Epr PropertiesEPR
13F holders, Q4 2025 (December 31)459holders +3
39new positions
53sold out
8famous investors
$49.94avg. 13F price*
At the end of Q4 2025, 459 institutions reported holding Epr Properties (EPR) in their 13F filings, up 3 from Q3 2025. 39 opened new positions and 53 sold out. The largest holders were Vanguard Group Inc. ($541.0M), BlackRock, Inc. ($505.2M) and State Street Corp. ($196.1M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Epr Properties
- Filed as
- EPR PPTYS (Q4 2025)
- CUSIP
- 26884U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $68.8M |
| Exits | 53 | $60.1M |
All 13F filers, Q3 2025 → Q4 2025: 4,779,982 shares bought and 6,739,674 shares sold, net −1,959,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 459 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.7% | 10,841,431 | $541.0M |
| BlackRock, Inc. | 0.01% | Reduce -4.3% | 10,124,260 | $505.2M |
| State Street Corp. | 0.01% | Reduce -1.4% | 3,907,141 | $196.1M |
| Norges Bank | 0.01% | — | 1,659,770 | $82.8M |
| Geode Capital Management, LLC | 0.00% | Add +1.7% | 1,584,394 | $79.1M |
| AQR Capital Management | 0.04% | Reduce -3.5% | 1,465,124 | $73.1M |
| LSV Asset Management | 0.15% | Add +7.5% | 1,365,358 | $68.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.3% | 1,344,712 | $67.1M |
| Morgan Stanley | 0.00% | Add +19.9% | 1,304,517 | $65.1M |
| Quantinno Capital Management LP | 0.13% | Add +43.7% | 1,300,403 | $64.9M |
| Northern Trust Corp. | 0.01% | Reduce -21.0% | 1,235,712 | $61.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.2% | 1,105,174 | $55.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.0% | 1,099,104 | $54.8M |
| Invesco Ltd. | 0.00% | Add +4.2% | 1,018,685 | $50.8M |
| American Century Companies Inc. | 0.02% | Add +6.4% | 934,194 | $46.6M |
| Citadel Advisors | 0.03% | Add +3.8% | 845,729 | $42.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.7% | 760,595 | $38.0M |
| Renaissance Technologies | 0.05% | Reduce -29.2% | 691,300 | $34.5M |
| Ameriprise Financial Inc. | 0.01% | Add +68.1% | 634,997 | $31.7M |
| Freestone Grove Partners LP | 0.22% | New | 602,312 | $30.1M |
| UBS Group AG | 0.01% | Reduce -33.1% | 536,252 | $26.8M |
| Prudential Financial Inc. | 0.03% | Reduce -75.4% | 491,078 | $24.8M |
| Allianz Asset Management GmbH | 0.03% | Add +14.0% | 496,727 | $24.8M |
| Advisors Capital Management, LLC | 0.29% | Add +2.3% | 494,409 | $24.7M |
| Aberdeen Group plc | 0.04% | Add +1.1% | 463,782 | $23.1M |
| Legal & General Group Plc | 0.01% | Add +1.3% | 462,517 | $23.1M |
| Bank of America Corp. | 0.00% | Add +11.5% | 431,070 | $21.5M |
| D. E. Shaw & Co. | 0.02% | Add +149.3% | 382,495 | $19.1M |
| Nuveen, LLC | 0.00% | Add +119.2% | 357,574 | $17.8M |
| Millennium Management | 0.01% | Add +527.7% | 342,096 | $17.1M |
| Barclays PLC | 0.01% | Add +6.8% | 301,943 | $15.1M |
| HSBC Holdings PLC | 0.01% | Add +42.4% | 297,760 | $14.9M |
| APG Asset Management US Inc. | 0.11% | No change | 287,278 | $14.3M |
| Intech Investment Management LLC | 0.10% | Add +244.6% | 227,354 | $11.3M |
| Algert Global LLC | 0.18% | New | 226,476 | $11.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.07% | Add +9.3% | 222,432 | $11.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +5.4% | 210,843 | $10.7M |
| Rhumbline Advisers | 0.01% | Reduce -4.9% | 208,652 | $10.4M |
| Wellington Management Group LLP | 0.00% | Reduce -55.6% | 201,946 | $10.1M |
| Verition Fund Management LLC | 0.06% | Reduce -13.5% | 201,532 | $10.1M |
| Franklin Resources Inc. | 0.00% | Add +6.6% | 196,089 | $9.8M |
| Alliancebernstein L.P. | 0.00% | Add +19.4% | 182,311 | $9.1M |
| Two Sigma Investments, LP | 0.01% | Add +1239.6% | 169,856 | $8.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -3.2% | 163,749 | $8.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -18.2% | 157,075 | $7.8M |
| State of Wisconsin Investment Board | 0.02% | Reduce -7.2% | 156,616 | $7.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.4% | 154,919 | $7.7M |
| Alberta Investment Management Corp | 0.05% | New | 152,000 | $7.6M |
| Swiss National Bank | 0.00% | Add +1.8% | 150,188 | $7.5M |
| Victory Capital Management Inc. | 0.00% | Add +11.4% | 138,409 | $6.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +10.7% | 137,996 | $6.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -45.2% | 137,608 | $6.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +2.8% | 135,285 | $6.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -45.7% | 132,929 | $6.6M |
| Balyasny Asset Management L.P. | 0.01% | Add +448.1% | 131,685 | $6.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -3.5% | 127,397 | $6.4M |
| Citigroup Inc. | 0.00% | Add +42.8% | 127,339 | $6.4M |
| First Trust Advisors LP | 0.00% | Reduce -24.6% | 121,380 | $6.1M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +3.2% | 115,240 | $5.8M |
| Zacks Investment Management | 0.04% | Reduce -7.8% | 114,426 | $5.7M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -34.2% | 106,455 | $5.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -18.9% | 106,609 | $5.3M |
| Uniplan Investment Counsel, Inc. | 0.54% | Reduce -1.9% | 103,295 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.6% | 101,560 | $5.1M |
| Two Sigma Advisers, LP | 0.01% | Add +612.2% | 99,000 | $4.9M |
| Gotham Asset Management | 0.02% | Add +314.6% | 96,431 | $4.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.7% | 91,379 | $4.6M |
| FMR LLC | 0.00% | Add +57.2% | 90,140 | $4.5M |
| Edgestream Partners, L.P. | 0.12% | Reduce -19.4% | 88,938 | $4.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 88,000 | $4.4M |
| Voya Investment Management LLC | 0.00% | Reduce -1.8% | 87,521 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 86,015 | $4.3M |
| LPL Financial LLC | 0.00% | Add +3.9% | 85,603 | $4.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.6% | 84,733 | $4.2M |
| Caxton Associates LLP | 0.08% | Reduce -4.8% | 83,183 | $4.2M |
| Marshall Wace, LLP | 0.00% | New | 83,019 | $4.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -6.5% | 82,715 | $4.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -19.4% | 81,269 | $4.1M |
| Point72 Asset Management | 0.01% | New | 81,177 | $4.1M |
| Nomura Asset Management International Inc. | 0.01% | — | 79,810 | $4.0M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.8% | 79,603 | $4.0M |
| Macquarie Group Ltd. | 0.02% | Reduce -37.5% | 76,712 | $3.8M |
| Ballast Asset Management, LP | 1.74% | Reduce -3.3% | 73,802 | $3.7M |
| Swedbank AB | 0.00% | Reduce -40.6% | 73,027 | $3.6M |
| California State Teachers Retirement System | 0.00% | Add +3.6% | 72,490 | $3.6M |
| Jupiter Asset Management Ltd. | 0.03% | Reduce -64.1% | 69,544 | $3.5M |
| Jefferies Financial Group Inc. | 0.03% | Add +4.3% | 69,462 | $3.5M |
| Vestcor Inc | 0.10% | Add +1061.1% | 67,171 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.2% | 66,264 | $3.3M |
| Schroder Investment Management Group | 0.00% | Reduce -49.8% | 61,053 | $3.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.6% | 60,036 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +14.8% | 60,063 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Add +89.2% | 58,260 | $2.9M |
| State of Alaska, Department of Revenue | 0.03% | Add +18.8% | 57,785 | $2.9M |
| Mariner, LLC | 0.00% | Reduce -9.5% | 56,886 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 54,540 | $2.7M |
| North Star Investment Management Corp. | 0.17% | Add +4.0% | 52,650 | $2.6M |
| Focus Partners Wealth | 0.00% | Add +190.8% | 49,947 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -0.6% | 49,898 | $2.5M |
| Exchange Traded Concepts, LLC | 0.02% | Add +7.1% | 49,192 | $2.5M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -39.9% | 48,599 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +4.2% | 48,552 | $2.4M |
| Sei Investments Co. | 0.00% | Reduce -17.3% | 48,202 | $2.4M |
| Voloridge Investment Management, LLC | 0.01% | Add +9.0% | 48,142 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -1.6% | 47,912 | $2.4M |
| EFG International AG | 0.04% | — | 46,081 | $2.3M |
| Creative Planning | 0.00% | Add +10.4% | 44,797 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.1% | 43,528 | $2.2M |
| Dark Forest Capital Management LP | 0.10% | Reduce -61.4% | 42,775 | $2.1M |
| Summit Trail Advisors, LLC | 0.04% | Reduce -12.0% | 41,516 | $2.1M |
| Deutsche Bank AG | 0.00% | Reduce -59.2% | 41,707 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 41,674 | $2.1M |
| Amundi | 0.00% | Add +6.0% | 40,512 | $2.0M |
| Sterling Capital Management LLC | 0.03% | Add +43.0% | 40,420 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 39,398 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.7% | 39,296 | $2.0M |
| Ieq Capital, LLC | 0.01% | Reduce -11.0% | 39,178 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -7.9% | 38,348 | $1.9M |
| Campbell & CO Investment Adviser LLC | 0.09% | Add +72.4% | 38,355 | $1.9M |
| Oak Thistle LLC | 0.26% | Add +67.8% | 37,593 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Add +6.3% | 37,459 | $1.9M |
| Midwest Professional Planners, LTD. | 0.44% | Add +5.3% | 37,188 | $1.9M |
| Bank of Montreal | 0.00% | Reduce -75.3% | 36,653 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +146.7% | 36,533 | $1.8M |
| PFG Advisors | 0.09% | Reduce -8.4% | 35,650 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -17.8% | 35,019 | $1.7M |
| Wedge Capital Management L L P | 0.03% | Reduce -1.0% | 34,665 | $1.7M |
| Versor Investments LP | 0.27% | Add +39.2% | 34,481 | $1.7M |
| Amalgamated Bank | 0.01% | Reduce -2.7% | 33,736 | $1.7M |
| Janus Henderson Group PLC | 0.00% | No change | 33,158 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.0% | 32,276 | $1.7M |
| XTX Topco Ltd | 0.04% | Add +360.7% | 32,916 | $1.6M |
| New York State Common Retirement Fund | 0.00% | No change | 32,631 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +15.7% | 32,301 | $1.6M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -4.2% | 32,127 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +13.9% | 31,801 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -36.2% | 31,783 | $1.6M |
| Tidal Investments LLC | 0.01% | Add +104.2% | 31,744 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -9.9% | 31,688 | $1.6M |
| QRG Capital Management, Inc. | 0.02% | Add +11.6% | 31,634 | $1.6M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -6.8% | 31,263 | $1.6M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -8.2% | 31,236 | $1.6M |
| Pensionfund PDN | 1.02% | No change | 30,962 | $1.5M |
| Assetmark, Inc. | 0.00% | Add +10.6% | 30,742 | $1.5M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -84.4% | 30,543 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -6.6% | 29,949 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +33.2% | 29,637 | $1.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -67.2% | 29,435 | $1.5M |
| GAMCO Investors | 0.01% | Reduce -13.5% | 29,077 | $1.5M |
| Hancock Whitney Corp. | 0.03% | Add +0.4% | 28,344 | $1.4M |
| Penserra Capital Management LLC | 0.02% | Add +9.6% | 27,550 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -9.7% | 27,172 | $1.4M |
| Caprock Group, LLC | 0.03% | Add +30.1% | 26,922 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Add +3.8% | 26,781 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +23.2% | 26,642 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +125.4% | 26,254 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.2% | 23,563 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 25,168 | $1.3M |
| Diversify Advisory Services, LLC | 0.04% | Add +5.2% | 21,756 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | Add +2.6% | 23,700 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -1.3% | 23,125 | $1.2M |
| Syon Capital LLC | 0.06% | Add +40.0% | 22,936 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.5% | 22,459 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +184.9% | 22,409 | $1.1M |
| Optas, LLC | 0.17% | Add +101.9% | 21,906 | $1.1M |
| 1620 Investment Advisors, Inc. | 0.73% | Reduce -4.7% | 21,787 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -5.8% | 21,208 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.5% | 21,100 | $1.1M |
| Inscription Capital, LLC | 0.11% | Add +53.7% | 20,600 | $1.0M |
| Van Eck Associates Corp. | 0.00% | Add +9.8% | 20,150 | $1.0M |
| SG Americas Securities, LLC | 0.00% | Reduce -63.4% | 20,111 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.3% | 19,901 | $993K |
| PCG Wealth Advisors, LLC | 0.28% | No change | 19,880 | $992K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +653.5% | 19,116 | $954K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -3.5% | 18,818 | $939K |
| STRS Ohio | 0.00% | Add +953.1% | 18,787 | $937K |
| Cwm, LLC | 0.00% | Reduce -16.5% | 18,209 | $909K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.1% | 16,615 | $901K |
| Metis Global Partners, LLC | 0.02% | Add +5.0% | 18,012 | $899K |
| Supplemental Annuity Collective Trust of NJ | 0.23% | No change | 18,000 | $898K |
| State of Michigan Retirement System | 0.00% | Reduce -0.6% | 17,989 | $898K |
| Private Advisor Group, LLC | 0.00% | Reduce -13.4% | 17,904 | $893K |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | Add +138.7% | 17,900 | $893K |
| Chicago Partners Investment Group LLC | 0.02% | Add +13.4% | 16,445 | $891K |
| Independent Financial Group, LLC | 0.02% | Add +0.6% | 17,421 | $869K |
| Pensionfund Sabic | 0.23% | No change | 17,300 | $863K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.4% | 17,035 | $850K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 16,819 | $839K |
| Wells Fargo & Company | 0.00% | Reduce -71.1% | 16,555 | $826K |
| KLP Kapitalforvaltning As | 0.00% | No change | 16,100 | $807K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 17,938 | $807K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +107.3% | 15,678 | $782K |
| Picton Mahoney Asset Management | 0.01% | Reduce -4.7% | 15,618 | $779K |
| Wincap Financial LLC | 0.53% | Add +1.7% | 15,575 | $777K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -27.8% | 15,300 | $763K |
| New Mexico Educational Retirement Board | 0.02% | No change | 15,300 | $763K |
| M&T Bank Corp | 0.00% | Add +68.3% | 15,254 | $761K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.9% | 15,254 | $761K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.7% | 15,234 | $760K |
| Kestra Investment Management, LLC | 0.02% | Reduce -15.1% | 15,105 | $754K |
| Evolve Private Wealth, LLC | 0.04% | — | 15,005 | $753K |
| Kera Capital Partners, Inc. | 0.09% | Add +92.2% | 13,679 | $742K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 14,771 | $737K |
| Horizon Investments, LLC | 0.01% | New | 14,274 | $712K |
| RDA Financial Network | 0.17% | Reduce -0.3% | 14,226 | $710K |
| Childress Capital Advisors, LLC | 0.11% | Add +302.8% | 14,137 | $705K |
| Texas Yale Capital Corp. | 0.02% | Add +1.4% | 14,050 | $701K |
| Ontario Teachers Pension Plan Board | 0.02% | Add +106.0% | 14,032 | $700K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.2% | 13,954 | $696K |
| Guggenheim Capital LLC | 0.01% | Add +3.0% | 13,632 | $680K |
| Interchange Capital Partners, LLC | 0.13% | New | 13,612 | $679K |
| Byrne Asset Management LLC | 0.36% | Add +116.9% | 12,953 | $646K |
| Bridgefront Capital, LLC | 0.16% | Add +45.5% | 12,807 | $639K |
| Frank, Rimerman Advisors LLC | 0.04% | New | 12,791 | $638K |
| Samalin Investment Counsel, LLC | 0.23% | Add +6.9% | 12,658 | $632K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -50.6% | 12,586 | $628K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.1% | 12,581 | $628K |
| IFM Investors Pty Ltd | 0.01% | Add +0.2% | 12,159 | $607K |
| Versant Capital Management, Inc | 0.08% | Add +26.8% | 12,008 | $599K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.3% | 11,815 | $590K |
| Impact Partnership Wealth, LLC | 0.07% | New | 11,693 | $584K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +4.0% | 11,620 | $580K |
| Maridea Wealth Management LLC | 0.09% | Add +2.3% | 11,536 | $576K |
| Natixis Advisors, LLC | 0.00% | New | 11,524 | $575K |
| Family Wealth Partners, LLC | 0.21% | Add +2.0% | 11,422 | $570K |
| AlphaGrep UK Ltd | 0.19% | — | 11,414 | $570K |
| ExodusPoint Capital Management, LP | 0.01% | Add +185.7% | 11,161 | $557K |
| RFG Advisory, LLC | 0.01% | Add +0.1% | 11,041 | $551K |
| BTC Capital Management, Inc. | 0.04% | Add +15.9% | 11,022 | $551K |
| Abel Hall, LLC | 0.13% | New | 10,988 | $548K |
| Sound Stewardship, LLC | 0.26% | No change | 10,922 | $545K |
| HighTower Advisors, LLC | 0.00% | Add +2.3% | 10,883 | $543K |
| Wedbush Securities Inc. | 0.02% | Add +0.1% | 10,856 | $542K |
| D.A. Davidson & Co. | 0.00% | Add +5.5% | 10,629 | $530K |
| Kovack Advisors, Inc. | 0.03% | Add +20.2% | 10,601 | $529K |
| Pictet Asset Management Holding SA | 0.00% | Add +10.1% | 10,563 | $527K |
| PEAK6 LLC | 0.01% | New | 10,499 | $524K |
| Cambria Investment Management, L.P. | 0.03% | Add +0.0% | 10,449 | $521K |
| Certuity, LLC | 0.03% | Add +138.0% | 10,012 | $500K |
| Baker Avenue Asset Management, LP | 0.01% | Add +12.3% | 9,922 | $495K |
| Groupe la Francaise | 0.01% | No change | 9,913 | $495K |
| Lido Advisors, LLC | 0.00% | Add +3.6% | 8,480 | $492K |
| EP Wealth Advisors, LLC | 0.00% | — | 9,858 | $492K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +3.1% | 9,826 | $490K |
| CSS LLC | 0.08% | No change | 9,727 | $485K |
| Dynamic Technology Lab Private Ltd | 0.11% | New | 9,720 | $485K |
| Captrust Financial Advisors | 0.00% | Reduce -2.7% | 9,701 | $484K |
| Moody National Bank Trust Division | 0.05% | Reduce -15.0% | 9,509 | $474K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.6% | 9,423 | $470K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 9,409 | $470K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +151.1% | 9,380 | $468K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -68.5% | 9,368 | $467K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.8% | 9,340 | $466K |
| Pacer Advisors, Inc. | 0.00% | Reduce -47.5% | 9,110 | $455K |
| Quadrant Capital Group LLC | 0.01% | Reduce -2.1% | 9,106 | $454K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -9.8% | 8,992 | $449K |
| Choreo, LLC | 0.01% | Reduce -12.9% | 8,855 | $448K |
| Waterloo Capital, L.P. | 0.03% | Reduce -5.7% | 8,683 | $433K |
| Jackson Square Capital, LLC | 0.09% | Reduce -13.2% | 8,650 | $432K |
| EntryPoint Capital, LLC | 0.17% | No change | 8,529 | $426K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.3% | 8,059 | $402K |
| Formidable Asset Management, LLC | 0.06% | Reduce -5.7% | 7,890 | $394K |
| Parallel Advisors, LLC | 0.01% | Add +6.1% | 7,890 | $394K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -11.2% | 7,737 | $386K |
| Ruffer LLP | 0.02% | New | 7,255 | $363K |
| Boothbay Fund Management, LLC | 0.01% | Add +77.5% | 7,101 | $354K |
| Xponance LLC | 0.00% | Reduce -16.7% | 7,006 | $350K |
| Callan Family Office, LLC | 0.01% | Add +1.6% | 6,957 | $347K |
| Truist Financial Corp. | 0.00% | Add +34.2% | 6,956 | $347K |
| Swiss Life Asset Management Ltd | 0.00% | Add +96.2% | 6,924 | $346K |
| Pinnacle Family Advisors, LLC | 0.15% | Add +2.4% | 6,812 | $340K |
| HUB Investment Partners, LLC | 0.01% | Add +55.1% | 6,781 | $338K |
| James Investment Research, Inc. | 0.04% | No change | 6,686 | $334K |
| Atlas Capital Advisors Inc. | 0.04% | — | 6,573 | $328K |
| AlphaQuest LLC | 0.02% | Reduce -83.4% | 6,561 | $327K |
| Evergreen Capital Management LLC | 0.01% | Reduce -10.1% | 6,302 | $316K |
| Pursue Wealth Partners LLC | 0.15% | No change | 6,218 | $310K |
| Federated Hermes, Inc. | 0.00% | Reduce -84.6% | 6,123 | $306K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +27.6% | 6,035 | $301K |
| Synergy Financial Group, LTD | 0.21% | Reduce -7.1% | 6,006 | $300K |
| Armistice Capital, LLC | 0.01% | New | 5,986 | $299K |
| Community Bank of Raymore | 0.20% | No change | 5,955 | $297K |
| Engineers Gate Manager LP | 0.00% | Reduce -61.2% | 5,950 | $297K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +26.9% | 5,933 | $296K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -62.8% | 5,919 | $295K |
| Harbor Capital Advisors, Inc. | 0.02% | Add +207.0% | 5,863 | $293K |
| US Bancorp \de | 0.00% | Reduce -1.2% | 5,870 | $293K |
| MRP Capital Investments, LLC | 0.24% | Reduce -29.1% | 5,790 | $289K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.9% | 5,720 | $285K |
| Bayforest Capital Ltd | 0.21% | Reduce -12.5% | 5,703 | $285K |
| Krilogy Financial LLC | 0.01% | Reduce -17.5% | 5,302 | $279K |
| Camelot Portfolios, LLC | 0.17% | Add +0.0% | 5,501 | $274K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.5% | 5,485 | $274K |
| Private Trust Co. NA | 0.02% | No change | 5,334 | $266K |
| Advisory Advocates, LLC | 0.26% | — | 5,203 | $260K |
| Vanderbilt University | 0.04% | New | 5,118 | $255K |
| Park Avenue Securities LLC | 0.00% | Add +10.1% | 5,019 | $250K |
| Panagora Asset Management Inc. | 0.00% | No change | 4,990 | $249K |
| Sagewood Asset Management LP | 0.09% | — | 4,887 | $244K |
| Merit Financial Group, LLC | 0.00% | Reduce -19.7% | 4,843 | $242K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 4,700 | $236K |
| Blair William & Co. | 0.00% | New | 4,724 | $236K |
| Presima Securities ULC | 0.14% | Add +2.8% | 4,702 | $235K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -14.1% | 4,608 | $230K |
| Jain Global LLC | 0.00% | Reduce -86.4% | 4,548 | $227K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -15.6% | 4,487 | $224K |
| Entropy Technologies, LP | 0.01% | New | 4,485 | $224K |
| Renaissance Group LLC | 0.01% | Add +4.0% | 4,479 | $224K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 4,468 | $223K |
| Altar Rock LLC | 0.27% | — | 4,433 | $223K |
| Cordoba Advisory Partners LLC | 0.05% | — | 4,432 | $222K |
| Affinity Investment Advisors, LLC | 0.15% | No change | 4,399 | $220K |
| Alps Advisors Inc. | 0.00% | Reduce -17.8% | 4,378 | $218K |
| Bailard, Inc. | 0.00% | Reduce -33.9% | 4,300 | $215K |
| Two Sigma Securities, LLC | 0.03% | New | 4,219 | $211K |
| Waverly Advisors, LLC | 0.00% | Reduce -7.0% | 4,166 | $208K |
| Wedmont Private Capital | 0.01% | Reduce -1.5% | 4,027 | $208K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -10.4% | 4,012 | $200K |
| Canada Pension Plan Investment Board | 0.00% | New | 4,000 | $200K |
| EMC Capital Management | 0.09% | Reduce -15.0% | 3,879 | $194K |
| Global Retirement Partners, LLC | 0.00% | Add +6.1% | 3,856 | $192K |
| Aster Capital Management (DIFC) Ltd | 0.08% | Add +39.6% | 3,823 | $191K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -22.4% | 3,715 | $185K |
| Group One Trading LLC | 0.01% | New | 3,499 | $175K |
| Virtus Investment Advisers, LLC | 0.04% | Add +6.2% | 3,253 | $162K |
| Heritage Wealth Advisors | 0.01% | No change | 3,000 | $150K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,842 | $142K |
| Allworth Financial LP | 0.00% | Add +0.4% | 2,766 | $138K |
| Essential Partners LLC | 0.04% | Reduce -28.4% | 2,688 | $134K |
| Jones Financial Companies LLLP | 0.00% | Add +27.9% | 2,656 | $133K |
| Signaturefd, LLC | 0.00% | Add +6.2% | 2,457 | $123K |
| KBC Group NV | 0.00% | No change | 2,380 | $119K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.2% | 2,339 | $117K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -30.7% | 2,272 | $113K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +33.5% | 2,225 | $111K |
| FIL Ltd | 0.00% | Reduce -25.9% | 2,145 | $107K |
| Arax Advisory Partners | 0.00% | Reduce -89.9% | 2,131 | $106K |
| GAMMA Investing LLC | 0.00% | Reduce -2.9% | 1,920 | $96K |
| Triumph Capital Management | 0.02% | Reduce -72.1% | 1,881 | $94K |
| IFP Advisors, Inc | 0.00% | Reduce -16.1% | 1,876 | $94K |
| Quarry LP | 0.02% | Add +15.9% | 1,859 | $93K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,700 | $85K |
| Fifth Third Bancorp | 0.00% | Reduce -5.6% | 1,673 | $83K |
| Ssa Swiss Advisors AG | 0.04% | No change | 1,645 | $82K |
| Harbour Investments, Inc. | 0.00% | No change | 1,623 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.4% | 1,529 | $76K |
| GF Fund Management Co. LTD. | 0.00% | No change | 1,261 | $63K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.1% | 1,254 | $63K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1446.2% | 1,206 | $60K |
| Hantz Financial Services, Inc. | 0.00% | Add +6.1% | 1,120 | $56K |
| UMB Bank, n.a. | 0.00% | No change | 1,039 | $52K |
| SageView Advisory Group, LLC | 0.00% | New | 1,003 | $50K |
| Nova Wealth Management, Inc. | 0.03% | No change | 1,000 | $50K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,000 | $50K |
| Danske Bank A/S | 0.00% | Reduce -19.5% | 1,000 | $50K |
| Bessemer Group Inc. | 0.00% | Add +191.8% | 960 | $48K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.0% | 907 | $45K |
| MAI Capital Management | 0.00% | Reduce -30.6% | 825 | $41K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +9.1% | 815 | $41K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -9.4% | 780 | $39K |
| Colonial Trust Co / SC | 0.01% | Add +1250.0% | 756 | $38K |
| Brookfield Corp | 0.00% | No change | 712 | $36K |
| Signature Equity Partners, LLC | 0.02% | — | 707 | $35K |
| KERR FINANCIAL PLANNING Corp | 0.05% | No change | 625 | $35K |
| True Wealth Design, LLC | 0.01% | Add +48.2% | 683 | $34K |
| Larson Financial Group LLC | 0.00% | Add +134.1% | 653 | $33K |
| NewEdge Advisors, LLC | 0.00% | Add +34.7% | 613 | $31K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +356.7% | 580 | $29K |
| Spire Wealth Management | 0.00% | Add +0.4% | 546 | $27K |
| Loomis Sayles & Co. L P | 0.00% | No change | 503 | $25K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -46.9% | 510 | $25K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +66.7% | 500 | $25K |
| Elyxium Wealth, LLC | 0.01% | New | 478 | $24K |
| Strategic Advocates LLC | 0.01% | Add +0.4% | 462 | $23K |
| Blue Trust, Inc. | 0.00% | Add +0.2% | 444 | $22K |
| Costello Asset Management, INC | 0.01% | No change | 402 | $20K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 387 | $19K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -19.7% | 380 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 359 | $18K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.9% | 351 | $18K |
| Sound Income Strategies, LLC | 0.00% | No change | 304 | $17K |
| Ares Financial Consulting, LLC | 0.02% | — | 330 | $16K |
| CoreCap Advisors, LLC | 0.00% | Add +3.3% | 317 | $16K |
| Clearstead Advisors, LLC | 0.00% | Add +4.5% | 305 | $15K |
| Investors Research Corp | 0.00% | No change | 300 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 286 | $15K |
| Smartleaf Asset Management LLC | 0.00% | No change | 270 | $14K |
| DT Investment Partners, LLC | 0.00% | No change | 273 | $14K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 263 | $13K |
| Rossby Financial, LCC | 0.00% | Reduce -86.1% | 257 | $13K |
| Sarver Vrooman Wealth Advisors | 0.01% | New | 250 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Add +20.3% | 243 | $12K |
| Huntington National Bank | 0.00% | Reduce -69.7% | 228 | $11K |
| Whittier Trust Co. | 0.00% | No change | 211 | $11K |
| Arlington Trust Co LLC | 0.00% | No change | 215 | $11K |
| ORG Partners LLC | 0.00% | New | 215 | $11K |
| Covestor Ltd | 0.01% | Reduce -0.5% | 199 | $10K |
| Crewe Advisors LLC | 0.00% | Add +46.0% | 200 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 184 | $9K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 181 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 176 | $9K |
| Maseco LLP | 0.00% | Add +1.3% | 153 | $8K |
| Quent Capital, LLC | 0.00% | Reduce -55.0% | 145 | $7K |
| IMA Advisory Services, Inc. | 0.00% | New | 141 | $7K |
| Vision Financial Markets LLC | 0.01% | Add +1.6% | 130 | $6K |
| Curio Wealth, LLC | 0.00% | New | 127 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 115 | $6K |
| Compass Financial Services Inc | 0.00% | Add +1.8% | 111 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 111 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 101 | $5K |
| TD Capital Management LLC | 0.00% | No change | 101 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 100 | $5K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 100 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -4.3% | 90 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 83 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 71 | $4K |
| Rothschild Investment LLC | 0.00% | Add +381.3% | 77 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 75 | $4K |
| City State Bank | 0.00% | No change | 75 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 75 | $4K |
| LRI Investments, LLC | 0.00% | No change | 75 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | Add +2.7% | 75 | $4K |
| Kingdom Financial Group LLC. | 0.00% | New | 70 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +6.2% | 69 | $3K |
| Trust Co. of Vermont | 0.00% | No change | 66 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 59 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 51 | $3K |
| Boreal Capital Management LLC | 0.00% | No change | 50 | $3K |
| Cornerstone Financial Management LLC | 0.00% | — | 50 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 40 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -39.7% | 38 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 31 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.6% | 29 | $1K |
| Archer Investment Corp | 0.00% | No change | 28 | $1K |
| DV Trading LLC | 0.00% | — | 27 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +30.0% | 26 | $1K |
| Investors Portfolio Services LLC | 0.00% | — | 25 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 25 | $1K |
| Sachetta, LLC | 0.00% | No change | 22 | $1K |
| Roble, Belko & Company, Inc | 0.00% | Add +3.5% | 30 | $1K |
| Tsfg, LLC | 0.00% | No change | 21 | $1K |
| CX Institutional | 0.00% | Reduce -89.9% | 17 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 19 | $955 |
| Manchester Capital Management LLC | 0.00% | New | 17 | $849 |
| Cromwell Holdings LLC | 0.00% | No change | 14 | $703 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -13.3% | 13 | $672 |
| Financial Management Professionals, Inc. | 0.00% | No change | 13 | $653 |
| WPG Advisers, LLC | 0.00% | No change | 13 | $649 |
| Rialto Wealth Management, LLC | 0.00% | No change | 10 | $499 |
| Financial Perspectives, Inc | 0.00% | No change | 8 | $399 |
| MV Capital Management, Inc. | 0.00% | No change | 7 | $350 |
| Toronto Dominion Bank | 0.00% | New | 7 | $346 |
| Dunhill Financial, LLC | 0.00% | New | 4 | $219 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 4 | $200 |
| Cape Investment Advisory, Inc. | 0.00% | New | 3 | $156 |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 3 | $150 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 3 | $150 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $100 |
| ROSS\JOHNSON & Associates LLC | 0.00% | No change | 1 | $50 |
"% of holder's portfolio" is EPR's weight in each manager's 13F, not the share of Epr Properties the manager owns.