Epr PropertiesEPR

13F holders, Q2 2025 (June 30)
418holders +31
68new positions
38sold out
7famous investors
$58.25avg. 13F price*

At the end of Q2 2025, 418 institutions reported holding Epr Properties (EPR) in their 13F filings, up 31 from Q1 2025. 68 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($636.9M), BlackRock, Inc. ($563.3M) and State Street Corp. ($234.8M). 7 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 Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Epr Properties
Filed as
EPR PPTYS (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions68$35.2M
Exits38$46.0M

All 13F filers, Q1 2025 → Q2 2025: 5,035,968 shares bought and 2,977,056 shares sold, net +2,058,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 418 holders

Vanguard Group Inc. 0.01% Reduce -1.2% 10,932,433 $636.9M
BlackRock, Inc. 0.01% Add +1.4% 9,668,961 $563.3M
State Street Corp. 0.01% Add +1.7% 4,009,669 $234.8M
Deutsche Bank AG 0.05% Add +12.9% 2,116,384 $123.3M
Prudential Financial Inc. 0.14% Add +42.0% 1,870,499 $109.0M
Renaissance Technologies 0.12% Reduce -3.5% 1,577,617 $91.9M
AQR Capital Management 0.07% Add +29.2% 1,544,905 $88.7M
Geode Capital Management, LLC 0.01% Reduce -0.1% 1,476,873 $86.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.8% 1,323,580 $77.1M
LSV Asset Management 0.18% Add +2.9% 1,293,458 $75.4M
American Century Companies Inc. 0.04% Add +12.6% 1,229,799 $71.6M
Wellington Management Group LLP 0.01% Add +189.9% 1,166,512 $68.0M
Bank of New York Mellon Corp 0.01% Add +0.9% 1,132,920 $66.0M
Dimensional Fund Advisors LP 0.01% Reduce -1.9% 1,087,627 $63.4M
Norges Bank 0.01% Add +1.8% 945,633 $55.1M
Russell Investments Group, Ltd. 0.07% Add +6.8% 877,057 $51.1M
UBS Group AG 0.01% Reduce -32.7% 849,077 $49.5M
Northern Trust Corp. 0.01% Add +0.9% 846,575 $49.3M
JPMorgan Chase & Co. 0.00% Reduce -0.5% 705,963 $41.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +25.9% 661,076 $38.5M
Quantinno Capital Management LP 0.15% Add +68.1% 611,508 $35.6M
Morgan Stanley 0.00% Add +2.2% 534,678 $31.2M
Invesco Ltd. 0.01% Reduce -6.0% 515,435 $30.0M
Legal & General Group Plc 0.01% Add +0.5% 506,548 $29.5M
Advisors Capital Management, LLC 0.38% Reduce -5.5% 468,308 $27.3M
Aberdeen Group plc 0.04% Add +12.9% 414,121 $23.7M
Allianz Asset Management GmbH 0.03% Add +22.5% 402,075 $23.4M
Raymond James Financial Inc. 0.01% Reduce -0.8% 306,072 $17.8M
APG Asset Management US Inc. 0.13% Add +88.1% 287,278 $16.8M
Bank of America Corp. 0.00% Add +5.2% 248,734 $14.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +11.1% 230,601 $13.4M
T. Rowe Price Associates Inc. 0.00% Reduce -31.7% 230,258 $13.4M
Rhumbline Advisers 0.01% Reduce -0.5% 228,005 $13.3M
First Trust Advisors LP 0.01% Add +244.0% 189,927 $11.1M
Daiwa Securities Group Inc. 0.04% Add +57.5% 183,125 $10.7M
Principal Financial Group Inc. 0.01% Reduce -1.1% 172,416 $10.0M
State of Wisconsin Investment Board 0.02% Reduce -11.3% 169,416 $9.9M
Nisa Investment Advisors, LLC 0.04% Add +0.6% 168,430 $9.9M
Ameriprise Financial Inc. 0.00% Reduce -20.6% 166,468 $9.7M
Two Sigma Investments, LP 0.02% Reduce -17.9% 166,410 $9.7M
Nuveen, LLC 0.00% Reduce -9.9% 166,169 $9.7M
Thrivent Financial for Lutherans 0.02% Add +79.4% 164,437 $9.6M
Asset Management One Co., Ltd. 0.03% Add +20.6% 163,529 $9.5M
Barclays PLC 0.00% Reduce -27.6% 161,624 $9.4M
Cyndeo Wealth Partners, LLC 0.56% Add +4.2% 161,474 $9.4M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -0.6% 151,053 $8.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.06% Add +340.4% 150,332 $8.8M
Edgestream Partners, L.P. 0.24% Add +213.3% 146,955 $8.6M
Swiss National Bank 0.01% Reduce -1.0% 145,288 $8.5M
Schroder Investment Management Group 0.01% Add +66.0% 145,054 $8.5M
Commonwealth Equity Services, LLC 0.01% Reduce -0.7% 144,511 $8.4M
Franklin Resources Inc. 0.00% Add +46.8% 141,608 $8.3M
Public Employees Retirement System of Ohio 0.03% Add +1.5% 132,703 $7.7M
Uniplan Investment Counsel, Inc. 0.79% Reduce -2.4% 130,261 $7.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -1.1% 123,221 $7.2M
Swedbank AB 0.01% Add +0.1% 122,947 $7.2M
Macquarie Group Ltd. 0.01% Add +3.1% 121,549 $7.1M
Zacks Investment Management 0.06% Add +81.4% 119,227 $6.9M
CANADA LIFE ASSURANCE Co 0.01% Add +5.4% 118,082 $6.9M
D. E. Shaw & Co. 0.01% Add +749.2% 112,834 $6.6M
Alliancebernstein L.P. 0.00% Reduce -11.2% 111,746 $6.5M
Nomura Asset Management Co. Ltd. 0.02% Add +3.2% 108,360 $6.3M
Victory Capital Management Inc. 0.00% Add +643.7% 102,761 $6.0M
Wells Fargo & Company 0.00% Add +8.1% 98,486 $5.7M
Goldman Sachs Group Inc. 0.00% Add +1.4% 97,400 $5.7M
Two Sigma Advisers, LP 0.01% Reduce -1.7% 95,800 $5.6M
Primecap Management Co. 0.00% Reduce -11.2% 94,970 $5.5M
QRG Capital Management, Inc. 0.05% Add +15.0% 93,541 $5.4M
Retirement Systems of Alabama 0.02% Add +0.9% 92,973 $5.4M
State Board of Administration of Florida Retirement System 0.01% Add +6.5% 92,384 $5.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.15% Reduce -0.8% 90,964 $5.3M
Voya Investment Management LLC 0.01% Reduce -2.3% 89,620 $5.2M
Citigroup Inc. 0.00% Add +53.7% 86,903 $5.1M
LPL Financial LLC 0.00% Add +11.8% 85,598 $5.0M
Ieq Capital, LLC 0.03% Add +216.1% 84,957 $4.9M
Mercer Global Advisors Inc. 0.01% Add +20.6% 84,001 $4.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -0.9% 83,154 $4.8M
New Age Alpha Advisors, LLC 0.21% Add +11.0% 82,262 $4.8M
STRS Ohio 0.02% Reduce -53.1% 77,465 $4.5M
Ballast Asset Management, LP 2.25% No change 74,368 $4.3M
New York State Teachers Retirement System 0.01% Reduce -0.1% 74,081 $4.3M
Citadel Advisors 0.00% Reduce -78.3% 70,401 $4.1M
California State Teachers Retirement System 0.00% No change 69,974 $4.1M
Royal Bank of Canada 0.00% Add +106.6% 69,462 $4.0M
Marshall Wace, LLP 0.00% New 67,761 $3.9M
HSBC Holdings PLC 0.00% Add +7.8% 64,571 $3.8M
HRT Financial LP 0.02% New 63,580 $3.7M
Envestnet Asset Management Inc. 0.00% Add +6.7% 62,008 $3.6M
Mariner, LLC 0.01% Add +51.9% 61,216 $3.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.9% 56,636 $3.3M
Verition Fund Management LLC 0.02% Add +30.4% 56,191 $3.3M
Sei Investments Co. 0.00% Reduce -66.3% 55,759 $3.2M
Voloridge Investment Management, LLC 0.01% New 54,633 $3.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.8% 54,470 $3.2M
Oppenheimer & Co. Inc. 0.04% Reduce -29.2% 51,012 $3.0M
North Star Investment Management Corp. 0.21% No change 50,650 $3.0M
Jain Global LLC 0.05% Reduce -75.8% 48,376 $2.8M
FMR LLC 0.00% Add +69.8% 48,024 $2.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +5.3% 47,141 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -0.7% 45,060 $2.6M
Exchange Traded Concepts, LLC 0.03% Add +1.0% 44,198 $2.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +3.4% 43,886 $2.6M
MetLife Investment Management, LLC 0.01% Reduce -2.5% 43,094 $2.5M
State of New Jersey Common Pension Fund D 0.01% No change 41,674 $2.4M
Federated Hermes, Inc. 0.00% Reduce -46.9% 39,831 $2.3M
Creative Planning 0.00% Reduce -4.1% 39,326 $2.3M
GAMCO Investors 0.02% New 39,298 $2.3M
PFG Advisors 0.10% Add +0.1% 38,932 $2.3M
Summit Trail Advisors, LLC 0.04% Add +113.3% 38,330 $2.2M
Wedge Capital Management L L P 0.04% Reduce -5.6% 38,105 $2.2M
Mutual of America Capital Management LLC 0.02% Reduce -2.9% 37,829 $2.2M
Amundi 0.00% Reduce -18.7% 36,345 $2.1M
Cerity Partners LLC 0.00% Add +57.9% 34,880 $2.0M
Treasurer of the State of North Carolina 0.01% Add +2.0% 34,853 $2.0M
Amalgamated Bank 0.02% Reduce -1.4% 34,705 $2.0M
Midwest Professional Planners, LTD. 0.53% Add +5.3% 34,688 $2.0M
New York State Common Retirement Fund 0.00% Reduce -83.4% 34,431 $2.0M
Caxton Associates LLP 0.05% Reduce -39.4% 33,201 $1.9M
Janus Henderson Group PLC 0.00% No change 33,158 $1.9M
Stifel Financial Corp. 0.00% Add +3.0% 31,622 $1.8M
Pathstone Holdings, LLC 0.01% Add +5.6% 31,051 $1.8M
Pensionfund PDN 1.22% No change 30,962 $1.8M
Resona Asset Management Co.,Ltd. 0.01% Reduce -7.5% 30,469 $1.8M
Focus Financial Network, Inc. 0.07% Add +24.2% 29,866 $1.7M
Magnetar Financial LLC 0.01% New 29,479 $1.7M
Ensign Peak Advisors, Inc 0.00% No change 29,128 $1.7M
Natixis 0.01% New 29,032 $1.7M
Police & Firemen's Retirement System of New Jersey 0.02% Add +3.6% 28,667 $1.7M
Sterling Capital Management LLC 0.02% Add +3.7% 28,585 $1.7M
Hancock Whitney Corp. 0.03% Add +1.6% 28,284 $1.6M
Globeflex Capital L P 0.14% Add +32.7% 28,264 $1.6M
Diversify Advisory Services, LLC 0.06% Add +86.4% 30,735 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +63.1% 26,269 $1.6M
Teacher Retirement System of Texas 0.01% Add +16.5% 26,158 $1.5M
Osaic Holdings, Inc. 0.00% Add +16.1% 26,109 $1.5M
Jackson Creek Investment Advisors LLC 0.41% New 25,900 $1.5M
Engineers Gate Manager LP 0.02% Reduce -1.5% 25,872 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -1.2% 25,575 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 25,168 $1.5M
Quantbot Technologies LP 0.04% Reduce -5.0% 24,983 $1.5M
Intech Investment Management LLC 0.01% Add +3.7% 24,602 $1.4M
Penserra Capital Management LLC 0.02% Reduce -2.0% 24,307 $1.4M
Cwm, LLC 0.00% Add +156.5% 23,735 $1.4M
Lazard Asset Management LLC 0.00% Add +1.7% 23,749 $1.4M
Millennium Management 0.00% Add +6.8% 23,185 $1.4M
Handelsbanken Fonder AB 0.00% Reduce -0.9% 23,100 $1.3M
1620 Investment Advisors, Inc. 0.96% Add +50.8% 22,842 $1.3M
Campbell & CO Investment Adviser LLC 0.08% Reduce -8.4% 22,783 $1.3M
KLP Kapitalforvaltning As 0.01% Add +5.7% 22,400 $1.3M
Los Angeles Capital Management LLC 0.00% New 22,382 $1.3M
Arizona State Retirement System 0.01% Add +2.2% 22,199 $1.3M
Janney Montgomery Scott LLC 0.00% Reduce -6.8% 21,674 $1.3M
Convergence Investment Partners, LLC 0.32% New 21,468 $1.3M
Independent Financial Group, LLC 0.03% Reduce -17.0% 21,426 $1.2M
Louisiana State Employees Retirement System 0.02% Add +0.9% 21,400 $1.2M
Versor Investments LP 0.22% Add +12.1% 21,281 $1.2M
UniSuper Management Pty Ltd 0.01% No change 21,200 $1.2M
PCG Wealth Advisors, LLC 0.59% No change 19,880 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Reduce -1.0% 19,466 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Add +5.1% 19,160 $1.1M
Cetera Investment Advisers 0.00% Reduce -9.4% 18,655 $1.1M
Pensionfund Sabic 0.31% Add +19.4% 18,500 $1.1M
State of Michigan Retirement System 0.01% Add +1.1% 18,289 $1.1M
Supplemental Annuity Collective Trust of NJ 0.30% No change 18,000 $1.0M
DekaBank Deutsche Girozentrale 0.00% No change 17,938 $1.0M
Kestra Investment Management, LLC 0.03% Reduce -72.7% 17,694 $1.0M
Private Advisor Group, LLC 0.01% Reduce -1.9% 17,531 $1.0M
State of Tennessee, Department of Treasury 0.00% No change 17,326 $1.0M
Tidal Investments LLC 0.01% Reduce -8.7% 17,200 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.9% 16,985 $990K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +9.9% 16,819 $980K
Van Eck Associates Corp. 0.00% Add +11.5% 16,556 $965K
M&T Bank Corp 0.00% Add +13.4% 16,335 $952K
Assetmark, Inc. 0.00% Add +27.3% 16,093 $938K
Oregon Public Employees Retirement Fund 0.02% Add +0.7% 15,534 $905K
New Mexico Educational Retirement Board 0.03% No change 15,300 $891K
Brevan Howard Capital Management LP 0.01% Reduce -17.6% 15,092 $879K
Knights of Columbus Asset Advisors LLC 0.05% New 15,054 $877K
Ameritas Investment Partners, Inc. 0.03% No change 14,900 $868K
Wincap Financial LLC 0.69% Reduce -5.2% 14,776 $861K
Corient Private Wealth LP 0.00% Add +72.8% 14,650 $854K
RDA Financial Network 0.22% Reduce -1.7% 14,116 $822K
Texas Yale Capital Corp. 0.03% No change 13,850 $807K
MML Investors Services, LLC 0.00% Add +25.1% 13,493 $786K
Guggenheim Capital LLC 0.01% Add +2.8% 13,353 $778K
Kestra Advisory Services, LLC 0.00% Reduce -13.8% 13,325 $776K
Kestra Private Wealth Services, LLC 0.01% Reduce -2.9% 13,313 $776K
Focus Partners Advisor Solutions, LLC 0.01% Add +192.5% 13,266 $773K
AXA S.A. 0.00% Add +215.7% 13,146 $766K
Prelude Capital Management, LLC 0.07% New 12,668 $738K
Samalin Investment Counsel, LLC 0.28% Add +2.1% 12,620 $735K
Metis Global Partners, LLC 0.02% Add +31.1% 12,581 $733K
IFM Investors Pty Ltd 0.01% Reduce -19.7% 12,136 $707K
Bank of Montreal 0.00% Reduce -3.5% 11,783 $686K
Maridea Wealth Management LLC 0.18% Add +1.7% 11,711 $682K
Atlas Capital Advisors Inc. 0.08% Add +19.6% 11,550 $673K
Robeco Institutional Asset Management B.V. 0.00% Add +86.8% 11,523 $671K
SG Americas Securities, LLC 0.00% Reduce -18.6% 11,450 $667K
Moody National Bank Trust Division 0.06% Add +1.4% 11,308 $659K
Wedbush Securities Inc. 0.02% Reduce -0.0% 11,287 $658K
Pictet Asset Management Holding SA 0.00% Reduce -32.2% 11,260 $656K
Oak Thistle LLC 0.10% New 11,229 $654K
Nissay Asset Management Corp. /Japan 0.00% Add +4.4% 11,178 $651K
RFG Advisory, LLC 0.02% Add +54.0% 11,063 $645K
Focus Partners Wealth 0.00% Add +23.6% 10,951 $638K
Sound Stewardship, LLC 0.33% Add +94.1% 10,922 $636K
Picton Mahoney Asset Management 0.01% New 10,771 $627K
Jackson Square Capital, LLC 0.14% Reduce -2.0% 10,626 $619K
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.3% 9,998 $583K
Teamwork Financial Advisors, LLC 0.07% Reduce -9.1% 9,983 $582K
Coldstream Capital Management Inc. 0.01% Reduce -1.8% 9,784 $570K
BNP Paribas Financial Markets 0.00% Add +10.9% 9,703 $565K
HighTower Advisors, LLC 0.00% Reduce -7.4% 9,658 $563K
Chicago Partners Investment Group LLC 0.02% Add +89.5% 9,559 $559K
Crossmark Global Holdings, Inc. 0.01% Add +1.2% 9,524 $555K
Captrust Financial Advisors 0.00% Add +65.4% 9,436 $550K
D.A. Davidson & Co. 0.00% Add +5.3% 9,408 $548K
Quadrant Capital Group LLC 0.02% Add +0.3% 9,405 $548K
Syon Capital LLC 0.04% New 9,218 $537K
Horizon Investments, LLC 0.01% New 9,226 $535K
Waterloo Capital, L.P. 0.04% Reduce -8.3% 9,151 $533K
Bayforest Capital Ltd 0.23% New 9,087 $529K
Cambria Investment Management, L.P. 0.04% New 9,036 $526K
Versant Capital Management, Inc 0.08% Add +3.0% 8,983 $523K
Brighton Jones LLC 0.01% New 8,923 $520K
Xponance LLC 0.00% Add +1.9% 8,912 $519K
Neuberger Berman Group LLC 0.00% Add +11.7% 8,774 $511K
Pallas Capital Advisors LLC 0.02% Add +117.9% 8,652 $504K
BTC Capital Management, Inc. 0.04% Add +5.9% 8,546 $497K
Kovack Advisors, Inc. 0.05% Add +58.3% 8,532 $497K
Gotham Asset Management 0.00% New 8,471 $494K
Choreo, LLC 0.01% Add +38.3% 8,403 $492K
Formidable Asset Management, LLC 0.08% Reduce -5.7% 8,368 $488K
Wolverine Trading, LLC 0.01% Add +30.3% 8,179 $471K
Dark Forest Capital Management LP 0.02% New 8,001 $466K
Inscription Capital, LLC 0.07% New 7,806 $455K
Ilmarinen Mutual Pension Insurance Co 0.00% No change 7,500 $437K
Parallel Advisors, LLC 0.01% Reduce -0.8% 7,484 $436K
Family Wealth Partners, LLC 0.17% Add +83.1% 7,475 $436K
Callan Family Office, LLC 0.01% Add +37.6% 7,201 $420K
AlphaQuest LLC 0.04% Add +43.5% 7,102 $414K
Orion Porfolio Solutions, LLC 0.00% New 7,048 $411K
Arete Wealth Advisors, LLC 0.03% Reduce -1.1% 6,914 $403K
Ontario Teachers Pension Plan Board 0.01% No change 6,813 $397K
Advisory Services Network, LLC 0.01% New 6,765 $372K
Synergy Financial Group, LTD 0.27% Add +1.4% 6,386 $372K
US Bancorp \de 0.00% Add +14.4% 6,367 $371K
Optas, LLC 0.07% Add +29.6% 6,349 $370K
Kera Capital Partners, Inc. 0.07% New 6,345 $370K
Byrne Asset Management LLC 0.28% New 6,305 $367K
Pursue Wealth Partners LLC 0.21% No change 6,218 $362K
MRP Capital Investments, LLC 0.25% Add +15.5% 6,115 $356K
Sunbelt Securities, Inc. 0.03% New 8,000 $354K
Evergreen Capital Management LLC 0.01% Add +12.1% 6,000 $351K
Community Bank of Raymore 0.26% No change 5,955 $347K
James Investment Research, Inc. 0.04% No change 5,897 $344K
EP Wealth Advisors, LLC 0.00% Add +20.6% 5,883 $343K
Baker Avenue Asset Management, LP 0.01% Add +44.0% 5,726 $334K
Securian Asset Management, Inc. 0.01% No change 5,725 $334K
Merit Financial Group, LLC 0.00% New 5,671 $330K
Camelot Portfolios, LLC 0.19% Reduce -0.1% 5,500 $320K
Monument Capital Management 0.08% New 5,413 $315K
Prosperity Consulting Group, LLC 0.02% Reduce -3.6% 5,397 $314K
Private Trust Co. NA 0.03% No change 5,328 $310K
Harvest Fund Management Co., Ltd 0.01% New 5,195 $303K
Vanderbilt University 0.06% Reduce -2.4% 5,192 $302K
Bridgefront Capital, LLC 0.08% New 5,105 $297K
Panagora Asset Management Inc. 0.00% Reduce -0.3% 4,990 $291K
EverSource Wealth Advisors, LLC 0.01% Add +163.9% 4,982 $290K
Jane Street Group, LLC 0.00% Reduce -94.6% 4,930 $287K
Mackenzie Financial Corp. 0.00% Add +3.1% 4,822 $281K
Bailard, Inc. 0.01% New 4,800 $280K
Robertson Stephens Wealth Management, LLC 0.01% No change 4,700 $275K
Sanctuary Advisors, LLC 0.00% Reduce -13.7% 4,641 $270K
Sivia Capital Partners, LLC 0.09% New 4,593 $268K
Presima Securities ULC 0.06% No change 4,573 $266K
PNC Financial Services Group, Inc. 0.00% Reduce -11.3% 4,571 $266K
EMC Capital Management 0.14% Reduce -48.1% 4,563 $266K
Pitcairn Co. 0.02% Reduce -11.7% 4,538 $264K
Martingale Asset Management L P 0.01% New 4,534 $264K
Alps Advisors Inc. 0.00% Reduce -13.3% 4,515 $263K
Renaissance Group LLC 0.01% Reduce -2.8% 4,439 $259K
Affinity Investment Advisors, LLC 0.19% Reduce -0.4% 4,399 $256K
Waverly Advisors, LLC 0.00% New 4,368 $254K
Federation des caisses Desjardins du Quebec 0.00% New 4,355 $254K
Global Retirement Partners, LLC 0.01% — 4,321 $252K
J.W. Cole Advisors, Inc. 0.01% Reduce -6.1% 4,246 $247K
HUB Investment Partners, LLC 0.01% New 4,086 $238K
Utah Retirement Systems 0.00% Reduce -3.5% 3,995 $233K
Truist Financial Corp. 0.00% New 3,994 $233K
Mgo One Seven LLC 0.01% New 3,980 $232K
Schnieders Capital Management LLC 0.04% No change 3,950 $230K
TT Capital Management LLC 0.19% Reduce -56.0% 3,925 $229K
Longboard Asset Management, LP 0.57% No change 3,919 $228K
O'shaughnessy Asset Management, LLC 0.00% Reduce -8.9% 3,879 $226K
Cooper Financial Group 0.03% New 3,810 $222K
Lewis Asset Management, LLC 0.10% New 3,769 $220K
Hohimer Wealth Management, LLC 0.04% New 3,701 $216K
Stratos Wealth Partners, LTD. 0.00% New 3,655 $213K
Norinchukin Bank, The 0.00% New 3,626 $211K
Keystone Financial Services 0.07% New 3,569 $208K
Arrow Investment Advisors, LLC 0.20% New 3,523 $205K
JT Stratford LLC 0.03% New 3,519 $205K
Maryland State Retirement & Pension System 0.00% New 3,497 $204K
Heritage Wealth Advisors 0.01% No change 3,000 $175K
Virtus Investment Advisers, LLC 0.06% Reduce -14.4% 2,943 $171K
Allworth Financial LP 0.00% Add +153.6% 2,878 $168K
Public Employees Retirement Association of Colorado 0.00% No change 2,842 $166K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 2,837 $165K
Essential Partners LLC 0.06% — 2,777 $162K
FIL Ltd 0.00% Reduce -36.5% 2,661 $155K
Principal Securities, Inc. 0.00% Add +99.9% 2,591 $151K
IFP Advisors, Inc 0.00% Add +92.7% 2,466 $144K
KBC Group NV 0.00% Reduce -33.8% 2,380 $139K
Signaturefd, LLC 0.00% Reduce -8.2% 2,351 $137K
Harbor Capital Advisors, Inc. 0.01% Add +8.2% 2,213 $129K
CIBC Private Wealth Group LLC 0.00% Reduce -60.9% 2,191 $128K
State of Wyoming 0.02% New 2,172 $127K
Fifth Third Bancorp 0.00% Add +2.0% 1,983 $116K
Harbour Investments, Inc. 0.00% Add +3.7% 1,982 $115K
GAMMA Investing LLC 0.01% Add +5.6% 1,975 $115K
Tower Research Capital LLC (TRC) 0.00% Add +12.2% 1,836 $107K
Centaurus Financial, Inc. 0.01% New 1,765 $103K
Jones Financial Companies LLLP 0.00% Reduce -4.4% 1,750 $101K
Huntington National Bank 0.00% Add +69.3% 1,728 $101K
Ssa Swiss Advisors AG 0.05% No change 1,645 $96K
Rossby Financial, LCC 0.03% Reduce -9.3% 1,579 $92K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -23.0% 1,576 $92K
Steward Partners Investment Advisory, LLC 0.00% Add +4.2% 1,482 $86K
GF Fund Management Co. LTD. 0.00% Reduce -6.4% 1,342 $78K
MAI Capital Management 0.00% Add +8.9% 1,297 $76K
Arax Advisory Partners 0.00% Add +33.6% 1,249 $73K
Hantz Financial Services, Inc. 0.00% Add +61.4% 1,133 $66K
Brooklyn Investment Group 0.01% Add +49.9% 1,073 $63K
Farther Finance Advisors, LLC 0.00% Add +501.1% 1,052 $61K
Nova Wealth Management, Inc. 0.04% Reduce -18.2% 1,000 $58K
Danske Bank A/S 0.00% Add +900.0% 1,000 $58K
Advisors Asset Management, Inc. 0.00% Reduce -22.3% 989 $58K
Cullen/Frost Bankers, Inc. 0.00% Add +201.6% 938 $55K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +8.8% 925 $54K
Quarry LP 0.01% New 886 $52K
GeoWealth Management, LLC 0.00% New 875 $51K
UMB Bank, n.a. 0.00% Add +231.7% 743 $43K
Geneos Wealth Management Inc. 0.00% Add +4.5% 727 $42K
Spire Wealth Management 0.00% Reduce -76.7% 544 $32K
Loomis Sayles & Co. L P 0.00% New 542 $32K
Clearstead Advisors, LLC 0.00% Reduce -3.4% 480 $28K
Blue Trust, Inc. 0.00% Add +0.2% 442 $26K
Costello Asset Management, INC 0.01% No change 402 $23K
NewEdge Advisors, LLC 0.00% No change 400 $23K
Bessemer Group Inc. 0.00% Add +7.7% 380 $22K
Wilmington Savings Fund Society, FSB 0.00% No change 377 $22K
Clearstead Trust, LLC 0.00% No change 359 $21K
Capital Analysts, LLC 0.00% Add +0.9% 335 $20K
CoreCap Advisors, LLC 0.00% Add +2.0% 307 $18K
Sound Income Strategies, LLC 0.00% Reduce -38.1% 304 $18K
Fourth Dimension Wealth, LLC 0.01% No change 300 $17K
Investors Research Corp 0.00% No change 300 $17K
DT Investment Partners, LLC 0.00% No change 273 $16K
Covestor Ltd 0.01% Reduce -82.9% 257 $15K
Headlands Technologies LLC 0.00% New 254 $15K
Twin Peaks Wealth Advisors, LLC 0.00% New 257 $14K
True Wealth Design, LLC 0.00% Add +72.4% 231 $13K
Arlington Trust Co LLC 0.00% No change 215 $13K
Whittier Trust Co. 0.00% No change 211 $12K
Parkside Financial Bank & Trust 0.00% Add +2.0% 202 $12K
Summit Securities Group LLC 0.00% New 200 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Add +8.2% 184 $11K
Financial Gravity Companies, Inc. 0.00% — 182 $11K
Prestige Wealth Management Group LLC 0.00% No change 176 $10K
Rosenberg Matthew Hamilton 0.00% New 175 $10K
CX Institutional 0.00% No change 168 $10K
Bell Investment Advisors, Inc 0.00% No change 154 $9K
Maseco LLP 0.00% — 148 $9K
Westside Investment Management, Inc. 0.00% New 143 $8K
Crewe Advisors LLC 0.00% Add +144.6% 137 $8K
Vision Financial Markets LLC 0.01% Add +0.8% 126 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 111 $6K
Smartleaf Asset Management LLC 0.00% Reduce -58.5% 112 $6K
Compass Financial Services Inc 0.00% Reduce -71.8% 108 $6K
TD Capital Management LLC 0.00% No change 101 $6K
Northwestern Mutual Wealth Management Co. 0.00% Add +73.2% 97 $6K
N.E.W. Advisory Services LLC 0.00% No change 83 $5K
Missouri Trust & Investment Co 0.00% No change 75 $4K
LRI Investments, LLC 0.00% No change 75 $4K
NewSquare Capital LLC 0.00% No change 71 $4K
Capital Advisors, Ltd. LLC 0.00% Reduce -41.3% 71 $4K
West Branch Capital LLC 0.00% No change 68 $4K
Trust Co. of Vermont 0.00% No change 66 $4K
Farmers & Merchants Investments Inc. 0.00% Add +8.3% 65 $4K
Brown Brothers Harriman & Co. 0.00% Reduce -95.7% 59 $3K
Boreal Capital Management LLC 0.00% — 50 $3K
Toth Financial Advisory Corp. 0.00% New 36 $2K
Roble, Belko & Company, Inc 0.00% Add +3.6% 29 $2K
Bruce G. Allen Investments, LLC 0.00% No change 31 $2K
Mountain Hill Investment Partners Corp. 0.00% Add +3.7% 28 $2K
Archer Investment Corp 0.00% No change 27 $2K
Elevation Point Wealth Partners, LLC 0.00% New 25 $1K
Sierra Ocean, LLC 0.00% No change 23 $1K
Sachetta, LLC 0.00% No change 22 $1K
Bogart Wealth, LLC 0.00% Add +25.0% 20 $1K
GPS Wealth Strategies Group, LLC 0.00% No change 19 $1K
Glen Eagle Advisors, LLC 0.00% Add +5.6% 19 $1K
Tsfg, LLC 0.00% No change 21 $1K
Lanark Financial, Inc. 0.00% New 32 $1K
SJS Investment Consulting Inc. 0.00% New 17 $991
Whipplewood Advisors, LLC 0.00% Reduce -46.9% 17 $990
Cromwell Holdings LLC 0.00% New 14 $820
Financial Management Professionals, Inc. 0.00% No change 13 $761
WPG Advisers, LLC 0.00% No change 13 $757
Bare Financial Services, Inc 0.00% New 12 $699
Rialto Wealth Management, LLC 0.00% New 10 $583
Physician Wealth Advisors, Inc. 0.00% New 9 $525
Financial Perspectives, Inc 0.00% No change 8 $466
MV Capital Management, Inc. 0.00% No change 7 $408
Cape Investment Advisory, Inc. 0.00% New 3 $177
Total Investment Management Inc. 0.00% New 1 $66
ROSS\JOHNSON & Associates LLC 0.00% No change 1 $58

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