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, Q3 2025
Institutional positions in Epr Properties as of Sep 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
- 455
- +43 vs. Q2 2025
- Shares held
- 60.7M
- +1.18M (+2.0%) vs. Q2 2025
- Total value
- $3.52B
- +$53.3M (+1.5%) vs. Q2 2025
- New holders
- 72
- 173 more added
- Sold out
- 29
- 134 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 1620 Investment Advisors, Inc. | 22,853 | $1.33M | 0.90% | +110.0% | Added |
| Buckingham Strategic Partners | 25,494 | $1.33M | 0.02% | +12,228+92.2% | Added |
| Handelsbanken Fonder AB | 23,100 | $1.34M | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 23,257 | $1.35M | 0.01% | +14,786+174.5% | Added |
| Cetera Investment Advisers | 23,417 | $1.36M | 0.00% | +4,762+25.5% | Added |
| Commonwealth Equity Services, LLC | 23,508 | $1.36M | 0.00% | −121,003−83.7% | Reduced |
| Balyasny Asset Management LLC | 24,027 | $1.39M | 0.00% | +24,027 | New |
| Yousif Capital Management, LLC | 24,082 | $1.40M | 0.01% | −1,493−5.8% | Reduced |
| Versor Investments LP | 24,764 | $1.44M | 0.26% | +3,483+16.4% | Added |
| Penserra Capital Management LLC | 25,143 | $1.46M | 0.02% | +836+3.4% | Added |
| Teachers Retirement System of the State of Kentucky | 25,168 | $1.46M | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 25,812 | $1.50M | 0.00% | +2,063+8.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,361 | $1.51M | 0.00% | +1,092+4.2% | Added |
| HRT Financial LP | 27,156 | $1.57M | 0.01% | −36,424−57.3% | Reduced |
| Assetmark, Inc | 27,789 | $1.61M | 0.00% | +11,696+72.7% | Added |
| Vestmark Advisory Solutions, Inc. | 27,909 | $1.62M | 0.03% | +27,909 | New |
| Mount Yale Investment Advisors, LLC | 27,909 | $1.63M | 0.11% | +27,884+111,536.0% | Added |
| Hancock Whitney Corp | 28,230 | $1.64M | 0.03% | −54−0.2% | Reduced |
| Sterling Capital Management LLC | 28,256 | $1.64M | 0.02% | −329−1.2% | Reduced |
| Globeflex Capital L P | 28,264 | $1.64M | 0.25% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 28,340 | $1.64M | 0.02% | −65,201−69.7% | Reduced |
| Ensign Peak Advisors, Inc | 29,723 | $1.72M | 0.00% | +595+2.0% | Added |
| Pathstone Holdings, LLC | 30,090 | $1.75M | 0.01% | −961−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 30,787 | $1.76M | 0.00% | +4,678+17.9% | Added |
| Pensionfund DSM Netherlands | 30,962 | $1.80M | 1.16% | 00.0% | Unchanged |
| Royal Bank of Canada | 32,057 | $1.86M | 0.00% | −37,405−53.8% | Reduced |
| New York State Common Retirement Fund | 32,631 | $1.89M | 0.00% | −1,800−5.2% | Reduced |
| Janus Henderson Group PLC | 33,158 | $1.92M | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 33,530 | $1.93M | 0.01% | +3,061+10.0% | Added |
| Jain Global LLC | 33,424 | $1.94M | 0.03% | −14,952−30.9% | Reduced |
| Treasurer of the State of North Carolina | 33,543 | $1.95M | 0.01% | −1,310−3.8% | Reduced |
| Gamco Investors, Inc. Et Al | 33,623 | $1.95M | 0.02% | −5,675−14.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 34,039 | $1.97M | 0.02% | +5,372+18.7% | Added |
| Amalgamated Bank | 34,674 | $2.01M | 0.01% | −31−0.1% | Reduced |
| Wedge Capital Management L L P | 35,005 | $2.03M | 0.03% | −3,100−8.1% | Reduced |
| Mutual of America Capital Management LLC | 35,154 | $2.04M | 0.02% | −2,675−7.1% | Reduced |
| Focus Financial Network, Inc. | 35,233 | $2.04M | 0.07% | +5,367+18.0% | Added |
| Midwest Professional Planners, LTD. | 35,324 | $2.05M | 0.50% | +636+1.8% | Added |
| Amundi | 38,200 | $2.11M | 0.00% | +1,855+5.1% | Added |
| Convergence Investment Partners, LLC | 38,165 | $2.21M | 0.50% | +16,697+77.8% | Added |
| Stifel Financial Corp | 38,473 | $2.23M | 0.00% | +6,851+21.7% | Added |
| PFG Advisors | 38,932 | $2.26M | 0.09% | 00.0% | Unchanged |
| Quest Partners LLC | 39,547 | $2.29M | 0.15% | +32,445+456.8% | Added |
| Federated Hermes, Inc. | 39,813 | $2.31M | 0.00% | −180.0% | Reduced |
| Creative Planning | 40,573 | $2.35M | 0.00% | +1,247+3.2% | Added |
| MetLife Investment Management | 41,227 | $2.39M | 0.01% | −1,867−4.3% | Reduced |
| State of New Jersey Common Pension Fund D | 41,674 | $2.42M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 41,640 | $2.43M | 0.01% | −126,790−75.3% | Reduced |
| Cerity Partners LLC | 42,601 | $2.47M | 0.00% | +7,721+22.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,010 | $2.55M | 0.01% | +124+0.3% | Added |
| Ieq Capital, LLC | 44,022 | $2.55M | 0.01% | −40,935−48.2% | Reduced |
| Voloridge Investment Management, LLC | 44,159 | $2.56M | 0.01% | −10,474−19.2% | Reduced |
| Exchange Traded Concepts, LLC | 45,925 | $2.66M | 0.03% | +1,727+3.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,599 | $2.70M | 0.01% | −542−1.1% | Reduced |
| Summit Trail Advisors, LLC | 47,177 | $2.75M | 0.04% | +8,847+23.1% | Added |
| State of Alaska, Department of Revenue | 48,640 | $2.82M | 0.03% | +3,580+7.9% | Added |
| Teacher Retirement System of Texas | 48,691 | $2.82M | 0.01% | +22,533+86.1% | Added |
| Jane Street Group, LLC | 49,808 | $2.89M | 0.00% | +44,878+910.3% | Added |
| Oppenheimer & Co Inc | 50,192 | $2.91M | 0.04% | −820−1.6% | Reduced |
| North Star Investment Management Corp. | 50,650 | $2.94M | 0.19% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 52,310 | $3.03M | 0.00% | +42,607+439.1% | Added |
| Millennium Management LLC | 54,502 | $3.16M | 0.00% | +31,317+135.1% | Added |
| SG Americas Securities, LLC | 55,001 | $3.19M | 0.01% | +43,551+380.4% | Added |
| Manufacturers Life Insurance Company, The | 55,786 | $3.24M | 0.00% | −850−1.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 56,870 | $3.30M | 0.00% | +2,400+4.4% | Added |
| Wells Fargo & Company | 57,285 | $3.32M | 0.00% | −41,201−41.8% | Reduced |
| FMR LLC | 57,343 | $3.33M | 0.00% | +9,319+19.4% | Added |
| SEI Investments Co | 58,250 | $3.38M | 0.00% | +2,491+4.5% | Added |
| Mariner, LLC | 62,841 | $3.65M | 0.00% | +1,625+2.7% | Added |
| Intech Investment Management LLC | 65,983 | $3.83M | 0.03% | +41,381+168.2% | Added |
| Jefferies Financial Group Inc. | 66,600 | $3.86M | 0.04% | +66,600 | New |
| Raymond James Financial Inc | 69,136 | $4.01M | 0.00% | −236,936−77.4% | Reduced |
| California State Teachers Retirement System | 69,978 | $4.06M | 0.00% | +40.0% | Added |
| Natixis | 72,101 | $4.18M | 0.02% | +43,069+148.4% | Added |
| Quantbot Technologies LP | 72,550 | $4.21M | 0.11% | +47,567+190.4% | Added |
| Ballast Asset Management, LP | 76,343 | $4.43M | 2.02% | +1,975+2.7% | Added |
| New Age Alpha Advisors, LLC | 80,908 | $4.69M | 0.20% | −1,354−1.6% | Reduced |
| New York State Teachers Retirement System | 81,083 | $4.70M | 0.01% | +7,002+9.5% | Added |
| LPL Financial LLC | 82,405 | $4.78M | 0.00% | −3,193−3.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 83,395 | $4.84M | 0.00% | +241+0.3% | Added |
| Envestnet Asset Management Inc | 84,750 | $4.92M | 0.00% | +22,742+36.7% | Added |
| Caxton Associates LLP | 87,355 | $5.07M | 0.14% | +54,154+163.1% | Added |
| State Board of Administration of Florida Retirement System | 88,434 | $5.13M | 0.01% | −3,950−4.3% | Reduced |
| Voya Investment Management LLC | 89,161 | $5.17M | 0.01% | −459−0.5% | Reduced |
| Citigroup Inc | 89,187 | $5.17M | 0.00% | +2,284+2.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 89,633 | $5.20M | 0.13% | −1,331−1.5% | Reduced |
| Primecap Management Co | 91,000 | $5.28M | 0.00% | −3,970−4.2% | Reduced |
| Retirement Systems of Alabama | 92,030 | $5.34M | 0.02% | −943−1.0% | Reduced |
| Mercer Global Advisors Inc | 97,093 | $5.63M | 0.01% | +13,092+15.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 100,836 | $5.85M | 0.01% | −50,217−33.2% | Reduced |
| Deutsche Bank AG | 102,234 | $5.93M | 0.00% | −2,014,150−95.2% | Reduced |
| Uniplan Investment Counsel, Inc. | 105,324 | $6.11M | 0.60% | −24,937−19.1% | Reduced |
| Edgestream Partners, L.P. | 110,375 | $6.40M | 0.19% | −36,580−24.9% | Reduced |
| Dark Forest Capital Management LP | 110,878 | $6.43M | 0.24% | +102,877+1,285.8% | Added |
| Nomura Asset Management Co Ltd | 111,660 | $6.48M | 0.02% | +3,300+3.0% | Added |
| Schroder Investment Management Group | 121,635 | $6.95M | 0.01% | −23,419−16.1% | Reduced |
| Macquarie Group Ltd | 122,722 | $7.12M | 0.01% | +1,173+1.0% | Added |
| Swedbank AB | 123,007 | $7.14M | 0.01% | +600.0% | Added |
| Great West Life Assurance Co | 124,704 | $7.16M | 0.01% | +6,622+5.6% | Added |
| Zacks Investment Management | 124,129 | $7.20M | 0.06% | +4,902+4.1% | Added |