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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 124,294 | $7.21M | 0.00% | +21,533+21.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 131,447 | $7.63M | 0.01% | −99,154−43.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 131,657 | $7.64M | 0.01% | +8,436+6.8% | Added |
| Public Employees Retirement System of Ohio | 132,055 | $7.66M | 0.02% | −648−0.5% | Reduced |
| Swiss National Bank | 147,488 | $8.56M | 0.00% | +2,200+1.5% | Added |
| Bank of Montreal | 148,691 | $8.63M | 0.00% | +136,908+1,161.9% | Added |
| Alliancebernstein L.P. | 152,698 | $8.86M | 0.00% | +40,952+36.6% | Added |
| D. E. Shaw & Co., Inc. | 153,419 | $8.90M | 0.01% | +40,585+36.0% | Added |
| First Trust Advisors LP | 160,972 | $9.34M | 0.01% | −28,955−15.2% | Reduced |
| Asset Management One Co.,Ltd. | 161,697 | $9.38M | 0.03% | −1,832−1.1% | Reduced |
| Nuveen, LLC | 163,143 | $9.46M | 0.00% | −3,026−1.8% | Reduced |
| State of Wisconsin Investment Board | 168,771 | $9.79M | 0.02% | −645−0.4% | Reduced |
| Principal Financial Group Inc | 169,101 | $9.81M | 0.00% | −3,315−1.9% | Reduced |
| Franklin Resources Inc | 184,022 | $10.7M | 0.00% | +42,414+30.0% | Added |
| Thrivent Financial for Lutherans | 191,997 | $11.1M | 0.02% | +27,560+16.8% | Added |
| Goldman Sachs Group Inc | 192,245 | $11.2M | 0.00% | +94,845+97.4% | Added |
| Jupiter Asset Management Ltd | 193,797 | $11.2M | 0.10% | +193,797 | New |
| Daiwa Securities Group Inc. | 195,590 | $11.3M | 0.04% | +12,465+6.8% | Added |
| Allspring Global Investments Holdings, LLC | 200,037 | $11.7M | 0.02% | +200,037 | New |
| Virginia Retirement Systems Et Al | 203,532 | $11.8M | 0.08% | +53,200+35.4% | Added |
| HSBC Holdings PLC | 209,059 | $12.1M | 0.01% | +144,488+223.8% | Added |
| Rhumbline Advisers | 219,321 | $12.7M | 0.01% | −8,684−3.8% | Reduced |
| Verition Fund Management LLC | 233,038 | $13.5M | 0.08% | +176,847+314.7% | Added |
| Price T Rowe Associates Inc | 244,653 | $14.2M | 0.00% | +14,395+6.3% | Added |
| Russell Investments Group, Ltd. | 250,998 | $14.6M | 0.02% | −626,059−71.4% | Reduced |
| Barclays PLC | 282,836 | $16.4M | 0.01% | +121,212+75.0% | Added |
| APG Asset Management US Inc. | 287,278 | $16.8M | 0.12% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 377,834 | $21.9M | 0.01% | +211,366+127.0% | Added |
| Bank of America Corp | 386,512 | $22.4M | 0.00% | +137,778+55.4% | Added |
| Allianz Asset Management GmbH | 435,771 | $25.3M | 0.03% | +33,696+8.4% | Added |
| Standard Life Aberdeen plc | 458,931 | $26.4M | 0.04% | +44,810+10.8% | Added |
| Wellington Management Group LLP | 455,053 | $26.4M | 0.00% | −711,459−61.0% | Reduced |
| Legal & General Group Plc | 456,814 | $26.5M | 0.01% | −49,734−9.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 480,859 | $27.9M | 0.19% | +480,859 | New |
| Advisors Capital Management, LLC | 483,538 | $28.1M | 0.35% | +15,230+3.3% | Added |
| UBS Asset Management Americas Inc | 525,797 | $30.5M | 0.01% | −135,279−20.5% | Reduced |
| UBS Group AG | 801,355 | $46.5M | 0.01% | −47,722−5.6% | Reduced |
| Citadel Advisors LLC | 814,552 | $47.3M | 0.04% | +744,151+1,057.0% | Added |
| American Century Companies Inc | 877,732 | $50.9M | 0.03% | −352,067−28.6% | Reduced |
| JPMorgan Chase & Co | 901,813 | $52.3M | 0.00% | +195,850+27.7% | Added |
| Quantinno Capital Management LP | 905,025 | $52.5M | 0.14% | +293,517+48.0% | Added |
| Renaissance Technologies LLC | 975,823 | $56.6M | 0.07% | −601,794−38.1% | Reduced |
| Invesco Ltd. | 977,789 | $56.7M | 0.01% | +462,354+89.7% | Added |
| Morgan Stanley | 1,088,472 | $63.1M | 0.00% | +553,794+103.6% | Added |
| Dimensional Fund Advisors LP | 1,103,294 | $64.0M | 0.01% | +15,667+1.4% | Added |
| Bank of New York Mellon Corp | 1,122,052 | $65.1M | 0.01% | −10,868−1.0% | Reduced |
| LSV Asset Management | 1,270,158 | $73.7M | 0.16% | −23,300−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,327,662 | $77.0M | 0.01% | +4,082+0.3% | Added |
| AQR Capital Management LLC | 1,518,403 | $86.9M | 0.06% | −26,502−1.7% | Reduced |
| Geode Capital Management, LLC | 1,557,804 | $90.4M | 0.01% | +80,931+5.5% | Added |
| Northern Trust Corp | 1,564,309 | $90.7M | 0.01% | +717,734+84.8% | Added |
| Prudential Financial Inc | 1,994,055 | $115.7M | 0.14% | +123,556+6.6% | Added |
| State Street Corp | 3,964,377 | $231.1M | 0.01% | −45,292−1.1% | Reduced |
| BlackRock, Inc. | 10,580,998 | $613.8M | 0.01% | +912,037+9.4% | Added |
| Vanguard Group Inc | 10,917,384 | $633.3M | 0.01% | −15,049−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −161,474−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −67,761−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −29,479−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −25,900−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −15,054−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −13,146−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,668−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −9,226−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,179−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −5,192−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −4,534−100.0% | Sold out |
| Lewis Asset Management, LLC | 0 | $0 | 0.00% | −3,769−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −3,523−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −3,519−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Atlas Capital Advisors LLC | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Schnieders Capital Management LLC | – | – | – | – | Not filed |
| Financial Gravity Companies, Inc. | – | – | – | – | Not filed |