Epr PropertiesEPR
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $35.2M |
| Exits | 38 | $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.