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 |
|---|---|---|---|---|---|
| Keystone Financial Services | 3,569 | $207.9K | 0.07% | +3,569 | New |
| Arrow Investment Advisors, LLC | 3,523 | $205.3K | 0.20% | +3,523 | New |
| JT Stratford LLC | 3,519 | $205.0K | 0.03% | +3,519 | New |
| Maryland State Retirement & Pension System | 3,497 | $203.7K | 0.00% | +3,497 | New |
| Heritage Wealth Advisors | 3,000 | $174.8K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,943 | $171.5K | 0.06% | −496−14.4% | Reduced |
| Allworth Financial LP | 2,878 | $167.6K | 0.00% | +1,743+153.6% | Added |
| Public Employees Retirement Association of Colorado | 2,842 | $166.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,837 | $165.0K | 0.00% | +2,837 | New |
| Essential Partners LLC | 2,777 | $161.8K | 0.06% | +2,777 | New |
| FIL Ltd | 2,661 | $155.0K | 0.00% | −1,532−36.5% | Reduced |
| Principal Securities, Inc. | 2,591 | $151.0K | 0.00% | +1,295+99.9% | Added |
| IFP Advisors, Inc | 2,466 | $143.7K | 0.00% | +1,186+92.7% | Added |
| KBC Group NV | 2,380 | $139.0K | 0.00% | −1,214−33.8% | Reduced |
| Signaturefd, LLC | 2,351 | $137.0K | 0.00% | −209−8.2% | Reduced |
| Harbor Capital Advisors, Inc. | 2,213 | $129.0K | 0.01% | +167+8.2% | Added |
| CIBC Private Wealth Group, LLC | 2,191 | $127.6K | 0.00% | −3,405−60.8% | Reduced |
| State of Wyoming | 2,172 | $126.5K | 0.02% | +2,172 | New |
| Fifth Third Bancorp | 1,983 | $115.5K | 0.00% | +39+2.0% | Added |
| Harbour Investments, Inc. | 1,982 | $115.5K | 0.00% | +71+3.7% | Added |
| GAMMA Investing LLC | 1,975 | $115.1K | 0.01% | +104+5.6% | Added |
| Tower Research Capital LLC (TRC) | 1,836 | $107.0K | 0.00% | +200+12.2% | Added |
| Centaurus Financial, Inc. | 1,765 | $103.0K | 0.01% | +1,765 | New |
| Jones Financial Companies LLLP | 1,750 | $100.7K | 0.00% | −80−4.4% | Reduced |
| Huntington National Bank | 1,728 | $100.7K | 0.00% | +707+69.2% | Added |
| Ssa Swiss Advisors AG | 1,645 | $96.2K | 0.05% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,579 | $92.0K | 0.03% | −162−9.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,576 | $91.8K | 0.00% | −470−23.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,482 | $86.3K | 0.00% | +59+4.1% | Added |
| GF Fund Management Co. Ltd. | 1,342 | $78.2K | 0.00% | −92−6.4% | Reduced |
| MAI Capital Management | 1,297 | $75.6K | 0.00% | +106+8.9% | Added |
| SRS Capital Advisors, Inc. | 1,249 | $72.8K | 0.00% | +314+33.6% | Added |
| Hantz Financial Services, Inc. | 1,133 | $66.0K | 0.00% | +431+61.4% | Added |
| Skopos Labs, Inc. | 1,073 | $62.5K | 0.01% | +357+49.9% | Added |
| Farther Finance Advisors, LLC | 1,052 | $61.3K | 0.00% | +877+501.1% | Added |
| Danske Bank A/S | 1,000 | $58.3K | 0.00% | +900+900.0% | Added |
| Advisors Asset Management, Inc. | 989 | $57.6K | 0.00% | −283−22.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 938 | $54.6K | 0.00% | +627+201.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 925 | $53.9K | 0.01% | +75+8.8% | Added |
| Quarry LP | 886 | $51.6K | 0.01% | +886 | New |
| GeoWealth Management, LLC | 875 | $51.0K | 0.00% | +875 | New |
| Umb Bank N A | 743 | $43.3K | 0.00% | +519+231.7% | Added |
| Geneos Wealth Management Inc. | 727 | $42.4K | 0.00% | +31+4.5% | Added |
| Spire Wealth Management | 544 | $31.7K | 0.00% | −1,795−76.7% | Reduced |
| Loomis Sayles & Co L P | 542 | $31.6K | 0.00% | +542 | New |
| Clearstead Advisors, LLC | 480 | $28.0K | 0.00% | −17−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 442 | $25.8K | 0.00% | +1+0.2% | Added |
| Costello Asset Management, INC | 402 | $23.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 400 | $23.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 380 | $22.0K | 0.00% | +27+7.6% | Added |
| Bryn Mawr Trust Co | 377 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 359 | $20.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 335 | $20.0K | 0.00% | +3+0.9% | Added |
| CoreCap Advisors, LLC | 307 | $17.9K | 0.00% | +6+2.0% | Added |
| Sound Income Strategies, LLC | 304 | $17.7K | 0.00% | −187−38.1% | Reduced |
| Investors Research Corp | 300 | $17.5K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 300 | $17.5K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 273 | $15.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 257 | $15.0K | 0.01% | −1,243−82.9% | Reduced |
| Headlands Technologies LLC | 254 | $14.8K | 0.00% | +254 | New |
| Twin Peaks Wealth Advisors, LLC | 257 | $13.7K | 0.00% | +257 | New |
| True Wealth Design, LLC | 231 | $13.5K | 0.00% | +97+72.4% | Added |
| Arlington Trust Co LLC | 215 | $12.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 211 | $12.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 202 | $11.8K | 0.00% | +4+2.0% | Added |
| Clear Street Markets LLC | 200 | $11.7K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 184 | $10.7K | 0.00% | +14+8.2% | Added |
| Financial Gravity Companies, Inc. | 182 | $10.6K | 0.00% | +182 | New |
| Prestige Wealth Management Group LLC | 176 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 175 | $10.2K | 0.00% | +175 | New |
| CX Institutional | 168 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 154 | $8.97K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 148 | $8.64K | 0.00% | +148 | New |
| Westside Investment Management, Inc. | 143 | $8.36K | 0.00% | +143 | New |
| Crewe Advisors LLC | 137 | $7.98K | 0.00% | +81+144.6% | Added |
| Vision Financial Markets LLC | 126 | $7.32K | 0.01% | +1+0.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 111 | $6.47K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 112 | $6.45K | 0.00% | −158−58.5% | Reduced |
| Compass Financial Services Inc | 108 | $6.28K | 0.00% | −275−71.8% | Reduced |
| TD Capital Management LLC | 101 | $5.87K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 97 | $5.65K | 0.00% | +41+73.2% | Added |
| N.E.W. Advisory Services LLC | 83 | $4.84K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $4.37K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $4.37K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 71 | $4.14K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | −50−41.3% | Reduced |
| West Branch Capital LLC | 68 | $3.96K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 66 | $3.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $3.79K | 0.00% | +5+8.3% | Added |
| Brown Brothers Harriman & Co | 59 | $3.44K | 0.00% | −1,300−95.7% | Reduced |
| Boreal Capital Management LLC | 50 | $2.93K | 0.00% | +50 | New |
| Toth Financial Advisory Corp | 36 | $2.10K | 0.00% | +36 | New |
| Roble, Belko & Company, Inc | 29 | $2.00K | 0.00% | +1+3.6% | Added |
| Bruce G. Allen Investments, LLC | 31 | $1.81K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 28 | $1.63K | 0.00% | +1+3.7% | Added |
| Archer Investment Corp | 27 | $1.59K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 25 | $1.46K | 0.00% | +25 | New |
| Sierra Ocean, LLC | 23 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $1.19K | 0.00% | +4+25.0% | Added |