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Livermore
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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.

Other share classesEPR.PCEPR.PEEPR.PG

Q3 2025 vs. Q2 2025

How the institutions holding Epr Properties changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of EPR: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders4175455+43
Shares60.5M967.2K60.7M+1.18M (+2.0%)
Value$3.52B$56.3M$3.52B+$53.3M (+1.5%)

5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (72)

Institutions that held Epr Properties at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to EPR in Q3 2025
InstitutionSharesValue% of portfolio
Schonfeld Strategic Advisors LLC480,859$27.9M0.19%
Allspring Global Investments Holdings, LLC200,037$11.7M0.02%
Jupiter Asset Management Ltd193,797$11.2M0.10%
Jefferies Financial Group Inc.66,600$3.86M0.04%
Vestmark Advisory Solutions, Inc.27,909$1.62M0.03%
Balyasny Asset Management LLC24,027$1.39M0.00%
Elo Mutual Pension Insurance Co20,476$1.19M0.02%
CAPROCK Group, Inc.20,692$1.13M0.03%
Y-Intercept (Hong Kong) Ltd17,967$1.04M0.03%
AXA Investment Managers S.A.17,650$1.02M0.00%
Pacer Advisors, Inc.17,368$1.01M0.00%
Friedenthal Financial16,740$971.1K0.50%
Susquehanna International Group, LLP13,901$806.4K0.00%
Graham Capital Management, L.P.12,450$722.2K0.03%
Catalytic Wealth RIA, LLC10,759$624.1K0.02%
Groupe la Francaise9,913$575.1K0.01%
Capstone Investment Advisors, LLC9,824$569.9K0.00%
CSS LLC9,727$564.3K0.03%
Nomura Holdings Inc8,585$498.0K0.00%
EntryPoint Capital, LLC8,529$494.8K0.19%
Lido Advisors, LLC8,187$477.5K0.00%
Ethic Inc.8,214$476.5K0.01%
Hennion & Walsh Asset Management, Inc.7,866$456.3K0.02%
Concurrent Investment Advisors, LLC7,562$438.7K0.01%
XTX Topco Ltd7,145$414.5K0.02%
Triumph Capital Management6,734$390.6K0.11%
Pinnacle Family Advisors, LLC6,652$385.9K0.17%
DRW Securities, LLC5,977$348.8K0.02%
Vestcor Inc5,785$336.0K0.01%
Krilogy Financial LLC6,427$319.0K0.01%
Park Avenue Securities LLC4,559$264.0K0.00%
U.S. Capital Wealth Advisors, LLC4,478$259.8K0.01%
Camden Capital, LLC4,207$244.0K0.02%
Boothbay Fund Management, LLC4,001$232.1K0.01%
Schnieders Capital Management, LLC.3,950$229.1K0.04%
ExodusPoint Capital Management, LP3,906$226.6K0.00%
Wedmont Private Capital4,087$225.1K0.01%
Sequoia Financial Advisors, LLC3,736$216.7K0.00%
111 Capital3,539$205.3K0.04%
Swiss Life Asset Management Ltd3,529$204.7K0.00%
Empowered Funds, LLC3,513$203.8K0.00%
Childress Capital Advisors, LLC3,510$203.6K0.04%
Aster Capital Management (DIFC) Ltd2,738$158.8K0.08%
Abich Financial Wealth Management LLC2,187$126.9K0.05%
Brookfield Asset Management Inc.712$41.3K0.00%
Kerr Financial Planning Corp625$31.7K0.04%
Atlantic Union Bankshares Corp473$27.4K0.00%
Strategic Advocates LLC460$26.7K0.01%
Caitong International Asset Management Co., Ltd447$25.9K0.02%
Alpine Bank Wealth Management385$22.3K0.00%
Mather Group, LLC.345$20.0K0.00%
Quent Capital, LLC322$18.7K0.00%
Wealthspire Advisors, LLC281$16.3K0.00%
Larson Financial Group LLC279$16.2K0.00%
Asset Dedication, LLC275$16.0K0.00%
Aspect Partners, LLC236$13.7K0.01%
Transamerica Financial Advisors, Inc.127$7.36K0.00%
Steigerwald, Gordon & Koch Inc.100$5.80K0.00%
ZRC Wealth Management, LLC94$5.45K0.00%
Wealth Watch Advisors, INC89$5.16K0.00%
Rockefeller Capital Management L.P.78$4.53K0.00%
City State Bank75$4.35K0.00%
Frazier Financial Advisors, LLC73$4.26K0.00%
Retirement Wealth Solutions LLC63$3.65K0.00%
Colonial Trust Co56$3.23K0.00%
Heartwood Wealth Advisors LLC46$2.67K0.00%
IMG Wealth Management, Inc.42$2.44K0.00%
Ancora Advisors, LLC19$1.10K0.00%
Rothschild Investment LLC16$9280.00%
Cornerstone Planning Group LLC15$7350.00%
Ameriflex Group, Inc.6$3480.00%
Tortoise Investment Management, LLC3$1740.00%

Sold out (29)

Institutions that held Epr Properties at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of EPR in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Cyndeo Wealth Partners, LLC161,474$9.41M
Marshall Wace, LLP67,761$3.95M
Magnetar Financial LLC29,479$1.72M
Jackson Creek Investment Advisors LLC25,900$1.51M
Knights of Columbus Asset Advisors LLC15,054$877.0K
AXA S.A.13,146$765.9K
Prelude Capital Management, LLC12,668$738.0K
Horizon Investments, LLC9,226$534.7K
Wolverine Trading, LLC8,179$470.7K
Vanderbilt University5,192$302.5K
Martingale Asset Management L P4,534$264.2K
Lewis Asset Management, LLC3,769$219.6K
Arrow Investment Advisors, LLC3,523$205.3K
JT Stratford LLC3,519$205.0K
Skopos Labs, Inc.1,073$62.5K
Advisors Asset Management, Inc.989$57.6K
GeoWealth Management, LLC875$51.0K
Bryn Mawr Trust Co377$22.0K
Headlands Technologies LLC254$14.8K
Twin Peaks Wealth Advisors, LLC257$13.7K
Rosenberg Matthew Hamilton175$10.2K
NewSquare Capital LLC71$4.14K
West Branch Capital LLC68$3.96K
Sierra Ocean, LLC23$1.34K
NBC Securities, Inc.32$1.00K
Whipplewood Advisors, LLC17$990
Bare Financial Services, Inc12$699
Cape Investment Advisory, Inc.3$177
Total Investment Management Inc1$66

Not filed for Q3 2025 yet (5)

Institutions that held Epr Properties at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EPR in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank945,633$55.1M
Atlas Capital Advisors LLC11,550$672.9K
EP Wealth Advisors, LLC5,883$342.8K
Schnieders Capital Management LLC3,950$230.1K
Financial Gravity Companies, Inc.182$10.6K