Epr PropertiesEPR

13F holders, Q2 2024 (June 30)
354holders +5
44new positions
39sold out
5famous investors
$41.99avg. 13F price*

At the end of Q2 2024, 354 institutions reported holding Epr Properties (EPR) in their 13F filings, up 5 from Q1 2024. 44 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($476.3M), BlackRock Inc. ($440.6M) and State Street Corp. ($162.3M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Epr Properties
Filed as
EPR PPTYS (Q2 2024)
CUSIP
26884U109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 349Q1 2024Q2 2024: 354Q2 2024Q3 2024: 356Q3 2024Q4 2024: 363Q4 2024Q1 2025: 387Q1 2025Q2 2025: 418Q2 2025Q3 2025: 456Q3 2025Q4 2025: 459Q4 2025Q1 2026: 466Q1 2026Q2 2026: 490Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions44$93.7M
Exits39$80.5M

All 13F filers, Q1 2024 → Q2 2024: 4,604,347 shares bought and 5,527,395 shares sold, net −923,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 354 holders

Vanguard Group Inc. 0.01% Reduce -0.2% 11,345,593 $476.3M
BlackRock Inc. 0.01% Add +3.8% 10,495,167 $440.6M
State Street Corp. 0.01% Reduce -0.8% 3,840,528 $162.3M
Geode Capital Management, LLC 0.01% Add +2.6% 1,417,690 $59.5M
Charles Schwab Investment Management Inc. 0.01% Add +0.9% 1,295,333 $54.4M
Bank of New York Mellon Corp 0.01% Reduce -1.6% 1,199,640 $50.4M
Renaissance Technologies 0.08% Add +23.3% 1,177,586 $49.4M
LSV Asset Management 0.10% Add +0.5% 1,139,494 $47.8M
Dimensional Fund Advisors LP 0.01% Add +5.1% 1,106,593 $46.5M
Invesco Ltd. 0.01% Reduce -56.4% 1,037,826 $43.6M
AQR Capital Management 0.07% Add +64.1% 1,044,134 $43.3M
Norges Bank 0.01% Reduce -0.9% 908,105 $38.1M
Morgan Stanley 0.00% Add +10.1% 748,940 $31.4M
Sycale Advisors (NY) LLC 11.53% New 745,671 $31.3M
Northern Trust Corp. 0.00% Add +12.9% 676,650 $28.4M
Nuveen Asset Management, LLC 0.01% Reduce -4.3% 635,253 $26.8M
Legal & General Group Plc 0.01% Reduce -4.5% 577,899 $24.3M
JPMorgan Chase & Co. 0.00% Add +15.4% 496,056 $20.8M
Balyasny Asset Management L.P. 0.05% New 481,481 $20.2M
Advisors Capital Management, LLC 0.35% New 472,802 $19.8M
Millennium Management 0.02% Reduce -9.8% 458,764 $19.3M
Qube Research & Technologies Ltd 0.03% Reduce -22.4% 391,987 $16.5M
Citadel Advisors 0.02% Add +216.2% 366,731 $15.4M
Thrivent Financial for Lutherans 0.02% Add +15.8% 275,347 $11.6M
Ameriprise Financial Inc. 0.00% Reduce -2.3% 265,240 $11.1M
Los Angeles Capital Management LLC 0.04% Add +0.4% 253,901 $10.7M
Principal Financial Group Inc. 0.01% Reduce -11.1% 252,032 $10.6M
Rhumbline Advisers 0.01% Add +2.0% 225,856 $9.5M
FMR LLC 0.00% Add +86.8% 193,588 $8.1M
UBS Group AG 0.00% Reduce -2.6% 193,553 $8.1M
Swedbank AB 0.01% Add +1.6% 177,757 $7.5M
State of Wisconsin Investment Board 0.02% Reduce -1.8% 176,042 $7.4M
Alliancebernstein L.P. 0.00% Add +33.0% 173,140 $7.3M
Allianz Asset Management GmbH 0.01% Add +28.1% 172,308 $7.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% — 170,192 $7.1M
Cinctive Capital Management LP 0.36% New 160,823 $6.8M
Franklin Resources Inc. 0.00% Add +15.7% 158,364 $6.6M
Uniplan Investment Counsel, Inc. 0.62% Reduce -15.6% 158,083 $6.6M
Swiss National Bank 0.00% Add +0.3% 148,888 $6.3M
Commonwealth Equity Services, LLC 0.01% Add +0.9% 145,066 $6.1M
Man Group plc 0.02% Reduce -36.3% 143,142 $6.0M
Public Employees Retirement System of Ohio 0.02% Reduce -0.2% 136,887 $5.7M
Macquarie Group Ltd. 0.01% Add +2.1% 132,108 $5.5M
Primecap Management Co. 0.00% Reduce -1.4% 131,900 $5.5M
Russell Investments Group, Ltd. 0.01% Add +34.5% 129,611 $5.4M
Cyndeo Wealth Partners, LLC 0.42% Add +7.2% 128,789 $5.4M
First Trust Advisors LP 0.01% Reduce -23.8% 115,517 $4.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -71.6% 113,077 $4.7M
Prudential Financial Inc. 0.01% Reduce -17.4% 111,911 $4.7M
CANADA LIFE ASSURANCE Co 0.01% Add +2.6% 111,981 $4.7M
Asset Management One Co., Ltd. 0.02% Reduce -2.2% 110,102 $4.6M
Jane Street Group, LLC 0.00% Add +174.0% 105,243 $4.4M
New York State Teachers Retirement System 0.01% Reduce -9.5% 100,095 $4.2M
Quantinno Capital Management LP 0.07% Add +7.2% 98,170 $4.1M
Boothbay Fund Management, LLC 0.14% Reduce -0.1% 96,546 $4.1M
Caxton Associates LP 0.16% No change 96,103 $4.0M
Corebridge Financial, Inc. 0.02% — 95,710 $4.0M
Nomura Asset Management Co. Ltd. 0.01% Add +7.2% 95,180 $4.0M
Retirement Systems of Alabama 0.02% Reduce -1.3% 93,399 $3.9M
Federated Hermes, Inc. 0.01% Add +0.1% 92,940 $3.9M
Goldman Sachs Group Inc. 0.00% Reduce -13.6% 91,915 $3.9M
Squarepoint Ops LLC 0.01% Add +17.8% 89,683 $3.8M
Algert Global LLC 0.12% Add +369.7% 88,646 $3.7M
HSBC Holdings PLC 0.00% Add +3.5% 88,938 $3.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -0.6% 88,097 $3.7M
Bank of America Corp. 0.00% Reduce -4.5% 87,852 $3.7M
Pinebridge Investments, L.P. 0.03% Reduce -20.0% 87,088 $3.7M
State Board of Administration of Florida Retirement System 0.01% Reduce -0.6% 86,790 $3.6M
Schonfeld Strategic Advisors LLC 0.03% Reduce -79.5% 80,898 $3.4M
Ballast Asset Management, LP 1.75% Add +6.5% 76,896 $3.2M
Campbell & CO Investment Adviser LLC 0.27% Add +17.0% 75,299 $3.2M
California State Teachers Retirement System 0.00% Reduce -2.0% 73,797 $3.1M
Oppenheimer & Co. Inc. 0.05% Add +1.2% 70,651 $3.0M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +192.9% 69,847 $2.9M
QRG Capital Management, Inc. 0.03% Add +13.7% 68,431 $2.9M
Ontario Teachers Pension Plan Board 0.03% Reduce -14.3% 67,603 $2.8M
Vestcor Inc 0.09% Reduce -9.7% 66,485 $2.8M
T. Rowe Price Associates Inc. 0.00% Add +7.9% 66,183 $2.8M
Liberty Mutual Group Asset Management Inc. 0.40% Add +34.9% 65,327 $2.7M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.8% 64,171 $2.7M
Cubist Systematic Strategies, LLC 0.05% Reduce -27.9% 63,124 $2.6M
ExodusPoint Capital Management, LP 0.03% New 59,515 $2.5M
Mercer Global Advisors Inc. 0.01% Add +16.8% 58,946 $2.5M
Nisa Investment Advisors, LLC 0.01% Add +2.8% 54,306 $2.3M
LPL Financial LLC 0.00% Reduce -31.9% 52,657 $2.2M
Gsa Capital Partners LLP 0.15% Add +76.1% 51,482 $2.2M
Deutsche Bank AG 0.00% Reduce -32.8% 50,689 $2.1M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -10.1% 50,601 $2.1M
Exchange Traded Concepts, LLC 0.05% Reduce -11.5% 50,005 $2.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +5.3% 49,177 $2.1M
New York State Common Retirement Fund 0.00% Reduce 0.0% 48,731 $2.0M
Amalgamated Bank 0.02% Reduce -4.2% 47,282 $2.0M
Nebula Research & Development LLC 0.31% Add +113.6% 45,395 $1.9M
STRS Ohio 0.01% Reduce -0.5% 45,312 $1.9M
State of Alaska, Department of Revenue 0.02% Add +1.7% 44,256 $1.9M
Mutual of America Capital Management LLC 0.02% Reduce -3.5% 43,328 $1.8M
AlphaQuest LLC 0.25% Add +96.2% 43,160 $1.8M
Keeley-Teton Advisors, LLC 0.23% Reduce -3.0% 42,941 $1.8M
Amundi 0.00% Reduce -4.8% 42,876 $1.8M
Mariner, LLC 0.00% Reduce -0.1% 42,143 $1.8M
MetLife Investment Management, LLC 0.01% Add +1.9% 42,140 $1.8M
Wedge Capital Management L L P 0.03% Reduce -17.7% 40,212 $1.7M
GraniteShares Advisors LLC 0.55% Add +14.3% 39,513 $1.7M
PFG Advisors 0.11% Reduce -0.5% 39,270 $1.6M
Royal Bank of Canada 0.00% Reduce -33.3% 38,729 $1.6M
Marshall Wace, LLP 0.00% New 38,004 $1.6M
Citigroup Inc. 0.00% Add +13.2% 36,343 $1.5M
North Star Investment Management Corp. 0.11% Add +63.2% 36,150 $1.5M
Janus Henderson Group PLC 0.00% Reduce -1.1% 36,058 $1.5M
Barclays PLC 0.00% Reduce -71.8% 35,463 $1.5M
Pensionfund PDN 0.76% No change 33,962 $1.4M
Intech Investment Management LLC 0.02% New 33,717 $1.4M
AXA S.A. 0.00% New 33,138 $1.4M
Treasurer of the State of North Carolina 0.01% Reduce -1.9% 32,511 $1.4M
Osaic Holdings, Inc. 0.00% Add +85.4% 32,228 $1.4M
State of Tennessee, Department of Treasury 0.00% Reduce -58.8% 32,038 $1.3M
Yousif Capital Management, LLC 0.02% Reduce -7.4% 31,758 $1.3M
State of New Jersey Common Pension Fund D 0.01% Reduce -67.8% 31,674 $1.3M
Midwest Professional Planners, LTD. 0.44% Add +2.8% 31,303 $1.3M
Raymond James & Associates 0.00% Reduce -19.9% 30,965 $1.3M
Resona Asset Management Co.,Ltd. 0.01% Add +5.0% 30,996 $1.3M
Alberta Investment Management Corp 0.01% No change 30,600 $1.3M
Susquehanna International Group, LLP 0.00% Add +99.5% 30,374 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.3% 30,118 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.6% 29,994 $1.3M
Summit Global Investments 0.09% New 29,698 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 29,128 $1.2M
Assetmark, Inc. 0.00% Reduce -0.0% 28,993 $1.2M
Two Sigma Advisers, LP 0.00% Reduce -7.1% 28,600 $1.2M
Truist Financial Corp. 0.00% Reduce -20.3% 27,885 $1.2M
Schroder Investment Management Group 0.00% No change 27,851 $1.2M
Engineers Gate Manager LP 0.03% Reduce -6.0% 27,325 $1.1M
Teacher Retirement System of Texas 0.01% Add +7.0% 27,170 $1.1M
Guggenheim Capital LLC 0.01% Add +0.7% 26,840 $1.1M
Daiwa Securities Group Inc. 0.01% Reduce -3.1% 26,679 $1.1M
Envestnet Asset Management Inc. 0.00% Reduce -33.8% 26,471 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 25,698 $1.1M
Prelude Capital Management, LLC 0.09% New 25,532 $1.1M
Greenland Capital Management LP 0.23% Reduce -39.1% 25,000 $1.0M
Hancock Whitney Corp. 0.03% Reduce -12.0% 24,315 $1.0M
Janney Montgomery Scott LLC 0.00% Add +3.3% 24,294 $1.0M
Pictet Asset Management Holding SA 0.00% Add +7.2% 23,843 $1.0M
Globeflex Capital L P 0.10% No change 23,734 $996K
Cornercap Investment Counsel Inc. 0.16% Reduce -0.6% 22,717 $954K
Nomura Holdings Inc. 0.01% Reduce -31.3% 22,000 $924K
Martingale Asset Management L P 0.02% Reduce -34.6% 21,935 $921K
Arrowstreet Capital, Limited Partnership 0.00% Add +10.1% 21,492 $902K
Louisiana State Employees Retirement System 0.02% Reduce -1.4% 21,400 $898K
UniSuper Management Pty Ltd 0.01% No change 21,400 $898K
Arizona State Retirement System 0.01% Add +2.3% 21,187 $889K
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.2% 19,990 $839K
Pacer Advisors, Inc. 0.00% Add +77.4% 19,912 $836K
Penserra Capital Management LLC 0.01% Add +32.8% 19,586 $822K
Wellington Management Group LLP 0.00% Reduce -39.5% 18,871 $792K
Focus Financial Network, Inc. 0.03% Add +37.0% 17,613 $783K
State of Michigan Retirement System 0.00% Reduce -1.6% 18,189 $764K
Savant Capital, LLC 0.01% New 18,061 $758K
Brevan Howard Capital Management LP 0.05% Reduce -29.5% 18,034 $757K
Supplemental Annuity Collective Trust of NJ 0.23% No change 18,000 $756K
Lecap Asset Management Ltd. 0.16% Add +3.7% 17,888 $751K
Camelot Portfolios, LLC 0.42% Add +71.5% 17,826 $748K
DekaBank Deutsche Girozentrale 0.00% No change 17,938 $739K
Cetera Investment Advisers 0.00% Add +38.1% 17,534 $736K
IFM Investors Pty Ltd 0.01% New 17,371 $729K
SG Americas Securities, LLC 0.00% Add +138.5% 17,348 $728K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.5% 16,889 $709K
Creative Planning 0.00% Add +20.1% 16,353 $686K
Ameritas Investment Partners, Inc. 0.02% Reduce -4.7% 16,096 $676K
Pensionfund Sabic 0.20% No change 16,000 $672K
Neuberger Berman Group LLC 0.00% Reduce -0.8% 15,981 $671K
Private Advisor Group, LLC 0.00% Add +122.9% 15,947 $669K
Stifel Financial Corp. 0.00% Reduce -25.5% 15,792 $663K
Oregon Public Employees Retirement Fund 0.01% Reduce -15.5% 15,757 $661K
Waterloo Capital, L.P. 0.08% New 15,724 $660K
Handelsbanken Fonder AB 0.00% Add +18.1% 15,700 $659K
Victory Capital Management Inc. 0.00% Reduce -64.9% 15,592 $655K
New Mexico Educational Retirement Board 0.02% No change 15,300 $642K
Pathstone Holdings, LLC 0.00% Reduce -2.5% 15,047 $632K
Cerity Partners LLC 0.00% Add +1.4% 14,515 $609K
1620 Investment Advisors, Inc. 0.48% Add +8.9% 14,511 $609K
RDA Financial Network 0.20% Reduce -0.6% 14,225 $597K
PCG Wealth Advisors, LLC 0.26% No change 14,104 $592K
Texas Yale Capital Corp. 0.03% No change 13,750 $577K
Aberdeen Group plc 0.00% Reduce -3.2% 13,616 $572K
Simplex Trading, LLC 0.02% Reduce -8.0% 13,247 $556K
Wealth Enhancement Advisory Services, LLC 0.00% Add +39.0% 13,153 $552K
Natixis 0.00% Reduce -82.0% 13,126 $551K
Samalin Investment Counsel, LLC 0.26% Add +8.6% 13,055 $548K
Versor Investments LP 0.10% Reduce -53.4% 13,000 $546K
Kovack Advisors, Inc. 0.06% New 12,956 $544K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 12,612 $529K
Kestra Advisory Services, LLC 0.00% New 12,485 $528K
HighTower Advisors, LLC 0.00% Reduce -80.1% 12,372 $525K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% Add +84.8% 12,200 $512K
Vanguard Personalized Indexing Management, LLC 0.01% Add +3.5% 12,112 $508K
Van Eck Associates Corp. 0.00% Add +7.3% 11,517 $483K
Bank of Montreal 0.00% Reduce -0.9% 11,391 $478K
Zacks Investment Management 0.01% Reduce -90.4% 11,120 $467K
M&T Bank Corp 0.00% Reduce -4.0% 10,928 $459K
Wells Fargo & Company 0.00% Reduce -83.0% 10,754 $451K
Sanctuary Advisors, LLC 0.00% — 10,921 $448K
Fox Run Management, L.L.C. 0.08% Reduce -54.4% 10,540 $442K
Voya Investment Management LLC 0.00% Add +18.5% 10,532 $442K
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.7% 10,469 $440K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -17.8% 10,359 $435K
Sei Investments Co. 0.00% Add +8.1% 10,239 $430K
Nissay Asset Management Corp. /Japan 0.00% Add +1.2% 9,927 $417K
Coldstream Capital Management Inc. 0.01% Add +0.2% 9,893 $415K
Jump Financial, LLC 0.01% Reduce -58.8% 9,800 $411K
MRP Capital Investments, LLC 0.38% Reduce -26.5% 9,630 $404K
Bridgefront Capital, LLC 0.17% New 9,600 $403K
Sound Stewardship, LLC 0.23% No change 9,189 $386K
American Century Companies Inc. 0.00% New 9,076 $381K
Erste Asset Management GmbH 0.01% No change 9,100 $380K
Xponance LLC 0.00% Reduce -14.6% 8,963 $376K
EMC Capital Management 0.21% No change 8,800 $369K
Diversify Advisory Services, LLC 0.02% New 8,762 $363K
Crossmark Global Holdings, Inc. 0.01% Reduce -10.9% 8,644 $363K
Strategic Advocates LLC 0.14% Reduce -0.9% 8,447 $355K
Affinity Investment Advisors, LLC 0.26% No change 8,207 $345K
Advisory Services Network, LLC 0.01% Reduce -46.2% 8,094 $340K
All Season Financial Advisors, Inc. 0.30% Reduce -6.0% 7,860 $330K
Cambria Investment Management, L.P. 0.02% Add +10.5% 7,817 $328K
D.A. Davidson & Co. 0.00% Reduce -10.7% 7,686 $323K
Worth Venture Partners, LLC 2.48% Add +2.7% 7,550 $317K
Ilmarinen Mutual Pension Insurance Co 0.00% No change 7,500 $315K
MML Investors Services, LLC 0.00% Reduce -12.9% 7,455 $313K
ClearAlpha Technologies LP 0.12% Reduce -73.3% 7,408 $311K
BNP Paribas Financial Markets 0.00% Reduce -67.0% 7,333 $308K
Public Employees Retirement Association of Colorado 0.00% Reduce -7.3% 7,078 $297K
Moody National Bank Trust Division 0.02% Add +0.2% 7,042 $296K
BTC Capital Management, Inc. 0.03% Reduce -5.8% 6,866 $288K
Kestra Private Wealth Services, LLC 0.01% Add +0.4% 6,694 $283K
Corient Private Wealth LP 0.00% Add +4.4% 6,669 $280K
Private Trust Co. NA 0.03% Add +1.4% 6,457 $271K
Alps Advisors Inc. 0.00% Add +4.2% 6,405 $269K
Point72 (DIFC) Ltd 0.02% New 6,388 $268K
Panagora Asset Management Inc. 0.00% Reduce -2.1% 6,284 $264K
Jefferies Financial Group Inc. 0.01% Add +15.6% 6,277 $264K
Abel Hall, LLC 0.18% Add +1.8% 6,225 $261K
Pursue Wealth Partners LLC 0.14% No change 6,218 $261K
Maryland State Retirement & Pension System 0.00% No change 6,172 $259K
Naviter Wealth, LLC 0.04% No change 6,013 $254K
Securian Asset Management, Inc. 0.01% Reduce -2.3% 6,035 $253K
Focus Partners Wealth 0.00% Add +2.9% 6,010 $252K
Metis Global Partners, LLC 0.01% Add +12.9% 5,916 $248K
Tower Research Capital LLC (TRC) 0.00% Add +129.3% 5,809 $244K
Quantum Portfolio Management LLC 0.13% Add +13.2% 5,567 $234K
Pitcairn Co. 0.01% Reduce -3.9% 5,335 $224K
Choreo, LLC 0.00% New 5,233 $217K
Cwm, LLC 0.00% Add +142.5% 5,136 $216K
XTX Topco Ltd 0.02% New 5,135 $216K
Community Bank of Raymore 0.17% No change 5,110 $215K
US Bancorp \de 0.00% Reduce -15.0% 4,974 $209K
Captrust Financial Advisors 0.00% New 4,899 $206K
D. E. Shaw & Co. 0.00% Reduce -4.5% 4,807 $202K
First Trust Direct Indexing L.P. 0.01% New 4,797 $201K
CIBC Private Wealth Group LLC 0.00% Add +6.0% 4,836 $201K
Robertson Stephens Wealth Management, LLC 0.01% Add +1.1% 4,750 $201K
Stratos Wealth Partners, LTD. 0.00% New 4,779 $201K
Atria Wealth Solutions, Inc. 0.00% New 4,779 $201K
Danske Bank A/S 0.00% No change 4,378 $184K
Virtus Advisers, LLC 0.09% Add +17.1% 4,356 $183K
PNC Financial Services Group, Inc. 0.00% Reduce -6.8% 4,209 $177K
Allspring Global Investments Holdings, LLC 0.00% Add +0.4% 4,025 $169K
Parallel Advisors, LLC 0.00% Add +65.7% 3,926 $165K
RE Dickinson Investment Advisors, LLC 0.09% Add +19852.9% 3,392 $143K
Quadrant Capital Group LLC 0.01% Add +29.9% 3,321 $139K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -98.6% 3,317 $138K
FIL Ltd 0.00% New 3,291 $138K
Global Retirement Partners, LLC 0.00% Add +0.0% 3,287 $138K
Heritage Wealth Advisors 0.01% No change 3,000 $126K
Headlands Technologies LLC 0.01% New 2,809 $118K
Harbour Investments, Inc. 0.00% Reduce -4.6% 2,301 $97K
PEAK6 Investments LLC 0.00% Reduce -90.7% 2,107 $88K
Fifth Third Bancorp 0.00% Reduce -7.5% 2,105 $88K
Signaturefd, LLC 0.00% Reduce -41.6% 2,032 $85K
IFP Advisors, Inc 0.00% Add +157.9% 2,022 $85K
KBC Group NV 0.00% Add +33.1% 1,993 $84K
Covestor Ltd 0.05% Add +157.4% 1,936 $81K
Steward Partners Investment Advisory, LLC 0.00% Add +0.6% 1,599 $67K
Versant Capital Management, Inc 0.02% Add +1682.9% 1,462 $61K
EntryPoint Capital, LLC 0.03% Add +26.7% 1,415 $59K
EverSource Wealth Advisors, LLC 0.00% Add +18.4% 1,269 $57K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 1,335 $56K
Ashton Thomas Private Wealth, LLC 0.00% New 1,302 $55K
Advisors Asset Management, Inc. 0.00% No change 1,295 $54K
Spire Wealth Management 0.00% Reduce -52.1% 1,224 $51K
Lindbrook Capital, LLC 0.00% Add +19.7% 1,125 $47K
Lanark Financial, Inc. 0.00% No change 1,083 $45K
Venturi Wealth Management, LLC 0.00% Add +101.2% 1,036 $43K
State of Wyoming 0.01% New 996 $42K
Sound Income Strategies, LLC 0.00% Add +76.5% 978 $41K
Allworth Financial LP 0.00% Reduce -11.4% 717 $31K
Vermillion & White Wealth Management Group, LLC 0.02% New 621 $26K
Koesten, Hirschmann & Crabtree, INC. 0.02% No change 603 $26K
GAMMA Investing LLC 0.00% Add +262.2% 594 $25K
Principal Securities, Inc. 0.00% Reduce -17.1% 584 $25K
Geneos Wealth Management Inc. 0.00% New 504 $21K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 450 $19K
Mather Group, Llc. 0.00% Reduce -48.4% 438 $19K
Blue Trust, Inc. 0.00% Add +8.2% 424 $18K
Quarry LP 0.01% Reduce -13.3% 424 $18K
Matrix Trust Co 0.00% New 413 $17K
NewEdge Advisors, LLC 0.00% Reduce -17.8% 360 $15K
Arax Advisory Partners 0.00% New 339 $14K
Capital Analysts, LLC 0.00% Reduce -0.6% 323 $14K
Investors Research Corp 0.00% No change 300 $13K
Huntington National Bank 0.00% Reduce -81.7% 286 $12K
CoreCap Advisors, LLC 0.00% Reduce -4.6% 272 $11K
PSI Advisors, LLC 0.00% Add +0.9% 228 $10K
Arlington Trust Co LLC 0.00% No change 215 $9K
Aspire Private Capital, LLC 0.00% No change 211 $9K
Whittier Trust Co. 0.00% Add +90.1% 211 $9K
Prestige Wealth Management Group LLC 0.00% No change 176 $7K
Bell Investment Advisors, Inc 0.00% No change 156 $7K
Quent Capital, LLC 0.00% Add +43.4% 142 $6K
Ancora Advisors LLC 0.00% New 112 $5K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 111 $5K
Cypress Capital, LLC 0.00% New 110 $5K
TD Capital Management LLC 0.00% No change 101 $4K
Macroview Investment Management LLC 0.00% Reduce -65.3% 100 $4K
Farther Finance Advisors, LLC 0.00% Add +117.0% 102 $4K
GHP Investment Advisors, Inc. 0.00% No change 100 $4K
AlphaMark Advisors, LLC 0.00% New 100 $4K
Smartleaf Asset Management LLC 0.00% Add +506.7% 91 $4K
Parkside Financial Bank & Trust 0.00% No change 78 $3K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -30.6% 77 $3K
Missouri Trust & Investment Co 0.00% No change 75 $3K
LRI Investments, LLC 0.00% No change 75 $3K
Capital Advisors, Ltd. LLC 0.00% Add +60.0% 72 $3K
Bessemer Group Inc. 0.00% New 68 $3K
West Branch Capital LLC 0.00% No change 68 $3K
WR Wealth Planners, LLC 0.00% Add +1.7% 59 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 59 $2K
Family Firm, Inc. 0.00% New 54 $2K
Gen-Wealth Partners Inc 0.00% No change 40 $2K
Farmers & Merchants Investments Inc. 0.00% No change 33 $1K
Bruce G. Allen Investments, LLC 0.00% Add +63.2% 31 $1K
Abich Financial Wealth Management LLC 0.00% Reduce -96.9% 28 $1K
Archer Investment Corp 0.00% New 25 $1K
Tsfg, LLC 0.00% No change 21 $1K
Financial Management Professionals, Inc. 0.00% No change 13 $1K
Glen Eagle Advisors, LLC 0.00% New 17 $724
Janiczek Wealth Management, LLC 0.00% No change 15 $630
Concourse Financial Group Securities, Inc. 0.00% Reduce -86.2% 13 $549
Cassady Schiller Wealth Management, LLC 0.00% Reduce -83.0% 9 $378
UMB Bank, n.a. 0.00% Reduce -78.0% 9 $378
Financial Perspectives, Inc 0.00% No change 8 $336
Horizon Investments, LLC 0.00% No change 8 $334
MV Capital Management, Inc. 0.00% New 5 $210
Leonteq Securities AG 0.00% Reduce -100.0% 4 $168
Creekmur Asset Management LLC 0.00% New 4 $168
Roble, Belko & Company, Inc 0.00% New 11 $0

"% of holder's portfolio" is EPR's weight in each manager's 13F, not the share of Epr Properties the manager owns.