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, Q2 2025
Institutional positions in Epr Properties as of Jun 30, 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
- 417
- +34 vs. Q1 2025
- Shares held
- 60.5M
- +2.25M (+3.9%) vs. Q1 2025
- Total value
- $3.52B
- +$459.6M (+15.0%) vs. Q1 2025
- New holders
- 73
- 170 more added
- Sold out
- 39
- 112 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 2,191 | $127.6K | 0.00% | −3,405−60.8% | Reduced |
| Harbor Capital Advisors, Inc. | 2,213 | $129.0K | 0.01% | +167+8.2% | Added |
| Signaturefd, LLC | 2,351 | $137.0K | 0.00% | −209−8.2% | Reduced |
| KBC Group NV | 2,380 | $139.0K | 0.00% | −1,214−33.8% | Reduced |
| IFP Advisors, Inc | 2,466 | $143.7K | 0.00% | +1,186+92.7% | Added |
| Principal Securities, Inc. | 2,591 | $151.0K | 0.00% | +1,295+99.9% | Added |
| FIL Ltd | 2,661 | $155.0K | 0.00% | −1,532−36.5% | Reduced |
| Essential Partners LLC | 2,777 | $161.8K | 0.06% | +2,777 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,837 | $165.0K | 0.00% | +2,837 | New |
| Public Employees Retirement Association of Colorado | 2,842 | $166.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,878 | $167.6K | 0.00% | +1,743+153.6% | Added |
| Virtus Investment Advisers, Inc. | 2,943 | $171.5K | 0.06% | −496−14.4% | Reduced |
| Heritage Wealth Advisors | 3,000 | $174.8K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,497 | $203.7K | 0.00% | +3,497 | New |
| JT Stratford LLC | 3,519 | $205.0K | 0.03% | +3,519 | New |
| Arrow Investment Advisors, LLC | 3,523 | $205.3K | 0.20% | +3,523 | New |
| Keystone Financial Services | 3,569 | $207.9K | 0.07% | +3,569 | New |
| Norinchukin Bank, The | 3,626 | $211.3K | 0.00% | +3,626 | New |
| Stratos Wealth Partners, LTD. | 3,655 | $212.9K | 0.00% | +3,655 | New |
| Hohimer Wealth Management, LLC | 3,701 | $215.6K | 0.04% | +3,701 | New |
| Lewis Asset Management, LLC | 3,769 | $219.6K | 0.10% | +3,769 | New |
| Cooper Financial Group | 3,810 | $222.0K | 0.03% | +3,810 | New |
| O'Shaughnessy Asset Management, LLC | 3,879 | $226.0K | 0.00% | −377−8.9% | Reduced |
| Longboard Asset Management, LP | 3,919 | $228.3K | 0.57% | 00.0% | Unchanged |
| TT Capital Management LLC | 3,925 | $228.7K | 0.19% | −5,000−56.0% | Reduced |
| Schnieders Capital Management LLC | 3,950 | $230.1K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,980 | $231.9K | 0.01% | +3,980 | New |
| Truist Financial Corp | 3,994 | $232.7K | 0.00% | +3,994 | New |
| Utah Retirement Systems | 3,995 | $232.7K | 0.00% | −143−3.5% | Reduced |
| TCG Advisory Services, LLC | 4,086 | $238.0K | 0.01% | +4,086 | New |
| J.W. Cole Advisors, Inc. | 4,246 | $247.4K | 0.01% | −276−6.1% | Reduced |
| Global Retirement Partners, LLC | 4,321 | $251.7K | 0.01% | +4,321 | New |
| Federation des caisses Desjardins du Quebec | 4,355 | $253.7K | 0.00% | +4,355 | New |
| Warren Averett Asset Management, LLC | 4,368 | $254.5K | 0.00% | +4,368 | New |
| Affinity Investment Advisors, LLC | 4,399 | $256.3K | 0.19% | −17−0.4% | Reduced |
| Renaissance Group LLC | 4,439 | $258.6K | 0.01% | −129−2.8% | Reduced |
| Alps Advisors Inc | 4,515 | $263.0K | 0.00% | −690−13.3% | Reduced |
| Martingale Asset Management L P | 4,534 | $264.2K | 0.01% | +4,534 | New |
| Pitcairn Co | 4,538 | $264.4K | 0.02% | −602−11.7% | Reduced |
| EMC Capital Management | 4,563 | $266.0K | 0.14% | −4,237−48.1% | Reduced |
| The PNC Financial Services Group, Inc. | 4,571 | $266.3K | 0.00% | −584−11.3% | Reduced |
| Presima Inc. | 4,573 | $266.4K | 0.06% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 4,593 | $267.6K | 0.09% | +4,593 | New |
| Sanctuary Advisors, LLC | 4,641 | $270.4K | 0.00% | −738−13.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,700 | $275.2K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 4,800 | $279.6K | 0.01% | +4,800 | New |
| Mackenzie Financial Corp | 4,822 | $280.9K | 0.00% | +147+3.1% | Added |
| Jane Street Group, LLC | 4,930 | $287.2K | 0.00% | −86,268−94.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,982 | $290.3K | 0.01% | +3,094+163.9% | Added |
| Panagora Asset Management Inc | 4,990 | $290.7K | 0.00% | −17−0.3% | Reduced |
| Bridgefront Capital, LLC | 5,105 | $297.4K | 0.08% | +5,105 | New |
| Vanderbilt University | 5,192 | $302.5K | 0.06% | −125−2.4% | Reduced |
| Harvest Fund Management Co., Ltd | 5,195 | $303.0K | 0.01% | +5,195 | New |
| Private Trust Co NA | 5,328 | $310.4K | 0.03% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 5,397 | $314.4K | 0.02% | −200−3.6% | Reduced |
| Monument Capital Management | 5,413 | $315.4K | 0.08% | +5,413 | New |
| Camelot Portfolios, LLC | 5,500 | $320.5K | 0.19% | −3−0.1% | Reduced |
| Merit Financial Group, LLC | 5,671 | $330.4K | 0.00% | +5,671 | New |
| Securian Asset Management, Inc | 5,725 | $333.5K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,726 | $333.6K | 0.01% | +1,749+44.0% | Added |
| EP Wealth Advisors, LLC | 5,883 | $342.8K | 0.00% | +1,003+20.6% | Added |
| James Investment Research Inc | 5,897 | $343.6K | 0.04% | 00.0% | Unchanged |
| Community Bank of Raymore | 5,955 | $346.9K | 0.26% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,000 | $351.3K | 0.01% | +647+12.1% | Added |
| Sunbelt Securities, Inc. | 8,000 | $354.2K | 0.03% | +8,000 | New |
| MRP Capital Investments, LLC | 6,115 | $356.3K | 0.25% | +819+15.5% | Added |
| Icapital Wealth LLC | 6,218 | $362.3K | 0.21% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 6,305 | $367.3K | 0.25% | – | – |
| Kera Capital Partners, Inc. | 6,345 | $369.7K | 0.07% | +6,345 | New |
| Optas, LLC | 6,349 | $369.9K | 0.07% | +1,450+29.6% | Added |
| US Bancorp | 6,367 | $370.9K | 0.00% | +800+14.4% | Added |
| Synergy Financial Group, LTD | 6,386 | $372.0K | 0.27% | +88+1.4% | Added |
| Advisory Services Network, LLC | 6,765 | $372.4K | 0.01% | +6,765 | New |
| Ontario Teachers Pension Plan Board | 6,813 | $396.9K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 6,914 | $403.0K | 0.03% | −78−1.1% | Reduced |
| Brinker Capital Investments, LLC | 7,048 | $410.6K | 0.00% | +7,048 | New |
| Quest Partners LLC | 7,102 | $413.8K | 0.04% | +2,152+43.5% | Added |
| Callan Family Office, LLC | 7,201 | $419.5K | 0.01% | +1,968+37.6% | Added |
| Family Wealth Partners, LLC | 7,475 | $435.5K | 0.17% | +3,392+83.1% | Added |
| Parallel Advisors, LLC | 7,484 | $436.0K | 0.01% | −64−0.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $437.0K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 7,806 | $454.8K | 0.07% | +7,806 | New |
| Dark Forest Capital Management LP | 8,001 | $466.1K | 0.02% | +8,001 | New |
| Wolverine Trading, LLC | 8,179 | $470.7K | 0.01% | +1,903+30.3% | Added |
| Formidable Asset Management, LLC | 8,368 | $487.5K | 0.08% | −510−5.7% | Reduced |
| RSM US Wealth Management LLC | 8,403 | $492.0K | 0.01% | +2,327+38.3% | Added |
| Gotham Asset Management, LLC | 8,471 | $493.5K | 0.00% | +8,471 | New |
| Kovack Advisors, Inc. | 8,532 | $497.1K | 0.05% | +3,143+58.3% | Added |
| BTC Capital Management, Inc. | 8,546 | $497.2K | 0.04% | +475+5.9% | Added |
| Pallas Capital Advisors LLC | 8,652 | $504.1K | 0.02% | +4,682+117.9% | Added |
| Neuberger Berman Group LLC | 8,774 | $511.2K | 0.00% | +919+11.7% | Added |
| Xponance, Inc. | 8,912 | $519.2K | 0.00% | +166+1.9% | Added |
| Brighton Jones LLC | 8,923 | $519.8K | 0.01% | +8,923 | New |
| Versant Capital Management, Inc | 8,983 | $523.4K | 0.08% | +262+3.0% | Added |
| Cambria Investment Management, L.P. | 9,036 | $526.4K | 0.04% | +9,036 | New |
| Bayforest Capital Ltd | 9,087 | $529.4K | 0.23% | +9,087 | New |
| Waterloo Capital, L.P. | 9,151 | $533.1K | 0.04% | −832−8.3% | Reduced |
| Horizon Investments, LLC | 9,226 | $534.7K | 0.01% | +9,226 | New |
| Syon Capital LLC | 9,218 | $537.0K | 0.04% | +9,218 | New |
| Quadrant Capital Group LLC | 9,405 | $547.9K | 0.02% | +23+0.2% | Added |