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 |
|---|---|---|---|---|---|
| UBS Group AG | 849,077 | $49.5M | 0.01% | −411,721−32.7% | Reduced |
| Russell Investments Group, Ltd. | 877,057 | $51.1M | 0.07% | +55,525+6.8% | Added |
| Norges Bank | 945,633 | $55.1M | 0.01% | +16,366+1.8% | Added |
| Dimensional Fund Advisors LP | 1,087,627 | $63.4M | 0.01% | −21,089−1.9% | Reduced |
| Bank of New York Mellon Corp | 1,132,920 | $66.0M | 0.01% | +10,026+0.9% | Added |
| Wellington Management Group LLP | 1,166,512 | $68.0M | 0.01% | +764,198+190.0% | Added |
| American Century Companies Inc | 1,229,799 | $71.6M | 0.04% | +137,767+12.6% | Added |
| LSV Asset Management | 1,293,458 | $75.4M | 0.18% | +35,792+2.8% | Added |
| Charles Schwab Investment Management Inc | 1,323,580 | $77.1M | 0.01% | −10,785−0.8% | Reduced |
| Geode Capital Management, LLC | 1,476,873 | $86.1M | 0.01% | −1,973−0.1% | Reduced |
| AQR Capital Management LLC | 1,544,905 | $88.7M | 0.07% | +348,908+29.2% | Added |
| Renaissance Technologies LLC | 1,577,617 | $91.9M | 0.12% | −58,006−3.5% | Reduced |
| Prudential Financial Inc | 1,870,499 | $109.0M | 0.14% | +553,209+42.0% | Added |
| Deutsche Bank AG | 2,116,384 | $123.3M | 0.05% | +241,409+12.9% | Added |
| State Street Corp | 4,009,669 | $234.8M | 0.01% | +66,562+1.7% | Added |
| BlackRock, Inc. | 9,668,961 | $563.3M | 0.01% | +136,144+1.4% | Added |
| Vanguard Group Inc | 10,932,433 | $636.9M | 0.01% | −133,083−1.2% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −291,609−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −159,700−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −83,642−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −72,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −39,655−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −32,793−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,277−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −14,423−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −14,030−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,134−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −12,140−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −11,631−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,377−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −8,746−100.0% | Sold out |
| Sterneck Capital Management, LLC | 0 | $0 | 0.00% | −5,708−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −4,853−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −4,690−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −4,617−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −4,550−100.0% | Sold out |
| Brookwood Investment Group LLC | 0 | $0 | 0.00% | −4,446−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −4,305−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −4,262−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,308−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Marshall Investment Management, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |
| Nova Wealth Management, Inc. | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |