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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 11,260 | $656.0K | 0.00% | −5,357−32.2% | Reduced |
| Oak Thistle LLC | 11,229 | $654.2K | 0.10% | +11,229 | New |
| Nissay Asset Management Corp | 11,178 | $651.2K | 0.00% | +473+4.4% | Added |
| RFG Advisory, LLC | 11,063 | $644.5K | 0.02% | +3,880+54.0% | Added |
| Colony Group, LLC | 10,951 | $638.1K | 0.00% | +2,090+23.6% | Added |
| Sound Stewardship, LLC | 10,922 | $636.3K | 0.33% | +5,296+94.1% | Added |
| Picton Mahoney Asset Management | 10,771 | $627.0K | 0.01% | +10,771 | New |
| Jackson Square Capital, LLC | 10,626 | $619.1K | 0.14% | −222−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,998 | $583.0K | 0.00% | +855+9.4% | Added |
| Teamwork Financial Advisors, LLC | 9,983 | $581.6K | 0.07% | −1,001−9.1% | Reduced |
| Coldstream Capital Management Inc | 9,784 | $570.0K | 0.01% | −177−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 9,703 | $565.3K | 0.00% | +952+10.9% | Added |
| HighTower Advisors, LLC | 9,658 | $562.7K | 0.00% | −776−7.4% | Reduced |
| Chicago Partners Investment Group LLC | 9,559 | $559.1K | 0.02% | +4,516+89.5% | Added |
| Crossmark Global Holdings, Inc. | 9,524 | $554.9K | 0.01% | +109+1.2% | Added |
| Captrust Financial Advisors | 9,436 | $549.7K | 0.00% | +3,730+65.4% | Added |
| D.A. Davidson & Co. | 9,408 | $548.1K | 0.00% | +470+5.3% | Added |
| Quadrant Capital Group LLC | 9,405 | $547.9K | 0.02% | +23+0.2% | Added |
| Syon Capital LLC | 9,218 | $537.0K | 0.04% | +9,218 | New |
| Horizon Investments, LLC | 9,226 | $534.7K | 0.01% | +9,226 | New |
| Waterloo Capital, L.P. | 9,151 | $533.1K | 0.04% | −832−8.3% | Reduced |
| Bayforest Capital Ltd | 9,087 | $529.4K | 0.23% | +9,087 | New |
| Cambria Investment Management, L.P. | 9,036 | $526.4K | 0.04% | +9,036 | New |
| Versant Capital Management, Inc | 8,983 | $523.4K | 0.08% | +262+3.0% | Added |
| Brighton Jones LLC | 8,923 | $519.8K | 0.01% | +8,923 | New |
| Xponance, Inc. | 8,912 | $519.2K | 0.00% | +166+1.9% | Added |
| Neuberger Berman Group LLC | 8,774 | $511.2K | 0.00% | +919+11.7% | Added |
| Pallas Capital Advisors LLC | 8,652 | $504.1K | 0.02% | +4,682+117.9% | Added |
| BTC Capital Management, Inc. | 8,546 | $497.2K | 0.04% | +475+5.9% | Added |
| Kovack Advisors, Inc. | 8,532 | $497.1K | 0.05% | +3,143+58.3% | Added |
| Gotham Asset Management, LLC | 8,471 | $493.5K | 0.00% | +8,471 | New |
| RSM US Wealth Management LLC | 8,403 | $492.0K | 0.01% | +2,327+38.3% | Added |
| Formidable Asset Management, LLC | 8,368 | $487.5K | 0.08% | −510−5.7% | Reduced |
| Wolverine Trading, LLC | 8,179 | $470.7K | 0.01% | +1,903+30.3% | Added |
| Dark Forest Capital Management LP | 8,001 | $466.1K | 0.02% | +8,001 | New |
| Inscription Capital, LLC | 7,806 | $454.8K | 0.07% | +7,806 | New |
| Ilmarinen Mutual Pension Insurance Co | 7,500 | $437.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,484 | $436.0K | 0.01% | −64−0.8% | Reduced |
| Family Wealth Partners, LLC | 7,475 | $435.5K | 0.17% | +3,392+83.1% | Added |
| Callan Family Office, LLC | 7,201 | $419.5K | 0.01% | +1,968+37.6% | Added |
| Quest Partners LLC | 7,102 | $413.8K | 0.04% | +2,152+43.5% | Added |
| Brinker Capital Investments, LLC | 7,048 | $410.6K | 0.00% | +7,048 | New |
| Arete Wealth Advisors, LLC | 6,914 | $403.0K | 0.03% | −78−1.1% | Reduced |
| Ontario Teachers Pension Plan Board | 6,813 | $396.9K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,765 | $372.4K | 0.01% | +6,765 | New |
| Synergy Financial Group, LTD | 6,386 | $372.0K | 0.27% | +88+1.4% | Added |
| US Bancorp | 6,367 | $370.9K | 0.00% | +800+14.4% | Added |
| Optas, LLC | 6,349 | $369.9K | 0.07% | +1,450+29.6% | Added |
| Kera Capital Partners, Inc. | 6,345 | $369.7K | 0.07% | +6,345 | New |
| Byrne Asset Management LLC | 6,305 | $367.3K | 0.25% | – | – |
| Icapital Wealth LLC | 6,218 | $362.3K | 0.21% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 6,115 | $356.3K | 0.25% | +819+15.5% | Added |
| Sunbelt Securities, Inc. | 8,000 | $354.2K | 0.03% | +8,000 | New |
| Evergreen Capital Management LLC | 6,000 | $351.3K | 0.01% | +647+12.1% | Added |
| Community Bank of Raymore | 5,955 | $346.9K | 0.26% | 00.0% | Unchanged |
| James Investment Research Inc | 5,897 | $343.6K | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,883 | $342.8K | 0.00% | +1,003+20.6% | Added |
| Baker Avenue Asset Management, LP | 5,726 | $333.6K | 0.01% | +1,749+44.0% | Added |
| Securian Asset Management, Inc | 5,725 | $333.5K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,671 | $330.4K | 0.00% | +5,671 | New |
| Camelot Portfolios, LLC | 5,500 | $320.5K | 0.19% | −3−0.1% | Reduced |
| Monument Capital Management | 5,413 | $315.4K | 0.08% | +5,413 | New |
| Prosperity Consulting Group, LLC | 5,397 | $314.4K | 0.02% | −200−3.6% | Reduced |
| Private Trust Co NA | 5,328 | $310.4K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5,195 | $303.0K | 0.01% | +5,195 | New |
| Vanderbilt University | 5,192 | $302.5K | 0.06% | −125−2.4% | Reduced |
| Bridgefront Capital, LLC | 5,105 | $297.4K | 0.08% | +5,105 | New |
| Panagora Asset Management Inc | 4,990 | $290.7K | 0.00% | −17−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 4,982 | $290.3K | 0.01% | +3,094+163.9% | Added |
| Jane Street Group, LLC | 4,930 | $287.2K | 0.00% | −86,268−94.6% | Reduced |
| Mackenzie Financial Corp | 4,822 | $280.9K | 0.00% | +147+3.1% | Added |
| Bailard, Inc. | 4,800 | $279.6K | 0.01% | +4,800 | New |
| Robertson Stephens Wealth Management, LLC | 4,700 | $275.2K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,641 | $270.4K | 0.00% | −738−13.7% | Reduced |
| Sivia Capital Partners, LLC | 4,593 | $267.6K | 0.09% | +4,593 | New |
| Presima Inc. | 4,573 | $266.4K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,571 | $266.3K | 0.00% | −584−11.3% | Reduced |
| EMC Capital Management | 4,563 | $266.0K | 0.14% | −4,237−48.1% | Reduced |
| Pitcairn Co | 4,538 | $264.4K | 0.02% | −602−11.7% | Reduced |
| Martingale Asset Management L P | 4,534 | $264.2K | 0.01% | +4,534 | New |
| Alps Advisors Inc | 4,515 | $263.0K | 0.00% | −690−13.3% | Reduced |
| Renaissance Group LLC | 4,439 | $258.6K | 0.01% | −129−2.8% | Reduced |
| Affinity Investment Advisors, LLC | 4,399 | $256.3K | 0.19% | −17−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 4,368 | $254.5K | 0.00% | +4,368 | New |
| Federation des caisses Desjardins du Quebec | 4,355 | $253.7K | 0.00% | +4,355 | New |
| Global Retirement Partners, LLC | 4,321 | $251.7K | 0.01% | +4,321 | New |
| J.W. Cole Advisors, Inc. | 4,246 | $247.4K | 0.01% | −276−6.1% | Reduced |
| TCG Advisory Services, LLC | 4,086 | $238.0K | 0.01% | +4,086 | New |
| Utah Retirement Systems | 3,995 | $232.7K | 0.00% | −143−3.5% | Reduced |
| Truist Financial Corp | 3,994 | $232.7K | 0.00% | +3,994 | New |
| We Are One Seven, LLC | 3,980 | $231.9K | 0.01% | +3,980 | New |
| Schnieders Capital Management LLC | 3,950 | $230.1K | 0.04% | 00.0% | Unchanged |
| TT Capital Management LLC | 3,925 | $228.7K | 0.19% | −5,000−56.0% | Reduced |
| Longboard Asset Management, LP | 3,919 | $228.3K | 0.57% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,879 | $226.0K | 0.00% | −377−8.9% | Reduced |
| Cooper Financial Group | 3,810 | $222.0K | 0.03% | +3,810 | New |
| Lewis Asset Management, LLC | 3,769 | $219.6K | 0.10% | +3,769 | New |
| Hohimer Wealth Management, LLC | 3,701 | $215.6K | 0.04% | +3,701 | New |
| Stratos Wealth Partners, LTD. | 3,655 | $212.9K | 0.00% | +3,655 | New |
| Norinchukin Bank, The | 3,626 | $211.3K | 0.00% | +3,626 | New |