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, Q4 2025
Institutional positions in Epr Properties as of Dec 31, 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
- 458
- +5 vs. Q3 2025
- Shares held
- 60.6M
- −114.5K (−0.2%) vs. Q3 2025
- Total value
- $3.02B
- −$494.3M (−14.0%) vs. Q3 2025
- New holders
- 59
- 176 more added
- Sold out
- 54
- 150 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Epr Properties; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Trust Advisors LP | 121,380 | $6.06M | 0.00% | −39,592−24.6% | Reduced |
| Citigroup Inc | 127,339 | $6.35M | 0.00% | +38,152+42.8% | Added |
| Public Employees Retirement System of Ohio | 127,397 | $6.36M | 0.02% | −4,658−3.5% | Reduced |
| Balyasny Asset Management LLC | 131,685 | $6.57M | 0.01% | +107,658+448.1% | Added |
| Price T Rowe Associates Inc | 132,929 | $6.63M | 0.00% | −111,724−45.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 135,285 | $6.75M | 0.01% | +3,628+2.8% | Added |
| Russell Investments Group, Ltd. | 137,608 | $6.87M | 0.01% | −113,390−45.2% | Reduced |
| Great West Life Assurance Co | 137,996 | $6.88M | 0.01% | +13,292+10.7% | Added |
| Victory Capital Management Inc | 138,409 | $6.91M | 0.00% | +14,115+11.4% | Added |
| Swiss National Bank | 150,188 | $7.49M | 0.00% | +2,700+1.8% | Added |
| Alberta Investment Management Corp | 152,000 | $7.58M | 0.05% | +152,000 | New |
| Goldman Sachs Group Inc | 154,919 | $7.73M | 0.00% | −37,326−19.4% | Reduced |
| State of Wisconsin Investment Board | 156,616 | $7.82M | 0.02% | −12,155−7.2% | Reduced |
| Thrivent Financial for Lutherans | 157,075 | $7.84M | 0.01% | −34,922−18.2% | Reduced |
| Principal Financial Group Inc | 163,749 | $8.17M | 0.00% | −5,352−3.2% | Reduced |
| Two Sigma Investments, LP | 169,856 | $8.48M | 0.01% | +157,176+1,239.6% | Added |
| Alliancebernstein L.P. | 182,311 | $9.10M | 0.00% | +29,613+19.4% | Added |
| Franklin Resources Inc | 196,089 | $9.78M | 0.00% | +12,067+6.6% | Added |
| Verition Fund Management LLC | 201,532 | $10.1M | 0.05% | −31,506−13.5% | Reduced |
| Wellington Management Group LLP | 201,946 | $10.1M | 0.00% | −253,107−55.6% | Reduced |
| Rhumbline Advisers | 208,652 | $10.4M | 0.01% | −10,669−4.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 210,843 | $10.7M | 0.02% | +10,806+5.4% | Added |
| Virginia Retirement Systems Et Al | 222,432 | $11.1M | 0.07% | +18,900+9.3% | Added |
| Algert Global LLC | 226,476 | $11.3M | 0.18% | +226,476 | New |
| Intech Investment Management LLC | 227,354 | $11.3M | 0.10% | +161,371+244.6% | Added |
| APG Asset Management US Inc. | 287,278 | $14.3M | 0.11% | 00.0% | Unchanged |
| HSBC Holdings PLC | 297,760 | $14.9M | 0.01% | +88,701+42.4% | Added |
| Barclays PLC | 301,943 | $15.1M | 0.01% | +19,107+6.8% | Added |
| Millennium Management LLC | 342,096 | $17.1M | 0.01% | +287,594+527.7% | Added |
| Nuveen, LLC | 357,574 | $17.8M | 0.00% | +194,431+119.2% | Added |
| D. E. Shaw & Co., Inc. | 382,495 | $19.1M | 0.01% | +229,076+149.3% | Added |
| Bank of America Corp | 431,070 | $21.5M | 0.00% | +44,558+11.5% | Added |
| Legal & General Group Plc | 462,517 | $23.1M | 0.01% | +5,703+1.2% | Added |
| Standard Life Aberdeen plc | 463,782 | $23.1M | 0.04% | +4,851+1.1% | Added |
| Advisors Capital Management, LLC | 494,409 | $24.7M | 0.29% | +10,871+2.2% | Added |
| Allianz Asset Management GmbH | 496,727 | $24.8M | 0.03% | +60,956+14.0% | Added |
| Prudential Financial Inc | 491,078 | $24.8M | 0.03% | −1,502,977−75.4% | Reduced |
| UBS Group AG | 536,252 | $26.8M | 0.01% | −265,103−33.1% | Reduced |
| Freestone Grove Partners LP | 602,312 | $30.1M | 0.22% | +602,312 | New |
| Ameriprise Financial Inc | 634,997 | $31.7M | 0.01% | +257,163+68.1% | Added |
| Renaissance Technologies LLC | 691,300 | $34.5M | 0.05% | −284,523−29.2% | Reduced |
| JPMorgan Chase & Co | 760,595 | $38.0M | 0.00% | −141,218−15.7% | Reduced |
| Citadel Advisors LLC | 845,729 | $42.2M | 0.03% | +31,177+3.8% | Added |
| American Century Companies Inc | 934,194 | $46.6M | 0.02% | +56,462+6.4% | Added |
| Invesco Ltd. | 1,018,685 | $50.8M | 0.00% | +40,896+4.2% | Added |
| Bank of New York Mellon Corp | 1,099,104 | $54.8M | 0.01% | −22,948−2.0% | Reduced |
| Dimensional Fund Advisors LP | 1,105,174 | $55.1M | 0.01% | +1,880+0.2% | Added |
| Northern Trust Corp | 1,235,712 | $61.7M | 0.01% | −328,597−21.0% | Reduced |
| Quantinno Capital Management LP | 1,300,403 | $64.9M | 0.13% | +395,378+43.7% | Added |
| Morgan Stanley | 1,304,517 | $65.1M | 0.00% | +216,045+19.8% | Added |
| Charles Schwab Investment Management Inc | 1,344,712 | $67.1M | 0.01% | +17,050+1.3% | Added |
| LSV Asset Management | 1,365,358 | $68.1M | 0.15% | +95,200+7.5% | Added |
| AQR Capital Management LLC | 1,465,124 | $73.1M | 0.04% | −53,279−3.5% | Reduced |
| Geode Capital Management, LLC | 1,584,394 | $79.1M | 0.00% | +26,590+1.7% | Added |
| Norges Bank | 1,659,770 | $82.8M | 0.01% | +1,659,770 | New |
| State Street Corp | 3,907,141 | $196.1M | 0.01% | −57,236−1.4% | Reduced |
| BlackRock, Inc. | 10,124,260 | $505.2M | 0.01% | −456,738−4.3% | Reduced |
| Vanguard Group Inc | 10,841,431 | $541.0M | 0.01% | −75,953−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −480,859−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −91,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −72,550−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −72,101−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −38,165−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −28,264−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −27,156−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −20,986−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −20,476−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,967−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −16,740−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,450−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −10,759−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,824−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −8,585−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −8,214−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,463−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −7,042−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,893−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,977−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −4,818−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −4,690−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −3,995−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −3,955−100.0% | Sold out |
| Schnieders Capital Management, LLC. | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −3,919−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| TT Capital Management LLC | 0 | $0 | 0.00% | −3,825−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −3,730−100.0% | Sold out |
| Keystone Financial Services | 0 | $0 | 0.00% | −3,670−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −3,657−100.0% | Sold out |
| Norinchukin Bank, The | 0 | $0 | 0.00% | −3,598−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,539−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −3,497−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −3,463−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −447−100.0% | Sold out |