Holdings Channel
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Funds Holding EPR

On this page, we present all of the funds holding EPR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EPR, with a link to that fund's top holdings. The next columns indicate the amount of EPR stock held by each of the funds holding EPR, followed by the EPR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 379 funds holding EPR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Vanguard Group Inc.. For more details on the positions held by Vanguard Group Inc. (or by any of the other funds holding EPR), click the fund name in the "Holder" column of the funds-holding-EPR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.11,257,272$545,415 12/31/2023
     EPR11,257,272$545,415 12/31/2023
BlackRock Inc. $496,929 12/31/2023
     EPR9,854,780$477,464 12/31/2023
     EPR.PRC494,083$10,524 12/31/2023
     EPR.PRE317,973$8,941 12/31/2023
Invesco Ltd.5,022,953$243,362 12/31/2023
     EPR5,022,953$243,362 12/31/2023
State Street Corp4,214,273$205,332 12/31/2023
     EPR4,214,273$205,332 12/31/2023
Wellington Management Group LLP1,691,029$81,930 12/31/2023
     EPR1,691,029$81,930 12/31/2023
International Assets Investment Management LLC $77,786 12/31/2023
     EPR158,916$76,990 12/31/2023
     EPR.PRC16,955$796 12/31/2023
Geode Capital Management LLC1,324,462$64,179 12/31/2023
     EPR1,324,462$64,179 12/31/2023
Bank of New York Mellon Corp1,278,772$61,956 12/31/2023
     EPR1,278,772$61,956 12/31/2023
PGGM Investments1,272,738$61,664 12/31/2023
     EPR1,272,738$61,664 12/31/2023
Charles Schwab Investment Management Inc.1,244,414$60,292 12/31/2023
     EPR1,244,414$60,292 12/31/2023
LSV Asset Management1,112,454$53,898 12/31/2023
     EPR1,112,454$53,898 12/31/2023
Dimensional Fund Advisors LP1,061,160$51,414 12/31/2023
     EPR1,061,160$51,414 12/31/2023
Norges Bank882,587$42,761 12/31/2023
     EPR882,587$42,761 12/31/2023
Renaissance Technologies LLC778,686$37,727 12/31/2023
     EPR778,686$37,727 12/31/2023
Northern Trust Corp669,605$32,442 12/31/2023
     EPR669,605$32,442 12/31/2023
Nuveen Asset Management LLC666,223$32,364 12/31/2023
     EPR666,223$32,364 12/31/2023
Legal & General Group Plc621,231$30,099 12/31/2023
     EPR621,231$30,099 12/31/2023
Morgan Stanley $26,930 12/31/2023
     EPR532,663$25,808 12/31/2023
     EPR.PRC48,159$1,032 12/31/2023
     EPR.PRE3,167$90 12/31/2023
Prudential Financial Inc.521,811$25,282 12/31/2023
     EPR521,811$25,282 12/31/2023
JPMorgan Chase & Co.460,208$22,297 12/31/2023
     EPR460,208$22,297 12/31/2023
Balyasny Asset Management LLC425,134$20,598 12/31/2023
     EPR425,134$20,598 12/31/2023
AQR Capital Management LLC390,701$18,929 12/31/2023
     EPR390,701$18,929 12/31/2023
Camden Asset Management L P CA $18,707 12/31/2023
     EPR.PRC546,740$11,531 12/31/2023
     EPR.PRE257,465$7,176 12/31/2023
UBS Asset Management Americas Inc.377,462$18,288 12/31/2023
     EPR377,462$18,288 12/31/2023
Schonfeld Strategic Advisors LLC339,679$16,457 12/31/2023
     EPR339,679$16,457 12/31/2023
Skaana Management L.P. $15,977 12/31/2023
     EPR.PRC750,098$15,977 12/31/2023
LDR Capital Management LLC $15,691 12/31/2023
     EPR.PRE308,145$8,665 12/31/2023
     EPR.PRC329,841$7,026 12/31/2023
Infrastructure Capital Advisors LLC $15,353 12/31/2023
     EPR.PRE498,112$14,007 12/31/2023
     EPR.PRC63,214$1,346 12/31/2023
Principal Financial Group Inc.276,501$13,396 12/31/2023
     EPR276,501$13,396 12/31/2023
Deutsche Bank AG254,813$12,346 12/31/2023
     EPR254,813$12,346 12/31/2023
Point72 Asset Management L.P.254,397$12,326 12/31/2023
     EPR254,397$12,326 12/31/2023
Los Angeles Capital Management & Equity Research Inc.251,020$12,162 12/31/2023
     EPR251,020$12,162 12/31/2023
Uniplan Investment Counsel Inc. $11,755 12/31/2023
     EPR193,967$9,508 12/31/2023
     EPR.PRC104,578$2,247 12/31/2023
Rhumbline Advisers236,483$11,458 12/31/2023
     EPR236,483$11,458 12/31/2023
Thrivent Financial for Lutherans236,309$11,449 12/31/2023
     EPR236,309$11,449 12/31/2023
Aequim Alternative Investments LP $10,778 12/31/2023
     EPR.PRC440,000$9,372 12/31/2023
     EPR.PRE50,000$1,406 12/31/2023
Mirae Asset Global Investments Co. Ltd.206,188$9,990 12/31/2023
     EPR206,188$9,990 12/31/2023
Ameriprise Financial Inc.204,610$9,923 12/31/2023
     EPR204,610$9,923 12/31/2023
State of Wisconsin Investment Board200,198$9,700 12/31/2023
     EPR200,198$9,700 12/31/2023
Millennium Management LLC196,843$9,537 12/31/2023
     EPR196,843$9,537 12/31/2023
Westwood Holdings Group Inc. $8,571 12/31/2023
     EPR.PRE280,000$7,911 12/31/2023
     EPR.PRC31,000$660 12/31/2023
Lighthouse Investment Partners LLC175,000$8,479 12/31/2023
     EPR175,000$8,479 12/31/2023
Virginia Retirement Systems ET AL173,840$7,221 09/30/2023
     EPR173,840$7,221 09/30/2023
Swiss National Bank148,388$7,189 12/31/2023
     EPR148,388$7,189 12/31/2023
Alliancebernstein L.P.146,393$7,093 12/31/2023
     EPR146,393$7,093 12/31/2023
Public Employees Retirement System of Ohio140,454$6,805 12/31/2023
     EPR140,454$6,805 12/31/2023
Commonwealth Equity Services LLC139,008$6,735 12/31/2023
     EPR139,008$6,735 12/31/2023
Primecap Management Co. CA136,400$6,609 12/31/2023
     EPR136,400$6,609 12/31/2023
UBS Group AG $6,495 12/31/2023
     EPR133,591$6,472 12/31/2023
     EPR.PRC1,000$21 12/31/2023
     EPR.PRE60$2 12/31/2023
Credit Suisse AG130,412$6,318 12/31/2023
     EPR130,412$6,318 12/31/2023
First Trust Advisors LP126,742$6,141 12/31/2023
     EPR126,742$6,141 12/31/2023
Macquarie Group Ltd.126,350$6,121 12/31/2023
     EPR126,350$6,121 12/31/2023
New York State Teachers Retirement System117,383$5,687 12/31/2023
     EPR117,383$5,687 12/31/2023
Asset Management One Co. Ltd.115,695$5,671 12/31/2023
     EPR115,695$5,671 12/31/2023
Quantinno Capital Management LP113,198$5,484 12/31/2023
     EPR113,198$5,484 12/31/2023
Great West Life Assurance Co. Can106,201$5,142 12/31/2023
     EPR106,201$5,142 12/31/2023
Zacks Investment Management104,929$5,084 12/31/2023
     EPR104,929$5,084 12/31/2023
Cyndeo Wealth Partners LLC102,245$4,954 12/31/2023
     EPR102,245$4,954 12/31/2023
American International Group Inc.101,743$4,929 12/31/2023
     EPR101,743$4,929 12/31/2023
Colony Capital Inc. $4,926 12/31/2023
     EPR.PRC130,000$2,769 12/31/2023
     EPR.PRE76,709$2,157 12/31/2023
Goldman Sachs Group Inc.101,413$4,913 12/31/2023
     EPR101,413$4,913 12/31/2023
Greenland Capital Management LP95,000$4,603 12/31/2023
     EPR95,000$4,603 12/31/2023
Federated Hermes Inc.94,554$4,581 12/31/2023
     EPR94,554$4,581 12/31/2023
Retirement Systems of Alabama94,345$4,571 12/31/2023
     EPR94,345$4,571 12/31/2023
State of New Jersey Common Pension Fund D89,436$4,333 12/31/2023
     EPR89,436$4,333 12/31/2023
Bank of America Corp DE $4,323 12/31/2023
     EPR67,245$3,258 12/31/2023
     EPR.PRC50,000$1,065 12/31/2023
Allianz Asset Management GmbH89,195$4,321 12/31/2023
     EPR89,195$4,321 12/31/2023
Sumitomo Mitsui Trust Holdings Inc.88,929$4,309 12/31/2023
     EPR88,929$4,309 12/31/2023
State Board of Administration of Florida Retirement System86,920$4,211 12/31/2023
     EPR86,920$4,211 12/31/2023
Nomura Asset Management Co. Ltd.85,320$4,134 12/31/2023
     EPR85,320$4,134 12/31/2023
Boothbay Fund Management LLC82,969$4,020 12/31/2023
     EPR82,969$4,020 12/31/2023
Cubist Systematic Strategies LLC82,363$3,990 12/31/2023
     EPR82,363$3,990 12/31/2023
California State Teachers Retirement System79,419$3,848 12/31/2023
     EPR79,419$3,848 12/31/2023
ExodusPoint Capital Management LP78,540$3,805 12/31/2023
     EPR78,540$3,805 12/31/2023
State of Tennessee Treasury Department77,700$3,765 12/31/2023
     EPR77,700$3,765 12/31/2023
CSS LLC IL $3,643 12/31/2023
     EPR.PRC284,290$6,041 12/31/2023
     Put49,500$2,398 12/31/2023
Barclays PLC75,022$3,636 12/31/2023
     EPR75,022$3,636 12/31/2023
Wells Fargo & Company MN $3,605 12/31/2023
     EPR50,498$2,447 12/31/2023
     EPR.PRC46,644$994 12/31/2023
     EPR.PRE5,833$164 12/31/2023
Janney Montgomery Scott LLC $3,593 12/31/2023
     EPR.PRE73,252$2,060 12/31/2023
     EPR18,271$885 12/31/2023
     EPR.PRC30,400$648 12/31/2023
Putnam Investments LLC71,338$3,456 12/31/2023
     EPR71,338$3,456 12/31/2023
The Manufacturers Life Insurance Company  $3,403 12/31/2023
     EPR59,930$2,904 12/31/2023
     EPR.PRE17,738$499 12/31/2023
LPL Financial LLC $3,213 12/31/2023
     EPR61,471$2,978 12/31/2023
     EPR.PRE8,361$235 12/31/2023
Ballast Asset Management LP65,770$3,187 12/31/2023
     EPR65,770$3,187 12/31/2023
Texas Permanent School Fund65,045$3,151 12/31/2023
     EPR65,045$3,151 12/31/2023
Oppenheimer & Co. Inc.58,887$2,853 12/31/2023
     EPR58,887$2,853 12/31/2023
DekaBank Deutsche Girozentrale57,636$2,838 12/31/2023
     EPR57,636$2,838 12/31/2023
Royal Bank of Canada $2,830 12/31/2023
     EPR55,733$2,701 12/31/2023
     EPR.PRC5,780$123 12/31/2023
     EPR.PRE198$6 12/31/2023
New York State Common Retirement Fund57,795$2,800 12/31/2023
     EPR57,795$2,800 12/31/2023
QRG Capital Management Inc.57,635$2,792 12/31/2023
     EPR57,635$2,792 12/31/2023
Nomura Holdings Inc. $2,635 12/31/2023
     EPR.PRC73,684$1,569 12/31/2023
     EPR22,000$1,066 12/31/2023
Exchange Traded Concepts LLC54,297$2,631 12/31/2023
     EPR54,297$2,631 12/31/2023
D.A. Davidson & CO. $2,616 12/31/2023
     EPR.PRC101,911$2,171 12/31/2023
     EPR9,191$445 12/31/2023
Ontario Teachers Pension Plan Board53,595$2,597 12/31/2023
     EPR53,595$2,597 12/31/2023
Man Group plc53,518$2,593 12/31/2023
     EPR53,518$2,593 12/31/2023
Amalgamated Bank53,380$2,586 12/31/2023
     EPR53,380$2,586 12/31/2023
Nisa Investment Advisors LLC53,122$2,574 12/31/2023
     EPR53,122$2,574 12/31/2023
Raymond James Financial Services Advisors Inc.51,756$2,508 12/31/2023
     EPR51,756$2,508 12/31/2023
Wedge Capital Management L L P NC51,124$2,477 12/31/2023
     EPR51,124$2,477 12/31/2023
Mercer Global Advisors Inc. ADV49,474$2,397 12/31/2023
     EPR49,474$2,397 12/31/2023
Caxton Associates LP48,667$2,358 12/31/2023
     EPR48,667$2,358 12/31/2023
Liberty Mutual Group Asset Management Inc.48,430$2,346 12/31/2023
     EPR48,430$2,346 12/31/2023
Envestnet Asset Management Inc. $2,344 12/31/2023
     EPR40,631$1,969 12/31/2023
     EPR.PRC17,629$375 12/31/2023
Amundi48,967$2,342 12/31/2023
     EPR48,967$2,342 12/31/2023
Jane Street Group LLC $2,303 12/31/2023
     EPR32,639$1,581 12/31/2023
     Call14,900$722 12/31/2023
FMR LLC46,643$2,260 12/31/2023
     EPR46,643$2,260 12/31/2023
Mutual of America Capital Management LLC46,551$2,255 12/31/2023
     EPR46,551$2,255 12/31/2023
Mitsubishi UFJ Kokusai Asset Management Co. Ltd.46,695$2,213 12/31/2023
     EPR46,695$2,213 12/31/2023
Palisade Capital Management LLC NJ $2,199 12/31/2023
     EPR.PRE78,900$2,199 12/31/2023
Oversea Chinese Banking CORP Ltd44,483$2,155 12/31/2023
     EPR44,483$2,155 12/31/2023
Vestcor Inc43,787$2,121 12/31/2023
     EPR43,787$2,121 12/31/2023
State of Alaska Department of Revenue43,316$2,097 12/31/2023
     EPR43,316$2,097 12/31/2023
Mariner LLC42,745$2,071 12/31/2023
     EPR42,745$2,071 12/31/2023
MetLife Investment Management LLC42,453$2,057 12/31/2023
     EPR42,453$2,057 12/31/2023
Strs Ohio42,456$2,056 12/31/2023
     EPR42,456$2,056 12/31/2023
Campbell & CO Investment Adviser LLC41,884$2,029 12/31/2023
     EPR41,884$2,029 12/31/2023
Hsbc Holdings PLC41,409$2,006 12/31/2023
     EPR41,409$2,006 12/31/2023
Price T Rowe Associates Inc. MD41,354$2,004 12/31/2023
     EPR41,354$2,004 12/31/2023
Franklin Resources Inc.39,633$1,920 12/31/2023
     EPR39,633$1,920 12/31/2023
Susquehanna Portfolio Strategies LLC39,582$1,918 12/31/2023
     EPR39,582$1,918 12/31/2023
PFG Advisors39,470$1,912 12/31/2023
     EPR39,470$1,912 12/31/2023
Keeley Teton Advisors LLC39,310$1,905 12/31/2023
     EPR39,310$1,905 12/31/2023
Victory Capital Management Inc.39,128$1,896 12/31/2023
     EPR39,128$1,896 12/31/2023
Wolverine Asset Management LLC $1,853 12/31/2023
     EPR.PRE33,899$955 12/31/2023
     EPR.PRC42,122$898 12/31/2023
Citadel Advisors LLC $1,851 12/31/2023
     Call61,700$2,989 12/31/2023
     Put50,000$2,422 12/31/2023
     EPR26,509$1,284 12/31/2023
GSA Capital Partners LLP37,673$1,825 12/31/2023
     EPR37,673$1,825 12/31/2023
Janus Henderson Group PLC36,443$1,765 12/31/2023
     EPR36,443$1,765 12/31/2023
Teacher Retirement System of Texas36,189$1,753 12/31/2023
     EPR36,189$1,753 12/31/2023
Yousif Capital Management LLC35,075$1,699 12/31/2023
     EPR35,075$1,699 12/31/2023
Truist Financial Corp34,970$1,694 12/31/2023
     EPR34,970$1,694 12/31/2023
Toroso Investments LLC $1,671 12/31/2023
     EPR.PRC78,472$1,671 12/31/2023
Cohen & Steers Inc. $1,605 12/31/2023
     EPR.PRE57,085$1,605 12/31/2023
Treasurer of the State of North Carolina32,910$1,594 12/31/2023
     EPR32,910$1,594 12/31/2023
Citigroup Inc.32,373$1,568 12/31/2023
     EPR32,373$1,568 12/31/2023
Russell Investments Group Ltd.31,524$1,527 12/31/2023
     EPR31,524$1,527 12/31/2023
Martingale Asset Management L P31,298$1,516 12/31/2023
     EPR31,298$1,516 12/31/2023
Cutler Capital Management LLC $1,512 12/31/2023
     EPR.PRC70,991$1,512 12/31/2023
Pensionfund DSM Netherlands30,962$1,500 12/31/2023
     EPR30,962$1,500 12/31/2023
Alberta Investment Management Corp30,600$1,483 12/31/2023
     EPR30,600$1,483 12/31/2023
Two Sigma Advisers LP30,600$1,483 12/31/2023
     EPR30,600$1,483 12/31/2023
Ensign Peak Advisors Inc30,597$1,482 12/31/2023
     EPR30,597$1,482 12/31/2023
GraniteShares Advisors LLC30,189$1,463 12/31/2023
     EPR30,189$1,463 12/31/2023
Commonwealth of Pennsylvania Public School Empls Retrmt SYS30,109$1,459 12/31/2023
     EPR30,109$1,459 12/31/2023
Zurcher Kantonalbank Zurich Cantonalbank 30,012$1,454 12/31/2023
     EPR30,012$1,454 12/31/2023
Hancock Whitney Corp29,322$1,421 12/31/2023
     EPR29,322$1,421 12/31/2023
Guggenheim Capital LLC27,510$1,333 12/31/2023
     EPR27,510$1,333 12/31/2023
Advisor Group Holdings Inc. $1,296 12/31/2023
     EPR26,539$1,285 12/31/2023
     EPR.PRC356$8 12/31/2023
     EPR.PRE100$3 12/31/2023
Warberg Asset Management LLC $1,262 12/31/2023
     EPR.PRC59,232$1,262 12/31/2023
Assetmark Inc.25,793$1,250 12/31/2023
     EPR25,793$1,250 12/31/2023
Teachers Retirement System of The State of Kentucky25,698$1,245 12/31/2023
     EPR25,698$1,245 12/31/2023
Raymond James & Associates25,270$1,224 12/31/2023
     EPR25,270$1,224 12/31/2023
Natixis25,230$1,222 12/31/2023
     EPR25,230$1,222 12/31/2023
South Dakota Investment Council24,142$1,170 12/31/2023
     EPR24,142$1,170 12/31/2023
Midwest Professional Planners LTD.23,953$1,161 12/31/2023
     EPR23,953$1,161 12/31/2023
Globeflex Capital L P23,734$1,150 12/31/2023
     EPR23,734$1,150 12/31/2023
Cornercap Investment Counsel Inc.22,859$1,108 12/31/2023
     EPR22,859$1,108 12/31/2023
Brookfield Asset Management Inc. $1,107 12/31/2023
     EPR.PRE39,379$1,107 12/31/2023
Quest Partners LLC22,842$1,107 12/31/2023
     EPR22,842$1,107 12/31/2023
Daiwa Securities Group Inc.22,834$1,106 12/31/2023
     EPR22,834$1,106 12/31/2023
Massachusetts Financial Services Co. MA22,705$1,100 12/31/2023
     EPR22,705$1,100 12/31/2023
PEAK6 Investments LLC $1,100 12/31/2023
     Call31,200$1,512 12/31/2023
     Put8,500$412 12/31/2023
Stifel Financial Corp22,602$1,095 12/31/2023
     EPR22,602$1,095 12/31/2023
UniSuper Management Pty Ltd21,400$1,037 12/31/2023
     EPR21,400$1,037 12/31/2023
Oregon Public Employees Retirement Fund21,274$1,031 12/31/2023
     EPR21,274$1,031 12/31/2023
Louisiana State Employees Retirement System21,200$1,027 12/31/2023
     EPR21,200$1,027 12/31/2023
Arizona State Retirement System21,056$1,020 12/31/2023
     EPR21,056$1,020 12/31/2023
Y Intercept Hong Kong Ltd20,252$981 12/31/2023
     EPR20,252$981 12/31/2023
Point72 Middle East FZE20,124$975 12/31/2023
     EPR20,124$975 12/31/2023
Tower Research Capital LLC TRC 19,518$946 12/31/2023
     EPR19,518$946 12/31/2023
Prime Capital Investment Advisors LLC19,474$944 12/31/2023
     EPR19,474$944 12/31/2023
Pictet Asset Management Holding SA19,267$933 12/31/2023
     EPR19,267$933 12/31/2023
Algert Global LLC18,872$914 12/31/2023
     EPR18,872$914 12/31/2023
SG Americas Securities LLC18,797$911 12/31/2023
     EPR18,797$911 12/31/2023
State of Michigan Retirement System18,089$876 12/31/2023
     EPR18,089$876 12/31/2023
Supplemental Annuity Collective Trust of NJ18,000$872 12/31/2023
     EPR18,000$872 12/31/2023
Camelot Portfolios LLC17,885$867 12/31/2023
     EPR17,885$867 12/31/2023
Neuberger Berman Group LLC17,353$841 12/31/2023
     EPR17,353$841 12/31/2023
Spouting Rock Asset Management LLC17,271$837 12/31/2023
     EPR17,271$837 12/31/2023
Ameritas Investment Partners Inc.16,893$818 12/31/2023
     EPR16,893$818 12/31/2023
Northwestern Mutual Investment Management Company LLC16,759$812 12/31/2023
     EPR16,759$812 12/31/2023
BlueCrest Capital Management Ltd $795 12/31/2023
     EPR.PRE28,256$795 12/31/2023
North Star Investment Management Corp.16,150$782 12/31/2023
     EPR16,150$782 12/31/2023
Pacer Advisors Inc.16,036$777 12/31/2023
     EPR16,036$777 12/31/2023
New Mexico Educational Retirement Board15,300$741 12/31/2023
     EPR15,300$741 12/31/2023
Glendon Capital Management LP $734 12/31/2023
     EPR.PRC34,450$734 12/31/2023
Standard Life Aberdeen plc14,562$706 12/31/2023
     EPR14,562$706 12/31/2023
Mitsubishi UFJ Trust & Banking Corp14,500$703 12/31/2023
     EPR14,500$703 12/31/2023
Voloridge Investment Management LLC14,324$694 12/31/2023
     EPR14,324$694 12/31/2023
RDA Financial Network14,305$693 12/31/2023
     EPR14,305$693 12/31/2023
BNP Paribas Arbitrage SA14,293$692 12/31/2023
     EPR14,293$692 12/31/2023
Heitman Real Estate Securities LLC $685 12/31/2023
     EPR.PRE24,355$685 12/31/2023
Pensionfund Sabic14,000$678 12/31/2023
     EPR14,000$678 12/31/2023
MRP Capital Investments LLC13,960$676 12/31/2023
     EPR13,960$676 12/31/2023
FORA Capital LLC13,778$668 12/31/2023
     EPR13,778$668 12/31/2023
Texas Yale Capital Corp.13,750$666 12/31/2023
     EPR13,750$666 12/31/2023
Handelsbanken Fonder AB13,300$644 12/31/2023
     EPR13,300$644 12/31/2023
1620 Investment Advisors Inc.13,275$643 12/31/2023
     EPR13,275$643 12/31/2023
Pathstone Holdings LLC13,161$638 12/31/2023
     EPR13,161$638 12/31/2023
Engineers Gate Manager LP13,025$631 12/31/2023
     EPR13,025$631 12/31/2023
Penserra Capital Management LLC12,954$627 12/31/2023
     EPR12,954$627 12/31/2023
Entropy Technologies LP12,749$618 12/31/2023
     EPR12,749$618 12/31/2023
Sumitomo Mitsui DS Asset Management Company Ltd12,612$611 12/31/2023
     EPR12,612$611 12/31/2023
Allstate Corp12,408$601 12/31/2023
     EPR12,408$601 12/31/2023
Susquehanna International Group LLP $601 12/31/2023
     Call110,500$5,354 12/31/2023
     Put105,300$5,102 12/31/2023
     EPR7,201$349 12/31/2023
JustInvest LLC12,298$596 12/31/2023
     EPR12,298$596 12/31/2023
Creative Planning12,237$593 12/31/2023
     EPR12,237$593 12/31/2023
Ziegler Capital Management LLC11,943$579 12/31/2023
     EPR11,943$579 12/31/2023
Bank of Montreal Can11,428$561 12/31/2023
     EPR11,428$561 12/31/2023
M&T Bank Corp11,474$556 12/31/2023
     EPR11,474$556 12/31/2023
Schnieders Capital Management LLC $551 12/31/2023
     EPR.PRE11,550$325 12/31/2023
     EPR4,662$226 12/31/2023
Pictet & Cie Europe SA10,737$520 12/31/2023
     EPR10,737$520 12/31/2023
Van ECK Associates Corp10,487$508 12/31/2023
     EPR10,487$508 12/31/2023
ClearAlpha Technologies LP10,372$503 12/31/2023
     EPR10,372$503 12/31/2023
Xponance Inc.9,849$477 12/31/2023
     EPR9,849$477 12/31/2023
Coldstream Capital Management Inc.9,818$476 12/31/2023
     EPR9,818$476 12/31/2023
Lecap Asset Management Ltd.9,752$472 12/31/2023
     EPR9,752$472 12/31/2023
Pinebridge Investments L.P.9,700$470 12/31/2023
     EPR9,700$470 12/31/2023
Crossmark Global Holdings Inc.9,651$467 12/31/2023
     EPR9,651$467 12/31/2023
Samalin Investment Counsel LLC9,602$465 12/31/2023
     EPR9,602$465 12/31/2023
Nissay Asset Management Corp Japan ADV9,562$463 12/31/2023
     EPR9,562$463 12/31/2023
Wealth Enhancement Advisory Services LLC9,486$460 12/31/2023
     EPR9,486$460 12/31/2023
All Season Financial Advisors Inc.9,403$456 12/31/2023
     EPR9,403$456 12/31/2023
Cambridge Investment Research Advisors Inc.9,395$455 12/31/2023
     EPR9,395$455 12/31/2023
Voya Investment Management LLC9,295$450 12/31/2023
     EPR9,295$450 12/31/2023
Verition Fund Management LLC9,204$446 12/31/2023
     EPR9,204$446 12/31/2023
New York Life Investment Management LLC9,065$439 12/31/2023
     EPR9,065$439 12/31/2023
ARP Americas LP9,000$436 12/31/2023
     EPR9,000$436 12/31/2023
Nebula Research & Development LLC8,726$423 12/31/2023
     EPR8,726$423 12/31/2023
Public Employees Retirement Association of Colorado8,653$419 12/31/2023
     EPR8,653$419 12/31/2023
MML Investors Services LLC8,610$417 12/31/2023
     EPR8,610$417 12/31/2023
Affinity Investment Advisors LLC8,238$399 12/31/2023
     EPR8,238$399 12/31/2023
PCG Wealth Advisors LLC7,923$384 12/31/2023
     EPR7,923$384 12/31/2023
Private Advisor Group LLC7,903$383 12/31/2023
     EPR7,903$383 12/31/2023
AE Wealth Management LLC8,429$380 12/31/2023
     EPR8,429$380 12/31/2023
Sound Stewardship LLC7,609$369 12/31/2023
     EPR7,609$369 12/31/2023
Qube Research & Technologies Ltd7,525$365 12/31/2023
     EPR7,525$365 12/31/2023
Group One Trading L.P. $363 12/31/2023
     Call11,000$533 12/31/2023
     Put3,500$170 12/31/2023
Ilmarinen Mutual Pension Insurance Co7,500$363 12/31/2023
     EPR7,500$363 12/31/2023
Mackenzie Financial Corp7,465$362 12/31/2023
     EPR7,465$362 12/31/2023
First Republic Investment Management Inc.8,224$342 09/30/2023
     EPR8,224$342 09/30/2023
HighTower Advisors LLC6,970$339 12/31/2023
     EPR6,970$339 12/31/2023
Sei Investments Co.6,976$338 12/31/2023
     EPR6,976$338 12/31/2023
Moody National Bank Trust Division6,794$329 12/31/2023
     EPR6,794$329 12/31/2023
Byrne Asset Management LLC6,575$322 12/31/2023
     EPR6,575$322 12/31/2023
Measured Wealth Private Client Group LLC6,535$317 12/31/2023
     EPR6,535$317 12/31/2023
Community Bank of Raymore6,510$315 12/31/2023
     EPR6,510$315 12/31/2023
US Bancorp DE $313 12/31/2023
     EPR6,416$311 12/31/2023
     EPR.PRC82$2 12/31/2023
Cambria Investment Management L.P.6,384$309 12/31/2023
     EPR6,384$309 12/31/2023
Cetera Advisor Networks LLC6,370$309 12/31/2023
     EPR6,370$309 12/31/2023
Securian Asset Management Inc6,279$304 12/31/2023
     EPR6,279$304 12/31/2023
CI Private Wealth LLC6,271$304 12/31/2023
     EPR6,271$304 12/31/2023
EHP Funds Inc.6,200$300 12/31/2023
     EPR6,200$300 12/31/2023
Maryland State Retirement & Pension System6,172$299 12/31/2023
     EPR6,172$299 12/31/2023
Pathstone Family Office LLC6,955$289 09/30/2023
     EPR6,955$289 09/30/2023
Panagora Asset Management Inc.5,896$286 12/31/2023
     EPR5,896$286 12/31/2023
Colony Group LLC5,843$283 12/31/2023
     EPR5,843$283 12/31/2023
Alps Advisors Inc.5,780$280 12/31/2023
     EPR5,780$280 12/31/2023
Pitcairn Co.5,610$272 12/31/2023
     EPR5,610$272 12/31/2023
Corton Capital Inc.5,599$271 12/31/2023
     EPR5,599$271 12/31/2023
Worth Venture Partners LLC5,450$264 12/31/2023
     EPR5,450$264 12/31/2023
BTC Capital Management Inc.6,253$260 09/30/2023
     EPR6,253$260 09/30/2023
Sfmg LLC $258 12/31/2023
     EPR.PRE9,168$258 12/31/2023
Sigma Planning Corp5,255$255 12/31/2023
     EPR5,255$255 12/31/2023
Custom Index Systems LLC5,242$254 12/31/2023
     EPR5,242$254 12/31/2023
Wealthstar Advisors LLC5,155$250 12/31/2023
     EPR5,155$250 12/31/2023
The PNC Financial Services Group Inc.5,140$249 12/31/2023
     EPR5,140$249 12/31/2023
Private Trust Co. NA5,065$245 12/31/2023
     EPR5,065$245 12/31/2023
Colony Group LLC5,815$242 09/30/2023
     EPR5,815$242 09/30/2023
Metis Global Partners LLC4,954$240 12/31/2023
     EPR4,954$240 12/31/2023
Atlas Capital Advisors LLC4,872$236 12/31/2023
     EPR4,872$236 12/31/2023
Naviter Wealth LLC4,813$235 12/31/2023
     EPR4,813$235 12/31/2023
Cerity Partners LLC4,838$234 12/31/2023
     EPR4,838$234 12/31/2023
Blair William & Co. IL4,765$231 12/31/2023
     EPR4,765$231 12/31/2023
Captrust Financial Advisors4,770$231 12/31/2023
     EPR4,770$231 12/31/2023
Robertson Stephens Wealth Management LLC4,724$230 12/31/2023
     EPR4,724$230 12/31/2023
Avantax Advisory Services Inc.4,651$225 12/31/2023
     EPR4,651$225 12/31/2023
Brevan Howard Capital Management LP4,644$225 12/31/2023
     EPR4,644$225 12/31/2023
Impact Partnership Wealth LLC4,644$225 12/31/2023
     EPR4,644$225 12/31/2023
Wealthcare Advisory Partners LLC4,581$222 12/31/2023
     EPR4,581$222 12/31/2023
Cooper Financial Group4,515$219 12/31/2023
     EPR4,515$219 12/31/2023
Cetera Investment Advisers4,490$218 12/31/2023
     EPR4,490$218 12/31/2023
Advisor Partners II LLC5,202$216 09/30/2023
     EPR5,202$216 09/30/2023
Veriti Management LLC4,385$212 12/31/2023
     EPR4,385$212 12/31/2023
Edgestream Partners L.P.4,282$207 12/31/2023
     EPR4,282$207 12/31/2023
CIBC Private Wealth Group LLC4,240$205 12/31/2023
     EPR4,240$205 12/31/2023
Moors & Cabot Inc. $202 12/31/2023
     EPR.PRE7,200$202 12/31/2023
Utah Retirement Systems4,138$200 12/31/2023
     EPR4,138$200 12/31/2023
Oak Thistle LLC4,130$200 12/31/2023
     EPR4,130$200 12/31/2023
Signaturefd LLC3,939$191 12/31/2023
     EPR3,939$191 12/31/2023
Fifth Third Bancorp $162 12/31/2023
     EPR2,389$116 12/31/2023
     EPR.PRC2,160$46 12/31/2023
Global Retirement Partners LLC3,286$155 12/31/2023
     EPR3,286$155 12/31/2023
EMC Capital Management3,042$147 12/31/2023
     EPR3,042$147 12/31/2023
Heritage Wealth Advisors3,000$145 12/31/2023
     EPR3,000$145 12/31/2023
Parallel Advisors LLC $133 12/31/2023
     EPR2,286$111 12/31/2023
     EPR.PRC1,050$22 12/31/2023
Walleye Trading LLC $131 12/31/2023
     Call5,000$242 12/31/2023
     Put2,300$111 12/31/2023
Quadrant Capital Group LLC2,530$123 12/31/2023
     EPR2,530$123 12/31/2023
Allspring Global Investments Holdings LLC2,324$113 12/31/2023
     EPR2,324$113 12/31/2023
Metropolitan Life Insurance Co NY2,306$112 12/31/2023
     EPR2,306$112 12/31/2023
Steward Partners Investment Advisory LLC1,580$77 12/31/2023
     EPR1,580$77 12/31/2023
Huntington National Bank1,421$69 12/31/2023
     EPR1,421$69 12/31/2023
Harvest Fund Management Co. Ltd1,373$67 12/31/2023
     EPR1,373$67 12/31/2023
Spire Wealth Management1,398$63 12/31/2023
     EPR1,398$63 12/31/2023
Advisors Asset Management Inc.1,251$61 12/31/2023
     EPR1,251$61 12/31/2023
CWM LLC1,261$61 12/31/2023
     EPR1,261$61 12/31/2023
Advisory Services Network LLC $57 12/31/2023
     EPR695$34 12/31/2023
     EPR.PRC1,065$23 12/31/2023
Raleigh Capital Management Inc.1,182$57 12/31/2023
     EPR1,182$57 12/31/2023
Acadian Asset Management LLC1,108$53 12/31/2023
     EPR1,108$53 12/31/2023
NBC Securities Inc.1,083$52 12/31/2023
     EPR1,083$52 12/31/2023
KBC Group NV1,043$51 12/31/2023
     EPR1,043$51 12/31/2023
EverSource Wealth Advisors LLC1,035$50 12/31/2023
     EPR1,035$50 12/31/2023
Lindbrook Capital LLC940$46 12/31/2023
     EPR940$46 12/31/2023
Allworth Financial LP861$42 12/31/2023
     EPR861$42 12/31/2023
Virtus Investment Advisers Inc. $40 12/31/2023
     EPR.PRC1,857$40 12/31/2023
Venturi Wealth Management LLC823$40 12/31/2023
     EPR823$40 12/31/2023
Lazard Asset Management LLC764$37 12/31/2023
     EPR764$37 12/31/2023
IFP Advisors Inc773$37 12/31/2023
     EPR773$37 12/31/2023
Harbour Investments Inc.746$36 12/31/2023
     EPR746$36 12/31/2023
Covestor Ltd736$35 12/31/2023
     EPR736$35 12/31/2023
Loomis Sayles & Co. L P675$33 12/31/2023
     EPR675$33 12/31/2023
Principal Securities Inc.637$31 12/31/2023
     EPR637$31 12/31/2023
Koesten Hirschmann & Crabtree INC.603$29 12/31/2023
     EPR603$29 12/31/2023
Abich Financial Wealth Management LLC587$28 12/31/2023
     EPR587$28 12/31/2023
Vermillion & White Wealth Management Group LLC512$25 12/31/2023
     EPR512$25 12/31/2023
Sound Income Strategies LLC449$22 12/31/2023
     EPR449$22 12/31/2023
Atlantic Edge Private Wealth Management LLC450$22 12/31/2023
     EPR450$22 12/31/2023
Ronald Blue Trust Inc.396$19 12/31/2023
     EPR396$19 12/31/2023
Evermay Wealth Management LLC340$17 12/31/2023
     EPR340$17 12/31/2023
Whittier Trust Co. $16 12/31/2023
     EPR.PRC500$11 12/31/2023
     EPR111$5 12/31/2023
Capital Analysts LLC321$16 12/31/2023
     EPR321$16 12/31/2023
Investors Research Corp300$15 12/31/2023
     EPR300$15 12/31/2023
Quarry LP310$15 12/31/2023
     EPR310$15 12/31/2023
Macroview Investment Management LLC282$14 12/31/2023
     EPR282$14 12/31/2023
PSI Advisors LLC225$11 12/31/2023
     EPR225$11 12/31/2023
SOA Wealth Advisors LLC.225$11 12/31/2023
     EPR225$11 12/31/2023
Aspire Private Capital LLC211$10 12/31/2023
     EPR211$10 12/31/2023
Arlington Trust Co LLC215$10 12/31/2023
     EPR215$10 12/31/2023
Prestige Wealth Management Group LLC176$9 12/31/2023
     EPR176$9 12/31/2023
GAMMA Investing LLC204$9 12/31/2023
     EPR204$9 12/31/2023
Bell Investment Advisors Inc156$8 12/31/2023
     EPR156$8 12/31/2023
GWM Advisors LLC138$7 12/31/2023
     EPR138$7 12/31/2023
Private Wealth Management Group LLC154$7 12/31/2023
     EPR154$7 12/31/2023
National Bank of Canada FI132$6 12/31/2023
     EPR132$6 12/31/2023
UMB Bank N A MO122$6 12/31/2023
     EPR122$6 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC115$6 12/31/2023
     EPR115$6 12/31/2023
Proequities Inc. $5 12/31/2023
     EPR94$5 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
     EPR.PRC0$0 12/31/2023
     EPR.PRE0$0 12/31/2023
Bessemer Group Inc.106$5 12/31/2023
     EPR106$5 12/31/2023
GHP Investment Advisors Inc.100$5 12/31/2023
     EPR100$5 12/31/2023
TD Capital Management LLC101$5 12/31/2023
     EPR101$5 12/31/2023
Gradient Investments LLC104$5 12/31/2023
     EPR104$5 12/31/2023
Moisand Fitzgerald Tamayo LLC111$5 12/31/2023
     EPR111$5 12/31/2023
Tradition Wealth Management LLC105$5 12/31/2023
     EPR105$5 12/31/2023
Orion Capital Management LLC100$5 12/31/2023
     EPR100$5 12/31/2023
Northwestern Mutual Wealth Management Co.77$4 12/31/2023
     EPR77$4 12/31/2023
Parkside Financial Bank & Trust78$4 12/31/2023
     EPR78$4 12/31/2023
VisionPoint Advisory Group LLC85$4 12/31/2023
     EPR85$4 12/31/2023
Missouri Trust & Investment Co75$4 12/31/2023
     EPR75$4 12/31/2023
Glassman Wealth Services63$3 12/31/2023
     EPR63$3 12/31/2023
West Branch Capital LLC68$3 12/31/2023
     EPR68$3 12/31/2023
Cassady Schiller Wealth Management LLC53$3 12/31/2023
     EPR53$3 12/31/2023
Cherry Tree Wealth Management LLC59$3 12/31/2023
     EPR59$3 12/31/2023
Farmers & Merchants Investments Inc.33$2 12/31/2023
     EPR33$2 12/31/2023
Capital Advisors Ltd. LLC45$2 12/31/2023
     EPR45$2 12/31/2023
Retirement Group LLC51$2 12/31/2023
     EPR51$2 12/31/2023
RFP Financial Group LLC34$2 12/31/2023
     EPR34$2 12/31/2023
Farther Finance Advisors LLC47$2 12/31/2023
     EPR47$2 12/31/2023
Financial Management Professionals Inc.13$1 12/31/2023
     EPR13$1 12/31/2023
JJJ Advisors Inc.15$1 12/31/2023
     EPR15$1 12/31/2023
Avion Wealth12$1 12/31/2023
     EPR12$1 12/31/2023
Tsfg LLC21$1 12/31/2023
     EPR21$1 12/31/2023
RE Dickinson Investment Advisors LLC17$1 12/31/2023
     EPR17$1 12/31/2023
Quent Capital LLC12$1 12/31/2023
     EPR12$1 12/31/2023
Bruce G. Allen Investments LLC19$1 12/31/2023
     EPR19$1 12/31/2023
Robeco Institutional Asset Management B.V.0$0 12/31/2023
     EPR0$0 12/31/2023
Horizon Investments LLC8$0 12/31/2023
     EPR8$0 12/31/2023
Versant Capital Management Inc2$0 12/31/2023
     EPR2$0 12/31/2023
Householder Group Estate & Retirement Specialist LLC1$0 12/31/2023
     EPR1$0 12/31/2023
Financial Perspectives Inc8$0 12/31/2023
     EPR8$0 12/31/2023
Two Sigma Securities LLC $-213 12/31/2023
     Put4,400$213 12/31/2023
Capital Fund Management S.A. $-577 12/31/2023
     Put11,900$577 12/31/2023
Simplex Trading LLC $-1,048 12/31/2023
     Put40,100$1,942 12/31/2023
     Call16,500$799 12/31/2023
     EPR1,966$95 12/31/2023
Squarepoint Ops LLC28,281$-1,082 12/31/2023
     Put50,600$2,452 12/31/2023
     EPR28,281$1,370 12/31/2023

See Summary: Institutional Holders of EPR
See Details: Top 10 Hedge Funds Holding EPR
Also See: EPR Insider Buying
Also See: EPR Holdings Changes

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