFC) Ltd1,308$69.4K
Elequin Capital LP1,165$61.3K
Koesten, Hirschmann & Crabtree, INC.603$31.7K
V-Square Quantitative Management LLC556$29.3K
Synergy Investment Management, LLC544$28.6K
Caitong International Asset Management Co., Ltd537$28.3K
Mather Group, LLC.345$18.1K
Boston Private Wealth LLC272$14.3K
Quent Capital, LLC106$5.59K
Marshall Investment Management, LLC88$4.63K
PSI Advisors, LLC50$2.63K
Dunhill Financial, LLC17$1.03K
Chilton Capital Management LLC0$59
Activest Wealth Management1$53

Not filed for Q2 2025 yet (5)

Institutions that held Epr Properties at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPR in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Keeley-Teton Advisors, LLC39,298$2.07M
CAPROCK Group, Inc.5,208$275.5K
Lindbrook Capital, LLC2,302$121.1K
Nova Wealth Management, Inc.1,223$64.3K
Sofos Investments, Inc.182$9.57K