Epr PropertiesEPR
13F holders, Q1 2025 (March 31)387holders +24
66new positions
39sold out
5famous investors
$52.59avg. 13F price*
At the end of Q1 2025, 387 institutions reported holding Epr Properties (EPR) in their 13F filings, up 24 from Q4 2024. 66 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($582.2M), BlackRock, Inc. ($501.5M) and State Street Corp. ($208.6M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Epr Properties
- Filed as
- EPR PPTYS (Q1 2025)
- CUSIP
- 26884U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $89.6M |
| Exits | 39 | $60.7M |
All 13F filers, Q4 2024 → Q1 2025: 9,012,360 shares bought and 4,170,810 shares sold, net +4,841,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 387 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.6% | 11,065,516 | $582.2M |
| BlackRock, Inc. | 0.01% | Reduce -10.5% | 9,532,817 | $501.5M |
| State Street Corp. | 0.01% | Add +0.5% | 3,943,107 | $208.6M |
| Deutsche Bank AG | 0.04% | Add +3816.2% | 1,874,975 | $98.6M |
| Renaissance Technologies | 0.13% | Add +18.4% | 1,635,623 | $86.1M |
| Geode Capital Management, LLC | 0.01% | Add +3.8% | 1,478,846 | $77.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.3% | 1,334,365 | $70.2M |
| Prudential Financial Inc. | 0.10% | Add +22121.5% | 1,317,290 | $69.3M |
| UBS Group AG | 0.01% | Add +52.5% | 1,260,798 | $66.3M |
| LSV Asset Management | 0.16% | Add +11.4% | 1,257,666 | $66.2M |
| AQR Capital Management | 0.06% | Add +38.4% | 1,195,997 | $61.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.9% | 1,122,894 | $59.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.1% | 1,108,716 | $58.3M |
| American Century Companies Inc. | 0.04% | Add +0.6% | 1,092,032 | $57.5M |
| Norges Bank | 0.01% | No change | 929,267 | $48.9M |
| Northern Trust Corp. | 0.01% | Reduce -0.7% | 838,853 | $44.1M |
| Russell Investments Group, Ltd. | 0.06% | Add +378.0% | 821,532 | $43.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 709,368 | $37.3M |
| Invesco Ltd. | 0.01% | Reduce -10.9% | 548,164 | $28.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +13.4% | 524,883 | $27.6M |
| Morgan Stanley | 0.00% | Reduce -18.0% | 523,080 | $27.5M |
| Legal & General Group Plc | 0.01% | Add +1.4% | 504,294 | $26.5M |
| Advisors Capital Management, LLC | 0.40% | Add +0.1% | 495,656 | $26.1M |
| Wellington Management Group LLP | 0.00% | New | 402,314 | $21.2M |
| Quantinno Capital Management LP | 0.12% | Add +124.0% | 363,758 | $19.1M |
| Aberdeen Group plc | 0.04% | Add +1361.4% | 366,765 | $19.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.9% | 337,237 | $17.7M |
| Allianz Asset Management GmbH | 0.03% | Add +102.3% | 328,146 | $17.3M |
| Citadel Advisors | 0.02% | Add +137.1% | 324,372 | $17.1M |
| Raymond James Financial Inc. | 0.01% | Add +4.0% | 308,707 | $16.2M |
| Penn Capital Management Company, LLC | 1.50% | Add +0.1% | 291,609 | $15.4M |
| Bank of America Corp. | 0.00% | Add +80.0% | 236,401 | $12.4M |
| Rhumbline Advisers | 0.01% | Reduce -2.9% | 229,208 | $12.1M |
| Barclays PLC | 0.01% | Add +94.8% | 223,280 | $11.7M |
| Ameriprise Financial Inc. | 0.00% | Add +10.2% | 209,672 | $11.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +108.2% | 207,492 | $10.9M |
| New York State Common Retirement Fund | 0.02% | Reduce -12.3% | 207,037 | $10.9M |
| Two Sigma Investments, LP | 0.02% | New | 202,593 | $10.7M |
| Jain Global LLC | 0.22% | New | 200,011 | $10.5M |
| State of Wisconsin Investment Board | 0.03% | Add +12.7% | 190,918 | $10.0M |
| Nuveen, LLC | 0.00% | — | 184,415 | $9.7M |
| Principal Financial Group Inc. | 0.01% | Add +0.4% | 174,282 | $9.2M |
| Nisa Investment Advisors, LLC | 0.04% | Add +259.0% | 167,381 | $8.8M |
| Sei Investments Co. | 0.01% | Add +14.3% | 165,395 | $8.7M |
| STRS Ohio | 0.04% | Reduce -18.9% | 165,200 | $8.7M |
| Lighthouse Investment Partners, LLC | 0.38% | Add +46.5% | 159,700 | $8.4M |
| Cyndeo Wealth Partners, LLC | 0.54% | Add +6.1% | 154,954 | $8.2M |
| APG Asset Management US Inc. | 0.06% | New | 152,729 | $8.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | No change | 151,931 | $8.0M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 146,788 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.4% | 145,521 | $7.7M |
| Asset Management One Co., Ltd. | 0.02% | Add +22.8% | 135,633 | $7.1M |
| Uniplan Investment Counsel, Inc. | 0.70% | Reduce -6.2% | 133,432 | $7.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -2.5% | 130,743 | $6.9M |
| Alliancebernstein L.P. | 0.00% | Add +15.8% | 125,818 | $6.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -22.4% | 124,617 | $6.6M |
| Swedbank AB | 0.01% | Reduce -30.9% | 122,887 | $6.5M |
| Macquarie Group Ltd. | 0.01% | Add +1.5% | 117,920 | $6.2M |
| Daiwa Securities Group Inc. | 0.03% | Add +362.6% | 116,283 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.1% | 112,012 | $5.9M |
| Primecap Management Co. | 0.00% | Reduce -13.8% | 106,900 | $5.6M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +4.1% | 104,990 | $5.5M |
| Two Sigma Advisers, LP | 0.01% | Add +273.6% | 97,500 | $5.1M |
| Franklin Resources Inc. | 0.00% | Add +29.2% | 96,470 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.0% | 96,061 | $5.1M |
| Retirement Systems of Alabama | 0.02% | Add +0.1% | 92,173 | $4.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.14% | New | 91,714 | $4.8M |
| Voya Investment Management LLC | 0.01% | Add +29.4% | 91,701 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -42.1% | 91,677 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +261.7% | 91,198 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +14.3% | 91,148 | $4.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.0% | 86,701 | $4.6M |
| Schroder Investment Management Group | 0.00% | New | 87,362 | $4.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.9% | 83,936 | $4.4M |
| Corebridge Financial, Inc. | 0.03% | Reduce -2.4% | 83,642 | $4.4M |
| QRG Capital Management, Inc. | 0.04% | Add +4.3% | 81,368 | $4.3M |
| LPL Financial LLC | 0.00% | Add +3.7% | 76,560 | $4.0M |
| Federated Hermes, Inc. | 0.01% | Reduce -17.8% | 74,953 | $3.9M |
| Ballast Asset Management, LP | 2.06% | Add +1.5% | 74,368 | $3.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.8% | 74,183 | $3.9M |
| New Age Alpha Advisors, LLC | 0.17% | Reduce -16.5% | 74,116 | $3.9M |
| Oppenheimer & Co. Inc. | 0.06% | Add +2.8% | 72,045 | $3.8M |
| Jump Financial, LLC | 0.06% | New | 72,000 | $3.8M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 69,974 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.8% | 69,679 | $3.7M |
| Zacks Investment Management | 0.03% | New | 65,735 | $3.5M |
| HSBC Holdings PLC | 0.00% | Reduce -5.8% | 59,927 | $3.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.3% | 59,574 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +38.2% | 58,114 | $3.1M |
| Citigroup Inc. | 0.00% | Add +28.1% | 56,531 | $3.0M |
| First Trust Advisors LP | 0.00% | Reduce -64.9% | 55,211 | $2.9M |
| Caxton Associates LLP | 0.10% | — | 54,817 | $2.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.3% | 51,994 | $2.7M |
| North Star Investment Management Corp. | 0.19% | Add +4.1% | 50,650 | $2.7M |
| Kestra Investment Management, LLC | 0.05% | Add +375.9% | 64,838 | $2.6M |
| Edgestream Partners, L.P. | 0.08% | New | 46,901 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | Add +1.5% | 45,362 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.9% | 44,772 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.6% | 44,197 | $2.3M |
| Exchange Traded Concepts, LLC | 0.04% | Add +13.6% | 43,769 | $2.3M |
| Verition Fund Management LLC | 0.01% | New | 43,086 | $2.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +3.4% | 42,445 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 41,674 | $2.2M |
| Amundi | 0.00% | Add +6.2% | 44,692 | $2.2M |
| Creative Planning | 0.00% | Add +39.5% | 40,996 | $2.2M |
| Wedge Capital Management L L P | 0.04% | Add +24.5% | 40,370 | $2.1M |
| Mariner, LLC | 0.00% | Add +0.5% | 40,290 | $2.1M |
| XTX Topco Ltd | 0.11% | New | 39,655 | $2.1M |
| Keeley-Teton Advisors, LLC | 0.25% | Reduce -1.2% | 39,298 | $2.1M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.6% | 38,976 | $2.1M |
| PFG Advisors | 0.11% | Reduce -0.2% | 38,903 | $2.0M |
| Amalgamated Bank | 0.02% | Reduce -2.2% | 35,202 | $1.9M |
| Treasurer of the State of North Carolina | 0.01% | Add +4.0% | 34,181 | $1.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 34,132 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +11.2% | 33,623 | $1.8M |
| Midwest Professional Planners, LTD. | 0.54% | Add +34.2% | 32,956 | $1.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 32,793 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -8.0% | 33,158 | $1.7M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +9.8% | 32,949 | $1.7M |
| Pensionfund PDN | 1.08% | Reduce -7.5% | 30,962 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 30,715 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +10.7% | 29,416 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 29,128 | $1.5M |
| FMR LLC | 0.00% | Add +7.4% | 28,279 | $1.5M |
| Hancock Whitney Corp. | 0.05% | Add +4.1% | 27,840 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +1.8% | 27,673 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Add +17.9% | 27,561 | $1.4M |
| Ieq Capital, LLC | 0.01% | Add +242.6% | 26,876 | $1.4M |
| Alberta Investment Management Corp | 0.01% | Add +110.2% | 26,700 | $1.4M |
| Quantbot Technologies LP | 0.04% | New | 26,296 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Reduce -37.8% | 26,259 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.8% | 25,888 | $1.4M |
| Independent Financial Group, LLC | 0.05% | No change | 25,802 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 25,168 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -59.2% | 24,869 | $1.3M |
| Penserra Capital Management LLC | 0.02% | Add +20.9% | 24,816 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Add +14.4% | 24,053 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -46.0% | 23,723 | $1.2M |
| Lazard Asset Management LLC | 0.00% | New | 23,345 | $1.2M |
| Handelsbanken Fonder AB | 0.01% | Reduce -9.0% | 23,300 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Add +181.3% | 23,277 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.3% | 23,250 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +98.6% | 22,497 | $1.2M |
| Teacher Retirement System of Texas | 0.00% | Reduce -34.8% | 22,446 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +6.6% | 22,089 | $1.2M |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 21,723 | $1.1M |
| Millennium Management | 0.00% | Reduce -96.3% | 21,698 | $1.1M |
| Globeflex Capital L P | 0.10% | No change | 21,305 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | No change | 21,200 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Add +0.9% | 21,200 | $1.1M |
| UniSuper Management Pty Ltd | 0.01% | No change | 21,200 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +12.2% | 20,598 | $1.1M |
| PCG Wealth Advisors, LLC | 0.36% | Add +41.0% | 19,880 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.4% | 19,667 | $1.0M |
| Versor Investments LP | 0.16% | Add +58.4% | 18,984 | $999K |
| Tidal Investments LLC | 0.01% | Add +73.7% | 18,830 | $991K |
| Brevan Howard Capital Management LP | 0.03% | Add +87.6% | 18,323 | $964K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.1% | 18,227 | $959K |
| State of Michigan Retirement System | 0.01% | Add +1.1% | 18,089 | $952K |
| Summit Trail Advisors, LLC | 0.03% | New | 17,974 | $951K |
| Supplemental Annuity Collective Trust of NJ | 0.30% | No change | 18,000 | $947K |
| Private Advisor Group, LLC | 0.01% | Add +0.3% | 17,863 | $940K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 17,938 | $916K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 17,326 | $912K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 16,839 | $886K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -30.3% | 16,617 | $874K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.5% | 16,109 | $848K |
| Wincap Financial LLC | 0.78% | Reduce -0.9% | 15,580 | $820K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -9.6% | 16,490 | $817K |
| Pensionfund Sabic | 0.24% | Reduce -11.4% | 15,500 | $815K |
| Kestra Advisory Services, LLC | 0.00% | Add +32.3% | 15,454 | $813K |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 15,434 | $812K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 15,307 | $805K |
| New Mexico Educational Retirement Board | 0.03% | No change | 15,300 | $805K |
| 1620 Investment Advisors, Inc. | 0.62% | Add +0.5% | 15,146 | $797K |
| IFM Investors Pty Ltd | 0.01% | Reduce -13.2% | 15,119 | $795K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -1.8% | 14,900 | $784K |
| Van Eck Associates Corp. | 0.00% | Add +4.2% | 14,853 | $781K |
| Hilltop Holdings Inc. | 0.05% | Add +21.0% | 14,423 | $759K |
| M&T Bank Corp | 0.00% | Add +19.9% | 14,408 | $758K |
| RDA Financial Network | 0.23% | Add +3.1% | 14,359 | $755K |
| SG Americas Securities, LLC | 0.00% | New | 14,073 | $740K |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.3% | 14,030 | $738K |
| Texas Yale Capital Corp. | 0.03% | Add +0.7% | 13,850 | $729K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.4% | 13,818 | $727K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.2% | 13,710 | $721K |
| D. E. Shaw & Co. | 0.00% | New | 13,287 | $699K |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.7% | 13,134 | $691K |
| Guggenheim Capital LLC | 0.01% | Add +11.3% | 12,985 | $683K |
| Assetmark, Inc. | 0.00% | Add +7.1% | 12,642 | $665K |
| Samalin Investment Counsel, LLC | 0.26% | Reduce -9.2% | 12,357 | $650K |
| Bank of Montreal | 0.00% | Reduce -3.5% | 12,217 | $643K |
| Groupe la Francaise | 0.01% | Reduce -3.7% | 12,140 | $623K |
| Lecap Asset Management Ltd. | 0.14% | Add +21.4% | 11,631 | $612K |
| Maridea Wealth Management LLC | 0.20% | Add +0.0% | 11,515 | $606K |
| Entropy Technologies, LP | 0.06% | New | 11,377 | $599K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.1% | 11,292 | $594K |
| Moody National Bank Trust Division | 0.06% | Add +0.1% | 11,147 | $586K |
| Teamwork Financial Advisors, LLC | 0.08% | Add +2.8% | 10,984 | $578K |
| Jackson Square Capital, LLC | 0.19% | New | 10,848 | $571K |
| MML Investors Services, LLC | 0.00% | Add +41.8% | 10,790 | $568K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +2.5% | 10,705 | $563K |
| HighTower Advisors, LLC | 0.00% | Add +53.6% | 10,434 | $549K |
| Greenland Capital Management LP | 0.09% | Reduce -60.5% | 10,000 | $526K |
| Waterloo Capital, L.P. | 0.05% | Reduce -29.9% | 9,983 | $525K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.6% | 9,961 | $524K |
| Atlas Capital Advisors Inc. | 0.06% | New | 9,660 | $508K |
| Metis Global Partners, LLC | 0.01% | Add +10.5% | 9,595 | $505K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +11.7% | 9,415 | $495K |
| Quadrant Capital Group LLC | 0.02% | Add +187.3% | 9,382 | $494K |
| Cwm, LLC | 0.00% | Add +71.7% | 9,252 | $487K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.7% | 9,143 | $481K |
| D.A. Davidson & Co. | 0.00% | Add +3.6% | 8,938 | $470K |
| TT Capital Management LLC | 0.40% | Reduce -61.4% | 8,925 | $470K |
| Formidable Asset Management, LLC | 0.08% | Reduce -7.5% | 8,878 | $467K |
| Focus Partners Wealth | 0.00% | Add +13.6% | 8,861 | $466K |
| EMC Capital Management | 0.28% | No change | 8,800 | $463K |
| BNP Paribas Financial Markets | 0.00% | Add +3.8% | 8,751 | $460K |
| Empowered Funds, LLC | 0.01% | Add +10.1% | 8,746 | $460K |
| Xponance LLC | 0.00% | Reduce -6.7% | 8,746 | $460K |
| Versant Capital Management, Inc | 0.08% | Add +461.2% | 8,721 | $459K |
| Corient Private Wealth LP | 0.00% | Add +2.0% | 8,479 | $446K |
| BTC Capital Management, Inc. | 0.04% | Add +6.5% | 8,071 | $425K |
| Neuberger Berman Group LLC | 0.00% | Add +18.9% | 7,855 | $413K |
| Parallel Advisors, LLC | 0.01% | Add +17.8% | 7,548 | $397K |
| Ilmarinen Mutual Pension Insurance Co | 0.00% | No change | 7,500 | $395K |
| RFG Advisory, LLC | 0.01% | New | 7,183 | $378K |
| Arete Wealth Advisors, LLC | 0.03% | No change | 6,992 | $365K |
| Ontario Teachers Pension Plan Board | 0.01% | No change | 6,813 | $358K |
| Synergy Financial Group, LTD | 0.30% | New | 6,298 | $331K |
| Pursue Wealth Partners LLC | 0.20% | No change | 6,218 | $327K |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 6,170 | $325K |
| Wolverine Trading, LLC | 0.01% | New | 6,276 | $324K |
| Choreo, LLC | 0.01% | Add +22.4% | 6,076 | $321K |
| Community Bank of Raymore | 0.25% | Add +30.7% | 5,955 | $313K |
| James Investment Research, Inc. | 0.04% | New | 5,897 | $310K |
| Securian Asset Management, Inc. | 0.01% | No change | 5,725 | $301K |
| Sterneck Capital Management, LLC | 0.16% | No change | 5,708 | $300K |
| Captrust Financial Advisors | 0.00% | New | 5,706 | $300K |
| Sound Stewardship, LLC | 0.17% | Add +15.6% | 5,626 | $296K |
| Abel Hall, LLC | 0.18% | Reduce -11.2% | 5,600 | $295K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -9.1% | 5,597 | $294K |
| US Bancorp \de | 0.00% | Reduce -26.1% | 5,567 | $293K |
| Camelot Portfolios, LLC | 0.18% | New | 5,503 | $290K |
| Kovack Advisors, Inc. | 0.03% | Reduce -49.6% | 5,389 | $284K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -77.5% | 5,379 | $283K |
| Evergreen Capital Management LLC | 0.01% | New | 5,353 | $282K |
| Private Trust Co. NA | 0.03% | Reduce -3.0% | 5,328 | $280K |
| Vanderbilt University | 0.05% | Reduce -3.4% | 5,317 | $280K |
| MRP Capital Investments, LLC | 0.26% | Add +19.1% | 5,296 | $279K |
| Caprock Group, LLC | 0.01% | New | 5,208 | $276K |
| Callan Family Office, LLC | 0.02% | Reduce -13.8% | 5,233 | $275K |
| Alps Advisors Inc. | 0.00% | Reduce -23.9% | 5,205 | $274K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.2% | 5,155 | $271K |
| Pitcairn Co. | 0.02% | Add +10.8% | 5,140 | $270K |
| Panagora Asset Management Inc. | 0.00% | No change | 5,007 | $263K |
| AlphaQuest LLC | 0.03% | Reduce -85.9% | 4,950 | $260K |
| Optas, LLC | 0.04% | New | 4,899 | $258K |
| EP Wealth Advisors, LLC | 0.00% | Add +7.4% | 4,880 | $257K |
| Chicago Partners Investment Group LLC | 0.01% | New | 5,043 | $254K |
| United Services Automobile Association | 0.01% | New | 4,853 | $251K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 4,700 | $249K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -24.2% | 4,690 | $247K |
| Mackenzie Financial Corp. | 0.00% | New | 4,675 | $246K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.3% | 5,596 | $244K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -7.5% | 4,617 | $243K |
| Presima Securities ULC | 0.05% | New | 4,573 | $241K |
| Renaissance Group LLC | 0.01% | New | 4,568 | $240K |
| Quantum Portfolio Management LLC | 0.12% | New | 4,550 | $239K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 4,536 | $239K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,522 | $238K |
| Brookwood Investment Group LLC | 0.04% | — | 4,446 | $234K |
| Affinity Investment Advisors, LLC | 0.19% | New | 4,416 | $232K |
| Simon Quick Advisors, LLC | 0.01% | New | 4,305 | $226K |
| Savant Capital, LLC | 0.00% | Reduce -75.6% | 4,262 | $224K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 4,256 | $224K |
| FIL Ltd | 0.00% | Add +68.8% | 4,193 | $221K |
| AXA S.A. | 0.00% | Reduce -88.7% | 4,164 | $219K |
| Utah Retirement Systems | 0.00% | New | 4,138 | $218K |
| Family Wealth Partners, LLC | 0.10% | New | 4,083 | $215K |
| Baker Avenue Asset Management, LP | 0.01% | New | 3,977 | $209K |
| Pallas Capital Advisors LLC | 0.01% | New | 3,970 | $209K |
| Schnieders Capital Management LLC | 0.04% | New | 3,950 | $208K |
| Longboard Asset Management, LP | 0.61% | New | 3,919 | $206K |
| KBC Group NV | 0.00% | Reduce -4.2% | 3,594 | $189K |
| Virtus Investment Advisers, LLC | 0.05% | New | 3,439 | $181K |
| Heritage Wealth Advisors | 0.01% | No change | 3,000 | $158K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,842 | $150K |
| Signaturefd, LLC | 0.00% | Add +7.7% | 2,560 | $135K |
| Spire Wealth Management | 0.00% | Add +11.5% | 2,339 | $123K |
| Lindbrook Capital, LLC | 0.01% | Add +98.6% | 2,302 | $121K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +31.0% | 2,046 | $108K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -3.2% | 2,046 | $106K |
| Fifth Third Bancorp | 0.00% | Reduce -6.0% | 1,944 | $102K |
| Harbour Investments, Inc. | 0.00% | Add +1.5% | 1,911 | $101K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +23.4% | 1,888 | $99K |
| GAMMA Investing LLC | 0.01% | Add +66.0% | 1,871 | $98K |
| Jones Financial Companies LLLP | 0.00% | Add +242.7% | 1,830 | $95K |
| Ssa Swiss Advisors AG | 0.04% | — | 1,645 | $87K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.1% | 1,636 | $86K |
| Rossby Financial, LCC | 0.04% | New | 1,741 | $85K |
| Covestor Ltd | 0.05% | Reduce -24.8% | 1,500 | $79K |
| GF Fund Management Co. LTD. | 0.00% | Add +4.2% | 1,434 | $75K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.1% | 1,423 | $75K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,359 | $71K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 1,308 | $69K |
| IFP Advisors, Inc | 0.00% | Reduce -29.9% | 1,280 | $67K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.3% | 1,272 | $67K |
| Nova Wealth Management, Inc. | 0.06% | No change | 1,223 | $64K |
| MAI Capital Management | 0.00% | No change | 1,191 | $63K |
| Elequin Capital, LP | 0.02% | New | 1,165 | $61K |
| Principal Securities, Inc. | 0.00% | No change | 1,296 | $57K |
| Allworth Financial LP | 0.00% | Add +53.0% | 1,135 | $55K |
| Huntington National Bank | 0.00% | Add +264.6% | 1,021 | $54K |
| Arax Advisory Partners | 0.00% | Add +31.5% | 935 | $49K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +88.9% | 850 | $45K |
| Brooklyn Investment Group | 0.01% | Add +27.6% | 716 | $38K |
| Hantz Financial Services, Inc. | 0.00% | New | 702 | $37K |
| Geneos Wealth Management Inc. | 0.00% | Add +33.1% | 696 | $37K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 603 | $32K |
| V-Square Quantitative Management LLC | 0.00% | No change | 556 | $29K |
| Synergy Investment Management, LLC | 0.01% | Reduce -11.1% | 544 | $29K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +235.6% | 537 | $28K |
| Clearstead Advisors, LLC | 0.00% | Add +55.3% | 497 | $26K |
| Sound Income Strategies, LLC | 0.00% | Add +9.3% | 491 | $26K |
| Blue Trust, Inc. | 0.00% | Reduce -87.9% | 441 | $23K |
| Costello Asset Management, INC | 0.01% | New | 402 | $21K |
| NewEdge Advisors, LLC | 0.00% | Add +14.3% | 400 | $21K |
| Compass Financial Services Inc | 0.01% | Add +1.6% | 383 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 377 | $20K |
| Bessemer Group Inc. | 0.00% | Add +41.2% | 353 | $19K |
| Clearstead Trust, LLC | 0.00% | New | 359 | $19K |
| Mather Group, Llc. | 0.00% | Add +65.1% | 345 | $18K |
| Capital Analysts, LLC | 0.00% | Add +0.9% | 332 | $17K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 311 | $16K |
| CoreCap Advisors, LLC | 0.00% | Add +10.7% | 301 | $16K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 300 | $16K |
| Investors Research Corp | 0.00% | No change | 300 | $16K |
| DT Investment Partners, LLC | 0.00% | No change | 273 | $14K |
| SVB Wealth LLC | 0.00% | New | 272 | $14K |
| Smartleaf Asset Management LLC | 0.00% | No change | 270 | $14K |
| UMB Bank, n.a. | 0.00% | Add +45.5% | 224 | $12K |
| Arlington Trust Co LLC | 0.00% | No change | 215 | $11K |
| Whittier Trust Co. | 0.00% | No change | 211 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +112.9% | 198 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 182 | $10K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 176 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Add +66.7% | 175 | $9K |
| CX Institutional | 0.00% | New | 168 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +209.1% | 170 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 154 | $8K |
| True Wealth Design, LLC | 0.00% | New | 134 | $7K |
| Vision Financial Markets LLC | 0.01% | New | 125 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +10.0% | 121 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 111 | $6K |
| Quent Capital, LLC | 0.00% | No change | 106 | $6K |
| TD Capital Management LLC | 0.00% | No change | 101 | $5K |
| Danske Bank A/S | 0.00% | No change | 100 | $5K |
| Marshall Investment Management, LLC | 0.00% | New | 88 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | New | 83 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 75 | $4K |
| LRI Investments, LLC | 0.00% | No change | 75 | $4K |
| NewSquare Capital LLC | 0.00% | New | 71 | $4K |
| West Branch Capital LLC | 0.00% | No change | 68 | $4K |
| Trust Co. of Vermont | 0.00% | No change | 66 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +81.8% | 60 | $3K |
| Crewe Advisors LLC | 0.00% | New | 56 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -87.9% | 56 | $3K |
| PSI Advisors, LLC | 0.00% | No change | 50 | $3K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 31 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 27 | $1K |
| Archer Investment Corp | 0.00% | Add +3.9% | 27 | $1K |
| Sierra Ocean, LLC | 0.00% | No change | 23 | $1K |
| Sachetta, LLC | 0.00% | No change | 22 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +240.0% | 17 | $1K |
| Roble, Belko & Company, Inc | 0.00% | No change | 28 | $1K |
| Tsfg, LLC | 0.00% | No change | 21 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 19 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 18 | $958 |
| Whipplewood Advisors, LLC | 0.00% | Add +88.2% | 32 | $894 |
| Bogart Wealth, LLC | 0.00% | New | 16 | $846 |
| WPG Advisers, LLC | 0.00% | No change | 13 | $684 |
| Financial Management Professionals, Inc. | 0.00% | No change | 13 | $684 |
| Financial Perspectives, Inc | 0.00% | No change | 8 | $421 |
| MV Capital Management, Inc. | 0.00% | No change | 7 | $369 |
| Activest Wealth Management | 0.00% | No change | 1 | $53 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 1 | $52 |
"% of holder's portfolio" is EPR's weight in each manager's 13F, not the share of Epr Properties the manager owns.