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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 4,478 | $259.8K | 0.01% | +4,478 | New |
| Affinity Investment Advisors, LLC | 4,399 | $255.2K | 0.17% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,371 | $253.6K | 0.01% | +285+7.0% | Added |
| Renaissance Group LLC | 4,308 | $249.9K | 0.01% | −131−3.0% | Reduced |
| Camden Capital, LLC | 4,207 | $244.0K | 0.02% | +4,207 | New |
| Boothbay Fund Management, LLC | 4,001 | $232.1K | 0.01% | +4,001 | New |
| Utah Retirement Systems | 3,995 | $231.8K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,955 | $229.4K | 0.00% | −291−6.9% | Reduced |
| Schnieders Capital Management, LLC. | 3,950 | $229.1K | 0.04% | +3,950 | New |
| Longboard Asset Management, LP | 3,919 | $227.3K | 0.37% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 3,906 | $226.6K | 0.00% | +3,906 | New |
| Sivia Capital Partners, LLC | 3,900 | $226.2K | 0.06% | −693−15.1% | Reduced |
| Wedmont Private Capital | 4,087 | $225.1K | 0.01% | +4,087 | New |
| TT Capital Management LLC | 3,825 | $221.9K | 0.17% | −100−2.5% | Reduced |
| Hohimer Wealth Management, LLC | 3,803 | $220.6K | 0.03% | +102+2.8% | Added |
| Mackenzie Financial Corp | 3,761 | $218.2K | 0.00% | −1,061−22.0% | Reduced |
| Essential Partners LLC | 3,756 | $217.9K | 0.07% | +979+35.3% | Added |
| Sequoia Financial Advisors, LLC | 3,736 | $216.7K | 0.00% | +3,736 | New |
| Pitcairn Co | 3,730 | $216.4K | 0.02% | −808−17.8% | Reduced |
| Keystone Financial Services | 3,670 | $212.9K | 0.07% | +101+2.8% | Added |
| Stratos Wealth Partners, LTD. | 3,657 | $212.1K | 0.00% | +2+0.1% | Added |
| Global Retirement Partners, LLC | 3,635 | $210.9K | 0.00% | −686−15.9% | Reduced |
| Norinchukin Bank, The | 3,598 | $208.7K | 0.00% | −28−0.8% | Reduced |
| 111 Capital | 3,539 | $205.3K | 0.04% | +3,539 | New |
| Swiss Life Asset Management Ltd | 3,529 | $204.7K | 0.00% | +3,529 | New |
| Empowered Funds, LLC | 3,513 | $203.8K | 0.00% | +3,513 | New |
| Childress Capital Advisors, LLC | 3,510 | $203.6K | 0.04% | +3,510 | New |
| Maryland State Retirement & Pension System | 3,497 | $202.9K | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 3,463 | $200.9K | 0.02% | −347−9.1% | Reduced |
| CIBC Private Wealth Group, LLC | 3,279 | $190.2K | 0.00% | +1,088+49.7% | Added |
| Virtus Investment Advisers, Inc. | 3,062 | $177.6K | 0.05% | +119+4.0% | Added |
| Heritage Wealth Advisors | 3,000 | $174.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,954 | $171.3K | 0.00% | +363+14.0% | Added |
| FIL Ltd | 2,893 | $167.8K | 0.00% | +232+8.7% | Added |
| Public Employees Retirement Association of Colorado | 2,842 | $165.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,756 | $159.9K | 0.00% | −122−4.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,738 | $158.8K | 0.08% | +2,738 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,537 | $147.0K | 0.00% | −300−10.6% | Reduced |
| KBC Group NV | 2,380 | $138.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,343 | $136.0K | 0.01% | +578+32.7% | Added |
| Signaturefd, LLC | 2,314 | $134.2K | 0.00% | −37−1.6% | Reduced |
| IFP Advisors, Inc | 2,236 | $129.7K | 0.00% | −230−9.3% | Reduced |
| Abich Financial Wealth Management LLC | 2,187 | $126.9K | 0.05% | +2,187 | New |
| Jones Financial Companies LLLP | 2,076 | $119.4K | 0.00% | +326+18.6% | Added |
| GAMMA Investing LLC | 1,978 | $114.7K | 0.01% | +3+0.2% | Added |
| Harbor Capital Advisors, Inc. | 1,910 | $111.0K | 0.01% | −303−13.7% | Reduced |
| Rossby Financial, LCC | 1,843 | $107.5K | 0.04% | +264+16.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,808 | $104.9K | 0.00% | +326+22.0% | Added |
| STRS Ohio | 1,784 | $103.5K | 0.00% | −75,681−97.7% | Reduced |
| Fifth Third Bancorp | 1,772 | $102.8K | 0.00% | −211−10.6% | Reduced |
| Toth Financial Advisory Corp | 1,700 | $98.6K | 0.01% | +1,664+4,622.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,667 | $96.7K | 0.00% | +91+5.8% | Added |
| Ssa Swiss Advisors AG | 1,645 | $95.4K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,623 | $94.2K | 0.00% | −359−18.1% | Reduced |
| Quarry LP | 1,604 | $93.0K | 0.02% | +718+81.0% | Added |
| GF Fund Management Co. Ltd. | 1,261 | $73.2K | 0.00% | −81−6.0% | Reduced |
| Danske Bank A/S | 1,242 | $72.0K | 0.00% | +242+24.2% | Added |
| Farther Finance Advisors, LLC | 1,216 | $70.5K | 0.00% | +164+15.6% | Added |
| MAI Capital Management | 1,189 | $69.0K | 0.00% | −108−8.3% | Reduced |
| Hantz Financial Services, Inc. | 1,056 | $61.0K | 0.00% | −77−6.8% | Reduced |
| Umb Bank N A | 1,039 | $60.3K | 0.00% | +296+39.8% | Added |
| State of Wyoming | 1,035 | $60.0K | 0.01% | −1,137−52.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,000 | $58.0K | 0.01% | +75+8.1% | Added |
| Harvest Fund Management Co., Ltd | 960 | $56.0K | 0.00% | −4,235−81.5% | Reduced |
| Geneos Wealth Management Inc. | 898 | $52.1K | 0.00% | +171+23.5% | Added |
| SJS Investment Consulting Inc. | 861 | $50.0K | 0.01% | +844+4,964.7% | Added |
| Huntington National Bank | 752 | $43.6K | 0.00% | −976−56.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 747 | $43.3K | 0.00% | −191−20.4% | Reduced |
| Brookfield Asset Management Inc. | 712 | $41.3K | 0.00% | +712 | New |
| Clear Street Markets LLC | 600 | $34.8K | 0.01% | +400+200.0% | Added |
| Kerr Financial Planning Corp | 625 | $31.7K | 0.04% | +625 | New |
| Spire Wealth Management | 544 | $31.6K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 503 | $29.2K | 0.00% | −39−7.2% | Reduced |
| Atlantic Union Bankshares Corp | 473 | $27.4K | 0.00% | +473 | New |
| True Wealth Design, LLC | 461 | $26.7K | 0.01% | +230+99.6% | Added |
| Strategic Advocates LLC | 460 | $26.7K | 0.01% | +460 | New |
| GWM Advisors LLC | 455 | $26.4K | 0.00% | +55+13.8% | Added |
| Caitong International Asset Management Co., Ltd | 447 | $25.9K | 0.02% | +447 | New |
| Ronald Blue Trust, Inc. | 443 | $25.7K | 0.00% | +1+0.2% | Added |
| Costello Asset Management, INC | 402 | $23.3K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 385 | $22.3K | 0.00% | +385 | New |
| Atlantic Trust, LLC | 359 | $20.8K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 345 | $20.0K | 0.00% | +345 | New |
| Bessemer Group Inc | 329 | $19.0K | 0.00% | −51−13.4% | Reduced |
| Quent Capital, LLC | 322 | $18.7K | 0.00% | +322 | New |
| CoreCap Advisors, LLC | 307 | $17.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 300 | $17.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 292 | $16.9K | 0.00% | −188−39.2% | Reduced |
| Westside Investment Management, Inc. | 286 | $16.7K | 0.00% | +143+100.0% | Added |
| Sound Income Strategies, LLC | 304 | $16.5K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 281 | $16.3K | 0.00% | +281 | New |
| Larson Financial Group LLC | 279 | $16.2K | 0.00% | +279 | New |
| Asset Dedication, LLC | 275 | $16.0K | 0.00% | +275 | New |
| DT Investment Partners, LLC | 273 | $15.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 270 | $15.5K | 0.00% | +158+141.1% | Added |
| Capital Analysts, LLC | 262 | $15.0K | 0.00% | −73−21.8% | Reduced |
| Aspect Partners, LLC | 236 | $13.7K | 0.01% | +236 | New |
| Arlington Trust Co LLC | 215 | $12.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 211 | $12.1K | 0.00% | 00.0% | Unchanged |