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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 9,408 | $548.1K | 0.00% | +470+5.3% | Added |
| Captrust Financial Advisors | 9,436 | $549.7K | 0.00% | +3,730+65.4% | Added |
| Crossmark Global Holdings, Inc. | 9,524 | $554.9K | 0.01% | +109+1.2% | Added |
| Chicago Partners Investment Group LLC | 9,559 | $559.1K | 0.02% | +4,516+89.5% | Added |
| HighTower Advisors, LLC | 9,658 | $562.7K | 0.00% | −776−7.4% | Reduced |
| BNP Paribas Arbitrage, SA | 9,703 | $565.3K | 0.00% | +952+10.9% | Added |
| Coldstream Capital Management Inc | 9,784 | $570.0K | 0.01% | −177−1.8% | Reduced |
| Teamwork Financial Advisors, LLC | 9,983 | $581.6K | 0.07% | −1,001−9.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,998 | $583.0K | 0.00% | +855+9.4% | Added |
| Jackson Square Capital, LLC | 10,626 | $619.1K | 0.14% | −222−2.0% | Reduced |
| Picton Mahoney Asset Management | 10,771 | $627.0K | 0.01% | +10,771 | New |
| Sound Stewardship, LLC | 10,922 | $636.3K | 0.33% | +5,296+94.1% | Added |
| Colony Group, LLC | 10,951 | $638.1K | 0.00% | +2,090+23.6% | Added |
| RFG Advisory, LLC | 11,063 | $644.5K | 0.02% | +3,880+54.0% | Added |
| Nissay Asset Management Corp | 11,178 | $651.2K | 0.00% | +473+4.4% | Added |
| Oak Thistle LLC | 11,229 | $654.2K | 0.10% | +11,229 | New |
| Pictet Asset Management Holding SA | 11,260 | $656.0K | 0.00% | −5,357−32.2% | Reduced |
| Wedbush Securities Inc | 11,287 | $658.0K | 0.02% | −50.0% | Reduced |
| Moody National Bank Trust Division | 11,308 | $658.8K | 0.06% | +161+1.4% | Added |
| SG Americas Securities, LLC | 11,450 | $667.0K | 0.00% | −2,623−18.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 11,523 | $671.3K | 0.00% | +5,353+86.8% | Added |
| Atlas Capital Advisors LLC | 11,550 | $672.9K | 0.08% | +1,890+19.6% | Added |
| Maridea Wealth Management LLC | 11,711 | $682.3K | 0.18% | +196+1.7% | Added |
| Bank of Montreal | 11,783 | $686.5K | 0.00% | −434−3.6% | Reduced |
| IFM Investors Pty Ltd | 12,136 | $707.0K | 0.01% | −2,983−19.7% | Reduced |
| Metis Global Partners, LLC | 12,581 | $733.0K | 0.02% | +2,986+31.1% | Added |
| Samalin Investment Counsel, LLC | 12,620 | $735.3K | 0.28% | +263+2.1% | Added |
| Prelude Capital Management, LLC | 12,668 | $738.0K | 0.07% | +12,668 | New |
| AXA S.A. | 13,146 | $765.9K | 0.00% | +8,982+215.7% | Added |
| Buckingham Strategic Partners | 13,266 | $772.9K | 0.01% | +8,730+192.5% | Added |
| Kestra Private Wealth Services, LLC | 13,313 | $775.6K | 0.01% | −397−2.9% | Reduced |
| Kestra Advisory Services, LLC | 13,325 | $776.3K | 0.00% | −2,129−13.8% | Reduced |
| Guggenheim Capital LLC | 13,353 | $777.9K | 0.01% | +368+2.8% | Added |
| MML Investors Services, LLC | 13,493 | $786.0K | 0.00% | +2,703+25.1% | Added |
| Texas Yale Capital Corp. | 13,850 | $806.9K | 0.03% | 00.0% | Unchanged |
| RDA Financial Network | 14,116 | $822.4K | 0.22% | −243−1.7% | Reduced |
| CI Private Wealth, LLC | 14,650 | $853.5K | 0.00% | +6,171+72.8% | Added |
| Wincap Financial LLC | 14,776 | $860.8K | 0.69% | −804−5.2% | Reduced |
| Ameritas Investment Partners, Inc. | 14,900 | $868.1K | 0.03% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 15,054 | $877.0K | 0.05% | +15,054 | New |
| Brevan Howard Capital Management LP | 15,092 | $879.3K | 0.01% | −3,231−17.6% | Reduced |
| New Mexico Educational Retirement Board | 15,300 | $891.0K | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 15,534 | $905.0K | 0.02% | +100+0.6% | Added |
| Assetmark, Inc | 16,093 | $937.6K | 0.00% | +3,451+27.3% | Added |
| M&T Bank Corp | 16,335 | $951.7K | 0.00% | +1,927+13.4% | Added |
| Van Eck Associates Corp | 16,556 | $965.0K | 0.00% | +1,703+11.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,819 | $979.9K | 0.01% | +1,512+9.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,985 | $989.5K | 0.02% | +146+0.9% | Added |
| Toroso Investments, LLC | 17,200 | $1.00M | 0.01% | −1,630−8.7% | Reduced |
| State of Tennessee, Treasury Department | 17,326 | $1.01M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,531 | $1.02M | 0.01% | −332−1.9% | Reduced |
| DekaBank Deutsche Girozentrale | 17,938 | $1.03M | 0.00% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $1.05M | 0.30% | 00.0% | Unchanged |
| State of Michigan Retirement System | 18,289 | $1.07M | 0.01% | +200+1.1% | Added |
| Pensionfund Sabic | 18,500 | $1.08M | 0.31% | +3,000+19.4% | Added |
| Cetera Investment Advisers | 18,655 | $1.09M | 0.00% | −1,943−9.4% | Reduced |
| JustInvest LLC | 19,160 | $1.12M | 0.01% | +933+5.1% | Added |
| Prime Capital Investment Advisors, LLC | 19,466 | $1.13M | 0.02% | −201−1.0% | Reduced |
| PCG Wealth Advisors, LLC | 19,880 | $1.16M | 0.59% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 21,200 | $1.24M | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 21,281 | $1.24M | 0.22% | +2,297+12.1% | Added |
| Louisiana State Employees Retirement System | 21,400 | $1.25M | 0.02% | +200+0.9% | Added |
| Independent Financial Group, LLC | 21,426 | $1.25M | 0.03% | −4,376−17.0% | Reduced |
| Convergence Investment Partners, LLC | 21,468 | $1.25M | 0.32% | +21,468 | New |
| Janney Montgomery Scott LLC | 21,674 | $1.26M | 0.00% | −1,576−6.8% | Reduced |
| Arizona State Retirement System | 22,199 | $1.29M | 0.01% | +476+2.2% | Added |
| Los Angeles Capital Management LLC | 22,382 | $1.30M | 0.00% | +22,382 | New |
| KLP Kapitalforvaltning AS | 22,400 | $1.31M | 0.01% | +1,200+5.7% | Added |
| Campbell & CO Investment Adviser LLC | 22,783 | $1.33M | 0.08% | −2,086−8.4% | Reduced |
| 1620 Investment Advisors, Inc. | 22,842 | $1.33M | 0.94% | +7,696+50.8% | Added |
| Handelsbanken Fonder AB | 23,100 | $1.35M | 0.00% | −200−0.9% | Reduced |
| Millennium Management LLC | 23,185 | $1.35M | 0.00% | +1,487+6.9% | Added |
| Lazard Asset Management LLC | 23,749 | $1.38M | 0.00% | +404+1.7% | Added |
| CWM, LLC | 23,735 | $1.38M | 0.00% | +14,483+156.5% | Added |
| Penserra Capital Management LLC | 24,307 | $1.42M | 0.02% | −509−2.1% | Reduced |
| Intech Investment Management LLC | 24,602 | $1.43M | 0.01% | +879+3.7% | Added |
| Quantbot Technologies LP | 24,983 | $1.46M | 0.04% | −1,313−5.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,168 | $1.47M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 25,575 | $1.49M | 0.02% | −313−1.2% | Reduced |
| Engineers Gate Manager LP | 25,872 | $1.51M | 0.02% | −387−1.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 25,900 | $1.51M | 0.41% | +25,900 | New |
| Advisor Group Holdings, Inc. | 26,109 | $1.52M | 0.00% | +3,612+16.1% | Added |
| Teacher Retirement System of Texas | 26,158 | $1.52M | 0.01% | +3,712+16.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 26,269 | $1.56M | 0.00% | +10,160+63.1% | Added |
| Diversify Advisory Services, LLC | 30,735 | $1.64M | 0.06% | +14,245+86.4% | Added |
| Globeflex Capital L P | 28,264 | $1.65M | 0.14% | +6,959+32.7% | Added |
| Hancock Whitney Corp | 28,284 | $1.65M | 0.03% | +444+1.6% | Added |
| Sterling Capital Management LLC | 28,585 | $1.67M | 0.02% | +1,024+3.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 28,667 | $1.67M | 0.02% | +994+3.6% | Added |
| Natixis | 29,032 | $1.69M | 0.01% | +29,032 | New |
| Ensign Peak Advisors, Inc | 29,128 | $1.70M | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 29,479 | $1.72M | 0.01% | +29,479 | New |
| Focus Financial Network, Inc. | 29,866 | $1.74M | 0.07% | +5,813+24.2% | Added |
| Resona Asset Management Co.,Ltd. | 30,469 | $1.76M | 0.01% | −2,480−7.5% | Reduced |
| Pensionfund DSM Netherlands | 30,962 | $1.80M | 1.22% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 31,051 | $1.81M | 0.01% | +1,635+5.6% | Added |
| Stifel Financial Corp | 31,622 | $1.84M | 0.00% | +907+3.0% | Added |
| Janus Henderson Group PLC | 33,158 | $1.93M | 0.00% | 00.0% | Unchanged |
| Caxton Associates LLP | 33,201 | $1.93M | 0.05% | −21,616−39.4% | Reduced |
| New York State Common Retirement Fund | 34,431 | $2.01M | 0.00% | −172,606−83.4% | Reduced |