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

0100200300400500 Q1 2024: 349Q1 2024Q2 2024: 354Q2 2024Q3 2024: 356Q3 2024Q4 2024: 363Q4 2024Q1 2025: 387Q1 2025Q2 2025: 418Q2 2025Q3 2025: 456Q3 2025Q4 2025: 459Q4 2025Q1 2026: 466Q1 2026Q2 2026: 490Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions56$118.2M
Exits49$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

"% of holder's portfolio" is EPR's weight in each manager's 13F, not the share of Epr Properties the manager owns.

Show all 466 holders