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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 47,177 | $2.75M | 0.04% | +8,847+23.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 46,599 | $2.70M | 0.01% | −542−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 45,925 | $2.66M | 0.03% | +1,727+3.9% | Added |
| Voloridge Investment Management, LLC | 44,159 | $2.56M | 0.01% | −10,474−19.2% | Reduced |
| Ieq Capital, LLC | 44,022 | $2.55M | 0.01% | −40,935−48.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,010 | $2.55M | 0.01% | +124+0.3% | Added |
| Cerity Partners LLC | 42,601 | $2.47M | 0.00% | +7,721+22.1% | Added |
| Nisa Investment Advisors, LLC | 41,640 | $2.43M | 0.01% | −126,790−75.3% | Reduced |
| State of New Jersey Common Pension Fund D | 41,674 | $2.42M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 41,227 | $2.39M | 0.01% | −1,867−4.3% | Reduced |
| Creative Planning | 40,573 | $2.35M | 0.00% | +1,247+3.2% | Added |
| Federated Hermes, Inc. | 39,813 | $2.31M | 0.00% | −180.0% | Reduced |
| Quest Partners LLC | 39,547 | $2.29M | 0.15% | +32,445+456.8% | Added |
| PFG Advisors | 38,932 | $2.26M | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 38,473 | $2.23M | 0.00% | +6,851+21.7% | Added |
| Convergence Investment Partners, LLC | 38,165 | $2.21M | 0.50% | +16,697+77.8% | Added |
| Amundi | 38,200 | $2.11M | 0.00% | +1,855+5.1% | Added |
| Midwest Professional Planners, LTD. | 35,324 | $2.05M | 0.50% | +636+1.8% | Added |
| Focus Financial Network, Inc. | 35,233 | $2.04M | 0.07% | +5,367+18.0% | Added |
| Mutual of America Capital Management LLC | 35,154 | $2.04M | 0.02% | −2,675−7.1% | Reduced |
| Wedge Capital Management L L P | 35,005 | $2.03M | 0.03% | −3,100−8.1% | Reduced |
| Amalgamated Bank | 34,674 | $2.01M | 0.01% | −31−0.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 34,039 | $1.97M | 0.02% | +5,372+18.7% | Added |
| Gamco Investors, Inc. Et Al | 33,623 | $1.95M | 0.02% | −5,675−14.4% | Reduced |
| Treasurer of the State of North Carolina | 33,543 | $1.95M | 0.01% | −1,310−3.8% | Reduced |
| Jain Global LLC | 33,424 | $1.94M | 0.03% | −14,952−30.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 33,530 | $1.93M | 0.01% | +3,061+10.0% | Added |
| Janus Henderson Group PLC | 33,158 | $1.92M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 32,631 | $1.89M | 0.00% | −1,800−5.2% | Reduced |
| Royal Bank of Canada | 32,057 | $1.86M | 0.00% | −37,405−53.8% | Reduced |
| Pensionfund DSM Netherlands | 30,962 | $1.80M | 1.16% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30,787 | $1.76M | 0.00% | +4,678+17.9% | Added |
| Pathstone Holdings, LLC | 30,090 | $1.75M | 0.01% | −961−3.1% | Reduced |
| Ensign Peak Advisors, Inc | 29,723 | $1.72M | 0.00% | +595+2.0% | Added |
| QRG Capital Management, Inc. | 28,340 | $1.64M | 0.02% | −65,201−69.7% | Reduced |
| Globeflex Capital L P | 28,264 | $1.64M | 0.25% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 28,256 | $1.64M | 0.02% | −329−1.2% | Reduced |
| Hancock Whitney Corp | 28,230 | $1.64M | 0.03% | −54−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 27,909 | $1.63M | 0.11% | +27,884+111,536.0% | Added |
| Vestmark Advisory Solutions, Inc. | 27,909 | $1.62M | 0.03% | +27,909 | New |
| Assetmark, Inc | 27,789 | $1.61M | 0.00% | +11,696+72.7% | Added |
| HRT Financial LP | 27,156 | $1.57M | 0.01% | −36,424−57.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,361 | $1.51M | 0.00% | +1,092+4.2% | Added |
| Lazard Asset Management LLC | 25,812 | $1.50M | 0.00% | +2,063+8.7% | Added |
| Teachers Retirement System of the State of Kentucky | 25,168 | $1.46M | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 25,143 | $1.46M | 0.02% | +836+3.4% | Added |
| Versor Investments LP | 24,764 | $1.44M | 0.26% | +3,483+16.4% | Added |
| Yousif Capital Management, LLC | 24,082 | $1.40M | 0.01% | −1,493−5.8% | Reduced |
| Balyasny Asset Management LLC | 24,027 | $1.39M | 0.00% | +24,027 | New |
| Commonwealth Equity Services, LLC | 23,508 | $1.36M | 0.00% | −121,003−83.7% | Reduced |
| Cetera Investment Advisers | 23,417 | $1.36M | 0.00% | +4,762+25.5% | Added |
| Gotham Asset Management, LLC | 23,257 | $1.35M | 0.01% | +14,786+174.5% | Added |
| Handelsbanken Fonder AB | 23,100 | $1.34M | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 25,494 | $1.33M | 0.02% | +12,228+92.2% | Added |
| 1620 Investment Advisors, Inc. | 22,853 | $1.33M | 0.90% | +110.0% | Added |
| Arizona State Retirement System | 22,509 | $1.31M | 0.01% | +310+1.4% | Added |
| Oak Thistle LLC | 22,401 | $1.30M | 0.20% | +11,172+99.5% | Added |
| Campbell & CO Investment Adviser LLC | 22,253 | $1.29M | 0.10% | −530−2.3% | Reduced |
| MML Investors Services, LLC | 22,247 | $1.29M | 0.00% | +8,754+64.9% | Added |
| CWM, LLC | 21,817 | $1.27M | 0.00% | −1,918−8.1% | Reduced |
| Janney Montgomery Scott LLC | 21,621 | $1.25M | 0.00% | −53−0.2% | Reduced |
| Louisiana State Employees Retirement System | 21,200 | $1.23M | 0.02% | −200−0.9% | Reduced |
| UniSuper Management Pty Ltd | 21,200 | $1.23M | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21,049 | $1.22M | 0.02% | +19,800+1,585.3% | Added |
| Los Angeles Capital Management LLC | 20,986 | $1.22M | 0.00% | −1,396−6.2% | Reduced |
| Private Advisor Group, LLC | 20,664 | $1.20M | 0.01% | +3,133+17.9% | Added |
| Elo Mutual Pension Insurance Co | 20,476 | $1.19M | 0.02% | +20,476 | New |
| PCG Wealth Advisors, LLC | 19,880 | $1.15M | 0.34% | 00.0% | Unchanged |
| JustInvest LLC | 19,507 | $1.13M | 0.01% | +347+1.8% | Added |
| CAPROCK Group, Inc. | 20,692 | $1.13M | 0.03% | +20,692 | New |
| Prime Capital Investment Advisors, LLC | 19,447 | $1.13M | 0.01% | −19−0.1% | Reduced |
| Van Eck Associates Corp | 18,347 | $1.06M | 0.00% | +1,791+10.8% | Added |
| State of Michigan Retirement System | 18,089 | $1.05M | 0.01% | −200−1.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 18,000 | $1.04M | 0.27% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 17,967 | $1.04M | 0.03% | +17,967 | New |
| Diversify Advisory Services, LLC | 20,688 | $1.04M | 0.03% | −10,047−32.7% | Reduced |
| Kestra Investment Management, LLC | 17,790 | $1.03M | 0.03% | −32,323−64.5% | Reduced |
| DekaBank Deutsche Girozentrale | 17,938 | $1.03M | 0.00% | 00.0% | Unchanged |
| AXA Investment Managers S.A. | 17,650 | $1.02M | 0.00% | +17,650 | New |
| Colony Group, LLC | 17,176 | $1.01M | 0.00% | +6,225+56.8% | Added |
| Pacer Advisors, Inc. | 17,368 | $1.01M | 0.00% | +17,368 | New |
| Independent Financial Group, LLC | 17,326 | $1.01M | 0.02% | −4,100−19.1% | Reduced |
| State of Tennessee, Treasury Department | 17,326 | $1.01M | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 17,300 | $1.00M | 0.27% | −1,200−6.5% | Reduced |
| Metis Global Partners, LLC | 17,151 | $994.9K | 0.02% | +4,570+36.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,966 | $984.2K | 0.01% | −19−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,819 | $975.7K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 16,740 | $971.1K | 0.50% | +16,740 | New |
| Picton Mahoney Asset Management | 16,393 | $951.0K | 0.01% | +5,622+52.2% | Added |
| Syon Capital LLC | 16,388 | $950.7K | 0.05% | +7,170+77.8% | Added |
| KLP Kapitalforvaltning AS | 16,100 | $938.0K | 0.00% | −6,300−28.1% | Reduced |
| Brevan Howard Capital Management LP | 15,897 | $922.2K | 0.01% | +805+5.3% | Added |
| Toroso Investments, LLC | 15,545 | $901.8K | 0.00% | −1,655−9.6% | Reduced |
| Oregon Public Employees Retirement Fund | 15,334 | $889.5K | 0.01% | −200−1.3% | Reduced |
| Engineers Gate Manager LP | 15,321 | $888.8K | 0.01% | −10,551−40.8% | Reduced |
| Wincap Financial LLC | 15,317 | $888.5K | 0.61% | +541+3.7% | Added |
| New Mexico Educational Retirement Board | 15,300 | $888.0K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 14,808 | $859.0K | 0.00% | +158+1.1% | Added |
| Robeco Institutional Asset Management B.V. | 14,771 | $856.9K | 0.00% | +3,248+28.2% | Added |
| RDA Financial Network | 14,271 | $827.8K | 0.20% | +155+1.1% | Added |