Epr PropertiesEPR
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $73.7M |
| Exits | 30 | $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.