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Disclosery

EPR EPR PPTYS

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REIT (common), issuer CIK 1045450

353 managers (363 13F filers) reported a position in EPR shares at 2024-12-31, 53,673,191 shares in all. 38 filers opened a position and 46 filers sold out during the quarter.

Managers
353
13F filers
363
New
38
Added
148
Reduced
98
Sold out
46
Shares held by filers
53,673,191

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
EMC Capital Management8,800$390K0.22%+7,46213F-HRTimeline
Metis Global Partners, LLC8,684$385K0.01%+88713F-HRTimeline
D.A. DAVIDSON & CO.8,629$382K<0.01%+18113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,431$373K<0.01%+1,04413F-HRTimelineGroup
Crossmark Global Holdings, Inc.8,429$373K0.01%-19613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,310$368K<0.01%+1,18213F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC8,275$366K<0.01%-25,99113F-HRTimelineGroup
Advisory Services Network, LLC8,032$356K0.01%-6213F-HRTimeline
Sunbelt Securities, Inc.8,000$354K0.03%+4,00013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,948$352K<0.01%+93613F-HRTimelineGroup
Empowered Funds, LLC7,942$352K0.01%new13F-HRTimeline
IEQ CAPITAL, LLC7,844$347K<0.01%+3,69913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding7,799$345K-3,239Timeline
MML INVESTORS SERVICES, LLC7,610$337K<0.01%+26213F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.7,577$336K0.03%+79513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\7,537$334K<0.01%+2,39213F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co7,500$332K<0.01%013F-HRTimeline
Arete Wealth Advisors, LLC6,992$307K0.02%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC6,840$303K<0.01%+17513F-HRTimelineGroup
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…6,813$302K<0.01%+12213F-HR/ATimelineGroup
HighTower Advisors, LLC6,794$301K<0.01%-13213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,609$293K<0.01%+4313F-HRTimelineGroup
Parallel Advisors, LLC6,407$284K0.01%+70313F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.6,354$281K0.05%new13F-HRTimeline
SIMPLEX TRADING, LLC6,356$281K0.01%+3,74613F-HRTimeline
Bridgefront Capital, LLC6,337$281K0.09%-1,45713F-HRTimeline
Abel Hall, LLC6,309$279K0.18%+5313F-HRTimeline
PURSUE WEALTH PARTNERS LLC6,218$275K0.16%013F-HRTimeline
Impact Partnership Wealth, LLC6,185$274K0.06%+7113F-HRTimeline
Prosperity Consulting Group, LLC6,158$273K0.02%new13F-HRTimeline
Callan Family Office, LLC6,074$269K0.02%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC5,928$262K<0.01%-33,15313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,787$260K<0.01%+78713F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC5,725$254K0.01%-16313F-HRTimeline
Sterneck Capital Management, LLC5,708$253K0.14%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,610$248K0.01%+34913F-HRTimeline
Vanderbilt University5,504$244K0.05%new13F-HRTimeline
PRIVATE TRUST CO NA5,490$243K0.02%-98013F-HRTimeline
CWM, LLCin group CWM, LLC5,388$239K<0.01%-2,29513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,044$223K<0.01%+1,03013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…5,032$223K0.16%new13F-HRTimeline
PANAGORA ASSET MANAGEMENT INC5,007$222K<0.01%-66813F-HRTimeline
Atria Wealth Solutions, Inc.4,990$221K<0.01%-1213F-HRTimeline
CHOREO, LLC4,964$219K<0.01%-51213F-HRTimeline
Sound Stewardship, LLC4,869$216K0.13%new13F-HRTimeline
Robertson Stephens Wealth Management, L…4,700$209K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,679$207K<0.01%013F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO4,640$205K0.01%-5513F-HRTimelineGroup
Community Bank of Raymore4,555$202K0.16%013F-HRTimeline
EP Wealth Advisors, LLC4,545$201K<0.01%new13F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC4,522$200K0.06%013F-HRTimeline
MRP Capital Investments, LLC4,446$197K0.18%+40113F-HRTimeline
Global Retirement Partners, LLC4,117$182K0.01%+22813F-HRTimeline
KBC Group NVin group KBC Group NV3,753$166K<0.01%+1,76713F-HRTimelineGroup
Blue Trust, Inc.3,640$161K<0.01%+2,93113F-HR/ATimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…3,631$161K0.07%-35213F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC3,265$145K0.01%+14213F-HRTimeline
Heritage Wealth Advisors3,000$133K0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,842$126K<0.01%-4,23613F-HRTimeline
FIL Ltdin group FIL Ltd2,484$110K<0.01%+69613F-HRTimelineGroup
SIGNATUREFD, LLC2,376$105K<0.01%+1613F-HRTimeline
Vestcor Inc2,209$98K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC2,117$93.7K<0.01%+64313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,097$92.8K<0.01%+13813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,069$91.6K<0.01%+7313F-HRTimelineGroup
Covestor Ltd1,995$89K0.06%+16613F-HRTimeline
HARBOUR INVESTMENTS, INC.1,883$83.4K<0.01%013F-HRTimeline
IFP Advisors, Inc1,826$80.9K<0.01%+2413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,562$69K<0.01%-2113F-HRTimeline
Versant Capital Management, Inc1,554$68.8K0.01%+6813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,530$67.7K<0.01%+52213F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,408$62.4K<0.01%-20013F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,376$60.9K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,359$60.2K<0.01%new13F-HRTimelineGroup
Advisors Asset Management, Inc.1,289$57.1K<0.01%013F-HR/ATimeline
Nova Wealth Management, Inc.1,223$54.2K0.05%13F-HRTimeline
MAI Capital Management1,191$52.7K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC1,159$51.3K<0.01%+4313F-HRTimeline
GAMMA Investing LLC1,127$49.9K<0.01%+30213F-HRTimeline
Allworth Financial LP742$34.6K<0.01%-1813F-HRTimeline
Arax Advisory Partners711$31.5K<0.01%+8213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…646$30.1K<0.01%+27913F-HRTimeline
Synergy Investment Management, LLC612$27.1K0.01%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.603$26.7K0.02%013F-HRTimeline
Brooklyn Investment Group561$24.8K0.01%+113F-HRTimeline
V-Square Quantitative Management LLC556$24.6K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP534$23.7K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.523$23.1K<0.01%+1013F-HRTimeline
Matrix Trust Co452$20K<0.01%+2613F-HRTimeline
Atlantic Edge Private Wealth Management…450$19.9K0.01%013F-HRTimeline
Sound Income Strategies, LLC449$19.9K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB377$16.7K<0.01%013F-HRTimeline
Compass Financial Services Inc377$16.7K0.01%13F-HRTimeline
NewEdge Advisors, LLC350$15.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC329$15K<0.01%+713F-HRTimelineGroup
Clearstead Advisors, LLC320$14.2K<0.01%013F-HRTimeline
Investors Research Corp300$13.3K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC300$13.3K0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK280$12.4K<0.01%013F-HRTimelineGroup
DT Investment Partners, LLC273$12.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC272$12K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC270$11.9K<0.01%-19613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC250$11K<0.01%+15513F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC215$9.52K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO211$9.34K<0.01%013F-HRTimeline
MATHER GROUP, LLC.209$9.26K<0.01%-6513F-HRTimeline
Quarry LP201$8.9K<0.01%-5213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …182$8.06K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC176$7.84K<0.01%013F-HR/ATimeline
Coppell Advisory Solutions LLC163$7.21K<0.01%new13F-HRTimeline
Caitong International Asset Management …160$7.08K0.01%13F-HR/ATimeline
Bell Investment Advisors, Inc154$6.82K<0.01%+1113F-HRTimeline
UMB Bank, n.a.154$6.82K<0.01%+14513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC110$5K<0.01%+3813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC111$4.92K<0.01%013F-HRTimeline
Quent Capital, LLC106$4.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC105$4.65K<0.01%-1513F-HRTimeline
TD Capital Management LLC101$4.46K<0.01%013F-HRTimeline
DANSKE BANK A/S100$4.43K<0.01%-50013F-HRTimeline
Parkside Financial Bank & Trust93$4.12K<0.01%+1513F-HRTimeline
Centerpoint Advisors, LLC80$4K<0.01%013F-HRTimeline
WR Wealth Planners, LLC86$3.83K<0.01%+2513F-HRTimeline
Missouri Trust & Investment Co75$3.32K<0.01%013F-HRTimeline
LRI Investments, LLC75$3.32K<0.01%013F-HRTimeline
West Branch Capital LLC68$3.01K<0.01%013F-HRTimeline
TRUST CO OF VERMONT66$2.92K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB55$2.44K<0.01%+5313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors55$2.44K<0.01%new13F-HRTimelineGroup
PSI Advisors, LLC50$2.21K<0.01%-17913F-HRTimeline
Sanctuary Wealth Management, L.L.C.34$1.51K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…33$1.46K<0.01%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC31$1.37K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.27$1.2K<0.01%13F-HRTimeline
Archer Investment Corp26$1.17K<0.01%013F-HRTimeline
WealthCollab, LLC25$1.11K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.24$1.06K<0.01%13F-HRTimeline
SIERRA OCEAN, LLC23$1.02K<0.01%13F-HRTimeline
Roble, Belko & Company, Inc28$1K<0.01%+113F-HRTimeline
TSFG, LLC21$1K<0.01%013F-HRTimeline
Sachetta, LLC22$975<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC19$841<0.01%013F-HRTimeline
RE Dickinson Investment Advisors, LLC1,825$8090.05%-21213F-HR/ATimeline
Glen Eagle Advisors, LLC18$792<0.01%013F-HRTimeline
Whipplewood Advisors, LLC17$753<0.01%13F-HRTimeline
Financial Management Professionals, Inc.13$576<0.01%013F-HRTimeline
WPG Advisers, LLC13$576<0.01%13F-HRTimeline
Financial Perspectives, Inc8$354<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.7$310<0.01%013F-HRTimeline
Dunhill Financial, LLC5$218<0.01%013F-HRTimeline
New Millennium Group LLC4$177<0.01%new13F-HRTimeline
Creekmur Asset Management LLC4$177<0.01%013F-HRTimeline
Activest Wealth Management1$44<0.01%new13F-HRTimeline
Hemington Wealth Management5$00%-1213F-HRTimelineValue filed as zero, left out of ratios.