Epr PropertiesEPR

13F holders, Q3 2025 (September 30)
456holders +38
67new positions
30sold out
7famous investors
$57.99avg. 13F price*

At the end of Q3 2025, 456 institutions reported holding Epr Properties (EPR) in their 13F filings, up 38 from Q2 2025. 67 opened new positions and 30 sold out. The largest holders were Vanguard Group Inc. ($633.3M), BlackRock, Inc. ($613.8M) and State Street Corp. ($231.1M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Epr Properties
Filed as
EPR PPTYS (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions67$73.7M
Exits30$21.4M

All 13F filers, Q2 2025 → Q3 2025: 7,634,189 shares bought and 6,468,646 shares sold, net +1,165,543 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 456 holders

Vanguard Group Inc. 0.01% Reduce -0.1% 10,917,384 $633.3M
BlackRock, Inc. 0.01% Add +9.4% 10,580,998 $613.8M
State Street Corp. 0.01% Reduce -1.1% 3,964,377 $231.1M
Prudential Financial Inc. 0.14% Add +6.6% 1,994,055 $115.7M
Northern Trust Corp. 0.01% Add +84.8% 1,564,309 $90.7M
Geode Capital Management, LLC 0.01% Add +5.5% 1,557,804 $90.4M
AQR Capital Management 0.06% Reduce -1.7% 1,518,403 $86.9M
Charles Schwab Investment Management Inc. 0.01% Add +0.3% 1,327,662 $77.0M
LSV Asset Management 0.16% Reduce -1.8% 1,270,158 $73.7M
Bank of New York Mellon Corp 0.01% Reduce -1.0% 1,122,052 $65.1M
Dimensional Fund Advisors LP 0.01% Add +1.4% 1,103,294 $64.0M
Morgan Stanley 0.00% Add +103.6% 1,088,472 $63.1M
Invesco Ltd. 0.01% Add +89.7% 977,789 $56.7M
Renaissance Technologies 0.07% Reduce -38.1% 975,823 $56.6M
Quantinno Capital Management LP 0.14% Add +48.0% 905,025 $52.5M
JPMorgan Chase & Co. 0.00% Add +27.7% 901,813 $52.3M
American Century Companies Inc. 0.03% Reduce -28.6% 877,732 $50.9M
Citadel Advisors 0.04% Add +1057.0% 814,552 $47.3M
UBS Group AG 0.01% Reduce -5.6% 801,355 $46.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -20.5% 525,797 $30.5M
Advisors Capital Management, LLC 0.35% Add +3.3% 483,538 $28.1M
Schonfeld Strategic Advisors LLC 0.19% New 480,859 $27.9M
Legal & General Group Plc 0.01% Reduce -9.8% 456,814 $26.5M
Wellington Management Group LLP 0.00% Reduce -61.0% 455,053 $26.4M
Aberdeen Group plc 0.04% Add +10.8% 458,931 $26.4M
Allianz Asset Management GmbH 0.03% Add +8.4% 435,771 $25.3M
Bank of America Corp. 0.00% Add +55.4% 386,512 $22.4M
Ameriprise Financial Inc. 0.01% Add +127.0% 377,834 $21.9M
APG Asset Management US Inc. 0.12% No change 287,278 $16.8M
Barclays PLC 0.01% Add +75.0% 282,836 $16.4M
Russell Investments Group, Ltd. 0.02% Reduce -71.4% 250,998 $14.6M
T. Rowe Price Associates Inc. 0.00% Add +6.3% 244,653 $14.2M
Verition Fund Management LLC 0.08% Add +314.7% 233,038 $13.5M
Rhumbline Advisers 0.01% Reduce -3.8% 219,321 $12.7M
HSBC Holdings PLC 0.01% Add +223.8% 209,059 $12.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.08% Add +35.4% 203,532 $11.8M
Allspring Global Investments Holdings, LLC 0.02% New 200,037 $11.7M
Daiwa Securities Group Inc. 0.04% Add +6.8% 195,590 $11.3M
Jupiter Asset Management Ltd. 0.10% New 193,797 $11.2M
Goldman Sachs Group Inc. 0.00% Add +97.4% 192,245 $11.2M
Thrivent Financial for Lutherans 0.02% Add +16.8% 191,997 $11.1M
Franklin Resources Inc. 0.00% Add +29.9% 184,022 $10.7M
Principal Financial Group Inc. 0.00% Reduce -1.9% 169,101 $9.8M
State of Wisconsin Investment Board 0.02% Reduce -0.4% 168,771 $9.8M
Nuveen, LLC 0.00% Reduce -1.8% 163,143 $9.5M
Asset Management One Co., Ltd. 0.03% Reduce -1.1% 161,697 $9.4M
First Trust Advisors LP 0.01% Reduce -15.3% 160,972 $9.3M
D. E. Shaw & Co. 0.01% Add +36.0% 153,419 $8.9M
Alliancebernstein L.P. 0.00% Add +36.6% 152,698 $8.9M
Bank of Montreal 0.00% Add +1161.9% 148,691 $8.6M
Swiss National Bank 0.01% Add +1.5% 147,488 $8.6M
Public Employees Retirement System of Ohio 0.02% Reduce -0.5% 132,055 $7.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +6.8% 131,657 $7.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -43.0% 131,447 $7.6M
Victory Capital Management Inc. 0.00% Add +20.9% 124,294 $7.2M
Zacks Investment Management 0.06% Add +4.1% 124,129 $7.2M
CANADA LIFE ASSURANCE Co 0.01% Add +5.6% 124,704 $7.2M
Swedbank AB 0.01% Add +0.1% 123,007 $7.1M
Macquarie Group Ltd. 0.01% Add +1.0% 122,722 $7.1M
Schroder Investment Management Group 0.01% Reduce -16.1% 121,635 $7.0M
Nomura Asset Management Co. Ltd. 0.02% Add +3.0% 111,660 $6.5M
Dark Forest Capital Management LP 0.24% Add +1285.8% 110,878 $6.4M
Edgestream Partners, L.P. 0.19% Reduce -24.9% 110,375 $6.4M
Uniplan Investment Counsel, Inc. 0.62% Reduce -19.1% 105,324 $6.1M
Deutsche Bank AG 0.00% Reduce -95.2% 102,234 $5.9M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -33.2% 100,836 $5.8M
Mercer Global Advisors Inc. 0.01% Add +15.6% 97,093 $5.6M
Retirement Systems of Alabama 0.02% Reduce -1.0% 92,030 $5.3M
Primecap Management Co. 0.00% Reduce -4.2% 91,000 $5.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.13% Reduce -1.5% 89,633 $5.2M
Citigroup Inc. 0.00% Add +2.6% 89,187 $5.2M
Voya Investment Management LLC 0.01% Reduce -0.5% 89,161 $5.2M
State Board of Administration of Florida Retirement System 0.01% Reduce -4.3% 88,434 $5.1M
Caxton Associates LLP 0.14% Add +163.1% 87,355 $5.1M
Envestnet Asset Management Inc. 0.00% Add +36.7% 84,750 $4.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +0.3% 83,395 $4.8M
LPL Financial LLC 0.00% Reduce -3.7% 82,405 $4.8M
New York State Teachers Retirement System 0.01% Add +9.4% 81,083 $4.7M
New Age Alpha Advisors, LLC 0.20% Reduce -1.6% 80,908 $4.7M
Ballast Asset Management, LP 2.02% Add +2.7% 76,343 $4.4M
Quantbot Technologies LP 0.11% Add +190.4% 72,550 $4.2M
Natixis 0.02% Add +148.3% 72,101 $4.2M
California State Teachers Retirement System 0.00% Add +0.0% 69,978 $4.1M
Raymond James Financial Inc. 0.00% Reduce -77.4% 69,136 $4.0M
Jefferies Financial Group Inc. 0.04% New 66,600 $3.9M
Intech Investment Management LLC 0.03% Add +168.2% 65,983 $3.8M
Mariner, LLC 0.00% Add +2.6% 62,841 $3.6M
Sei Investments Co. 0.00% Add +4.5% 58,250 $3.4M
FMR LLC 0.00% Add +19.4% 57,343 $3.3M
Wells Fargo & Company 0.00% Reduce -41.8% 57,285 $3.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.4% 56,870 $3.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.5% 55,786 $3.2M
SG Americas Securities, LLC 0.01% Add +380.4% 55,001 $3.2M
Millennium Management 0.00% Add +135.1% 54,502 $3.2M
BNP Paribas Financial Markets 0.00% Add +439.1% 52,310 $3.0M
North Star Investment Management Corp. 0.19% No change 50,650 $2.9M
Oppenheimer & Co. Inc. 0.04% Reduce -1.6% 50,192 $2.9M
Jane Street Group, LLC 0.00% Add +910.3% 49,808 $2.9M
Teacher Retirement System of Texas 0.01% Add +86.1% 48,691 $2.8M
State of Alaska, Department of Revenue 0.03% Add +7.9% 48,640 $2.8M
Summit Trail Advisors, LLC 0.04% Add +23.1% 47,177 $2.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -1.1% 46,599 $2.7M
Exchange Traded Concepts, LLC 0.03% Add +3.9% 45,925 $2.7M
Voloridge Investment Management, LLC 0.01% Reduce -19.2% 44,159 $2.6M
Ieq Capital, LLC 0.01% Reduce -48.2% 44,022 $2.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 44,010 $2.6M
Cerity Partners LLC 0.00% Add +22.1% 42,601 $2.5M
Nisa Investment Advisors, LLC 0.01% Reduce -75.3% 41,640 $2.4M
State of New Jersey Common Pension Fund D 0.01% No change 41,674 $2.4M
MetLife Investment Management, LLC 0.01% Reduce -4.3% 41,227 $2.4M
Creative Planning 0.00% Add +3.2% 40,573 $2.4M
Federated Hermes, Inc. 0.00% Reduce -0.1% 39,813 $2.3M
AlphaQuest LLC 0.15% Add +456.8% 39,547 $2.3M
PFG Advisors 0.09% No change 38,932 $2.3M
Stifel Financial Corp. 0.00% Add +21.7% 38,473 $2.2M
Convergence Investment Partners, LLC 0.50% Add +77.8% 38,165 $2.2M
Amundi 0.00% Add +5.1% 38,200 $2.1M
Midwest Professional Planners, LTD. 0.50% Add +1.8% 35,324 $2.0M
Focus Financial Network, Inc. 0.07% Add +18.0% 35,233 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -7.1% 35,154 $2.0M
Wedge Capital Management L L P 0.03% Reduce -8.1% 35,005 $2.0M
Amalgamated Bank 0.01% Reduce -0.1% 34,674 $2.0M
Police & Firemen's Retirement System of New Jersey 0.02% Add +18.7% 34,039 $2.0M
GAMCO Investors 0.02% Reduce -14.4% 33,623 $2.0M
Treasurer of the State of North Carolina 0.01% Reduce -3.8% 33,543 $1.9M
Jain Global LLC 0.03% Reduce -30.9% 33,424 $1.9M
Resona Asset Management Co.,Ltd. 0.01% Add +10.1% 33,530 $1.9M
Janus Henderson Group PLC 0.00% No change 33,158 $1.9M
New York State Common Retirement Fund 0.00% Reduce -5.2% 32,631 $1.9M
Royal Bank of Canada 0.00% Reduce -53.9% 32,057 $1.9M
Pensionfund PDN 1.16% No change 30,962 $1.8M
Osaic Holdings, Inc. 0.00% Add +17.9% 30,787 $1.8M
Pathstone Holdings, LLC 0.01% Reduce -3.1% 30,090 $1.7M
Ensign Peak Advisors, Inc 0.00% Add +2.0% 29,723 $1.7M
QRG Capital Management, Inc. 0.02% Reduce -69.7% 28,340 $1.6M
Globeflex Capital L P 0.25% No change 28,264 $1.6M
Sterling Capital Management LLC 0.02% Reduce -1.1% 28,256 $1.6M
Hancock Whitney Corp. 0.03% Reduce -0.2% 28,230 $1.6M
Elevation Point Wealth Partners, LLC 0.11% Add +111536.0% 27,909 $1.6M
Vestmark Advisory Solutions, Inc. 0.03% New 27,909 $1.6M
Assetmark, Inc. 0.00% Add +72.7% 27,789 $1.6M
HRT Financial LP 0.01% Reduce -57.3% 27,156 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.2% 27,361 $1.5M
Lazard Asset Management LLC 0.00% Add +8.7% 25,812 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 25,168 $1.5M
Penserra Capital Management LLC 0.02% Add +3.4% 25,143 $1.5M
Versor Investments LP 0.26% Add +16.4% 24,764 $1.4M
Yousif Capital Management, LLC 0.01% Reduce -5.8% 24,082 $1.4M
Balyasny Asset Management L.P. 0.00% New 24,027 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -83.7% 23,508 $1.4M
Cetera Investment Advisers 0.00% Add +25.5% 23,417 $1.4M
Gotham Asset Management 0.01% Add +174.6% 23,257 $1.3M
Handelsbanken Fonder AB 0.00% No change 23,100 $1.3M
Focus Partners Advisor Solutions, LLC 0.01% Add +92.2% 25,494 $1.3M
1620 Investment Advisors, Inc. 0.90% Add +0.1% 22,853 $1.3M
Arizona State Retirement System 0.01% Add +1.4% 22,509 $1.3M
Oak Thistle LLC 0.20% Add +99.5% 22,401 $1.3M
Campbell & CO Investment Adviser LLC 0.10% Reduce -2.3% 22,253 $1.3M
MML Investors Services, LLC 0.00% Add +64.9% 22,247 $1.3M
Cwm, LLC 0.00% Reduce -8.1% 21,817 $1.3M
Janney Montgomery Scott LLC 0.00% Reduce -0.2% 21,621 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -0.9% 21,200 $1.2M
UniSuper Management Pty Ltd 0.01% No change 21,200 $1.2M
Arax Advisory Partners 0.02% Add +1585.3% 21,049 $1.2M
Los Angeles Capital Management LLC 0.00% Reduce -6.2% 20,986 $1.2M
Private Advisor Group, LLC 0.01% Add +17.9% 20,664 $1.2M
Elo Mutual Pension Insurance Co 0.02% New 20,476 $1.2M
PCG Wealth Advisors, LLC 0.34% No change 19,880 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.8% 19,507 $1.1M
Caprock Group, LLC 0.03% — 20,692 $1.1M
Prime Capital Investment Advisors, LLC 0.01% Reduce -0.1% 19,447 $1.1M
Van Eck Associates Corp. 0.00% Add +10.8% 18,347 $1.1M
State of Michigan Retirement System 0.01% Reduce -1.1% 18,089 $1.0M
Supplemental Annuity Collective Trust of NJ 0.27% No change 18,000 $1.0M
Y-Intercept (Hong Kong) Ltd 0.03% New 17,967 $1.0M
Diversify Advisory Services, LLC 0.03% Reduce -32.7% 20,688 $1.0M
Kestra Investment Management, LLC 0.03% Add +0.5% 17,790 $1.0M
DekaBank Deutsche Girozentrale 0.00% No change 17,938 $1.0M
AXA Investment Managers S.A. 0.00% — 17,650 $1.0M
Focus Partners Wealth 0.00% Add +56.8% 17,176 $1.0M
Pacer Advisors, Inc. 0.00% New 17,368 $1.0M
Independent Financial Group, LLC 0.02% Reduce -19.1% 17,326 $1.0M
State of Tennessee, Department of Treasury 0.00% No change 17,326 $1.0M
Pensionfund Sabic 0.27% Reduce -6.5% 17,300 $1.0M
Metis Global Partners, LLC 0.02% Add +36.3% 17,151 $995K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 16,966 $984K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% No change 16,819 $976K
Friedenthal Financial 0.50% New 16,740 $971K
Picton Mahoney Asset Management 0.01% Add +52.2% 16,393 $951K
Syon Capital LLC 0.05% Add +77.8% 16,388 $951K
KLP Kapitalforvaltning As 0.00% Reduce -28.1% 16,100 $938K
Brevan Howard Capital Management LP 0.01% Add +5.3% 15,897 $922K
Tidal Investments LLC 0.00% Reduce -9.6% 15,545 $902K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.3% 15,334 $890K
Engineers Gate Manager LP 0.01% Reduce -40.8% 15,321 $889K
Wincap Financial LLC 0.61% Add +3.7% 15,317 $889K
New Mexico Educational Retirement Board 0.03% No change 15,300 $888K
Corient Private Wealth LP 0.00% Add +1.1% 14,808 $859K
Robeco Institutional Asset Management B.V. 0.00% Add +28.2% 14,771 $857K
RDA Financial Network 0.20% Add +1.1% 14,271 $828K
Ameritas Investment Partners, Inc. 0.03% Reduce -4.2% 14,268 $828K
Kestra Private Wealth Services, LLC 0.01% Add +5.2% 14,005 $812K
Susquehanna International Group, LLP 0.00% New 13,901 $806K
Two Sigma Advisers, LP 0.00% Reduce -85.5% 13,900 $806K
Texas Yale Capital Corp. 0.03% No change 13,850 $803K
Inscription Capital, LLC 0.08% Add +71.7% 13,401 $777K
Cambridge Investment Research Advisors, Inc. 0.00% Add +33.2% 13,318 $773K
Guggenheim Capital LLC 0.01% Reduce -0.9% 13,232 $768K
Chicago Partners Investment Group LLC 0.02% Add +51.6% 14,496 $761K
Two Sigma Investments, LP 0.00% Reduce -92.4% 12,680 $736K
Graham Capital Management, L.P. 0.04% New 12,450 $722K
IFM Investors Pty Ltd 0.01% No change 12,136 $698K
Samalin Investment Counsel, LLC 0.24% Reduce -6.2% 11,837 $687K
Neuberger Berman Group LLC 0.00% Add +32.8% 11,650 $676K
Family Wealth Partners, LLC 0.24% Add +49.7% 11,193 $649K
Moody National Bank Trust Division 0.05% Reduce -1.1% 11,189 $649K
Nissay Asset Management Corp. /Japan 0.00% No change 11,178 $648K
RFG Advisory, LLC 0.01% Reduce -0.3% 11,030 $640K
Kestra Advisory Services, LLC 0.00% Reduce -17.3% 11,022 $639K
Sanctuary Advisors, LLC 0.00% Add +136.2% 10,964 $636K
Sound Stewardship, LLC 0.30% No change 10,922 $634K
Optas, LLC 0.11% Add +70.9% 10,850 $629K
Wedbush Securities Inc. 0.02% Reduce -3.9% 10,842 $629K
GC Wealth Management RIA, LLC 0.02% New 10,759 $624K
Maridea Wealth Management LLC 0.10% Reduce -3.8% 11,272 $624K
HighTower Advisors, LLC 0.00% Add +10.2% 10,638 $617K
Cambria Investment Management, L.P. 0.04% Add +15.6% 10,446 $606K
Choreo, LLC 0.01% Add +20.9% 10,162 $592K
D.A. Davidson & Co. 0.00% Add +7.1% 10,080 $585K
Captrust Financial Advisors 0.00% Add +5.7% 9,974 $579K
Teamwork Financial Advisors, LLC 0.06% Reduce -0.1% 9,969 $578K
Jackson Square Capital, LLC 0.13% Reduce -6.3% 9,960 $578K
Groupe la Francaise 0.01% New 9,913 $575K
Capstone Investment Advisors, LLC 0.01% New 9,824 $570K
Coldstream Capital Management Inc. 0.01% Reduce -0.1% 9,774 $567K
CSS LLC 0.10% New 9,727 $564K
Pictet Asset Management Holding SA 0.00% Reduce -14.8% 9,598 $557K
Crossmark Global Holdings, Inc. 0.01% Add +0.0% 9,526 $553K
BTC Capital Management, Inc. 0.04% Add +11.3% 9,508 $552K
Versant Capital Management, Inc 0.07% Add +5.4% 9,472 $549K
Quadrant Capital Group LLC 0.02% Reduce -1.1% 9,305 $540K
Waterloo Capital, L.P. 0.04% Add +0.7% 9,212 $534K
M&T Bank Corp 0.00% Reduce -44.5% 9,065 $526K
Baker Avenue Asset Management, LP 0.01% Add +54.2% 8,831 $512K
Kovack Advisors, Inc. 0.05% Add +3.4% 8,822 $512K
Bridgefront Capital, LLC 0.15% Add +72.4% 8,799 $510K
Pallas Capital Advisors LLC 0.02% Add +0.7% 8,716 $506K
Nomura Holdings Inc. 0.00% New 8,585 $498K
EntryPoint Capital, LLC 0.19% New 8,529 $495K
Xponance LLC 0.00% Reduce -5.6% 8,413 $488K
Formidable Asset Management, LLC 0.08% No change 8,368 $485K
Lido Advisors, LLC 0.00% New 8,187 $477K
Ethic Inc. 0.01% New 8,214 $477K
MRP Capital Investments, LLC 0.41% Add +33.5% 8,165 $476K
Orion Porfolio Solutions, LLC 0.00% Add +14.0% 8,035 $466K
Hennion & Walsh Asset Management, Inc. 0.02% New 7,866 $456K
Concurrent Investment Advisors, LLC 0.01% New 7,562 $439K
Ilmarinen Mutual Pension Insurance Co 0.00% No change 7,500 $435K
Advisory Services Network, LLC 0.01% Add +10.3% 7,463 $433K
Parallel Advisors, LLC 0.01% Reduce -0.6% 7,438 $431K
XTX Topco Ltd 0.02% New 7,145 $414K
Kera Capital Partners, Inc. 0.06% Add +12.2% 7,118 $413K
Brighton Jones LLC 0.01% Reduce -21.1% 7,042 $409K
Evergreen Capital Management LLC 0.01% Add +16.8% 7,008 $407K
Arete Wealth Advisors, LLC 0.03% Reduce -0.3% 6,893 $400K
Callan Family Office, LLC 0.01% Reduce -4.9% 6,845 $397K
Ontario Teachers Pension Plan Board 0.01% No change 6,813 $395K
Triumph Capital Management 0.11% New 6,734 $391K
James Investment Research, Inc. 0.04% Add +13.4% 6,686 $388K
Pinnacle Family Advisors, LLC 0.17% New 6,652 $386K
Bayforest Capital Ltd 0.18% Reduce -28.3% 6,517 $378K
Bailard, Inc. 0.01% Add +35.4% 6,500 $377K
Synergy Financial Group, LTD 0.25% Add +1.3% 6,467 $375K
Pursue Wealth Partners LLC 0.20% No change 6,218 $361K
Merit Financial Group, LLC 0.00% Add +6.3% 6,029 $350K
DRW Securities, LLC 0.02% New 5,977 $349K
Byrne Asset Management LLC 0.25% Reduce -5.3% 5,973 $346K
Community Bank of Raymore 0.24% No change 5,955 $345K
US Bancorp \de 0.00% Reduce -6.7% 5,942 $345K
Vestcor Inc 0.01% New 5,785 $336K
Securian Asset Management, Inc. 0.01% Reduce -0.7% 5,685 $330K
Camelot Portfolios, LLC 0.19% No change 5,500 $319K
Krilogy Financial LLC 0.01% New 6,427 $319K
Prosperity Consulting Group, LLC 0.02% Reduce -0.6% 5,367 $311K
Private Trust Co. NA 0.03% Add +0.1% 5,334 $309K
Alps Advisors Inc. 0.00% Add +18.0% 5,327 $309K
Tower Research Capital LLC (TRC) 0.01% Add +189.6% 5,317 $308K
Truist Financial Corp. 0.00% Add +29.8% 5,183 $301K
Panagora Asset Management Inc. 0.00% No change 4,990 $289K
Monument Capital Management 0.07% Reduce -11.0% 4,818 $279K
EverSource Wealth Advisors, LLC 0.01% Reduce -3.9% 4,788 $278K
Federation des caisses Desjardins du Quebec 0.00% Add +8.6% 4,728 $274K
Robertson Stephens Wealth Management, LLC 0.01% No change 4,700 $274K
Mgo One Seven LLC 0.01% Add +17.8% 4,690 $272K
O'shaughnessy Asset Management, LLC 0.00% Add +20.6% 4,676 $271K
Presima Securities ULC 0.07% No change 4,573 $265K
EMC Capital Management 0.13% No change 4,563 $265K
Park Avenue Securities LLC 0.00% New 4,559 $264K
PNC Financial Services Group, Inc. 0.00% Reduce -1.2% 4,515 $262K
Waverly Advisors, LLC 0.00% Add +2.6% 4,480 $260K
U.S. Capital Wealth Advisors, LLC 0.01% New 4,478 $260K
Affinity Investment Advisors, LLC 0.17% No change 4,399 $255K
HUB Investment Partners, LLC 0.01% Add +7.0% 4,371 $254K
Renaissance Group LLC 0.01% Reduce -3.0% 4,308 $250K
Certuity, LLC 0.02% New 4,207 $244K
Boothbay Fund Management, LLC 0.01% New 4,001 $232K
Utah Retirement Systems 0.00% No change 3,995 $232K
J.W. Cole Advisors, Inc. 0.00% Reduce -6.8% 3,955 $229K
Schnieders Capital Management, Llc. 0.04% — 3,950 $229K
Longboard Asset Management, LP 0.37% No change 3,919 $227K
ExodusPoint Capital Management, LP 0.00% New 3,906 $227K
Sivia Capital Partners, LLC 0.06% Reduce -15.1% 3,900 $226K
Wedmont Private Capital 0.01% New 4,087 $225K
TT Capital Management LLC 0.17% Reduce -2.5% 3,825 $222K
Hohimer Wealth Management, LLC 0.03% Add +2.8% 3,803 $221K
Mackenzie Financial Corp. 0.00% Reduce -22.0% 3,761 $218K
Essential Partners LLC 0.07% Add +35.3% 3,756 $218K
Sequoia Financial Advisors, LLC 0.00% New 3,736 $217K
Pitcairn Co. 0.02% Reduce -17.8% 3,730 $216K
Keystone Financial Services 0.07% Add +2.8% 3,670 $213K
Stratos Wealth Partners, LTD. 0.00% Add +0.1% 3,657 $212K
Global Retirement Partners, LLC 0.00% Reduce -15.9% 3,635 $211K
Norinchukin Bank, The 0.00% Reduce -0.8% 3,598 $209K
111 Capital 0.04% New 3,539 $205K
Swiss Life Asset Management Ltd 0.00% New 3,529 $205K
Empowered Funds, LLC 0.00% New 3,513 $204K
Childress Capital Advisors, LLC 0.04% New 3,510 $204K
Maryland State Retirement & Pension System 0.00% No change 3,497 $203K
Cooper Financial Group 0.02% Reduce -9.1% 3,463 $201K
CIBC Private Wealth Group LLC 0.00% Add +49.7% 3,279 $190K
Virtus Investment Advisers, LLC 0.05% Add +4.0% 3,062 $178K
Heritage Wealth Advisors 0.01% No change 3,000 $174K
Principal Securities, Inc. 0.00% Add +14.0% 2,954 $171K
FIL Ltd 0.00% Add +8.7% 2,893 $168K
Public Employees Retirement Association of Colorado 0.00% No change 2,842 $165K
Allworth Financial LP 0.00% Reduce -4.2% 2,756 $160K
Aster Capital Management (DIFC) Ltd 0.08% New 2,738 $159K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -10.6% 2,537 $147K
KBC Group NV 0.00% No change 2,380 $138K
Centaurus Financial, Inc. 0.01% Add +32.8% 2,343 $136K
Signaturefd, LLC 0.00% Reduce -1.6% 2,314 $134K
IFP Advisors, Inc 0.00% Reduce -9.3% 2,236 $130K
Abich Financial Wealth Management LLC 0.05% — 2,187 $127K
Jones Financial Companies LLLP 0.00% Add +18.6% 2,076 $119K
GAMMA Investing LLC 0.01% Add +0.1% 1,978 $115K
Harbor Capital Advisors, Inc. 0.01% Reduce -13.7% 1,910 $111K
Rossby Financial, LCC 0.04% Add +16.7% 1,843 $107K
Steward Partners Investment Advisory, LLC 0.00% Add +22.0% 1,808 $105K
STRS Ohio 0.00% Reduce -97.7% 1,784 $103K
Fifth Third Bancorp 0.00% Reduce -10.6% 1,772 $103K
Toth Financial Advisory Corp. 0.01% Add +4622.2% 1,700 $99K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +5.8% 1,667 $97K
Ssa Swiss Advisors AG 0.04% No change 1,645 $95K
Harbour Investments, Inc. 0.00% Reduce -18.1% 1,623 $94K
Quarry LP 0.02% Add +81.0% 1,604 $93K
GF Fund Management Co. LTD. 0.00% Reduce -6.0% 1,261 $73K
Danske Bank A/S 0.00% Add +24.2% 1,242 $72K
Farther Finance Advisors, LLC 0.00% Add +15.6% 1,216 $71K
MAI Capital Management 0.00% Reduce -8.3% 1,189 $69K
Hantz Financial Services, Inc. 0.00% Reduce -6.8% 1,056 $61K
UMB Bank, n.a. 0.00% Add +39.8% 1,039 $60K
State of Wyoming 0.01% Reduce -52.4% 1,035 $60K
Nova Wealth Management, Inc. 0.04% No change 1,000 $58K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +8.1% 1,000 $58K
Harvest Fund Management Co., Ltd 0.00% Reduce -81.5% 960 $56K
Geneos Wealth Management Inc. 0.00% Add +23.5% 898 $52K
SJS Investment Consulting Inc. 0.01% Add +4964.7% 861 $50K
Huntington National Bank 0.00% Reduce -56.5% 752 $44K
Cullen/Frost Bankers, Inc. 0.00% Reduce -20.4% 747 $43K
Brookfield Corp 0.00% New 712 $41K
Summit Securities Group LLC 0.01% Add +200.0% 600 $35K
KERR FINANCIAL PLANNING Corp 0.04% — 625 $32K
Spire Wealth Management 0.00% No change 544 $32K
Loomis Sayles & Co. L P 0.00% Reduce -7.2% 503 $29K
Atlantic Union Bankshares Corp 0.00% New 473 $27K
True Wealth Design, LLC 0.01% Add +99.6% 461 $27K
Strategic Advocates LLC 0.01% New 460 $27K
NewEdge Advisors, LLC 0.00% Add +13.8% 455 $26K
Caitong International Asset Management Co., Ltd 0.02% New 447 $26K
Blue Trust, Inc. 0.00% Add +0.2% 443 $26K
Costello Asset Management, INC 0.01% No change 402 $23K
Alpine Bank Wealth Management 0.00% New 385 $22K
Clearstead Trust, LLC 0.00% No change 359 $21K
Mather Group, Llc. 0.00% New 345 $20K
Bessemer Group Inc. 0.00% Reduce -13.4% 329 $19K
Quent Capital, LLC 0.00% New 322 $19K
CoreCap Advisors, LLC 0.00% No change 307 $18K
Fourth Dimension Wealth, LLC 0.01% No change 300 $17K
Investors Research Corp 0.00% No change 300 $17K
Clearstead Advisors, LLC 0.00% Reduce -39.2% 292 $17K
Westside Investment Management, Inc. 0.00% Add +100.0% 286 $17K
Sound Income Strategies, LLC 0.00% No change 304 $17K
Wealthspire Advisors, LLC 0.00% New 281 $16K
Larson Financial Group LLC 0.00% New 279 $16K
Asset Dedication, LLC 0.00% New 275 $16K
DT Investment Partners, LLC 0.00% No change 273 $16K
Smartleaf Asset Management LLC 0.00% Add +141.1% 270 $16K
Capital Analysts, LLC 0.00% Reduce -21.8% 262 $15K
Aspect Partners, LLC 0.01% New 236 $14K
Arlington Trust Co LLC 0.00% No change 215 $12K
Whittier Trust Co. 0.00% No change 211 $12K
Covestor Ltd 0.01% Reduce -22.2% 200 $12K
Parkside Financial Bank & Trust 0.00% No change 202 $12K
MassMutual Private Wealth & Trust, FSB 0.00% No change 184 $11K
Prestige Wealth Management Group LLC 0.00% No change 176 $10K
CX Institutional 0.00% Add +0.6% 169 $10K
Maseco LLP 0.00% Add +2.0% 151 $9K
Crewe Advisors LLC 0.00% No change 137 $8K
Vision Financial Markets LLC 0.01% Add +1.6% 128 $7K
Transamerica Financial Advisors, LLC 0.00% New 127 $7K
Bell Investment Advisors, Inc 0.00% Reduce -25.3% 115 $7K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 111 $6K
Compass Financial Services Inc 0.00% Add +0.9% 109 $6K
TD Capital Management LLC 0.00% No change 101 $6K
Steigerwald, Gordon & Koch Inc. 0.00% New 100 $6K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.1% 95 $6K
Elevation Wealth Partners, LLC 0.00% New 94 $5K
Wealth Watch Advisors, INC 0.00% New 89 $5K
N.E.W. Advisory Services LLC 0.00% No change 83 $5K
Rockefeller Capital Management L.P. 0.00% New 78 $5K
Missouri Trust & Investment Co 0.00% No change 75 $4K
City State Bank 0.00% New 75 $4K
LRI Investments, LLC 0.00% No change 75 $4K
Frazier Financial Advisors, LLC 0.00% New 73 $4K
Capital Advisors, Ltd. LLC 0.00% No change 71 $4K
Trust Co. of Vermont 0.00% No change 66 $4K
Farmers & Merchants Investments Inc. 0.00% No change 65 $4K
Retirement Wealth Solutions LLC 0.00% New 63 $4K
Brown Brothers Harriman & Co. 0.00% No change 59 $3K
Colonial Trust Co / SC 0.00% New 56 $3K
Boreal Capital Management LLC 0.00% No change 50 $3K
Heartwood Wealth Advisors LLC 0.00% New 46 $3K
IMG Wealth Management, Inc. 0.00% New 42 $2K
Sunbelt Securities, Inc. 0.00% Reduce -99.5% 40 $2K
Roble, Belko & Company, Inc 0.00% No change 29 $2K
Bruce G. Allen Investments, LLC 0.00% No change 31 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 28 $2K
Archer Investment Corp 0.00% Add +3.7% 28 $2K
Sachetta, LLC 0.00% No change 22 $1K
Bogart Wealth, LLC 0.00% Add +5.0% 21 $1K
Physician Wealth Advisors, Inc. 0.00% Add +122.2% 20 $1K
GPS Wealth Strategies Group, LLC 0.00% No change 19 $1K
Ancora Advisors LLC 0.00% New 19 $1K
Glen Eagle Advisors, LLC 0.00% No change 19 $1K
Tsfg, LLC 0.00% No change 21 $1K
Rothschild Investment LLC 0.00% New 16 $928
Cromwell Holdings LLC 0.00% No change 14 $817
Financial Management Professionals, Inc. 0.00% No change 13 $758
WPG Advisers, LLC 0.00% No change 13 $754
Cornerstone Planning Group LLC 0.00% New 15 $735
Rialto Wealth Management, LLC 0.00% No change 10 $581
Financial Perspectives, Inc 0.00% No change 8 $464
MV Capital Management, Inc. 0.00% No change 7 $407
Ameriflex Group, Inc. 0.00% New 6 $348
Tortoise Investment Management, LLC 0.00% New 3 $174
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.