Epr PropertiesEPR
13F holders, Q1 2026 (March 31)466holders +7
56new positions
49sold out
7famous investors
$49.95avg. 13F price*
At the end of Q1 2026, 466 institutions reported holding Epr Properties (EPR) in their 13F filings, up 7 from Q4 2025. 56 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($495.8M), Vanguard Portfolio Management LLC ($329.3M) and State Street Corp. ($193.2M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Epr Properties
- Filed as
- EPR PPTYS (Q1 2026)
- CUSIP
- 26884U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $118.2M |
| Exits | 49 | $70.9M |
All 13F filers, Q4 2025 → Q1 2026: 7,337,476 shares bought and 4,587,036 shares sold, net +2,750,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 466 holders
| BlackRock, Inc. | 0.01% | Reduce -2.0% | 9,924,518 | $495.8M |
| Vanguard Portfolio Management LLC | 0.02% | — | 6,591,378 | $329.3M |
| State Street Corp. | 0.01% | Reduce -1.6% | 3,844,656 | $193.2M |
| Vanguard Capital Management LLC | 0.00% | — | 3,285,956 | $164.2M |
| Geode Capital Management, LLC | 0.01% | Add +3.7% | 1,642,769 | $82.1M |
| Quantinno Capital Management LP | 0.13% | Add +20.9% | 1,572,738 | $78.6M |
| LSV Asset Management | 0.16% | Add +6.4% | 1,452,758 | $72.6M |
| AQR Capital Management | 0.03% | Reduce -0.4% | 1,459,671 | $72.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.0% | 1,372,135 | $68.6M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 1,238,604 | $61.9M |
| Northern Trust Corp. | 0.01% | Reduce -4.5% | 1,180,450 | $59.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.4% | 1,131,680 | $56.5M |
| Bank of New York Mellon Corp | 0.01% | Add +1.8% | 1,118,889 | $55.9M |
| Balyasny Asset Management L.P. | 0.10% | Add +640.5% | 975,064 | $48.7M |
| Wasatch Advisors LP | 0.32% | New | 973,439 | $48.6M |
| American Century Companies Inc. | 0.02% | Add +0.2% | 935,987 | $46.8M |
| Invesco Ltd. | 0.00% | Reduce -19.0% | 825,097 | $41.2M |
| UBS Group AG | 0.01% | Add +52.0% | 815,343 | $40.7M |
| JPMorgan Chase & Co. | 0.00% | Add +5.2% | 799,810 | $39.4M |
| Millennium Management | 0.03% | Add +126.5% | 774,973 | $38.7M |
| Ameriprise Financial Inc. | 0.01% | Add +4.9% | 665,827 | $33.3M |
| Renaissance Technologies | 0.04% | Reduce -18.4% | 564,400 | $28.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +144759.3% | 508,456 | $25.4M |
| Advisors Capital Management, LLC | 0.30% | Add +2.6% | 507,189 | $25.3M |
| Nuveen, LLC | 0.01% | Add +35.8% | 485,575 | $24.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 470,255 | $23.5M |
| Marshall Wace, LLP | 0.02% | Add +444.1% | 451,710 | $22.6M |
| Allianz Asset Management GmbH | 0.03% | Reduce -10.1% | 446,609 | $22.3M |
| Aberdeen Group plc | 0.04% | Reduce -5.2% | 439,746 | $22.0M |
| Legal & General Group Plc | 0.00% | Reduce -10.4% | 414,621 | $20.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +158.1% | 399,831 | $20.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -4.0% | 367,293 | $18.3M |
| Algert Global LLC | 0.27% | Add +59.3% | 360,691 | $18.0M |
| Bank of America Corp. | 0.00% | Reduce -18.3% | 352,049 | $17.6M |
| HSBC Holdings PLC | 0.01% | Add +12.7% | 335,470 | $16.8M |
| Freestone Grove Partners LP | 0.10% | Reduce -53.2% | 281,766 | $14.1M |
| Two Sigma Investments, LP | 0.01% | Add +51.1% | 256,722 | $12.8M |
| Wellington Management Group LLP | 0.00% | Add +27.0% | 256,496 | $12.8M |
| Alliancebernstein L.P. | 0.00% | Add +40.5% | 256,237 | $12.8M |
| Public Sector Pension Investment Board | 0.04% | New | 249,039 | $12.4M |
| Barclays PLC | 0.00% | Reduce -18.0% | 247,690 | $12.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.09% | Add +3.8% | 230,982 | $11.5M |
| Gotham Asset Management | 0.03% | Add +120.7% | 212,860 | $10.6M |
| Rhumbline Advisers | 0.01% | Add +0.5% | 209,629 | $10.5M |
| Franklin Resources Inc. | 0.00% | Add +2.6% | 201,149 | $10.0M |
| Qube Research & Technologies Ltd | 0.01% | New | 195,532 | $9.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.14% | New | 186,519 | $9.3M |
| Raymond James Financial Inc. | 0.00% | Add +158.1% | 171,043 | $8.5M |
| Principal Financial Group Inc. | 0.00% | Add +3.8% | 170,042 | $8.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +7.9% | 169,503 | $8.5M |
| Y-Intercept (Hong Kong) Ltd | 0.16% | New | 166,195 | $8.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.8% | 153,978 | $7.7M |
| STRS Ohio | 0.03% | Add +707.4% | 151,684 | $7.6M |
| Swiss National Bank | 0.00% | No change | 150,188 | $7.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +7.6% | 148,070 | $7.4M |
| Victory Capital Management Inc. | 0.00% | Add +6.1% | 146,846 | $7.3M |
| Caisse de depot et placement du Quebec | 0.01% | New | 146,549 | $7.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -6.8% | 146,037 | $7.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.3% | 139,751 | $7.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +2.5% | 138,698 | $6.9M |
| Intech Investment Management LLC | 0.07% | Reduce -39.8% | 136,961 | $6.8M |
| Zacks Investment Management | 0.05% | Add +14.8% | 131,386 | $6.6M |
| Citigroup Inc. | 0.00% | Reduce -4.0% | 122,311 | $6.1M |
| Prudential Financial Inc. | 0.01% | Reduce -75.6% | 119,974 | $6.0M |
| Point72 Asset Management | 0.01% | Add +46.2% | 118,688 | $5.9M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +2.4% | 118,020 | $5.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +12.9% | 114,665 | $5.7M |
| FMR LLC | 0.00% | Add +23.2% | 111,039 | $5.5M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -14.6% | 108,798 | $5.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +0.1% | 106,736 | $5.3M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -0.4% | 106,077 | $5.3M |
| Uniplan Investment Counsel, Inc. | 0.51% | Reduce -7.0% | 96,027 | $4.8M |
| Sei Investments Co. | 0.00% | Add +97.3% | 95,095 | $4.8M |
| Retirement Systems of Alabama | 0.02% | Add +2.1% | 93,344 | $4.7M |
| California State Teachers Retirement System | 0.00% | Add +27.9% | 92,688 | $4.6M |
| LPL Financial LLC | 0.00% | Add +5.9% | 90,627 | $4.5M |
| Nomura Asset Management International Inc. | 0.01% | Add +13.4% | 90,510 | $4.5M |
| XTX Topco Ltd | 0.08% | Add +174.2% | 90,251 | $4.5M |
| First Trust Advisors LP | 0.00% | Reduce -27.9% | 87,451 | $4.4M |
| Apollo Management Holdings, L.P. | 0.08% | New | 86,610 | $4.3M |
| Schroder Investment Management Group | 0.00% | Add +41.6% | 86,424 | $4.2M |
| BNP Paribas Financial Markets | 0.00% | Add +39.2% | 83,592 | $4.2M |
| Macquarie Group Ltd. | 0.02% | Add +8.3% | 83,071 | $4.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.1% | 82,974 | $4.1M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 82,715 | $4.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.1% | 77,156 | $3.9M |
| Creative Planning | 0.00% | Add +69.6% | 75,976 | $3.8M |
| Caxton Associates LLP | 0.09% | Reduce -8.8% | 75,827 | $3.8M |
| Ballast Asset Management, LP | 1.68% | Add +2.5% | 75,617 | $3.8M |
| Swedbank AB | 0.00% | Add +0.1% | 73,082 | $3.7M |
| Voya Investment Management LLC | 0.00% | Reduce -20.2% | 69,832 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +19.2% | 69,467 | $3.5M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 68,949 | $3.4M |
| Focus Partners Wealth | 0.00% | Add +33.8% | 66,843 | $3.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 67,298 | $3.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -17.9% | 66,724 | $3.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +3.5% | 62,143 | $3.1M |
| Corient Private Wealth LP | 0.00% | Add +70.1% | 62,134 | $3.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +24.0% | 60,202 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Add +2.5% | 59,210 | $3.0M |
| Mariner, LLC | 0.00% | Reduce -1.2% | 56,185 | $2.8M |
| North Star Investment Management Corp. | 0.16% | Add +1.6% | 53,500 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.5% | 53,194 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -38.2% | 53,173 | $2.7M |
| Summit Trail Advisors, LLC | 0.04% | Add +27.8% | 53,063 | $2.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +21.8% | 53,000 | $2.6M |
| Ieq Capital, LLC | 0.01% | Add +30.4% | 51,098 | $2.6M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -0.1% | 49,169 | $2.5M |
| PEAK6 LLC | 0.07% | Add +366.5% | 48,976 | $2.4M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -2.5% | 48,674 | $2.4M |
| New Age Alpha Advisors, LLC | 0.11% | Reduce -0.4% | 48,408 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -94.3% | 47,936 | $2.4M |
| EFG International AG | 0.05% | No change | 46,081 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +172.7% | 45,140 | $2.3M |
| HUB Investment Partners, LLC | 0.05% | Add +557.6% | 44,594 | $2.2M |
| Bank of Montreal | 0.00% | Add +15.0% | 42,162 | $2.1M |
| Amundi | 0.00% | Add +3.4% | 41,890 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 41,674 | $2.1M |
| Deutsche Bank AG | 0.00% | Reduce -0.8% | 41,368 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Add +9.1% | 40,861 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +16.6% | 40,838 | $2.0M |
| Landscape Capital Management, L.L.C. | 0.13% | New | 40,719 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Add +0.7% | 39,584 | $2.0M |
| Sterling Capital Management LLC | 0.04% | Reduce -4.6% | 38,569 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -4.7% | 37,546 | $1.9M |
| Midwest Professional Planners, LTD. | 0.44% | Add +0.9% | 37,532 | $1.9M |
| Campbell & CO Investment Adviser LLC | 0.10% | Reduce -4.1% | 36,792 | $1.8M |
| PFG Advisors | 0.09% | No change | 35,650 | $1.8M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -9.3% | 34,787 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +56.2% | 35,007 | $1.7M |
| Amalgamated Bank | 0.01% | Add +3.2% | 34,803 | $1.7M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +5.3% | 33,814 | $1.7M |
| Janus Henderson Group PLC | 0.00% | No change | 33,158 | $1.7M |
| Bridgefront Capital, LLC | 0.41% | Add +157.7% | 33,006 | $1.6M |
| Pensionfund PDN | 0.95% | Add +6.5% | 32,962 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +9.3% | 32,748 | $1.6M |
| Wedge Capital Management L L P | 0.03% | Reduce -6.2% | 32,532 | $1.6M |
| Hancock Whitney Corp. | 0.03% | Add +1.4% | 28,734 | $1.6M |
| Treasurer of the State of North Carolina | 0.01% | Add +2.2% | 31,940 | $1.6M |
| Daiwa Securities Group Inc. | 0.00% | Add +3.7% | 31,675 | $1.6M |
| Vanguard Global Advisers, LLC | 0.00% | — | 31,507 | $1.6M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 31,236 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Reduce -6.1% | 30,631 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +16.2% | 30,503 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.8% | 29,759 | $1.5M |
| Assetmark, Inc. | 0.00% | Reduce -2.8% | 29,898 | $1.5M |
| Lazard Asset Management LLC | 0.00% | Add +11.6% | 29,880 | $1.5M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -7.9% | 29,179 | $1.5M |
| Penserra Capital Management LLC | 0.02% | Add +2.9% | 28,345 | $1.4M |
| QRG Capital Management, Inc. | 0.01% | Reduce -15.6% | 26,706 | $1.3M |
| PCG Wealth Advisors, LLC | 0.34% | Add +34.0% | 26,629 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +14.9% | 26,581 | $1.3M |
| Diversify Wealth Management, LLC | 0.02% | New | 22,755 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 25,168 | $1.3M |
| Diversify Advisory Services, LLC | 0.19% | Add +1.0% | 21,970 | $1.2M |
| Tidal Investments LLC | 0.00% | Reduce -22.3% | 24,654 | $1.2M |
| Graham Capital Management, L.P. | 0.06% | New | 24,631 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 23,700 | $1.2M |
| Quantbot Technologies LP | 0.05% | New | 23,343 | $1.2M |
| Horizon Investments, LLC | 0.01% | Add +62.3% | 23,172 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.3% | 22,307 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Add +4.7% | 22,100 | $1.1M |
| Engineers Gate Manager LP | 0.01% | Add +270.6% | 22,050 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 21,978 | $1.1M |
| 1620 Investment Advisors, Inc. | 0.74% | Add +0.8% | 21,971 | $1.1M |
| Convergence Investment Partners, LLC | 0.18% | New | 21,558 | $1.1M |
| Vestcor Inc | 0.03% | Reduce -68.2% | 21,377 | $1.1M |
| Van Eck Associates Corp. | 0.00% | Add +5.5% | 21,251 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Add +14.0% | 18,742 | $1.0M |
| Arizona State Retirement System | 0.01% | Reduce -1.4% | 20,914 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Reduce -57.3% | 20,468 | $1.0M |
| Inscription Capital, LLC | 0.11% | Reduce -2.1% | 20,173 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.5% | 20,100 | $1.0M |
| Metis Global Partners, LLC | 0.02% | Add +10.8% | 19,949 | $997K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.4% | 19,825 | $990K |
| Gsa Capital Partners LLP | 0.06% | New | 19,362 | $967K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +62.8% | 19,239 | $961K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.6% | 19,109 | $955K |
| Private Advisor Group, LLC | 0.00% | Add +4.9% | 18,783 | $938K |
| SG Americas Securities, LLC | 0.00% | Reduce -7.0% | 18,709 | $935K |
| Syon Capital LLC | 0.05% | Reduce -18.5% | 18,686 | $934K |
| State of Michigan Retirement System | 0.00% | Add +1.7% | 18,289 | $914K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +93.3% | 18,130 | $906K |
| Global Assets Advisory, LLC | 0.26% | New | 43,995 | $900K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 17,938 | $899K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -44.6% | 17,883 | $899K |
| Kestra Advisory Services, LLC | 0.00% | Add +42.3% | 17,908 | $895K |
| Ilmarinen Mutual Pension Insurance Co | 0.01% | No change | 17,900 | $894K |
| Pathstone Holdings, LLC | 0.00% | Reduce -34.5% | 17,806 | $890K |
| State of Tennessee, Department of Treasury | 0.00% | Add +6.7% | 17,727 | $886K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -45.3% | 17,383 | $868K |
| Pensionfund Sabic | 1.04% | No change | 17,300 | $864K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 17,057 | $852K |
| KLP Kapitalforvaltning As | 0.00% | Add +4.3% | 16,800 | $844K |
| Wincap Financial LLC | 0.56% | Add +8.3% | 16,869 | $843K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 16,819 | $840K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +32.3% | 16,648 | $831K |
| M&T Bank Corp | 0.00% | Add +3.4% | 15,772 | $788K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.6% | 15,634 | $781K |
| UniSuper Management Pty Ltd | 0.01% | Add +2.0% | 15,600 | $779K |
| Evolve Private Wealth, LLC | 0.04% | Add +2.8% | 15,419 | $770K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.8% | 15,383 | $769K |
| Cwm, LLC | 0.00% | Reduce -15.7% | 15,358 | $767K |
| New Mexico Educational Retirement Board | 0.02% | No change | 15,300 | $764K |
| Sound Stewardship, LLC | 0.35% | Add +38.6% | 15,139 | $756K |
| Caprock Group, LLC | 0.02% | Reduce -46.5% | 14,410 | $725K |
| Kera Capital Partners, Inc. | 0.09% | Add +5.7% | 14,457 | $722K |
| Versant Capital Management, Inc | 0.07% | Add +18.9% | 14,280 | $713K |
| Verdence Capital Advisors LLC | 0.04% | New | 14,227 | $711K |
| Texas Yale Capital Corp. | 0.02% | No change | 14,050 | $702K |
| Childress Capital Advisors, LLC | 0.13% | Reduce -1.0% | 13,993 | $699K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 13,954 | $697K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +47.3% | 13,855 | $692K |
| Family Wealth Partners, LLC | 0.23% | Add +19.5% | 13,649 | $681K |
| Independent Financial Group, LLC | 0.01% | Reduce -23.7% | 13,293 | $664K |
| Byrne Asset Management LLC | 0.39% | Reduce -0.2% | 12,926 | $646K |
| Dynamic Technology Lab Private Ltd | 0.10% | Add +32.3% | 12,862 | $643K |
| Frank, Rimerman Advisors LLC | 0.04% | Reduce -2.3% | 12,502 | $625K |
| IFM Investors Pty Ltd | 0.01% | Add +0.6% | 12,237 | $611K |
| D.A. Davidson & Co. | 0.00% | Add +14.8% | 12,205 | $610K |
| HighTower Advisors, LLC | 0.00% | Add +12.1% | 12,204 | $610K |
| Cambria Investment Management, L.P. | 0.03% | Add +16.1% | 12,134 | $606K |
| Oak Thistle LLC | 0.06% | Reduce -67.8% | 12,125 | $606K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +4.0% | 12,080 | $604K |
| Abel Hall, LLC | 0.13% | Add +7.7% | 11,835 | $591K |
| Wedbush Securities Inc. | 0.02% | Add +7.8% | 11,706 | $585K |
| Edgestream Partners, L.P. | 0.02% | Reduce -87.0% | 11,552 | $577K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.3% | 11,549 | $577K |
| BTC Capital Management, Inc. | 0.04% | Add +4.7% | 11,543 | $577K |
| Samalin Investment Counsel, LLC | 0.20% | Reduce -9.8% | 11,413 | $570K |
| Certuity, LLC | 0.04% | Add +13.8% | 11,391 | $569K |
| Baker Avenue Asset Management, LP | 0.01% | Add +12.8% | 11,191 | $559K |
| MML Investors Services, LLC | 0.00% | Reduce -62.6% | 11,075 | $553K |
| Optas, LLC | 0.08% | Reduce -50.6% | 10,815 | $540K |
| Pacer Advisors, Inc. | 0.00% | Add +16.3% | 10,594 | $529K |
| Kovack Advisors, Inc. | 0.03% | Reduce -0.8% | 10,513 | $529K |
| Coldstream Capital Management Inc. | 0.01% | Add +10.5% | 10,415 | $520K |
| MQS Management LLC | 0.35% | New | 10,367 | $518K |
| Choreo, LLC | 0.01% | Add +15.5% | 10,231 | $514K |
| EP Wealth Advisors, LLC | 0.00% | Add +4.0% | 10,247 | $512K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.4% | 10,220 | $511K |
| Captrust Financial Advisors | 0.00% | Add +5.2% | 10,208 | $510K |
| Natixis Advisors, LLC | 0.00% | Reduce -12.7% | 10,059 | $503K |
| RFG Advisory, LLC | 0.01% | Reduce -10.0% | 9,939 | $497K |
| Groupe la Francaise | 0.01% | Reduce -0.8% | 9,839 | $492K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.8% | 9,746 | $487K |
| Moody National Bank Trust Division | 0.05% | Add +1.6% | 9,660 | $483K |
| Teamwork Financial Advisors, LLC | 0.05% | Add +7.2% | 9,635 | $481K |
| Quadrant Capital Group LLC | 0.01% | Add +3.2% | 9,398 | $470K |
| Maridea Wealth Management LLC | 0.07% | Reduce -20.3% | 9,190 | $459K |
| Xponance LLC | 0.00% | Add +30.7% | 9,155 | $457K |
| Jackson Square Capital, LLC | 0.10% | Add +4.9% | 9,071 | $453K |
| Guggenheim Capital LLC | 0.00% | Reduce -33.6% | 9,049 | $452K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +48.5% | 8,961 | $448K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +50.7% | 8,942 | $447K |
| CSS LLC | 0.07% | Reduce -8.8% | 8,867 | $443K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -40.1% | 8,844 | $442K |
| Brevan Howard Capital Management LP | 0.00% | Add +49.2% | 8,830 | $441K |
| Waterloo Capital, L.P. | 0.03% | Add +1.2% | 8,784 | $439K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -25.4% | 8,721 | $436K |
| Swiss Life Asset Management Ltd | 0.00% | Add +25.9% | 8,716 | $435K |
| Evergreen Capital Management LLC | 0.01% | Add +37.5% | 8,663 | $433K |
| Axq Capital, LP | 0.06% | New | 8,590 | $429K |
| Formidable Asset Management, LLC | 0.06% | No change | 7,890 | $394K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.3% | 7,865 | $393K |
| Susquehanna International Group, LLP | 0.00% | Add +32.9% | 7,601 | $380K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -2.1% | 7,575 | $378K |
| Lido Advisors, LLC | 0.00% | Reduce -13.5% | 7,339 | $369K |
| Twinbeech Capital LP | 0.04% | New | 7,255 | $362K |
| IMC-Chicago, LLC | 0.01% | New | 7,157 | $358K |
| Advisor OS, LLC | 0.02% | New | 6,890 | $344K |
| Pinnacle Family Advisors, LLC | 0.16% | Add +1.0% | 6,879 | $344K |
| Brooklyn Investment Group | 0.01% | New | 6,782 | $339K |
| United Capital Financial Advisors, LLC | 0.00% | New | 6,729 | $336K |
| Callan Family Office, LLC | 0.01% | Reduce -3.5% | 6,714 | $335K |
| James Investment Research, Inc. | 0.04% | Add +0.1% | 6,696 | $335K |
| RDA Financial Network | 0.08% | Reduce -53.5% | 6,622 | $331K |
| Atlas Capital Advisors Inc. | 0.04% | No change | 6,573 | $328K |
| US Bancorp \de | 0.00% | Add +11.8% | 6,564 | $328K |
| Ruffer LLP | 0.01% | Reduce -10.7% | 6,480 | $325K |
| HRT Financial LP | 0.00% | New | 6,489 | $324K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -31.4% | 6,428 | $321K |
| Arax Advisory Partners | 0.01% | Add +198.6% | 6,362 | $319K |
| Hazelview Securities Inc. | 0.06% | New | 6,320 | $316K |
| Pursue Wealth Partners LLC | 0.19% | No change | 6,218 | $311K |
| PNC Financial Services Group, Inc. | 0.00% | Add +37.7% | 6,153 | $307K |
| Federated Hermes, Inc. | 0.00% | Reduce -1.2% | 6,052 | $302K |
| Calamos Wealth Management LLC | 0.01% | New | 6,020 | $301K |
| Calamos Advisors LLC | 0.00% | New | 6,020 | $301K |
| Community Bank of Raymore | 0.20% | No change | 5,955 | $298K |
| Private Trust Co. NA | 0.03% | Add +9.4% | 5,834 | $291K |
| MRP Capital Investments, LLC | 0.25% | Reduce -1.3% | 5,715 | $286K |
| Securian Asset Management, Inc. | 0.01% | Add +2.3% | 5,612 | $280K |
| Crestwood Advisors Group, LLC | 0.00% | New | 5,598 | $280K |
| Kestra Investment Management, LLC | 0.00% | Reduce -63.2% | 5,561 | $278K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -71.0% | 5,548 | $277K |
| Camelot Portfolios, LLC | 0.21% | No change | 5,501 | $275K |
| Brighton Jones LLC | 0.01% | New | 5,456 | $273K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -36.2% | 5,144 | $257K |
| Inceptionr LLC | 0.06% | New | 5,137 | $257K |
| Vanderbilt University | 0.05% | No change | 5,118 | $256K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -27.9% | 5,117 | $256K |
| Bluefin Capital Management, LLC | 0.30% | New | 5,100 | $255K |
| Man Group plc | 0.00% | New | 5,091 | $254K |
| Krilogy Financial LLC | 0.01% | Reduce -15.3% | 4,492 | $251K |
| Altar Rock LLC | 0.29% | Add +12.4% | 4,983 | $250K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -92.8% | 4,991 | $249K |
| Panagora Asset Management Inc. | 0.00% | No change | 4,990 | $249K |
| EntryPoint Capital, LLC | 0.07% | Reduce -42.3% | 4,925 | $246K |
| Merit Financial Group, LLC | 0.00% | Add +0.7% | 4,879 | $244K |
| WINTON GROUP Ltd | 0.01% | New | 4,800 | $240K |
| Blair William & Co. | 0.00% | Add +1.6% | 4,799 | $240K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 4,700 | $236K |
| Presima Securities ULC | 0.13% | No change | 4,702 | $235K |
| M&G PLC | 0.00% | New | 4,649 | $232K |
| NewEdge Advisors, LLC | 0.00% | Add +658.1% | 4,647 | $232K |
| Advisory Services Network, LLC | 0.00% | New | 4,617 | $231K |
| Fieldview Capital Management, LLC | 0.07% | New | 4,528 | $226K |
| Waverly Advisors, LLC | 0.00% | Add +8.2% | 4,506 | $225K |
| Synergy Financial Group, LTD | 0.17% | Reduce -25.7% | 4,460 | $223K |
| Cordoba Advisory Partners LLC | 0.06% | No change | 4,432 | $223K |
| Renaissance Group LLC | 0.01% | Reduce -1.3% | 4,420 | $221K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 4,400 | $220K |
| Affinity Investment Advisors, LLC | 0.14% | No change | 4,399 | $220K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +9.6% | 4,397 | $220K |
| Bailard, Inc. | 0.00% | No change | 4,300 | $215K |
| Hohimer Wealth Management, LLC | 0.03% | New | 4,273 | $213K |
| DNB Asset Management AS | 0.00% | New | 4,145 | $207K |
| Sagewood Asset Management LP | 0.06% | Reduce -15.8% | 4,115 | $206K |
| Wedmont Private Capital | 0.01% | Reduce -4.2% | 3,859 | $205K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 3,552 | $201K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 4,019 | $201K |
| Virtus Investment Advisers, LLC | 0.05% | Add +16.6% | 3,793 | $189K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -4.6% | 3,544 | $177K |
| Jones Financial Companies LLLP | 0.00% | Add +30.5% | 3,466 | $169K |
| Allworth Financial LP | 0.00% | Add +16.1% | 3,211 | $160K |
| Heritage Wealth Advisors | 0.01% | No change | 3,000 | $150K |
| Hantz Financial Services, Inc. | 0.00% | Add +166.6% | 2,986 | $149K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,842 | $142K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -36.8% | 2,835 | $142K |
| Signaturefd, LLC | 0.00% | Add +14.7% | 2,818 | $141K |
| KBC Group NV | 0.00% | No change | 2,380 | $119K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 2,342 | $117K |
| IFP Advisors, Inc | 0.00% | Add +23.0% | 2,307 | $115K |
| Essential Partners LLC | 0.04% | Reduce -21.5% | 2,110 | $105K |
| GAMMA Investing LLC | 0.00% | Add +8.3% | 2,080 | $104K |
| TD Waterhouse Canada Inc. | 0.00% | New | 2,003 | $101K |
| FIL Ltd | 0.00% | Reduce -16.2% | 1,797 | $90K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1662.4% | 1,780 | $89K |
| Larson Financial Group LLC | 0.00% | Add +164.9% | 1,730 | $86K |
| Harbour Investments, Inc. | 0.00% | Add +5.2% | 1,708 | $85K |
| Ninety One UK Ltd | 0.00% | New | 1,708 | $85K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,700 | $85K |
| Fifth Third Bancorp | 0.00% | Reduce -2.9% | 1,625 | $81K |
| Ancora Advisors LLC | 0.00% | New | 1,620 | $81K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -29.5% | 1,568 | $78K |
| Triumph Capital Management | 0.02% | Reduce -18.6% | 1,531 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.4% | 1,446 | $72K |
| Farther Finance Advisors, LLC | 0.00% | Add +12.1% | 1,406 | $71K |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.1% | 1,400 | $70K |
| MAI Capital Management | 0.00% | Add +66.8% | 1,376 | $69K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -8.7% | 1,151 | $58K |
| UMB Bank, n.a. | 0.00% | Add +9.6% | 1,139 | $57K |
| Sunbelt Securities, Inc. | 0.00% | Add +2557.5% | 1,063 | $53K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +26.4% | 1,030 | $51K |
| Nova Wealth Management, Inc. | 0.03% | No change | 1,000 | $50K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,000 | $50K |
| SJS Investment Consulting Inc. | 0.01% | Add +25.5% | 979 | $49K |
| Bessemer Group Inc. | 0.00% | Reduce -4.0% | 922 | $46K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.0% | 916 | $46K |
| Smartleaf Asset Management LLC | 0.00% | Add +237.4% | 911 | $45K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 849 | $43K |
| KERR FINANCIAL PLANNING Corp | 0.02% | No change | 625 | $35K |
| True Wealth Design, LLC | 0.01% | Add +1.8% | 695 | $35K |
| Spire Wealth Management | 0.00% | Add +10.6% | 604 | $30K |
| Loomis Sayles & Co. L P | 0.00% | Add +12.3% | 565 | $28K |
| TD Capital Management LLC | 0.00% | Add +447.5% | 553 | $28K |
| Synergy Investment Management, LLC | 0.01% | New | 544 | $27K |
| Osbon Capital Management LLC | 0.02% | New | 521 | $26K |
| Ares Financial Consulting, LLC | 0.02% | Add +56.4% | 516 | $26K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 500 | $25K |
| Blue Trust, Inc. | 0.00% | Add +0.2% | 445 | $22K |
| Quarry LP | 0.00% | Reduce -76.8% | 431 | $22K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -17.3% | 422 | $21K |
| Costello Asset Management, INC | 0.01% | No change | 402 | $20K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 400 | $20K |
| Group One Trading LLC | 0.00% | Reduce -88.9% | 388 | $19K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 380 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 359 | $18K |
| Colonial Trust Co / SC | 0.00% | Reduce -53.7% | 350 | $17K |
| Mather Group, Llc. | 0.00% | New | 345 | $17K |
| Sound Income Strategies, LLC | 0.00% | Add +10.2% | 335 | $17K |
| CoreCap Advisors, LLC | 0.00% | No change | 317 | $16K |
| Los Angeles Capital Management LLC | 0.00% | New | 296 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 286 | $15K |
| Southern Michigan Bank & Trust | 0.01% | — | 275 | $14K |
| Rossby Financial, LCC | 0.00% | No change | 257 | $13K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 258 | $13K |
| Sarver Vrooman Wealth Advisors | 0.01% | Add +1.6% | 254 | $13K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 249 | $12K |
| Bayforest Capital Ltd | 0.01% | Reduce -95.7% | 246 | $12K |
| WPG Advisers, LLC | 0.01% | Add +1723.1% | 237 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -8.2% | 223 | $11K |
| Huntington National Bank | 0.00% | Reduce -2.2% | 223 | $11K |
| Arlington Trust Co LLC | 0.00% | Add +3.3% | 222 | $11K |
| Whittier Trust Co. | 0.00% | No change | 211 | $11K |
| Crewe Advisors LLC | 0.00% | Add +3.0% | 206 | $10K |
| Covestor Ltd | 0.01% | Add +4.0% | 207 | $10K |
| Capital Analysts, LLC | 0.00% | Reduce -23.9% | 200 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 184 | $9K |
| Sachetta, LLC | 0.00% | Add +722.7% | 181 | $9K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -1.1% | 179 | $9K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 176 | $9K |
| Vision Financial Markets LLC | 0.01% | Add +1.5% | 132 | $7K |
| Quent Capital, LLC | 0.00% | Reduce -11.7% | 128 | $6K |
| Root Financial Partners, LLC | 0.00% | Add +384.0% | 121 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 115 | $6K |
| Napier Financial, LLC | 0.00% | New | 112 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 111 | $6K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 100 | $5K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 100 | $5K |
| Rothschild Investment LLC | 0.00% | Add +24.7% | 96 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -85.7% | 83 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 71 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -14.4% | 77 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | Add +1.3% | 76 | $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% | No change | 75 | $4K |
| LRI Investments, LLC | 0.00% | No change | 75 | $4K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -47.5% | 74 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -81.9% | 70 | $3K |
| Kingdom Financial Group LLC. | 0.00% | No change | 70 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +35.3% | 69 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 69 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 59 | $3K |
| Boreal Capital Management LLC | 0.00% | No change | 50 | $3K |
| Cornerstone Financial Management LLC | 0.00% | No change | 50 | $2K |
| Roble, Belko & Company, Inc | 0.00% | No change | 30 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +50.0% | 39 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -7.9% | 35 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 32 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 31 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 29 | $1K |
| Archer Investment Corp | 0.00% | Add +3.6% | 29 | $1K |
| Dunhill Financial, LLC | 0.00% | Add +575.0% | 27 | $1K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 20 | $1K |
| Tsfg, LLC | 0.00% | No change | 21 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 20 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -93.4% | 20 | $1K |
| CX Institutional | 0.00% | Add +5.9% | 18 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 19 | $971 |
| Signature Equity Partners, LLC | 0.00% | Reduce -97.3% | 19 | $949 |
| Manchester Capital Management LLC | 0.00% | No change | 17 | $850 |
| Cromwell Holdings LLC | 0.00% | No change | 14 | $704 |
| Financial Management Professionals, Inc. | 0.00% | No change | 13 | $654 |
| Bare Financial Services, Inc | 0.00% | New | 10 | $500 |
| Rialto Wealth Management, LLC | 0.00% | No change | 10 | $500 |
| Financial Perspectives, Inc | 0.00% | No change | 8 | $400 |
| MV Capital Management, Inc. | 0.00% | No change | 7 | $350 |
| Silicon Valley Capital Partners | 0.00% | New | 5 | $252 |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 4 | $200 |
| Ameriflex Group, Inc. | 0.00% | No change | 3 | $150 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 3 | $150 |
| Hughes Financial Services, LLC | 0.00% | Add +50.0% | 3 | $150 |
| 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.