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Disclosery

EPR EPR PPTYS

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REIT (common), issuer CIK 1045450

377 managers (388 13F filers) reported a position in EPR shares at 2025-03-31, 58,279,788 shares in all. 66 filers opened a position and 39 filers sold out during the quarter.

Managers
377
13F filers
388
New
66
Added
167
Reduced
86
Sold out
39
Shares held by filers
58,279,788

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Metis Global Partners, LLC9,595$505K0.01%+91113F-HRTimeline
Crossmark Global Holdings, Inc.9,415$495K0.01%+98613F-HRTimeline
QUADRANT CAPITAL GROUP LLC9,382$494K0.02%+6,11713F-HRTimeline
CWM, LLCin group CWM, LLC9,252$487K<0.01%+3,86413F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,143$481K<0.01%-87213F-HRTimeline
D.A. DAVIDSON & CO.8,938$470K<0.01%+30913F-HRTimeline
TT Capital Management LLC8,925$470K0.4%-14,20013F-HRTimeline
Formidable Asset Management, LLC8,878$467K0.08%-71713F-HRTimeline
EMC Capital Management8,800$463K0.28%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,751$460K<0.01%+32013F-HRTimelineGroup
Empowered Funds, LLC8,746$460K0.01%+80413F-HRTimeline
XPONANCE LLC8,746$460K<0.01%-62713F-HRTimeline
Versant Capital Management, Inc8,721$459K0.08%+7,16713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,479$446K<0.01%+16913F-HRTimelineGroup
BTC Capital Management, Inc.in group BTC Capital Management, Inc.8,071$425K0.04%+49413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,855$413K<0.01%+1,24613F-HRTimelineGroup
Parallel Advisors, LLC7,548$397K0.01%+1,14113F-HRTimeline
Ilmarinen Mutual Pension Insurance Co7,500$395K<0.01%013F-HRTimeline
RFG Advisory, LLC7,183$378K0.01%new13F-HRTimeline
Arete Wealth Advisors, LLC6,992$365K0.03%013F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…6,813$358K0.01%013F-HR/ATimelineGroup
Synergy Financial Group, LTD6,298$331K0.3%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC6,218$327K0.2%013F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…6,170$325K<0.01%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC6,276$324K0.01%new13F-HRTimeline
CHOREO, LLC6,076$321K<0.01%+1,11213F-HRTimeline
Community Bank of Raymore5,955$313K0.25%+1,40013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,897$310K0.04%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC5,725$301K0.01%013F-HRTimeline
Sterneck Capital Management, LLC5,708$300K0.16%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,706$300K<0.01%new13F-HRTimeline
Sound Stewardship, LLC5,626$296K0.17%+75713F-HRTimeline
Abel Hall, LLC5,600$295K0.18%-70913F-HRTimeline
Prosperity Consulting Group, LLC5,597$294K0.02%-56113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,567$293K<0.01%-1,97013F-HRTimelineGroup
Camelot Portfolios, LLC5,503$290K0.18%new13F-HRTimeline
Kovack Advisors, Inc.5,389$284K0.03%-5,30013F-HRTimeline
Sanctuary Advisors, LLC5,379$283K<0.01%-18,55413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,353$282K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA5,328$280K0.03%-16213F-HRTimeline
Vanderbilt University5,317$280K0.05%-18713F-HRTimeline
MRP Capital Investments, LLC5,296$279K0.26%+85013F-HRTimeline
Caprock Group, LLC5,208$276K0.01%new13F-HRTimeline
Callan Family Office, LLC5,233$275K0.02%-84113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC5,205$274K<0.01%-1,63513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,155$271K<0.01%+11113F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO5,140$270K0.02%+50013F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC5,007$263K<0.01%013F-HRTimeline
AlphaQuest LLC4,950$260K0.03%-30,25513F-HRTimeline
Optas, LLC4,899$258K0.04%new13F-HRTimeline
EP Wealth Advisors, LLC4,880$257K<0.01%+33513F-HRTimeline
Chicago Partners Investment Group LLC5,043$254K0.01%new13F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…4,853$251K0.01%new13F-HRTimelineGroup
Robertson Stephens Wealth Management, L…4,700$249K0.01%013F-HRTimeline
Impact Partnership Wealth, LLC4,690$247K0.05%-1,49513F-HRTimeline
MACKENZIE FINANCIAL CORP4,675$246K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,596$244K<0.01%-19113F-HRTimelineGroup
Atria Wealth Solutions, Inc.4,617$243K<0.01%-37313F-HRTimeline
Presima Securities ULC4,573$241K0.05%new13F-HRTimeline
RENAISSANCE GROUP LLC4,568$240K0.01%new13F-HRTimeline
Quantum Portfolio Management LLC4,550$239K0.12%new13F-HRTimeline
J.W. COLE ADVISORS, INC.4,522$238K0.01%new13F-HRTimeline
Brookwood Investment Group LLC4,446$234K0.04%13F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC4,416$232K0.19%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC4,305$226K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,262$224K<0.01%-13,21913F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,256$224K<0.01%new13F-HRTimeline
FIL Ltdin group FIL Ltd4,193$221K<0.01%+1,70913F-HRTimelineGroup
AXA S.A.in group AXA S.A.4,164$219K<0.01%-32,54013F-HRTimelineGroup
Utah Retirement Systems4,138$218K<0.01%new13F-HRTimeline
FAMILY WEALTH PARTNERS, LLC4,083$215K0.1%new13F-HRTimeline
Baker Avenue Asset Management, LP3,977$209K0.01%new13F-HRTimeline
Pallas Capital Advisors LLC3,970$209K0.01%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC3,950$208K0.04%new13F-HRTimeline
Longboard Asset Management, LP3,919$206K0.61%new13F-HRTimeline
KBC Group NVin group KBC Group NV3,594$189K<0.01%-15913F-HRTimelineGroup
Virtus Investment Advisers, LLCgroup of 2 filers holding3,439$181K-192Timeline
Heritage Wealth Advisors3,000$158K0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,842$150K<0.01%013F-HRTimeline
SIGNATUREFD, LLC2,560$135K<0.01%+18413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,339$123K<0.01%+24213F-HRTimelineGroup
Lindbrook Capital, LLC2,302$121K0.01%+1,14313F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.2,046$108K<0.01%+48413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,944$102K<0.01%-12513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,911$101K<0.01%+2813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,888$99.3K0.01%+35813F-HRTimelineGroup
GAMMA Investing LLC1,871$98.4K0.01%+74413F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,830$94.6K<0.01%+1,29613F-HR/ATimelineGroup
SSA SWISS ADVISORS AG1,645$87.1K0.04%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,636$86.1K<0.01%-8,64913F-HRTimelineGroup
Rossby Financial, LCC1,741$85.4K0.04%new13F-HRTimeline
Covestor Ltd1,500$79K0.05%-49513F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,434$75.4K<0.01%+5813F-HRTimeline
Steward Partners Investment Advisory, L…1,423$74.9K<0.01%+1513F-HRTimeline
Geneos Wealth Management Inc.1,252$73.9K<0.01%+72913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,359$71.5K<0.01%013F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd1,308$69.4K0.01%new13F-HRTimeline
IFP Advisors, Inc1,280$67.3K<0.01%-54613F-HRTimeline
Advisors Asset Management, Inc.1,272$66.9K<0.01%-1713F-HR/ATimeline
Nova Wealth Management, Inc.1,223$64.3K0.06%013F-HR/ATimeline
MAI Capital Management1,191$62.7K<0.01%013F-HRTimeline
Elequin Capital, LP1,165$61.3K0.01%new13F-HRTimeline
Allworth Financial LP1,135$55.4K<0.01%+39313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,021$53.7K<0.01%+74113F-HRTimelineGroup
Arax Advisory Partners935$49.2K<0.01%+22413F-HRTimeline
Atlantic Edge Private Wealth Management…850$44.7K0.01%+40013F-HRTimeline
Brooklyn Investment Group716$37.7K0.01%+15513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.702$37K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Koesten, Hirschmann & Crabtree, INC.603$31.7K0.02%013F-HRTimeline
V-Square Quantitative Management LLC556$29.3K<0.01%013F-HRTimeline
Synergy Investment Management, LLC544$28.6K0.01%-6813F-HRTimeline
Caitong International Asset Management …537$28.3K0.02%+37713F-HRTimeline
Clearstead Advisors, LLC497$26.1K<0.01%+17713F-HRTimeline
Sound Income Strategies, LLC491$25.8K<0.01%+4213F-HRTimeline
Blue Trust, Inc.441$23.2K<0.01%-3,19913F-HRTimeline
Costello Asset Management, INC402$21.2K0.01%new13F-HRTimeline
NewEdge Advisors, LLC400$21K<0.01%+5013F-HRTimeline
Compass Financial Services Inc383$20.2K0.01%+613F-HRTimeline
Wilmington Savings Fund Society, FSB377$19.8K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC353$19K<0.01%+10313F-HRTimelineGroup
Clearstead Trust, LLC359$18.9K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.345$18.1K<0.01%+13613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC332$17K<0.01%+313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.311$16.4K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC301$15.8K<0.01%+2913F-HRTimeline
Investors Research Corp300$15.8K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC300$15.8K0.01%013F-HRTimeline
DT Investment Partners, LLC273$14.4K<0.01%013F-HRTimeline
SVB WEALTH LLC272$14.3K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC270$14K<0.01%013F-HRTimeline
UMB Bank, n.a.224$11.8K<0.01%+7013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arlington Trust Co LLCin group Arlington Trust Co LLC215$11.3K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO211$11.1K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust198$10.4K<0.01%+10513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …182$9.57K<0.01%13F-HRTimelineGroup
Prestige Wealth Management Group LLC176$9.26K<0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC175$9.16K<0.01%+7013F-HRTimeline
CX Institutional168$9K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB170$8.94K<0.01%+11513F-HRTimeline
Bell Investment Advisors, Inc154$8.1K<0.01%013F-HRTimeline
True Wealth Design, LLC134$7.05K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC125$6.58K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC121$6K<0.01%+1113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC111$5.84K<0.01%013F-HRTimeline
Quent Capital, LLC106$5.59K<0.01%013F-HRTimeline
TD Capital Management LLC101$5.3K<0.01%013F-HRTimeline
DANSKE BANK A/S100$5.26K<0.01%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC88$4.63K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC83$4.37K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co75$3.95K<0.01%013F-HRTimeline
LRI Investments, LLC75$3.95K<0.01%013F-HRTimeline
NewSquare Capital LLC71$3.73K<0.01%new13F-HRTimeline
West Branch Capital LLC68$3.58K<0.01%013F-HRTimeline
TRUST CO OF VERMONT66$3.47K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…60$3.16K<0.01%+2713F-HRTimelineGroup
Crewe Advisors LLC56$2.95K<0.01%new13F-HRTimeline
PSI Advisors, LLC50$2.63K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC31$1.63K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.27$1.45K<0.01%013F-HRTimeline
Archer Investment Corp27$1.41K<0.01%+113F-HRTimeline
SIERRA OCEAN, LLC23$1.21K<0.01%013F-HRTimeline
Sachetta, LLC22$1.16K<0.01%013F-HRTimeline
Dunhill Financial, LLC17$1.03K<0.01%+1213F-HRTimeline
Roble, Belko & Company, Inc28$1K<0.01%013F-HRTimeline
TSFG, LLC21$1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC19$1K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC18$958<0.01%013F-HRTimeline
Whipplewood Advisors, LLC32$894<0.01%+1513F-HRTimeline
Bogart Wealth, LLC16$846<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.13$684<0.01%013F-HRTimeline
WPG Advisers, LLC13$684<0.01%013F-HRTimeline
Financial Perspectives, Inc8$421<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.7$369<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC0$59<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Activest Wealth Management1$53<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC1$52<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-64613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.