Epr PropertiesEPR
13F holders, Q4 2024 (December 31)363holders +7
38new positions
44sold out
5famous investors
$44.30avg. 13F price*
At the end of Q4 2024, 363 institutions reported holding Epr Properties (EPR) in their 13F filings, up 7 from Q3 2024. 38 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($498.1M), BlackRock, Inc. ($471.7M) and State Street Corp. ($174.9M). 5 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Epr Properties
- Filed as
- EPR PPTYS (Q4 2024)
- CUSIP
- 26884U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $20.0M |
| Exits | 44 | $95.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,297,267 shares bought and 3,559,400 shares sold, net −262,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 363 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.3% | 11,248,058 | $498.1M |
| BlackRock, Inc. | 0.01% | Add +0.8% | 10,652,130 | $471.7M |
| State Street Corp. | 0.01% | Add +2.5% | 3,924,884 | $174.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 1,424,428 | $63.1M |
| Renaissance Technologies | 0.09% | Reduce -0.2% | 1,381,323 | $61.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.3% | 1,380,301 | $61.1M |
| Bank of New York Mellon Corp | 0.01% | Add +5.6% | 1,145,267 | $50.7M |
| LSV Asset Management | 0.12% | Add +12.3% | 1,129,098 | $50.0M |
| American Century Companies Inc. | 0.03% | Add +44.6% | 1,085,947 | $48.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.4% | 1,075,329 | $47.6M |
| Norges Bank | 0.01% | Add +2.3% | 929,267 | $41.1M |
| AQR Capital Management | 0.05% | Add +7.2% | 864,484 | $38.3M |
| Northern Trust Corp. | 0.01% | Add +30.6% | 844,940 | $37.4M |
| UBS Group AG | 0.01% | Add +314.0% | 826,989 | $36.6M |
| Sycale Advisors (NY) LLC | 11.00% | Reduce -6.5% | 719,758 | $31.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 685,542 | $30.4M |
| Morgan Stanley | 0.00% | Add +10.9% | 637,693 | $28.2M |
| Invesco Ltd. | 0.01% | Reduce -41.7% | 614,958 | $27.2M |
| Millennium Management | 0.02% | Add +146.1% | 578,995 | $25.6M |
| Legal & General Group Plc | 0.01% | Reduce -6.9% | 497,578 | $22.0M |
| Advisors Capital Management, LLC | 0.35% | Add +2.4% | 495,055 | $21.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.2% | 463,039 | $20.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 318,383 | $14.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -34.4% | 297,444 | $13.2M |
| Raymond James Financial Inc. | 0.00% | — | 296,853 | $13.1M |
| Penn Capital Management Company, LLC | 1.27% | Add +2.3% | 291,203 | $12.9M |
| Rhumbline Advisers | 0.01% | Add +3.9% | 236,095 | $10.5M |
| New York State Common Retirement Fund | 0.01% | Add +12.0% | 235,999 | $10.5M |
| STRS Ohio | 0.04% | Add +26.6% | 203,649 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.8% | 190,242 | $8.4M |
| Swedbank AB | 0.01% | Add +0.0% | 177,872 | $7.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.0% | 173,583 | $7.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +27.3% | 171,857 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -2.9% | 169,356 | $7.5M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -45.6% | 164,326 | $7.3M |
| Quantinno Capital Management LP | 0.07% | Add +28.9% | 162,393 | $7.2M |
| Allianz Asset Management GmbH | 0.01% | Add +13.6% | 162,242 | $7.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -1.7% | 160,693 | $7.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -37.0% | 158,263 | $7.0M |
| First Trust Advisors LP | 0.01% | Add +1.6% | 157,104 | $7.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +13.6% | 151,931 | $6.7M |
| Swiss National Bank | 0.00% | Add +0.8% | 148,988 | $6.6M |
| Cyndeo Wealth Partners, LLC | 0.44% | Add +5.9% | 146,032 | $6.5M |
| Sei Investments Co. | 0.01% | Reduce -4.7% | 144,645 | $6.4M |
| Uniplan Investment Counsel, Inc. | 0.60% | Reduce -2.2% | 142,223 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 138,050 | $6.1M |
| Citadel Advisors | 0.01% | Reduce -35.7% | 136,796 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -1.7% | 134,162 | $5.9M |
| Bank of America Corp. | 0.00% | Add +10.0% | 131,354 | $5.8M |
| Primecap Management Co. | 0.00% | Reduce -4.1% | 123,990 | $5.5M |
| Macquarie Group Ltd. | 0.01% | Add +0.6% | 116,137 | $5.1M |
| Barclays PLC | 0.00% | Add +181.9% | 114,596 | $5.1M |
| Discovery Capital Management, LLC / CT | 0.34% | Add +36.3% | 112,618 | $5.0M |
| Asset Management One Co., Ltd. | 0.02% | Add +2.3% | 110,474 | $4.8M |
| Lighthouse Investment Partners, LLC | 0.19% | New | 109,000 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.6% | 108,619 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.5% | 104,548 | $4.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +7.2% | 100,830 | $4.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 99,640 | $4.4M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +499.8% | 99,571 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.0% | 95,085 | $4.2M |
| Retirement Systems of Alabama | 0.02% | Add +0.1% | 92,082 | $4.1M |
| Federated Hermes, Inc. | 0.01% | Add +1.5% | 91,157 | $4.0M |
| New Age Alpha Advisors, LLC | 0.16% | New | 88,741 | $3.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.1% | 86,691 | $3.8M |
| Corebridge Financial, Inc. | 0.02% | Reduce -4.3% | 85,684 | $3.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +0.6% | 82,345 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 79,762 | $3.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -19.4% | 78,783 | $3.5M |
| QRG Capital Management, Inc. | 0.04% | Add +3.1% | 77,985 | $3.5M |
| Franklin Resources Inc. | 0.00% | Reduce -5.5% | 74,651 | $3.3M |
| LPL Financial LLC | 0.00% | Add +5.7% | 73,807 | $3.3M |
| Ballast Asset Management, LP | 1.61% | Reduce -3.3% | 73,282 | $3.2M |
| Voya Investment Management LLC | 0.00% | Add +629.3% | 70,887 | $3.1M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 70,780 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +0.3% | 70,103 | $3.1M |
| HSBC Holdings PLC | 0.00% | Reduce -2.5% | 63,617 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.4% | 62,907 | $2.8M |
| Campbell & CO Investment Adviser LLC | 0.21% | Add +12.3% | 60,961 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.4% | 58,250 | $2.6M |
| Caxton Associates LP | 0.08% | Reduce -42.8% | 55,506 | $2.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 49,369 | $2.2M |
| North Star Investment Management Corp. | 0.15% | Add +31.0% | 48,650 | $2.2M |
| Deutsche Bank AG | 0.00% | Reduce -2.1% | 47,877 | $2.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -4.3% | 46,626 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +8.4% | 44,894 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.6% | 44,677 | $2.0M |
| Citigroup Inc. | 0.00% | Add +31.4% | 44,124 | $2.0M |
| Intech Investment Management LLC | 0.02% | Add +124.8% | 43,905 | $1.9M |
| Amundi | 0.00% | Add +2.9% | 42,088 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +40.5% | 42,285 | $1.9M |
| Engineers Gate Manager LP | 0.03% | Add +30.6% | 42,227 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 42,050 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 41,674 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +38.0% | 41,067 | $1.8M |
| Mariner, LLC | 0.00% | Add +7.2% | 40,101 | $1.8M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.3% | 40,003 | $1.8M |
| Keeley-Teton Advisors, LLC | 0.20% | Reduce -7.4% | 39,782 | $1.8M |
| PFG Advisors | 0.11% | Reduce -0.8% | 38,970 | $1.7M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -13.7% | 38,519 | $1.7M |
| AXA S.A. | 0.01% | Add +23.4% | 36,704 | $1.6M |
| Janus Henderson Group PLC | 0.00% | No change | 36,058 | $1.6M |
| Amalgamated Bank | 0.01% | No change | 36,001 | $1.6M |
| AlphaQuest LLC | 0.21% | New | 35,205 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Add +42.4% | 34,442 | $1.5M |
| Pensionfund PDN | 0.92% | Reduce -13.0% | 33,462 | $1.5M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 32,851 | $1.5M |
| Wedge Capital Management L L P | 0.03% | Reduce -0.3% | 32,435 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +27.5% | 31,510 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 30,246 | $1.3M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +1.3% | 30,012 | $1.3M |
| Creative Planning | 0.00% | Add +30.3% | 29,395 | $1.3M |
| Nebula Research & Development LLC | 0.15% | Add +100.6% | 29,266 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 29,128 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 27,188 | $1.2M |
| Hancock Whitney Corp. | 0.04% | Reduce -0.1% | 26,749 | $1.2M |
| Prelude Capital Management, LLC | 0.10% | Reduce -37.0% | 26,714 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.7% | 26,640 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +55.2% | 26,568 | $1.2M |
| FMR LLC | 0.00% | Reduce -72.7% | 26,320 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Reduce -69.2% | 26,100 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Add +61.1% | 25,802 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +9.5% | 25,627 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Add +9.4% | 25,600 | $1.1M |
| Greenland Capital Management LP | 0.23% | Add +40.5% | 25,295 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +59.9% | 23,933 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +14.4% | 25,213 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.1% | 25,168 | $1.1M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -0.4% | 25,137 | $1.1M |
| Aberdeen Group plc | 0.00% | Add +59.5% | 25,097 | $1.1M |
| Gsa Capital Partners LLP | 0.08% | Add +3.7% | 24,836 | $1.1M |
| Midwest Professional Planners, LTD. | 0.32% | Add +7.9% | 24,552 | $1.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.6% | 23,827 | $1.1M |
| TT Capital Management LLC | 0.84% | — | 23,125 | $1.1M |
| Sterling Capital Management LLC | 0.01% | Reduce -20.5% | 23,381 | $1.0M |
| Arizona State Retirement System | 0.01% | Add +0.9% | 21,976 | $973K |
| Bastion Asset Management Inc. | 0.64% | — | 21,568 | $966K |
| Cerity Partners LLC | 0.00% | Add +9.0% | 20,729 | $951K |
| KLP Kapitalforvaltning As | 0.00% | — | 21,200 | $944K |
| Globeflex Capital L P | 0.08% | Reduce -10.2% | 21,305 | $943K |
| UniSuper Management Pty Ltd | 0.01% | No change | 21,200 | $939K |
| Focus Financial Network, Inc. | 0.04% | Add +12.4% | 21,022 | $931K |
| Louisiana State Employees Retirement System | 0.02% | No change | 21,000 | $930K |
| Penserra Capital Management LLC | 0.02% | Reduce -14.8% | 20,517 | $908K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.5% | 19,216 | $851K |
| Natixis | 0.01% | Add +36.7% | 18,938 | $839K |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 18,360 | $813K |
| Diversify Advisory Services, LLC | 0.04% | Add +35.7% | 18,235 | $808K |
| Supplemental Annuity Collective Trust of NJ | 0.23% | No change | 18,000 | $797K |
| State of Michigan Retirement System | 0.00% | Reduce -0.6% | 17,889 | $792K |
| Private Advisor Group, LLC | 0.00% | Add +9.3% | 17,818 | $789K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 17,938 | $781K |
| Pensionfund Sabic | 0.20% | No change | 17,500 | $775K |
| Savant Capital, LLC | 0.01% | Add +0.3% | 17,481 | $774K |
| IFM Investors Pty Ltd | 0.01% | No change | 17,415 | $771K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -2.7% | 17,326 | $767K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +29.9% | 17,178 | $761K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.2% | 16,831 | $745K |
| Susquehanna International Group, LLP | 0.00% | New | 16,773 | $743K |
| Wincap Financial LLC | 0.71% | — | 15,719 | $696K |
| Boothbay Fund Management, LLC | 0.02% | New | 15,442 | $684K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.1% | 15,434 | $683K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 15,307 | $678K |
| New Mexico Educational Retirement Board | 0.02% | No change | 15,300 | $677K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.0% | 15,271 | $676K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.4% | 15,169 | $672K |
| 1620 Investment Advisors, Inc. | 0.52% | Add +1.5% | 15,071 | $667K |
| Summit Global Investments | 0.04% | Reduce -47.4% | 14,851 | $658K |
| Pacer Advisors, Inc. | 0.00% | Reduce -36.5% | 14,814 | $656K |
| Waterloo Capital, L.P. | 0.07% | Reduce -5.3% | 14,251 | $631K |
| Van Eck Associates Corp. | 0.00% | Add +10.2% | 14,258 | $631K |
| PCG Wealth Advisors, LLC | 0.23% | No change | 14,104 | $625K |
| Victory Capital Management Inc. | 0.00% | Reduce -3.0% | 14,022 | $621K |
| RDA Financial Network | 0.18% | Reduce -0.2% | 13,932 | $617K |
| Texas Yale Capital Corp. | 0.02% | No change | 13,750 | $609K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.9% | 13,739 | $608K |
| Kestra Investment Management, LLC | 0.02% | New | 13,625 | $603K |
| Samalin Investment Counsel, LLC | 0.26% | Add +0.4% | 13,605 | $602K |
| Alberta Investment Management Corp | 0.00% | No change | 12,700 | $562K |
| Bank of Montreal | 0.00% | Add +10.1% | 12,666 | $561K |
| Covalent Partners LLC | 6.64% | New | 12,500 | $554K |
| Groupe la Francaise | 0.01% | — | 12,601 | $550K |
| M&T Bank Corp | 0.00% | Reduce -1.1% | 12,019 | $532K |
| Versor Investments LP | 0.09% | Reduce -35.6% | 11,984 | $531K |
| Hilltop Holdings Inc. | 0.03% | New | 11,917 | $528K |
| Assetmark, Inc. | 0.00% | Reduce -58.3% | 11,806 | $523K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,682 | $517K |
| Guggenheim Capital LLC | 0.00% | Reduce -88.2% | 11,661 | $516K |
| Wedbush Securities Inc. | 0.02% | New | 11,535 | $511K |
| Maridea Wealth Management LLC | 0.16% | — | 11,510 | $510K |
| Osaic Holdings, Inc. | 0.00% | Reduce -65.4% | 11,328 | $502K |
| Moody National Bank Trust Division | 0.05% | Reduce -2.5% | 11,135 | $493K |
| Tidal Investments LLC | 0.00% | New | 10,841 | $480K |
| Teamwork Financial Advisors, LLC | 0.06% | New | 10,689 | $473K |
| Kovack Advisors, Inc. | 0.05% | Reduce -14.1% | 10,689 | $473K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +4.1% | 10,447 | $459K |
| GMO | 0.00% | Add +34.0% | 10,310 | $457K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +243.2% | 10,285 | $455K |
| Nomura Holdings Inc. | 0.00% | New | 10,049 | $445K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -28.6% | 10,015 | $443K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.6% | 9,901 | $438K |
| Brevan Howard Capital Management LP | 0.01% | New | 9,766 | $432K |
| Formidable Asset Management, LLC | 0.07% | New | 9,595 | $425K |
| Lecap Asset Management Ltd. | 0.12% | Reduce -42.4% | 9,577 | $424K |
| Xponance LLC | 0.00% | Add +4.5% | 9,373 | $415K |
| AlphaCore Capital LLC | 0.09% | New | 9,254 | $410K |
| Erste Asset Management GmbH | 0.00% | No change | 9,100 | $399K |
| EMC Capital Management | 0.22% | Add +557.7% | 8,800 | $390K |
| Metis Global Partners, LLC | 0.01% | Add +11.4% | 8,684 | $385K |
| D.A. Davidson & Co. | 0.00% | Add +2.1% | 8,629 | $382K |
| BNP Paribas Financial Markets | 0.00% | Add +14.1% | 8,431 | $373K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -2.3% | 8,429 | $373K |
| Corient Private Wealth LP | 0.00% | Add +16.6% | 8,310 | $368K |
| Squarepoint Ops LLC | 0.00% | Reduce -75.8% | 8,275 | $366K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.8% | 8,032 | $356K |
| Sunbelt Securities, Inc. | 0.03% | Add +100.0% | 8,000 | $354K |
| Marshall Wace, LLP | 0.00% | Add +13.3% | 7,948 | $352K |
| Empowered Funds, LLC | 0.01% | New | 7,942 | $352K |
| Ieq Capital, LLC | 0.00% | Add +89.2% | 7,844 | $347K |
| Focus Partners Wealth | 0.00% | Add +26.7% | 7,799 | $345K |
| MML Investors Services, LLC | 0.00% | Add +3.6% | 7,610 | $337K |
| BTC Capital Management, Inc. | 0.03% | Add +11.7% | 7,577 | $336K |
| US Bancorp \de | 0.00% | Add +46.5% | 7,537 | $334K |
| Ilmarinen Mutual Pension Insurance Co | 0.00% | No change | 7,500 | $332K |
| Arete Wealth Advisors, LLC | 0.02% | New | 6,992 | $307K |
| Alps Advisors Inc. | 0.00% | Add +2.6% | 6,840 | $303K |
| Ontario Teachers Pension Plan Board | 0.00% | Add +1.8% | 6,813 | $302K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 6,794 | $301K |
| Neuberger Berman Group LLC | 0.00% | Add +0.7% | 6,609 | $293K |
| Parallel Advisors, LLC | 0.01% | Add +12.3% | 6,407 | $284K |
| Fox Run Management, L.L.C. | 0.05% | New | 6,354 | $281K |
| Simplex Trading, LLC | 0.01% | Add +143.5% | 6,356 | $281K |
| Bridgefront Capital, LLC | 0.09% | Reduce -18.7% | 6,337 | $281K |
| Abel Hall, LLC | 0.18% | Add +0.8% | 6,309 | $279K |
| Pursue Wealth Partners LLC | 0.16% | No change | 6,218 | $275K |
| Impact Partnership Wealth, LLC | 0.06% | Add +1.2% | 6,185 | $274K |
| Prosperity Consulting Group, LLC | 0.02% | New | 6,158 | $273K |
| Callan Family Office, LLC | 0.02% | New | 6,074 | $269K |
| Prudential Financial Inc. | 0.00% | Reduce -84.8% | 5,928 | $262K |
| CIBC Private Wealth Group LLC | 0.00% | Add +15.7% | 5,787 | $260K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.8% | 5,725 | $254K |
| Sterneck Capital Management, LLC | 0.14% | New | 5,708 | $253K |
| Highland Capital Management, LLC | 0.01% | Add +6.6% | 5,610 | $248K |
| Vanderbilt University | 0.05% | New | 5,504 | $244K |
| Private Trust Co. NA | 0.03% | Reduce -15.2% | 5,490 | $243K |
| Cwm, LLC | 0.00% | Reduce -29.9% | 5,388 | $239K |
| PNC Financial Services Group, Inc. | 0.00% | Add +25.7% | 5,044 | $223K |
| Vermillion & White Wealth Management Group, LLC | 0.16% | New | 5,032 | $223K |
| Panagora Asset Management Inc. | 0.00% | Reduce -11.8% | 5,007 | $222K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.2% | 4,990 | $221K |
| Choreo, LLC | 0.00% | Reduce -9.3% | 4,964 | $219K |
| Sound Stewardship, LLC | 0.13% | New | 4,869 | $216K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 4,700 | $209K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 4,679 | $207K |
| Pitcairn Co. | 0.01% | Reduce -1.2% | 4,640 | $205K |
| Community Bank of Raymore | 0.16% | No change | 4,555 | $202K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,545 | $201K |
| Cornercap Investment Counsel Inc. | 0.06% | No change | 4,522 | $200K |
| MRP Capital Investments, LLC | 0.18% | Add +9.9% | 4,446 | $197K |
| Global Retirement Partners, LLC | 0.01% | Add +5.9% | 4,117 | $182K |
| KBC Group NV | 0.00% | Add +89.0% | 3,753 | $166K |
| Blue Trust, Inc. | 0.00% | Add +413.4% | 3,640 | $161K |
| Virtus Advisers, LLC | 0.07% | Reduce -8.8% | 3,631 | $161K |
| Quadrant Capital Group LLC | 0.01% | Add +4.5% | 3,265 | $145K |
| Heritage Wealth Advisors | 0.01% | No change | 3,000 | $133K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -59.9% | 2,842 | $126K |
| FIL Ltd | 0.00% | Add +38.9% | 2,484 | $110K |
| Signaturefd, LLC | 0.00% | Add +0.7% | 2,376 | $105K |
| Vestcor Inc | 0.00% | New | 2,209 | $98K |
| Venturi Wealth Management, LLC | 0.00% | Add +43.6% | 2,117 | $94K |
| Spire Wealth Management | 0.00% | Add +7.0% | 2,097 | $93K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -47.4% | 2,113 | $93K |
| Fifth Third Bancorp | 0.00% | Add +3.7% | 2,069 | $92K |
| Covestor Ltd | 0.06% | Add +9.1% | 1,995 | $89K |
| Harbour Investments, Inc. | 0.00% | No change | 1,883 | $83K |
| RE Dickinson Investment Advisors, LLC | 0.07% | Reduce -10.4% | 1,825 | $81K |
| IFP Advisors, Inc | 0.00% | Add +1.3% | 1,826 | $81K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.3% | 1,562 | $69K |
| Versant Capital Management, Inc | 0.01% | Add +4.6% | 1,554 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +51.8% | 1,530 | $68K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.4% | 1,408 | $62K |
| GF Fund Management Co. LTD. | 0.00% | — | 1,376 | $61K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,359 | $60K |
| Principal Securities, Inc. | 0.00% | Add +54.5% | 1,296 | $57K |
| Advisors Asset Management, Inc. | 0.00% | No change | 1,289 | $57K |
| Nova Wealth Management, Inc. | 0.05% | — | 1,223 | $54K |
| MAI Capital Management | 0.00% | New | 1,191 | $53K |
| Lindbrook Capital, LLC | 0.00% | Add +3.9% | 1,159 | $51K |
| GAMMA Investing LLC | 0.00% | Add +36.6% | 1,127 | $50K |
| Allworth Financial LP | 0.00% | Reduce -2.4% | 742 | $35K |
| Arax Advisory Partners | 0.00% | Add +13.0% | 711 | $31K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +76.0% | 646 | $30K |
| Synergy Investment Management, LLC | 0.01% | — | 612 | $27K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 603 | $27K |
| Brooklyn Investment Group | 0.01% | Add +0.2% | 561 | $25K |
| V-Square Quantitative Management LLC | 0.00% | No change | 556 | $25K |
| Jones Financial Companies LLLP | 0.00% | New | 534 | $24K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.9% | 523 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +502.6% | 464 | $21K |
| Matrix Trust Co | 0.00% | Add +6.1% | 452 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 450 | $20K |
| Sound Income Strategies, LLC | 0.00% | No change | 449 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 377 | $17K |
| Compass Financial Services Inc | 0.01% | — | 377 | $17K |
| NewEdge Advisors, LLC | 0.00% | No change | 350 | $15K |
| Capital Analysts, LLC | 0.00% | Add +2.2% | 329 | $15K |
| Clearstead Advisors, LLC | 0.00% | No change | 320 | $14K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 300 | $13K |
| Investors Research Corp | 0.00% | No change | 300 | $13K |
| Huntington National Bank | 0.00% | No change | 280 | $12K |
| DT Investment Partners, LLC | 0.00% | No change | 273 | $12K |
| CoreCap Advisors, LLC | 0.00% | No change | 272 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -42.1% | 270 | $12K |
| Bessemer Group Inc. | 0.00% | Add +163.2% | 250 | $11K |
| Arlington Trust Co LLC | 0.00% | No change | 215 | $10K |
| Whittier Trust Co. | 0.00% | No change | 211 | $9K |
| Mather Group, Llc. | 0.00% | Reduce -23.7% | 209 | $9K |
| Quarry LP | 0.00% | Reduce -20.6% | 201 | $9K |
| Financial Gravity Companies, Inc. | 0.00% | New | 182 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 176 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | New | 163 | $7K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 160 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +7.7% | 154 | $7K |
| UMB Bank, n.a. | 0.00% | Add +1611.1% | 154 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +52.8% | 110 | $5K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 111 | $5K |
| Quent Capital, LLC | 0.00% | No change | 106 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.5% | 105 | $5K |
| TD Capital Management LLC | 0.00% | No change | 101 | $4K |
| Danske Bank A/S | 0.00% | Reduce -83.3% | 100 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +19.2% | 93 | $4K |
| Centerpoint Advisors, LLC | 0.00% | No change | 80 | $4K |
| WR Wealth Planners, LLC | 0.00% | Add +41.0% | 86 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 75 | $3K |
| LRI Investments, LLC | 0.00% | No change | 75 | $3K |
| West Branch Capital LLC | 0.00% | No change | 68 | $3K |
| Trust Co. of Vermont | 0.00% | No change | 66 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 55 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2650.0% | 55 | $2K |
| PSI Advisors, LLC | 0.00% | Reduce -78.2% | 50 | $2K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | New | 34 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 33 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 31 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 27 | $1K |
| Archer Investment Corp | 0.00% | No change | 26 | $1K |
| WealthCollab, LLC | 0.00% | New | 25 | $1K |
| Decker Retirement Planning Inc. | 0.00% | — | 24 | $1K |
| Sierra Ocean, LLC | 0.00% | — | 23 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Add +3.7% | 28 | $1K |
| Tsfg, LLC | 0.00% | No change | 21 | $1K |
| Sachetta, LLC | 0.00% | New | 22 | $975 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 19 | $841 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 18 | $792 |
| Whipplewood Advisors, LLC | 0.00% | — | 17 | $753 |
| WPG Advisers, LLC | 0.00% | — | 13 | $576 |
| Financial Management Professionals, Inc. | 0.00% | No change | 13 | $576 |
| Financial Perspectives, Inc | 0.00% | No change | 8 | $354 |
| MV Capital Management, Inc. | 0.00% | No change | 7 | $310 |
| Dunhill Financial, LLC | 0.00% | No change | 5 | $218 |
| New Millennium Group LLC | 0.00% | New | 4 | $177 |
| Creekmur Asset Management LLC | 0.00% | No change | 4 | $177 |
| Activest Wealth Management | 0.00% | New | 1 | $44 |
| Hemington Wealth Management | 0.00% | Reduce -70.6% | 5 | $0 |
"% of holder's portfolio" is EPR's weight in each manager's 13F, not the share of Epr Properties the manager owns.