Epr PropertiesEPR
13F holders, Q1 2024 (March 31)349holders
8famous investors
$42.44avg. 13F price*
At the end of Q1 2024, 349 institutions reported holding Epr Properties (EPR) in their 13F filings. The largest holders were Vanguard Group Inc. ($482.5M), BlackRock Inc. ($429.2M) and State Street Corp. ($165.5M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Epr Properties
- Filed as
- EPR PPTYS (Q1 2024)
- CUSIP
- 26884U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $13.5M |
| Exits | 39 | $45.6M |
Ownership 349 holders
| Vanguard Group Inc. | 0.01% | Add +1.0% | 11,366,416 | $482.5M |
| BlackRock Inc. | 0.01% | Add +2.6% | 10,110,619 | $429.2M |
| State Street Corp. | 0.01% | Reduce -8.1% | 3,873,442 | $165.5M |
| Invesco Ltd. | 0.02% | Reduce -52.6% | 2,380,943 | $101.1M |
| Geode Capital Management, LLC | 0.01% | Add +4.3% | 1,381,764 | $58.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.2% | 1,283,731 | $54.5M |
| PGGM Investments | 0.78% | No change | 1,272,738 | $54.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.7% | 1,218,976 | $51.7M |
| LSV Asset Management | 0.10% | Add +2.0% | 1,134,354 | $48.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.8% | 1,052,596 | $44.7M |
| Renaissance Technologies | 0.06% | Add +22.6% | 954,786 | $40.5M |
| Norges Bank | 0.01% | Add +3.8% | 916,242 | $38.9M |
| Morgan Stanley | 0.00% | Add +27.7% | 680,059 | $28.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.3% | 663,980 | $28.3M |
| AQR Capital Management | 0.05% | Add +62.9% | 636,367 | $27.0M |
| Legal & General Group Plc | 0.01% | Reduce -2.5% | 605,436 | $25.7M |
| Northern Trust Corp. | 0.00% | Reduce -10.5% | 599,252 | $25.4M |
| Millennium Management | 0.02% | Add +158.4% | 508,749 | $21.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +6610.5% | 504,966 | $21.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.6% | 429,934 | $18.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +5.5% | 398,048 | $16.9M |
| Schonfeld Strategic Advisors LLC | 0.13% | Add +16.4% | 395,228 | $16.8M |
| Principal Financial Group Inc. | 0.01% | Add +2.6% | 283,575 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Add +32.7% | 271,538 | $11.6M |
| Los Angeles Capital Management LLC | 0.04% | Add +0.8% | 252,904 | $10.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.6% | 237,698 | $10.1M |
| Man Group plc | 0.03% | Add +319.6% | 224,590 | $9.5M |
| Rhumbline Advisers | 0.01% | Reduce -6.4% | 221,378 | $9.4M |
| Point72 Asset Management | 0.03% | Reduce -14.6% | 217,240 | $9.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +13.2% | 233,469 | $8.6M |
| UBS Group AG | 0.00% | Add +48.8% | 198,713 | $8.4M |
| Uniplan Investment Counsel, Inc. | 0.64% | Reduce -3.4% | 187,401 | $8.0M |
| State of Wisconsin Investment Board | 0.02% | Reduce -10.5% | 179,209 | $7.6M |
| Swedbank AB | 0.01% | Reduce -0.4% | 175,000 | $7.4M |
| First Trust Advisors LP | 0.01% | Add +19.7% | 151,679 | $6.4M |
| Swiss National Bank | 0.00% | No change | 148,388 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.4% | 143,745 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -2.4% | 137,156 | $5.8M |
| Franklin Resources Inc. | 0.00% | Add +245.2% | 136,825 | $5.8M |
| Prudential Financial Inc. | 0.01% | Reduce -74.0% | 135,450 | $5.7M |
| Allianz Asset Management GmbH | 0.01% | Add +50.8% | 134,529 | $5.7M |
| Primecap Management Co. | 0.00% | Reduce -1.9% | 133,800 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -11.1% | 130,184 | $5.5M |
| Macquarie Group Ltd. | 0.01% | Add +2.4% | 129,383 | $5.5M |
| Credit Suisse AG/ | 0.01% | Reduce -2.5% | 127,140 | $5.4M |
| Barclays PLC | 0.00% | Add +67.3% | 125,515 | $5.3M |
| Cyndeo Wealth Partners, LLC | 0.42% | Add +17.5% | 120,180 | $5.1M |
| Citadel Advisors | 0.00% | Add +337.5% | 115,987 | $4.9M |
| Zacks Investment Management | 0.05% | Add +9.9% | 115,361 | $4.9M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -2.7% | 112,569 | $4.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.8% | 110,595 | $4.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.8% | 109,137 | $4.6M |
| Pinebridge Investments, L.P. | 0.04% | Add +1022.3% | 108,858 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.9% | 106,359 | $4.5M |
| FMR LLC | 0.00% | Add +122.2% | 103,628 | $4.4M |
| American International Group, Inc. | 0.02% | Reduce -2.0% | 99,704 | $4.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +10.1% | 98,481 | $4.2M |
| Boothbay Fund Management, LLC | 0.13% | Add +16.5% | 96,651 | $4.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +205.7% | 96,379 | $4.1M |
| Caxton Associates LP | 0.28% | Add +97.5% | 96,103 | $4.1M |
| Retirement Systems of Alabama | 0.02% | Add +0.3% | 94,594 | $4.0M |
| Federated Hermes, Inc. | 0.01% | Reduce -1.8% | 92,864 | $3.9M |
| Bank of America Corp. | 0.00% | Add +36.8% | 91,999 | $3.9M |
| Quantinno Capital Management LP | 0.08% | Reduce -19.1% | 91,585 | $3.9M |
| Candriam S.C.A. | 0.03% | New | 91,196 | $3.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +4.1% | 88,830 | $3.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -0.3% | 88,618 | $3.8M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +6.3% | 87,529 | $3.7M |
| HSBC Holdings PLC | 0.00% | Add +107.6% | 85,953 | $3.6M |
| Ontario Teachers Pension Plan Board | 0.03% | Add +47.1% | 78,854 | $3.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.5% | 87,338 | $3.3M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 77,700 | $3.3M |
| LPL Financial LLC | 0.00% | Add +25.9% | 77,359 | $3.3M |
| Squarepoint Ops LLC | 0.01% | Add +169.3% | 76,164 | $3.2M |
| Deutsche Bank AG | 0.00% | Reduce -70.4% | 75,399 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -5.2% | 75,270 | $3.2M |
| Vestcor Inc | 0.11% | Add +68.0% | 73,585 | $3.1M |
| Natixis | 0.02% | Add +188.4% | 72,764 | $3.1M |
| Ballast Asset Management, LP | 1.66% | Add +9.8% | 72,214 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +18.5% | 69,802 | $3.0M |
| Texas Permanent School Fund Corp. | 0.02% | Add +1.4% | 65,927 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.0% | 65,343 | $2.8M |
| Campbell & CO Investment Adviser LLC | 0.24% | Add +53.7% | 64,359 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +24.9% | 63,078 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +793.8% | 62,296 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +48.3% | 61,346 | $2.6M |
| QRG Capital Management, Inc. | 0.03% | Add +4.5% | 60,200 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +4.1% | 58,039 | $2.5M |
| Exchange Traded Concepts, LLC | 0.06% | Add +4.0% | 56,489 | $2.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +8.7% | 56,267 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.6% | 52,822 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.0% | 50,471 | $2.1M |
| Amalgamated Bank | 0.02% | Reduce -7.6% | 49,344 | $2.1M |
| Wedge Capital Management L L P | 0.03% | Reduce -4.5% | 48,837 | $2.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -15.7% | 48,732 | $2.1M |
| Liberty Mutual Group Asset Management Inc. | 0.59% | No change | 48,430 | $2.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 46,695 | $2.0M |
| STRS Ohio | 0.01% | Add +7.2% | 45,526 | $1.9M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.6% | 44,884 | $1.9M |
| Victory Capital Management Inc. | 0.00% | Add +13.7% | 44,470 | $1.9M |
| Keeley-Teton Advisors, LLC | 0.23% | Add +12.7% | 44,292 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.5% | 43,531 | $1.8M |
| Amundi | 0.00% | Reduce -8.1% | 45,023 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -1.4% | 42,168 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.6% | 41,362 | $1.8M |
| Greenland Capital Management LP | 0.29% | Reduce -56.8% | 41,054 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 39,969 | $1.7M |
| PFG Advisors | 0.12% | No change | 39,470 | $1.7M |
| Raymond James & Associates | 0.00% | Add +52.9% | 38,635 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +17.7% | 38,405 | $1.6M |
| Janus Henderson Group PLC | 0.00% | No change | 36,443 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 35,007 | $1.5M |
| GraniteShares Advisors LLC | 0.78% | Add +14.6% | 34,585 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.2% | 34,288 | $1.5M |
| Pensionfund PDN | 0.77% | Add +9.7% | 33,962 | $1.4M |
| Martingale Asset Management L P | 0.03% | Add +7.1% | 33,534 | $1.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.7% | 33,140 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -0.8% | 32,100 | $1.4M |
| Nomura Holdings Inc. | 0.01% | Add +45.5% | 32,000 | $1.4M |
| Wellington Management Group LLP | 0.00% | Reduce -98.2% | 31,219 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | Add +0.7% | 30,800 | $1.3M |
| Alberta Investment Management Corp | 0.01% | No change | 30,600 | $1.3M |
| Midwest Professional Planners, LTD. | 0.45% | Add +27.1% | 30,442 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.0% | 29,808 | $1.3M |
| Resona Asset Management Co.,Ltd. | 0.01% | — | 29,507 | $1.3M |
| Gsa Capital Partners LLP | 0.10% | Reduce -22.4% | 29,231 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 29,128 | $1.2M |
| Engineers Gate Manager LP | 0.03% | Add +123.1% | 29,053 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +12.5% | 29,006 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -6.4% | 28,083 | $1.2M |
| Versor Investments LP | 0.24% | Add +210.0% | 27,900 | $1.2M |
| Schroder Investment Management Group | 0.00% | New | 27,851 | $1.2M |
| ClearAlpha Technologies LP | 0.50% | Add +167.2% | 27,711 | $1.2M |
| Hancock Whitney Corp. | 0.04% | Reduce -5.7% | 27,642 | $1.2M |
| Daiwa Securities Group Inc. | 0.01% | Add +20.6% | 27,548 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -3.1% | 26,659 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 25,698 | $1.1M |
| Brevan Howard Capital Management LP | 0.10% | Add +450.9% | 25,583 | $1.1M |
| Teacher Retirement System of Texas | 0.01% | Reduce -29.9% | 25,383 | $1.1M |
| Jump Financial, LLC | 0.03% | Add +183.1% | 23,782 | $1.0M |
| Globeflex Capital L P | 0.10% | No change | 23,734 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +28.7% | 23,510 | $998K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +64.4% | 23,843 | $997K |
| Massachusetts Financial Services Co. | 0.00% | Add +2.2% | 23,196 | $985K |
| Fox Run Management, L.L.C. | 0.21% | New | 23,118 | $981K |
| Cornercap Investment Counsel Inc. | 0.15% | No change | 22,859 | $970K |
| PEAK6 Investments LLC | 0.05% | New | 22,737 | $965K |
| Pictet Asset Management Holding SA | 0.00% | Add +15.4% | 22,237 | $944K |
| BNP Paribas Financial Markets | 0.00% | Add +55.4% | 22,216 | $943K |
| North Star Investment Management Corp. | 0.07% | Add +37.1% | 22,150 | $940K |
| AlphaQuest LLC | 0.16% | Reduce -3.7% | 21,996 | $934K |
| Louisiana State Employees Retirement System | 0.02% | Add +2.4% | 21,700 | $921K |
| UniSuper Management Pty Ltd | 0.01% | No change | 21,400 | $908K |
| Nebula Research & Development LLC | 0.19% | Add +143.6% | 21,255 | $902K |
| Stifel Financial Corp. | 0.00% | Reduce -6.2% | 21,198 | $900K |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 20,702 | $879K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.9% | 20,037 | $851K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 19,529 | $829K |
| Algert Global LLC | 0.03% | No change | 18,872 | $801K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -12.3% | 18,657 | $792K |
| State of Michigan Retirement System | 0.00% | Add +2.2% | 18,489 | $785K |
| Supplemental Annuity Collective Trust of NJ | 0.24% | No change | 18,000 | $764K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -68.9% | 17,938 | $747K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.5% | 17,382 | $738K |
| Lecap Asset Management Ltd. | 0.15% | Add +76.8% | 17,246 | $732K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 16,893 | $717K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.3% | 16,802 | $713K |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.1% | 16,116 | $684K |
| Pensionfund Sabic | 0.20% | Add +14.3% | 16,000 | $679K |
| Pathstone Holdings, LLC | 0.00% | Add +17.3% | 15,435 | $655K |
| New Mexico Educational Retirement Board | 0.02% | No change | 15,300 | $649K |
| Susquehanna International Group, LLP | 0.00% | Add +111.5% | 15,229 | $646K |
| Advisory Services Network, LLC | 0.01% | Add +2066.0% | 15,054 | $639K |
| Penserra Capital Management LLC | 0.01% | Add +13.9% | 14,754 | $626K |
| Simplex Trading, LLC | 0.02% | Add +632.2% | 14,395 | $611K |
| Cerity Partners LLC | 0.00% | Add +195.9% | 14,316 | $608K |
| RDA Financial Network | 0.21% | No change | 14,305 | $607K |
| PCG Wealth Advisors, LLC | 0.28% | Add +78.0% | 14,104 | $599K |
| Aberdeen Group plc | 0.00% | Reduce -3.4% | 14,069 | $597K |
| Texas Yale Capital Corp. | 0.03% | No change | 13,750 | $584K |
| Creative Planning | 0.00% | Add +11.3% | 13,620 | $578K |
| 1620 Investment Advisors, Inc. | 0.57% | Add +0.4% | 13,323 | $566K |
| Handelsbanken Fonder AB | 0.00% | No change | 13,300 | $565K |
| Capula Management Ltd | 0.02% | New | 13,250 | $562K |
| MRP Capital Investments, LLC | 0.56% | Reduce -6.1% | 13,105 | $556K |
| Ziegler Capital Management, LLC | 0.02% | Add +8.0% | 12,899 | $548K |
| Cetera Investment Advisers | 0.00% | Add +182.7% | 12,695 | $539K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 12,612 | $535K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Reduce -37.8% | 12,603 | $535K |
| Focus Financial Network, Inc. | 0.03% | — | 12,858 | $520K |
| Boston Partners | 0.00% | New | 12,184 | $517K |
| Samalin Investment Counsel, LLC | 0.24% | Add +25.2% | 12,026 | $511K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -4.8% | 11,706 | $497K |
| Bank of Montreal | 0.00% | Add +0.6% | 11,492 | $488K |
| M&T Bank Corp | 0.00% | Reduce -0.8% | 11,379 | $483K |
| Pacer Advisors, Inc. | 0.00% | Reduce -30.0% | 11,224 | $476K |
| Van Eck Associates Corp. | 0.00% | Add +2.3% | 10,732 | $456K |
| Quantbot Technologies LP | 0.03% | New | 10,726 | $455K |
| Xponance LLC | 0.00% | Add +6.6% | 10,500 | $446K |
| Camelot Portfolios, LLC | 0.43% | Reduce -41.9% | 10,397 | $441K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.4% | 10,000 | $424K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.6% | 9,873 | $419K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +2.6% | 9,809 | $416K |
| Maverick Capital | 0.01% | New | 9,789 | $416K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.6% | 9,705 | $412K |
| Sei Investments Co. | 0.00% | Add +35.8% | 9,471 | $402K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 9,461 | $402K |
| Sound Stewardship, LLC | 0.24% | Add +20.8% | 9,189 | $390K |
| MQS Management LLC | 0.22% | New | 9,138 | $388K |
| Erste Asset Management GmbH | 0.01% | No change | 9,100 | $384K |
| Voya Investment Management LLC | 0.00% | Reduce -4.4% | 8,889 | $377K |
| EMC Capital Management | 0.22% | Add +189.3% | 8,800 | $374K |
| Leonteq Securities AG | 0.05% | Add +30.1% | 8,679 | $368K |
| D.A. Davidson & Co. | 0.00% | Reduce -6.3% | 8,611 | $366K |
| MML Investors Services, LLC | 0.00% | Reduce -0.6% | 8,560 | $363K |
| Strategic Advocates LLC | 0.14% | New | 8,526 | $362K |
| All Season Financial Advisors, Inc. | 0.29% | Reduce -11.1% | 8,358 | $355K |
| Affinity Investment Advisors, LLC | 0.25% | Reduce -0.4% | 8,207 | $348K |
| Tudor Investment Corporation | 0.00% | New | 7,640 | $324K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -11.7% | 7,638 | $324K |
| Ilmarinen Mutual Pension Insurance Co | 0.00% | No change | 7,500 | $318K |
| Worth Venture Partners, LLC | 2.18% | Add +34.9% | 7,350 | $312K |
| BTC Capital Management, Inc. | 0.03% | — | 7,292 | $310K |
| SG Americas Securities, LLC | 0.00% | Reduce -61.3% | 7,273 | $309K |
| Sherbrooke Park Advisers LLC | 0.06% | New | 7,235 | $307K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.5% | 7,155 | $304K |
| Cambria Investment Management, L.P. | 0.02% | Add +10.8% | 7,073 | $300K |
| Moody National Bank Trust Division | 0.02% | Add +3.5% | 7,029 | $298K |
| Inceptionr LLC | 0.07% | New | 6,776 | $288K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 6,667 | $285K |
| Byrne Asset Management LLC | 0.23% | Add +1.4% | 6,670 | $283K |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.01% | New | 6,600 | $280K |
| Independent Financial Group, LLC | 0.01% | Add +30.2% | 6,511 | $276K |
| Panagora Asset Management Inc. | 0.00% | Add +8.8% | 6,418 | $272K |
| Corient Private Wealth LP | 0.00% | Add +1.9% | 6,387 | $271K |
| Private Trust Co. NA | 0.03% | Add +25.7% | 6,366 | $270K |
| Pursue Wealth Partners LLC | 0.16% | New | 6,218 | $264K |
| Securian Asset Management, Inc. | 0.01% | Reduce -1.6% | 6,179 | $262K |
| Alps Advisors Inc. | 0.00% | Add +6.4% | 6,150 | $261K |
| Abel Hall, LLC | 0.19% | New | 6,113 | $259K |
| Naviter Wealth, LLC | 0.04% | Add +24.9% | 6,013 | $257K |
| Verition Fund Management LLC | 0.00% | Reduce -34.9% | 5,991 | $254K |
| Great Lakes Advisors, LLC | 0.00% | New | 5,892 | $250K |
| US Bancorp \de | 0.00% | Reduce -8.8% | 5,854 | $249K |
| Focus Partners Wealth | 0.00% | No change | 5,843 | $248K |
| Maryland State Retirement & Pension System | 0.00% | No change | 6,172 | $246K |
| Pitcairn Co. | 0.02% | Reduce -1.0% | 5,553 | $236K |
| EHP Funds Inc. | 0.16% | Reduce -11.3% | 5,500 | $233K |
| Jefferies Financial Group Inc. | 0.01% | New | 5,430 | $231K |
| Metis Global Partners, LLC | 0.01% | Add +5.8% | 5,239 | $222K |
| Wealthstar Advisors, LLC | 0.08% | Reduce -0.4% | 5,133 | $218K |
| Community Bank of Raymore | 0.10% | Reduce -21.5% | 5,110 | $217K |
| D. E. Shaw & Co. | 0.00% | New | 5,032 | $214K |
| Quantum Portfolio Management LLC | 0.12% | Reduce -6.2% | 4,919 | $209K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.5% | 4,700 | $201K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.1% | 4,724 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.1% | 4,518 | $192K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.5% | 4,560 | $191K |
| Danske Bank A/S | 0.00% | — | 4,378 | $186K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +72.5% | 4,010 | $170K |
| Impact Partnership Wealth, LLC | 0.07% | Reduce -15.0% | 3,948 | $168K |
| Virtus Advisers, LLC | 0.08% | New | 3,721 | $158K |
| Signaturefd, LLC | 0.00% | Reduce -11.7% | 3,480 | $148K |
| Global Retirement Partners, LLC | 0.01% | No change | 3,286 | $140K |
| Heritage Wealth Advisors | 0.01% | No change | 3,000 | $127K |
| Quadrant Capital Group LLC | 0.01% | Add +1.1% | 2,557 | $109K |
| Spire Wealth Management | 0.00% | Add +82.7% | 2,554 | $108K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.0% | 2,533 | $108K |
| Harbour Investments, Inc. | 0.00% | Add +223.5% | 2,413 | $102K |
| Parallel Advisors, LLC | 0.00% | Add +3.7% | 2,370 | $101K |
| Metropolitan Life Insurance Co | 0.00% | Add +0.9% | 2,326 | $99K |
| Fifth Third Bancorp | 0.00% | Reduce -4.7% | 2,276 | $97K |
| Cwm, LLC | 0.00% | Add +68.0% | 2,118 | $90K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.6% | 1,589 | $67K |
| Huntington National Bank | 0.00% | Add +9.8% | 1,561 | $66K |
| KBC Group NV | 0.00% | Add +43.5% | 1,497 | $64K |
| Advisors Asset Management, Inc. | 0.00% | Add +3.5% | 1,295 | $55K |
| EntryPoint Capital, LLC | 0.04% | New | 1,117 | $47K |
| Lanark Financial, Inc. | 0.00% | No change | 1,083 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.6% | 1,072 | $44K |
| Mather Group, Llc. | 0.00% | New | 849 | $41K |
| Lindbrook Capital, LLC | 0.00% | No change | 940 | $40K |
| Abich Financial Wealth Management LLC | 0.03% | Add +53.7% | 902 | $38K |
| Allworth Financial LP | 0.00% | Reduce -6.0% | 809 | $34K |
| IFP Advisors, Inc | 0.00% | Add +1.4% | 784 | $33K |
| Covestor Ltd | 0.02% | Add +2.2% | 752 | $31K |
| Principal Securities, Inc. | 0.00% | Add +10.5% | 704 | $30K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 603 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +23.4% | 554 | $24K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -22.4% | 524 | $22K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -37.4% | 515 | $22K |
| Quarry LP | 0.01% | Add +57.7% | 489 | $21K |
| LGT Financial Advisors LLC | 0.02% | New | 471 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 450 | $19K |
| NewEdge Advisors, LLC | 0.00% | Add +217.4% | 438 | $19K |
| Blue Trust, Inc. | 0.00% | Reduce -1.0% | 392 | $17K |
| Evermay Wealth Management LLC | 0.00% | No change | 340 | $15K |
| Capital Analysts, LLC | 0.00% | Add +1.3% | 325 | $14K |
| Orion Capital Management LLC | 0.01% | Add +200.0% | 300 | $13K |
| Investors Research Corp | 0.00% | No change | 300 | $13K |
| Macroview Investment Management LLC | 0.01% | Add +2.1% | 288 | $12K |
| CoreCap Advisors, LLC | 0.00% | New | 285 | $12K |
| Group One Trading LLC | 0.00% | New | 255 | $11K |
| Towne Trust Company, N.A | 0.00% | New | 250 | $11K |
| PSI Advisors, LLC | 0.00% | Add +0.4% | 226 | $10K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 225 | $10K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -81.4% | 220 | $9K |
| Arlington Trust Co LLC | 0.00% | No change | 215 | $9K |
| Aspire Private Capital, LLC | 0.00% | No change | 211 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 176 | $8K |
| GAMMA Investing LLC | 0.00% | Reduce -19.6% | 164 | $7K |
| Avior Wealth Management, LLC | 0.00% | Add +40.0% | 161 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 156 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 154 | $7K |
| NewSquare Capital LLC | 0.00% | New | 113 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 111 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +44.2% | 111 | $5K |
| Whittier Trust Co. | 0.00% | No change | 111 | $5K |
| TD Capital Management LLC | 0.00% | No change | 101 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $4K |
| Quent Capital, LLC | 0.00% | Add +725.0% | 99 | $4K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 94 | $4K |
| Balefire, LLC | 0.00% | Add +5.9% | 90 | $4K |
| Versant Capital Management, Inc | 0.00% | Add +4000.0% | 82 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 78 | $3K |
| Missouri Trust & Investment Co | 0.00% | No change | 75 | $3K |
| LRI Investments, LLC | 0.00% | — | 75 | $3K |
| West Branch Capital LLC | 0.00% | No change | 68 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 65 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 59 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 58 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 53 | $2K |
| Retirement Group, LLC | 0.00% | No change | 51 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 45 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 47 | $2K |
| UMB Bank, n.a. | 0.00% | Reduce -66.4% | 41 | $2K |
| Gen-Wealth Partners Inc | 0.00% | — | 40 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 33 | $1K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 17 | $1K |
| Tsfg, LLC | 0.00% | No change | 21 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 13 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 23 | $973 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 19 | $807 |
| Janiczek Wealth Management, LLC | 0.00% | No change | 15 | $637 |
| Smartleaf Asset Management LLC | 0.00% | New | 15 | $632 |
| Gradient Investments LLC | 0.00% | Reduce -90.4% | 10 | $425 |
| Financial Perspectives, Inc | 0.00% | No change | 8 | $340 |
| Horizon Investments, LLC | 0.00% | No change | 8 | $337 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 1 | $42 |
"% of holder's portfolio" is EPR's weight in each manager's 13F, not the share of Epr Properties the manager owns.