Epr PropertiesEPR
13F holders, Q3 2024 (September 30)356holders +2
44new positions
42sold out
6famous investors
$49.03avg. 13F price*
At the end of Q3 2024, 356 institutions reported holding Epr Properties (EPR) in their 13F filings, up 2 from Q2 2024. 44 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($553.2M), BlackRock, Inc. ($518.5M) and State Street Corp. ($188.8M). 6 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Epr Properties
- Filed as
- EPR PPTYS (Q3 2024)
- CUSIP
- 26884U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $63.3M |
| Exits | 42 | $51.7M |
All 13F filers, Q2 2024 → Q3 2024: 4,709,483 shares bought and 4,023,975 shares sold, net +685,508 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 11,280,738 | $553.2M |
| BlackRock, Inc. | 0.01% | — | 10,572,412 | $518.5M |
| State Street Corp. | 0.01% | Reduce -0.3% | 3,827,642 | $188.8M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 1,425,119 | $69.9M |
| Renaissance Technologies | 0.10% | Add +17.6% | 1,384,223 | $67.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.2% | 1,349,900 | $66.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.4% | 1,090,826 | $53.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.6% | 1,084,314 | $53.2M |
| Invesco Ltd. | 0.01% | Add +1.6% | 1,054,355 | $51.7M |
| LSV Asset Management | 0.11% | Reduce -11.7% | 1,005,698 | $49.3M |
| Norges Bank | 0.01% | No change | 908,105 | $44.5M |
| AQR Capital Management | 0.05% | Reduce -22.8% | 806,378 | $39.0M |
| Sycale Advisors (NY) LLC | 14.56% | Add +3.2% | 769,624 | $37.7M |
| American Century Companies Inc. | 0.02% | Add +8174.6% | 751,004 | $36.8M |
| Balyasny Asset Management L.P. | 0.09% | Add +41.4% | 680,963 | $33.4M |
| JPMorgan Chase & Co. | 0.00% | Add +35.7% | 673,117 | $33.0M |
| Northern Trust Corp. | 0.01% | Reduce -4.4% | 646,921 | $31.7M |
| Morgan Stanley | 0.00% | Reduce -23.2% | 575,026 | $28.2M |
| Legal & General Group Plc | 0.01% | Reduce -7.5% | 534,546 | $26.2M |
| Advisors Capital Management, LLC | 0.39% | Add +2.3% | 483,698 | $23.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +304.7% | 457,621 | $22.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -28.6% | 453,692 | $22.3M |
| Los Angeles Capital Management LLC | 0.06% | Add +19.0% | 302,130 | $14.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +351.0% | 298,513 | $14.6M |
| Penn Capital Management Company, LLC | 1.30% | New | 284,785 | $14.0M |
| Centersquare Investment Management LLC | 0.12% | New | 271,318 | $13.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -8.8% | 251,233 | $12.3M |
| Millennium Management | 0.01% | Reduce -48.7% | 235,266 | $11.5M |
| Rhumbline Advisers | 0.01% | Add +0.6% | 227,171 | $11.1M |
| Citadel Advisors | 0.01% | Reduce -42.0% | 212,827 | $10.4M |
| New York State Common Retirement Fund | 0.01% | Add +332.3% | 210,654 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.3% | 208,717 | $10.2M |
| UBS Group AG | 0.00% | Add +3.2% | 199,754 | $9.8M |
| Two Sigma Investments, LP | 0.02% | New | 199,052 | $9.8M |
| Swedbank AB | 0.01% | Add +0.0% | 177,822 | $8.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -30.5% | 175,263 | $8.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.9% | 174,442 | $8.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -3.9% | 163,491 | $8.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +652.8% | 161,788 | $7.9M |
| STRS Ohio | 0.03% | Add +254.9% | 160,801 | $7.9M |
| First Trust Advisors LP | 0.01% | Add +33.8% | 154,604 | $7.6M |
| Raymond James & Associates | 0.00% | Add +398.0% | 154,198 | $7.6M |
| Sei Investments Co. | 0.01% | Add +1382.1% | 151,753 | $7.4M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 147,788 | $7.2M |
| Uniplan Investment Counsel, Inc. | 0.63% | Reduce -8.0% | 145,391 | $7.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -17.1% | 142,765 | $7.0M |
| Algert Global LLC | 0.19% | Add +58.6% | 140,626 | $6.9M |
| Miller Howard Investments Inc. | 0.21% | New | 140,000 | $6.9M |
| Cyndeo Wealth Partners, LLC | 0.47% | Add +7.1% | 137,930 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.2% | 137,499 | $6.7M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -0.3% | 136,441 | $6.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.1% | 134,955 | $6.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +91.6% | 133,804 | $6.6M |
| Primecap Management Co. | 0.00% | Reduce -2.0% | 129,260 | $6.3M |
| Quantinno Capital Management LP | 0.08% | Add +28.4% | 126,026 | $6.2M |
| Bank of America Corp. | 0.00% | Add +36.0% | 119,447 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -32.8% | 116,307 | $5.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -12.6% | 115,452 | $5.7M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -1.9% | 108,031 | $5.3M |
| Eagle Asset Management Inc. | 0.03% | New | 115,342 | $5.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -8.0% | 102,977 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.9% | 100,105 | $4.9M |
| Guggenheim Capital LLC | 0.03% | Add +269.6% | 99,186 | $4.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.4% | 97,695 | $4.8M |
| Caxton Associates LP | 0.22% | Add +1.0% | 97,050 | $4.8M |
| FMR LLC | 0.00% | Reduce -50.2% | 96,368 | $4.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -1.2% | 94,070 | $4.6M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.5% | 91,983 | $4.5M |
| Federated Hermes, Inc. | 0.01% | Reduce -3.3% | 89,841 | $4.4M |
| Corebridge Financial, Inc. | 0.02% | Reduce -6.5% | 89,535 | $4.4M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 86,790 | $4.3M |
| Voloridge Investment Management, LLC | 0.02% | New | 86,034 | $4.2M |
| Two Sigma Advisers, LP | 0.01% | Add +195.8% | 84,600 | $4.1M |
| Discovery Capital Management, LLC / CT | 0.51% | New | 82,618 | $4.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -7.0% | 81,888 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +642.0% | 79,798 | $3.9M |
| Franklin Resources Inc. | 0.00% | Reduce -50.1% | 79,018 | $3.9M |
| Ballast Asset Management, LP | 1.90% | Reduce -1.4% | 75,810 | $3.7M |
| QRG Capital Management, Inc. | 0.04% | Add +10.5% | 75,613 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -3.0% | 71,554 | $3.5M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -1.1% | 69,903 | $3.4M |
| LPL Financial LLC | 0.00% | Add +32.6% | 69,802 | $3.4M |
| HSBC Holdings PLC | 0.00% | Reduce -26.7% | 65,221 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.5% | 65,118 | $3.1M |
| Liberty Mutual Group Asset Management Inc. | 0.48% | Reduce -2.1% | 63,973 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.0% | 59,707 | $2.9M |
| Campbell & CO Investment Adviser LLC | 0.20% | Reduce -27.9% | 54,281 | $2.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +0.4% | 49,369 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -10.3% | 48,708 | $2.4M |
| Deutsche Bank AG | 0.00% | Reduce -3.5% | 48,898 | $2.4M |
| GraniteShares Advisors LLC | 1.57% | Add +19.4% | 47,176 | $2.3M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -10.7% | 44,639 | $2.2M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.4% | 44,426 | $2.2M |
| Keeley-Teton Advisors, LLC | 0.23% | No change | 42,941 | $2.1M |
| Prelude Capital Management, LLC | 0.16% | Add +66.1% | 42,405 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +58.0% | 41,817 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +31.6% | 41,674 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.7% | 41,415 | $2.0M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -5.5% | 40,925 | $2.0M |
| Barclays PLC | 0.00% | Add +14.6% | 40,647 | $2.0M |
| Amundi | 0.00% | Reduce -4.6% | 40,916 | $2.0M |
| PFG Advisors | 0.12% | No change | 39,270 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -65.1% | 39,081 | $1.9M |
| Pensionfund PDN | 0.86% | Add +13.3% | 38,462 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -11.2% | 37,420 | $1.8M |
| North Star Investment Management Corp. | 0.13% | Add +2.8% | 37,150 | $1.8M |
| Janus Henderson Group PLC | 0.00% | No change | 36,058 | $1.8M |
| Amalgamated Bank | 0.01% | Reduce -23.9% | 36,001 | $1.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -61.8% | 34,266 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -7.6% | 33,574 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +1.5% | 32,704 | $1.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.4% | 32,641 | $1.6M |
| Wedge Capital Management L L P | 0.03% | Reduce -19.1% | 32,522 | $1.6M |
| Engineers Gate Manager LP | 0.03% | Add +18.4% | 32,344 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -21.6% | 30,352 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.1% | 30,095 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.8% | 29,759 | $1.5M |
| AXA S.A. | 0.00% | Reduce -10.2% | 29,747 | $1.5M |
| Sterling Capital Management LLC | 0.02% | — | 29,404 | $1.4M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -4.4% | 29,629 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 29,128 | $1.4M |
| Assetmark, Inc. | 0.00% | Reduce -2.3% | 28,335 | $1.4M |
| Summit Global Investments | 0.09% | Reduce -4.9% | 28,240 | $1.4M |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.0% | 27,940 | $1.4M |
| Hancock Whitney Corp. | 0.04% | Add +10.1% | 26,776 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 25,698 | $1.3M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -5.4% | 25,230 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -50.6% | 24,990 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +56.5% | 24,714 | $1.2M |
| Teacher Retirement System of Texas | 0.01% | Reduce -10.9% | 24,194 | $1.2M |
| Penserra Capital Management LLC | 0.03% | Add +22.9% | 24,081 | $1.2M |
| Gsa Capital Partners LLP | 0.09% | Reduce -53.5% | 23,945 | $1.2M |
| Globeflex Capital L P | 0.11% | No change | 23,734 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Add +49.0% | 23,400 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.6% | 23,412 | $1.1M |
| Pacer Advisors, Inc. | 0.00% | Add +17.2% | 23,332 | $1.1M |
| Midwest Professional Planners, LTD. | 0.34% | Reduce -27.3% | 22,746 | $1.1M |
| Creative Planning | 0.00% | Add +37.9% | 22,552 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -6.2% | 22,357 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -79.0% | 22,045 | $1.1M |
| Quantbot Technologies LP | 0.04% | New | 21,830 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +2.8% | 21,789 | $1.1M |
| UniSuper Management Pty Ltd | 0.01% | Reduce -0.9% | 21,200 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.9% | 21,000 | $1.0M |
| Intech Investment Management LLC | 0.01% | Reduce -42.1% | 19,532 | $958K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -4.3% | 19,126 | $938K |
| Cerity Partners LLC | 0.00% | Add +31.1% | 19,022 | $933K |
| Focus Financial Network, Inc. | 0.04% | Add +6.2% | 18,701 | $922K |
| Cetera Investment Advisers | 0.00% | Add +6.4% | 18,659 | $915K |
| Versor Investments LP | 0.14% | Add +43.1% | 18,600 | $912K |
| Supplemental Annuity Collective Trust of NJ | 0.26% | No change | 18,000 | $883K |
| Greenland Capital Management LP | 0.16% | Reduce -28.0% | 18,000 | $883K |
| State of Michigan Retirement System | 0.00% | Reduce -1.1% | 17,989 | $882K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -44.4% | 17,814 | $874K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 17,938 | $864K |
| Pensionfund Sabic | 0.27% | Add +9.4% | 17,500 | $858K |
| Savant Capital, LLC | 0.01% | Reduce -3.5% | 17,424 | $854K |
| IFM Investors Pty Ltd | 0.01% | Add +0.3% | 17,415 | $854K |
| Pathstone Holdings, LLC | 0.00% | Add +13.8% | 17,118 | $839K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.5% | 16,799 | $824K |
| Lecap Asset Management Ltd. | 0.18% | Reduce -7.1% | 16,621 | $815K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -79.5% | 16,600 | $814K |
| Private Advisor Group, LLC | 0.01% | Add +2.2% | 16,297 | $799K |
| Independent Financial Group, LLC | 0.03% | New | 16,020 | $786K |
| Aberdeen Group plc | 0.00% | Add +15.6% | 15,737 | $772K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -3.5% | 15,535 | $762K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.9% | 15,457 | $758K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +21.4% | 15,307 | $751K |
| New Mexico Educational Retirement Board | 0.03% | No change | 15,300 | $750K |
| Waterloo Capital, L.P. | 0.08% | Reduce -4.3% | 15,054 | $738K |
| 1620 Investment Advisors, Inc. | 0.54% | Add +2.4% | 14,852 | $728K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.7% | 14,821 | $727K |
| Man Group plc | 0.00% | Reduce -89.8% | 14,635 | $718K |
| Nebula Research & Development LLC | 0.09% | Reduce -67.9% | 14,592 | $716K |
| Victory Capital Management Inc. | 0.00% | Reduce -7.3% | 14,456 | $709K |
| PCG Wealth Advisors, LLC | 0.27% | No change | 14,104 | $692K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +34.0% | 14,031 | $688K |
| RDA Financial Network | 0.21% | Reduce -1.9% | 13,954 | $684K |
| Natixis | 0.00% | Add +5.6% | 13,858 | $680K |
| Texas Yale Capital Corp. | 0.03% | No change | 13,750 | $674K |
| Sanctuary Advisors, LLC | 0.00% | Add +37.1% | 14,971 | $674K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +101.5% | 13,490 | $665K |
| Samalin Investment Counsel, LLC | 0.29% | Add +3.8% | 13,547 | $664K |
| XTX Topco Ltd | 0.05% | Add +157.8% | 13,238 | $649K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.2% | 13,227 | $649K |
| Diversify Advisory Services, LLC | 0.03% | Add +53.4% | 13,441 | $640K |
| Alberta Investment Management Corp | 0.01% | Reduce -58.5% | 12,700 | $623K |
| Van Eck Associates Corp. | 0.00% | Add +12.3% | 12,937 | $611K |
| Kovack Advisors, Inc. | 0.06% | Reduce -3.9% | 12,450 | $611K |
| M&T Bank Corp | 0.00% | Add +11.2% | 12,146 | $596K |
| EMC Capital Management | 0.38% | Reduce -84.8% | 1,338 | $576K |
| Moody National Bank Trust Division | 0.06% | Add +62.2% | 11,421 | $560K |
| Bank of Montreal | 0.00% | Add +1.0% | 11,503 | $558K |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.01% | Reduce -14.8% | 10,400 | $510K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.8% | 10,066 | $492K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +1.1% | 10,038 | $492K |
| Voya Investment Management LLC | 0.00% | Reduce -7.7% | 9,720 | $477K |
| Jackson Square Capital, LLC | 0.12% | New | 9,580 | $470K |
| Erste Asset Management GmbH | 0.01% | No change | 9,100 | $442K |
| Xponance LLC | 0.00% | Add +0.1% | 8,971 | $440K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.2% | 8,625 | $423K |
| D.A. Davidson & Co. | 0.00% | Add +9.9% | 8,448 | $414K |
| Affinity Investment Advisors, LLC | 0.28% | No change | 8,207 | $402K |
| All Season Financial Advisors, Inc. | 0.33% | Add +0.2% | 7,878 | $386K |
| Metis Global Partners, LLC | 0.01% | Add +31.8% | 7,797 | $382K |
| Bridgefront Capital, LLC | 0.15% | Reduce -18.8% | 7,794 | $382K |
| GMO | 0.00% | New | 7,694 | $377K |
| Cwm, LLC | 0.00% | Add +49.6% | 7,683 | $377K |
| Ilmarinen Mutual Pension Insurance Co | 0.00% | No change | 7,500 | $368K |
| BNP Paribas Financial Markets | 0.00% | Add +0.7% | 7,387 | $362K |
| MML Investors Services, LLC | 0.00% | Reduce -1.4% | 7,348 | $360K |
| Corient Private Wealth LP | 0.00% | Add +6.9% | 7,128 | $350K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,078 | $347K |
| Marshall Wace, LLP | 0.00% | Reduce -81.5% | 7,012 | $344K |
| HighTower Advisors, LLC | 0.00% | Reduce -44.0% | 6,926 | $342K |
| Advisory Services Network, LLC | 0.01% | No change | 8,094 | $340K |
| SG Americas Securities, LLC | 0.00% | Reduce -60.9% | 6,787 | $333K |
| BTC Capital Management, Inc. | 0.03% | Reduce -1.2% | 6,782 | $333K |
| Ontario Teachers Pension Plan Board | 0.00% | Reduce -90.1% | 6,691 | $328K |
| Alps Advisors Inc. | 0.00% | Add +4.1% | 6,665 | $327K |
| Neuberger Berman Group LLC | 0.00% | Reduce -58.9% | 6,566 | $322K |
| Private Trust Co. NA | 0.03% | Add +0.2% | 6,470 | $317K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 6,375 | $313K |
| Abel Hall, LLC | 0.20% | Add +0.5% | 6,256 | $307K |
| Pursue Wealth Partners LLC | 0.17% | No change | 6,218 | $305K |
| Focus Partners Wealth | 0.00% | Add +2.5% | 6,157 | $302K |
| Impact Partnership Wealth, LLC | 0.07% | New | 6,114 | $300K |
| Naviter Wealth, LLC | 0.04% | Reduce -0.7% | 5,974 | $295K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.4% | 5,888 | $289K |
| D. E. Shaw & Co. | 0.00% | Add +21.7% | 5,849 | $287K |
| Parallel Advisors, LLC | 0.01% | Add +45.3% | 5,704 | $280K |
| Panagora Asset Management Inc. | 0.00% | Reduce -9.7% | 5,675 | $278K |
| Byrne Asset Management LLC | 0.19% | New | 5,505 | $270K |
| Choreo, LLC | 0.00% | Add +4.6% | 5,476 | $266K |
| Captrust Financial Advisors | 0.00% | Add +9.8% | 5,379 | $264K |
| Highland Capital Management, LLC | 0.01% | New | 5,261 | $258K |
| US Bancorp \de | 0.00% | Add +3.4% | 5,145 | $252K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +4.7% | 5,002 | $245K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.4% | 5,000 | $245K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 4,881 | $239K |
| First Trust Direct Indexing L.P. | 0.01% | Reduce -0.3% | 4,782 | $235K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -1.1% | 4,700 | $232K |
| Burney Co./ | 0.01% | New | 4,698 | $230K |
| Pitcairn Co. | 0.01% | Reduce -12.0% | 4,695 | $230K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.1% | 4,679 | $229K |
| Mackenzie Financial Corp. | 0.00% | New | 4,583 | $225K |
| Community Bank of Raymore | 0.17% | Reduce -10.9% | 4,555 | $223K |
| Cornercap Investment Counsel Inc. | 0.07% | Reduce -80.1% | 4,522 | $222K |
| Presima Securities ULC | 0.05% | New | 4,400 | $216K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -30.9% | 4,268 | $209K |
| Wellington Management Group LLP | 0.00% | Reduce -77.6% | 4,232 | $208K |
| Schnieders Capital Management LLC | 0.04% | New | 4,162 | $204K |
| Ieq Capital, LLC | 0.00% | New | 4,145 | $203K |
| Utah Retirement Systems | 0.00% | New | 4,138 | $203K |
| MRP Capital Investments, LLC | 0.19% | Reduce -58.0% | 4,045 | $198K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.6% | 4,014 | $197K |
| Sunbelt Securities, Inc. | 0.02% | New | 4,000 | $196K |
| Virtus Advisers, LLC | 0.09% | Reduce -8.6% | 3,983 | $195K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +21.0% | 4,014 | $195K |
| Global Retirement Partners, LLC | 0.01% | Add +18.3% | 3,889 | $191K |
| Quadrant Capital Group LLC | 0.01% | Reduce -6.0% | 3,123 | $153K |
| Heritage Wealth Advisors | 0.01% | No change | 3,000 | $147K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.4% | 2,997 | $147K |
| Simplex Trading, LLC | 0.00% | Reduce -80.3% | 2,610 | $127K |
| Truist Financial Corp. | 0.00% | Reduce -91.2% | 2,463 | $121K |
| Signaturefd, LLC | 0.00% | Add +16.1% | 2,360 | $116K |
| RE Dickinson Investment Advisors, LLC | 0.06% | Reduce -40.0% | 2,037 | $100K |
| Fifth Third Bancorp | 0.00% | Reduce -5.2% | 1,996 | $98K |
| KBC Group NV | 0.00% | Reduce -0.3% | 1,986 | $97K |
| Spire Wealth Management | 0.00% | Add +60.0% | 1,959 | $96K |
| Harbour Investments, Inc. | 0.00% | Reduce -18.2% | 1,883 | $92K |
| Covestor Ltd | 0.06% | Reduce -5.5% | 1,829 | $90K |
| IFP Advisors, Inc | 0.00% | Reduce -10.9% | 1,802 | $88K |
| FIL Ltd | 0.00% | Reduce -45.7% | 1,788 | $88K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.6% | 1,608 | $79K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 1,583 | $78K |
| Versant Capital Management, Inc | 0.02% | Add +1.6% | 1,486 | $73K |
| Venturi Wealth Management, LLC | 0.00% | Add +42.3% | 1,474 | $72K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -65.7% | 1,381 | $68K |
| International Assets Investment Management, LLC | 0.01% | New | 16,080 | $67K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.5% | 1,289 | $63K |
| Lindbrook Capital, LLC | 0.00% | Reduce -0.8% | 1,116 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.6% | 1,008 | $49K |
| Principal Securities, Inc. | 0.00% | Add +43.7% | 839 | $41K |
| GAMMA Investing LLC | 0.00% | Add +38.9% | 825 | $40K |
| Allworth Financial LP | 0.00% | Add +6.0% | 760 | $37K |
| Arax Advisory Partners | 0.00% | Add +85.5% | 629 | $31K |
| Blue Trust, Inc. | 0.00% | Add +67.2% | 709 | $30K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 603 | $30K |
| Danske Bank A/S | 0.00% | Reduce -86.3% | 600 | $29K |
| Brooklyn Investment Group | 0.01% | New | 560 | $27K |
| V-Square Quantitative Management LLC | 0.00% | New | 556 | $27K |
| Lanark Financial, Inc. | 0.00% | Reduce -48.1% | 562 | $27K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.8% | 513 | $25K |
| Abich Financial Wealth Management LLC | 0.06% | Add +1725.0% | 511 | $25K |
| Earned Wealth Advisors, LLC | 0.01% | New | 486 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +412.1% | 466 | $23K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 450 | $22K |
| Sound Income Strategies, LLC | 0.00% | Reduce -54.1% | 449 | $22K |
| Matrix Trust Co | 0.00% | Add +3.1% | 426 | $21K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 377 | $18K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +2723.1% | 367 | $18K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.8% | 350 | $17K |
| Capital Analysts, LLC | 0.00% | Reduce -0.3% | 322 | $16K |
| True Wealth Design, LLC | 0.01% | New | 324 | $16K |
| Clearstead Advisors, LLC | 0.00% | New | 320 | $16K |
| Investors Research Corp | 0.00% | No change | 300 | $15K |
| Godsey & Gibb, Inc. | 0.00% | New | 300 | $15K |
| Huntington National Bank | 0.00% | Reduce -2.1% | 280 | $14K |
| Mather Group, Llc. | 0.00% | Reduce -37.4% | 274 | $13K |
| DT Investment Partners, LLC | 0.00% | New | 273 | $13K |
| CoreCap Advisors, LLC | 0.00% | No change | 272 | $13K |
| Quarry LP | 0.00% | Reduce -40.3% | 253 | $12K |
| PSI Advisors, LLC | 0.00% | Add +0.4% | 229 | $11K |
| Arlington Trust Co LLC | 0.00% | No change | 215 | $11K |
| Aspire Private Capital, LLC | 0.00% | No change | 211 | $10K |
| Whittier Trust Co. | 0.00% | No change | 211 | $10K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 176 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -8.3% | 143 | $7K |
| Atlas Capital Advisors Inc. | 0.00% | New | 140 | $7K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 134 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.6% | 120 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 111 | $5K |
| Quent Capital, LLC | 0.00% | Reduce -25.4% | 106 | $5K |
| Bessemer Group Inc. | 0.00% | Add +39.7% | 95 | $5K |
| TD Capital Management LLC | 0.00% | No change | 101 | $5K |
| Macroview Investment Management LLC | 0.00% | No change | 100 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 100 | $5K |
| Centerpoint Advisors, LLC | 0.00% | New | 80 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 72 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 78 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 77 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 75 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | New | 74 | $4K |
| West Branch Capital LLC | 0.00% | No change | 68 | $3K |
| LRI Investments, LLC | 0.00% | No change | 75 | $3K |
| Trust Co. of Vermont | 0.00% | New | 66 | $3K |
| WR Wealth Planners, LLC | 0.00% | Add +3.4% | 61 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 33 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 31 | $2K |
| Archer Investment Corp | 0.00% | Add +4.0% | 26 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Add +145.4% | 27 | $1K |
| Tsfg, LLC | 0.00% | No change | 21 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 13 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 19 | $932 |
| Glen Eagle Advisors, LLC | 0.00% | Add +5.9% | 18 | $861 |
| Avior Wealth Management, LLC | 0.00% | New | 14 | $686 |
| UMB Bank, n.a. | 0.00% | No change | 9 | $441 |
| Financial Perspectives, Inc | 0.00% | No change | 8 | $392 |
| MV Capital Management, Inc. | 0.00% | Add +40.0% | 7 | $344 |
| Cornerstone Planning Group LLC | 0.00% | New | 7 | $328 |
| Dunhill Financial, LLC | 0.00% | New | 5 | $242 |
| Leonteq Securities AG | 0.00% | No change | 4 | $196 |
| Creekmur Asset Management LLC | 0.00% | No change | 4 | $196 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 2 | $98 |
| Hemington Wealth Management | 0.00% | New | 17 | $0 |
"% of holder's portfolio" is EPR's weight in each manager's 13F, not the share of Epr Properties the manager owns.