Epr PropertiesEPR
13F holders, Q2 2026 (June 30)490holders +24
63new positions
39sold out
8famous investors
$57.98avg. 13F price*
At the end of Q2 2026, 490 institutions reported holding Epr Properties (EPR) in their 13F filings, up 24 from Q1 2026. 63 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($595.0M), Vanguard Portfolio Management LLC ($395.0M) and State Street Corp. ($222.2M). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Epr Properties
- Filed as
- EPR PPTYS (Q2 2026)
- CUSIP
- 26884U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $83.3M |
| Exits | 39 | $39.4M |
All 13F filers, Q1 2026 → Q2 2026: 6,293,145 shares bought and 4,959,981 shares sold, net +1,333,164 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 490 holders
| BlackRock, Inc. | 0.01% | Add +3.3% | 10,256,061 | $595.0M |
| Vanguard Portfolio Management LLC | 0.02% | Add +3.3% | 6,809,179 | $395.0M |
| State Street Corp. | 0.01% | Reduce -0.9% | 3,810,709 | $222.2M |
| Vanguard Capital Management LLC | 0.00% | Add +4.8% | 3,441,922 | $199.7M |
| Quantinno Capital Management LP | 0.15% | Add +36.6% | 2,148,163 | $124.6M |
| LSV Asset Management | 0.21% | Add +35.4% | 1,966,967 | $114.1M |
| Geode Capital Management, LLC | 0.01% | Add +1.1% | 1,660,236 | $96.3M |
| Northern Trust Corp. | 0.01% | Add +30.1% | 1,535,465 | $89.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +271.9% | 1,487,023 | $86.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 1,369,256 | $79.4M |
| AQR Capital Management | 0.03% | Reduce -8.4% | 1,336,730 | $77.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.1% | 1,118,808 | $64.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.2% | 1,094,415 | $63.5M |
| Morgan Stanley | 0.00% | Reduce -17.4% | 1,022,635 | $59.3M |
| Invesco Ltd. | 0.00% | Add +19.6% | 986,761 | $57.2M |
| Norges Bank | 0.01% | — | 963,880 | $55.9M |
| Wasatch Advisors LP | 0.36% | Reduce -2.3% | 951,109 | $55.2M |
| JPMorgan Chase & Co. | 0.00% | Add +9.2% | 873,402 | $51.8M |
| American Century Companies Inc. | 0.02% | Reduce -6.3% | 876,667 | $50.9M |
| UBS Group AG | 0.01% | Reduce -10.5% | 730,060 | $42.4M |
| Ameriprise Financial Inc. | 0.01% | Add +0.5% | 669,332 | $35.7M |
| Nuveen, LLC | 0.01% | Add +10.2% | 535,169 | $31.0M |
| Advisors Capital Management, LLC | 0.33% | Add +3.9% | 527,078 | $30.6M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.9% | 483,990 | $28.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.0% | 467,653 | $27.1M |
| Aberdeen Group plc | 0.04% | Add +4.2% | 458,021 | $26.6M |
| Goldentree Asset Management LP | 1.52% | New | 448,299 | $26.0M |
| Millennium Management | 0.02% | Reduce -43.3% | 439,734 | $25.5M |
| Algert Global LLC | 0.29% | Add +16.1% | 418,847 | $24.3M |
| Allianz Asset Management GmbH | 0.02% | Reduce -10.1% | 401,496 | $23.3M |
| Legal & General Group Plc | 0.00% | Reduce -8.3% | 380,005 | $22.0M |
| Renaissance Technologies | 0.03% | Reduce -38.8% | 345,400 | $20.0M |
| Bank of America Corp. | 0.00% | Reduce -18.2% | 287,981 | $16.7M |
| HSBC Holdings PLC | 0.01% | Reduce -21.5% | 263,213 | $15.3M |
| Wellington Management Group LLP | 0.00% | Add +1.6% | 260,615 | $15.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -36.5% | 233,216 | $13.5M |
| Public Sector Pension Investment Board | 0.03% | Reduce -8.7% | 227,330 | $13.2M |
| First Trust Advisors LP | 0.01% | Add +155.2% | 223,183 | $12.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +42.8% | 219,797 | $12.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.18% | Add +16.8% | 217,783 | $12.6M |
| Marshall Wace, LLP | 0.01% | Reduce -52.2% | 215,870 | $12.5M |
| Rhumbline Advisers | 0.01% | Reduce -0.2% | 209,286 | $12.1M |
| APG Asset Management US Inc. | 0.08% | New | 200,183 | $11.6M |
| Franklin Resources Inc. | 0.00% | Reduce -2.0% | 197,098 | $11.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +14.0% | 193,302 | $11.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +75.6% | 187,475 | $10.9M |
| Gotham Asset Management | 0.02% | Reduce -14.3% | 182,485 | $10.6M |
| Principal Financial Group Inc. | 0.00% | Add +2.2% | 173,741 | $10.1M |
| BNP Paribas Financial Markets | 0.01% | Add +104.8% | 171,174 | $9.9M |
| Victory Capital Management Inc. | 0.01% | Add +14.8% | 168,646 | $9.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.5% | 168,547 | $9.8M |
| Jane Street Group, LLC | 0.01% | New | 164,865 | $9.6M |
| Corient Private Wealth LP | 0.01% | Add +158.7% | 160,736 | $9.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -30.3% | 178,680 | $8.9M |
| Swiss National Bank | 0.00% | Add +2.2% | 153,488 | $8.9M |
| Deutsche Bank AG | 0.00% | Add +265.2% | 151,075 | $8.8M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -1.6% | 144,152 | $8.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +3.1% | 143,073 | $8.3M |
| STRS Ohio | 0.03% | Reduce -6.1% | 142,389 | $8.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.3% | 139,325 | $8.1M |
| Zacks Investment Management | 0.06% | Add +5.6% | 138,772 | $8.1M |
| State of Wisconsin Investment Board | 0.02% | Reduce -7.3% | 135,310 | $7.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -49.0% | 131,000 | $7.6M |
| Schroder Investment Management Group | 0.01% | Add +49.3% | 128,993 | $7.6M |
| Barclays PLC | 0.00% | Reduce -48.4% | 127,872 | $7.4M |
| Creative Planning | 0.00% | Add +62.4% | 123,391 | $7.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +4.5% | 123,380 | $7.2M |
| FMR LLC | 0.00% | Add +10.5% | 122,655 | $7.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +6.5% | 122,139 | $7.1M |
| Prudential Financial Inc. | 0.01% | Add +1.6% | 121,909 | $7.1M |
| Tudor Investment Corporation | 0.03% | New | 113,185 | $6.6M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -0.7% | 108,055 | $6.3M |
| Citigroup Inc. | 0.00% | Reduce -14.3% | 104,833 | $6.1M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -1.5% | 104,494 | $6.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -35.1% | 96,089 | $5.6M |
| Intech Investment Management LLC | 0.05% | Reduce -33.9% | 90,525 | $5.3M |
| Nomura Asset Management International Inc. | 0.01% | No change | 90,510 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 90,033 | $5.2M |
| California State Teachers Retirement System | 0.00% | Reduce -4.4% | 88,573 | $5.1M |
| Apollo Management Holdings, L.P. | 0.08% | No change | 86,610 | $5.0M |
| ExodusPoint Capital Management, LP | 0.04% | New | 82,720 | $4.8M |
| Schonfeld Strategic Advisors LLC | 0.03% | New | 82,706 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +17.6% | 81,677 | $4.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.03% | Reduce -64.7% | 81,633 | $4.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -2.0% | 81,284 | $4.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -2.6% | 80,535 | $4.7M |
| Retirement Systems of Alabama | 0.01% | Reduce -15.2% | 79,130 | $4.6M |
| Focus Partners Wealth | 0.00% | Add +14.7% | 76,676 | $4.4M |
| Macquarie Group Ltd. | 0.02% | Reduce -8.1% | 76,312 | $4.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.1% | 76,287 | $4.4M |
| Ballast Asset Management, LP | 1.73% | Reduce -1.0% | 74,891 | $4.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +40.0% | 74,176 | $4.3M |
| Swedbank AB | 0.00% | Add +0.2% | 73,232 | $4.2M |
| Caxton Associates LLP | 0.08% | Reduce -4.5% | 72,402 | $4.2M |
| Voya Investment Management LLC | 0.00% | Add +2.3% | 71,451 | $4.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +4.2% | 70,110 | $4.1M |
| Sei Investments Co. | 0.00% | Reduce -27.2% | 69,208 | $4.0M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +0.1% | 69,050 | $4.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.6% | 65,643 | $3.8M |
| Citadel Advisors | 0.00% | Add +27.6% | 61,179 | $3.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +46.7% | 61,128 | $3.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -1.2% | 59,486 | $3.5M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -1.7% | 58,211 | $3.4M |
| Edgestream Partners, L.P. | 0.09% | Add +377.0% | 55,102 | $3.2M |
| Summit Trail Advisors, LLC | 0.04% | Add +1.4% | 53,780 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.6% | 53,524 | $3.1M |
| North Star Investment Management Corp. | 0.17% | No change | 53,500 | $3.1M |
| Midwest Professional Planners, LTD. | 0.61% | Add +42.1% | 53,325 | $3.1M |
| Exchange Traded Concepts, LLC | 0.02% | Add +8.2% | 53,182 | $3.1M |
| Wells Fargo & Company | 0.00% | Add +16.4% | 52,540 | $3.0M |
| XTX Topco Ltd | 0.04% | Reduce -43.3% | 51,192 | $3.0M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -94.9% | 49,303 | $2.9M |
| Bank of Montreal | 0.00% | Add +16.9% | 49,283 | $2.9M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -0.3% | 48,530 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 48,239 | $2.8M |
| HUB Investment Partners, LLC | 0.05% | Add +5.9% | 47,244 | $2.7M |
| SG Americas Securities, LLC | 0.00% | Add +146.8% | 46,171 | $2.7M |
| EFG International AG | 0.05% | No change | 46,081 | $2.7M |
| Convergence Investment Partners, LLC | 0.25% | Add +108.6% | 44,971 | $2.6M |
| Amundi | 0.00% | Add +5.2% | 44,084 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +55.2% | 46,194 | $2.5M |
| Focus Financial Network, Inc. | 0.08% | Add +3.8% | 42,394 | $2.5M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +20.3% | 42,101 | $2.4M |
| Picton Mahoney Asset Management | 0.02% | New | 41,831 | $2.4M |
| Neuberger Berman Group LLC | 0.00% | Add +36.8% | 41,737 | $2.4M |
| New Age Alpha Advisors, LLC | 0.10% | Reduce -15.8% | 40,756 | $2.4M |
| Sterling Capital Management LLC | 0.04% | Add +5.7% | 40,748 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.6% | 38,964 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +3.4% | 38,804 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +12.7% | 36,902 | $2.1M |
| Cerity Partners LLC | 0.00% | Reduce -11.1% | 36,308 | $2.1M |
| Mackenzie Financial Corp. | 0.00% | New | 36,227 | $2.1M |
| Campbell & CO Investment Adviser LLC | 0.11% | Reduce -5.0% | 34,934 | $2.0M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -0.5% | 33,630 | $2.0M |
| Amalgamated Bank | 0.01% | Reduce -2.9% | 33,787 | $2.0M |
| Jupiter Topco LLC | 0.00% | — | 33,158 | $1.9M |
| Pensionfund PDN | 0.98% | No change | 32,962 | $1.9M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +5.5% | 32,953 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +22.1% | 32,449 | $1.9M |
| Treasurer of the State of North Carolina | 0.00% | Reduce -0.2% | 31,870 | $1.8M |
| Bridgefront Capital, LLC | 0.48% | Reduce -4.3% | 31,590 | $1.8M |
| New York State Common Retirement Fund | 0.00% | Add +1.7% | 31,147 | $1.8M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.0% | 30,727 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | New | 29,935 | $1.7M |
| Cambiar Investors LLC | 0.07% | New | 29,729 | $1.7M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -6.3% | 29,539 | $1.7M |
| QRG Capital Management, Inc. | 0.01% | Add +10.3% | 29,459 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Add +65.5% | 29,339 | $1.7M |
| Assetmark, Inc. | 0.00% | Reduce -3.2% | 28,954 | $1.7M |
| Hancock Whitney Corp. | 0.03% | Reduce -0.2% | 28,685 | $1.7M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.7% | 28,384 | $1.6M |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -22.6% | 26,935 | $1.6M |
| Entropy Technologies, LP | 0.06% | New | 26,696 | $1.5M |
| PCG Wealth Advisors, LLC | 0.34% | No change | 26,629 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Add +19.9% | 26,432 | $1.5M |
| Penserra Capital Management LLC | 0.01% | Reduce -7.4% | 26,236 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | Add +9.7% | 26,000 | $1.5M |
| Diversify Advisory Services, LLC | 0.03% | Add +7.1% | 23,524 | $1.5M |
| Diversify Wealth Management, LLC | 0.03% | Add +3.4% | 23,524 | $1.5M |
| Chicago Partners Investment Group LLC | 0.03% | Add +27.0% | 23,803 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 25,168 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -87.6% | 24,201 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Add +1.4% | 22,400 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 21,978 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.2% | 21,594 | $1.3M |
| Vestcor Inc | 0.03% | No change | 21,377 | $1.2M |
| Van Eck Associates Corp. | 0.00% | Add +0.3% | 21,322 | $1.2M |
| 1620 Investment Advisors, Inc. | 0.76% | Reduce -3.6% | 21,172 | $1.2M |
| Syon Capital LLC | 0.05% | Add +13.0% | 21,117 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +0.9% | 21,110 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.6% | 21,061 | $1.2M |
| Oak Thistle LLC | 0.12% | Add +73.7% | 21,056 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +131.4% | 20,688 | $1.2M |
| Metis Global Partners, LLC | 0.03% | Add +0.0% | 19,953 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.7% | 19,697 | $1.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +14.8% | 19,313 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.8% | 19,267 | $1.1M |
| Tidal Investments LLC | 0.00% | Reduce -22.1% | 19,203 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.5% | 19,003 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +12.5% | 18,900 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Reduce -7.5% | 18,940 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -88.7% | 18,764 | $1.1M |
| Wincap Financial LLC | 0.57% | Add +8.6% | 18,313 | $1.1M |
| Graham Capital Management, L.P. | 0.04% | Reduce -26.5% | 18,101 | $1.1M |
| State of Michigan Retirement System | 0.00% | Reduce -2.2% | 17,889 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -68.2% | 17,862 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.8% | 17,493 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.1% | 17,395 | $1.0M |
| Kera Capital Partners, Inc. | 0.10% | Add +20.3% | 17,390 | $1.0M |
| Pensionfund Sabic | 1.07% | No change | 17,300 | $1.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.9% | 17,210 | $998K |
| Arax Advisory Partners | 0.01% | Add +167.1% | 16,995 | $986K |
| Caprock Group, LLC | 0.02% | Add +17.2% | 16,883 | $985K |
| M&T Bank Corp | 0.00% | Add +5.0% | 16,557 | $961K |
| Inscription Capital, LLC | 0.08% | Reduce -19.3% | 16,276 | $944K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.6% | 16,193 | $939K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -11.2% | 15,880 | $926K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.3% | 15,834 | $919K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -10.3% | 15,586 | $904K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +11.8% | 15,485 | $898K |
| Gsa Capital Partners LLP | 0.06% | Reduce -20.6% | 15,379 | $892K |
| New Mexico Educational Retirement Board | 0.02% | No change | 15,300 | $888K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 17,938 | $881K |
| Family Wealth Partners, LLC | 0.26% | Add +6.3% | 14,509 | $842K |
| Versant Capital Management, Inc | 0.07% | Reduce -0.8% | 14,160 | $821K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.9% | 14,080 | $817K |
| EP Wealth Advisors, LLC | 0.00% | Add +37.3% | 14,067 | $816K |
| Texas Yale Capital Corp. | 0.02% | No change | 14,050 | $815K |
| Evolve Private Wealth, LLC | 0.05% | Reduce -10.2% | 13,853 | $808K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -2.7% | 13,845 | $803K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 13,562 | $787K |
| MML Investors Services, LLC | 0.00% | Add +22.2% | 13,536 | $785K |
| Sound Stewardship, LLC | 0.32% | Reduce -10.8% | 13,500 | $783K |
| Certuity, LLC | 0.04% | Add +17.9% | 13,424 | $779K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 13,399 | $777K |
| Childress Capital Advisors, LLC | 0.13% | Reduce -5.0% | 13,300 | $772K |
| Baker Avenue Asset Management, LP | 0.01% | Add +17.9% | 13,200 | $766K |
| Byrne Asset Management LLC | 0.42% | Add +1.0% | 13,058 | $757K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -22.0% | 12,987 | $753K |
| Kovack Advisors, Inc. | 0.04% | Add +21.9% | 12,818 | $740K |
| Ieq Capital, LLC | 0.00% | Reduce -75.6% | 12,465 | $723K |
| IFM Investors Pty Ltd | 0.00% | No change | 12,237 | $710K |
| Boothbay Fund Management, LLC | 0.01% | Add +138.4% | 12,199 | $708K |
| Independent Financial Group, LLC | 0.01% | Reduce -9.0% | 12,093 | $702K |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -0.7% | 11,991 | $696K |
| BTC Capital Management, Inc. | 0.04% | Add +3.0% | 11,886 | $690K |
| Abel Hall, LLC | 0.12% | Add +0.2% | 11,861 | $688K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -82.3% | 11,840 | $687K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.7% | 11,628 | $675K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -36.6% | 11,499 | $667K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.4% | 11,274 | $654K |
| Coldstream Capital Management Inc. | 0.01% | Add +7.0% | 11,146 | $647K |
| Inceptionr LLC | 0.16% | Add +116.7% | 11,133 | $646K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.1% | 10,855 | $630K |
| Wedbush Securities Inc. | 0.02% | Reduce -7.3% | 10,850 | $629K |
| Ilmarinen Mutual Pension Insurance Co | 0.00% | Reduce -39.7% | 10,800 | $627K |
| Jain Global LLC | 0.01% | New | 10,688 | $620K |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +20.4% | 10,652 | $618K |
| Groupe la Francaise | 0.01% | Add +5.8% | 10,405 | $604K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.3% | 10,354 | $601K |
| Natixis Advisors, LLC | 0.00% | Add +2.8% | 10,343 | $600K |
| Pacer Advisors, Inc. | 0.00% | Reduce -4.3% | 10,144 | $588K |
| Choreo, LLC | 0.01% | Reduce -2.4% | 9,984 | $579K |
| Optas, LLC | 0.08% | Reduce -9.3% | 9,810 | $569K |
| Hazelview Securities Inc. | 0.08% | Add +52.3% | 9,622 | $569K |
| Ameritas Advisory Services, LLC | 0.01% | New | 9,746 | $565K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 9,746 | $565K |
| Moody National Bank Trust Division | 0.05% | Add +0.2% | 9,682 | $562K |
| Jefferies Financial Group Inc. | 0.01% | Add +93.2% | 9,640 | $559K |
| RFG Advisory, LLC | 0.01% | Reduce -3.6% | 9,581 | $556K |
| Maridea Wealth Management LLC | 0.06% | Add +4.0% | 9,556 | $554K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -3.9% | 9,262 | $537K |
| Private Advisor Group, LLC | 0.00% | Reduce -50.9% | 9,219 | $535K |
| Crestwood Advisors Group, LLC | 0.01% | Add +63.5% | 9,154 | $531K |
| Xponance LLC | 0.00% | Reduce -0.2% | 9,135 | $530K |
| Brevan Howard Capital Management LP | 0.01% | Add +2.4% | 9,045 | $525K |
| Jackson Square Capital, LLC | 0.07% | Reduce -0.7% | 9,009 | $523K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.5% | 9,005 | $522K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -42.3% | 9,000 | $522K |
| Guggenheim Capital LLC | 0.00% | Reduce -1.6% | 8,905 | $517K |
| CSS LLC | 0.07% | No change | 8,867 | $514K |
| Captrust Financial Advisors | 0.00% | Reduce -13.8% | 8,797 | $510K |
| Samalin Investment Counsel, LLC | 0.16% | Reduce -23.9% | 8,681 | $504K |
| Axq Capital, LP | 0.05% | Reduce -1.9% | 8,431 | $489K |
| Waterloo Capital, L.P. | 0.03% | Reduce -6.2% | 8,237 | $478K |
| Evergreen Capital Management LLC | 0.01% | Reduce -5.7% | 8,171 | $474K |
| Parallel Advisors, LLC | 0.01% | Add +3.0% | 8,102 | $470K |
| Lido Advisors, LLC | 0.00% | Add +7.6% | 7,895 | $460K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -10.3% | 7,822 | $454K |
| Squarepoint Ops LLC | 0.00% | New | 7,659 | $444K |
| Formidable Asset Management, LLC | 0.07% | Reduce -3.0% | 7,651 | $444K |
| AlphaGrep UK Ltd | 0.13% | New | 7,500 | $435K |
| Dynamic Technology Lab Private Ltd | 0.09% | Reduce -43.6% | 7,257 | $421K |
| United Capital Financial Advisors, LLC | 0.00% | Add +6.4% | 7,159 | $415K |
| Frec Markets, Inc. | 0.04% | New | 7,110 | $412K |
| Eddie Patel Inc | 0.24% | New | 6,967 | $404K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -8.8% | 6,912 | $401K |
| HRT Financial LP | 0.00% | Add +5.8% | 6,862 | $398K |
| Callan Family Office, LLC | 0.01% | Add +0.9% | 6,772 | $393K |
| James Investment Research, Inc. | 0.04% | No change | 6,696 | $388K |
| Advisor OS, LLC | 0.03% | Reduce -3.9% | 6,621 | $384K |
| Pinnacle Family Advisors, LLC | 0.16% | Reduce -6.1% | 6,460 | $375K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +13.9% | 6,319 | $367K |
| Quantbot Technologies LP | 0.01% | Reduce -73.0% | 6,310 | $366K |
| Bridgewater Associates | 0.00% | New | 6,264 | $363K |
| Ruffer LLP | 0.01% | Reduce -3.5% | 6,251 | $362K |
| Pursue Wealth Partners LLC | 0.20% | No change | 6,218 | $361K |
| US Bancorp \de | 0.00% | Reduce -6.5% | 6,138 | $356K |
| RDA Financial Network | 0.08% | Reduce -8.8% | 6,038 | $350K |
| Securian Asset Management, Inc. | 0.01% | No change | 5,612 | $349K |
| Community Bank of Raymore | 0.20% | No change | 5,955 | $345K |
| MRP Capital Investments, LLC | 0.25% | Add +3.5% | 5,915 | $343K |
| Federated Hermes, Inc. | 0.00% | Reduce -2.3% | 5,911 | $343K |
| Interchange Capital Partners, LLC | 0.06% | New | 5,858 | $340K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -9.3% | 5,828 | $338K |
| Wedmont Private Capital | 0.01% | Add +41.3% | 5,453 | $325K |
| Prosperity Consulting Group, LLC | 0.01% | New | 5,587 | $324K |
| Camelot Portfolios, LLC | 0.23% | No change | 5,501 | $319K |
| Private Trust Co. NA | 0.02% | Reduce -8.6% | 5,334 | $309K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.3% | 5,212 | $302K |
| Proficio Capital Partners LLC | 0.01% | New | 5,179 | $300K |
| Blair William & Co. | 0.00% | Add +5.2% | 5,049 | $293K |
| Panagora Asset Management Inc. | 0.00% | Add +1.1% | 5,044 | $293K |
| EntryPoint Capital, LLC | 0.07% | No change | 4,925 | $286K |
| Atlas Capital Advisors Inc. | 0.03% | Reduce -25.3% | 4,909 | $285K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 4,733 | $282K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.4% | 4,859 | $282K |
| Kestra Investment Management, LLC | 0.01% | Reduce -12.7% | 4,854 | $282K |
| Waverly Advisors, LLC | 0.00% | Add +5.0% | 4,733 | $275K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 4,700 | $274K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.9% | 4,705 | $273K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 4,650 | $270K |
| M&G PLC | 0.00% | No change | 4,649 | $270K |
| Brighton Jones LLC | 0.00% | Reduce -17.4% | 4,506 | $261K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +26.6% | 4,495 | $261K |
| Park Avenue Securities LLC | 0.00% | New | 4,465 | $259K |
| Cordoba Advisory Partners LLC | 0.05% | No change | 4,432 | $258K |
| Renaissance Group LLC | 0.01% | No change | 4,420 | $256K |
| Keybank National Association | 0.00% | New | 4,391 | $255K |
| Affinity Investment Advisors, LLC | 0.13% | Reduce -0.9% | 4,361 | $253K |
| Hohimer Wealth Management, LLC | 0.03% | Add +0.4% | 4,290 | $249K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +5.7% | 4,246 | $246K |
| Alps Advisors Inc. | 0.00% | New | 4,218 | $245K |
| Krilogy Financial LLC | 0.01% | Reduce -7.5% | 4,157 | $241K |
| DNB Asset Management AS | 0.00% | No change | 4,145 | $240K |
| Arrow Investment Advisors, LLC | 0.23% | New | 4,062 | $236K |
| Canada Pension Plan Investment Board | 0.00% | New | 4,000 | $232K |
| Utah Retirement Systems | 0.00% | New | 3,995 | $232K |
| Sagewood Asset Management LP | 0.05% | Reduce -4.9% | 3,915 | $227K |
| Truist Financial Corp. | 0.00% | New | 3,858 | $224K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 3,804 | $221K |
| Keystone Financial Services | 0.06% | New | 3,796 | $220K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 3,766 | $218K |
| Old National Bancorp | 0.00% | New | 3,728 | $216K |
| Schnieders Capital Management, Llc. | 0.03% | New | 3,715 | $216K |
| Larson Financial Group LLC | 0.01% | Add +112.0% | 3,668 | $213K |
| Jones Financial Companies LLLP | 0.00% | Add +1.9% | 3,530 | $211K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 3,603 | $209K |
| Advisory Services Network, LLC | 0.00% | Reduce -22.4% | 3,582 | $208K |
| Certior Financial Group, LLC | 0.11% | New | 3,579 | $208K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 3,577 | $208K |
| Signaturefd, LLC | 0.00% | Add +26.6% | 3,568 | $207K |
| Kingsview Wealth Management, LLC | 0.00% | New | 3,531 | $205K |
| Bright Futures Wealth Management, LLC. | 0.13% | New | 3,529 | $205K |
| Kathmere Capital Management, LLC | 0.01% | New | 3,501 | $203K |
| Maryland State Retirement & Pension System | 0.00% | New | 3,497 | $203K |
| Hantz Financial Services, Inc. | 0.00% | Add +16.2% | 3,469 | $201K |
| Virtus Investment Advisers, LLC | 0.05% | Reduce -11.3% | 3,364 | $195K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +12.7% | 3,195 | $185K |
| Heritage Wealth Advisors | 0.01% | No change | 3,000 | $174K |
| Allworth Financial LP | 0.00% | Reduce -8.1% | 2,952 | $171K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,842 | $165K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -30.5% | 2,464 | $143K |
| IFP Advisors, Inc | 0.00% | Add +6.4% | 2,454 | $142K |
| KBC Group NV | 0.00% | No change | 2,380 | $138K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.3% | 2,335 | $135K |
| Horizon Investments, LLC | 0.00% | Reduce -89.9% | 2,331 | $135K |
| GAMMA Investing LLC | 0.00% | Add +6.3% | 2,212 | $128K |
| Nykredit A/S | 0.00% | — | 2,143 | $124K |
| Harbour Investments, Inc. | 0.00% | Add +7.0% | 1,827 | $106K |
| FIL Ltd | 0.00% | Add +1.6% | 1,826 | $106K |
| Global Retirement Partners, LLC | 0.00% | — | 1,718 | $100K |
| Ninety One UK Ltd | 0.00% | No change | 1,708 | $99K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,700 | $99K |
| Triumph Capital Management | 0.02% | Add +1.3% | 1,551 | $90K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.4% | 1,510 | $88K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.6% | 1,485 | $86K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 1,419 | $82K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +21.5% | 1,251 | $73K |
| UMB Bank, n.a. | 0.00% | Add +6.2% | 1,209 | $70K |
| SJS Investment Consulting Inc. | 0.01% | Add +22.2% | 1,196 | $69K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -10.3% | 1,032 | $60K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,000 | $58K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -3.6% | 964 | $56K |
| Bessemer Group Inc. | 0.00% | No change | 922 | $54K |
| Smartleaf Asset Management LLC | 0.00% | No change | 911 | $54K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.0% | 925 | $54K |
| Fifth Third Bancorp | 0.00% | Reduce -45.2% | 891 | $52K |
| Covestor Ltd | 0.03% | Add +315.0% | 859 | $49K |
| True Wealth Design, LLC | 0.01% | Add +17.0% | 813 | $47K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +50.0% | 750 | $44K |
| Quarry LP | 0.01% | Add +68.2% | 725 | $42K |
| Truvestments Capital LLC | 0.01% | New | 669 | $39K |
| Elevation Wealth Partners, LLC | 0.01% | Add +753.3% | 657 | $38K |
| StrongBox Wealth, LLC | 0.01% | New | 600 | $35K |
| Spire Wealth Management | 0.00% | Reduce -1.0% | 598 | $35K |
| Loomis Sayles & Co. L P | 0.00% | No change | 565 | $33K |
| Synergy Investment Management, LLC | 0.01% | Add +1.1% | 550 | $32K |
| Blume Capital Management, Inc. | 0.00% | New | 542 | $31K |
| Ares Financial Consulting, LLC | 0.02% | Add +1.0% | 521 | $30K |
| First Bancorp, Inc | 0.01% | New | 465 | $27K |
| Blue Trust, Inc. | 0.00% | Add +0.2% | 446 | $26K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 400 | $23K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 380 | $22K |
| Clearstead Trust, LLC | 0.00% | No change | 359 | $21K |
| TD Capital Management LLC | 0.00% | Reduce -35.4% | 357 | $21K |
| Colonial Trust Co / SC | 0.00% | No change | 350 | $20K |
| Mather Group, Llc. | 0.00% | No change | 345 | $20K |
| Alpine Bank Wealth Management | 0.00% | New | 344 | $20K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -79.9% | 315 | $18K |
| IFG Advisory, LLC | 0.00% | New | 313 | $18K |
| Parkside Financial Bank & Trust | 0.00% | Add +33.2% | 297 | $17K |
| Los Angeles Capital Management LLC | 0.00% | No change | 296 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 286 | $17K |
| Essential Partners LLC | 0.01% | Reduce -86.6% | 282 | $16K |
| Southern Michigan Bank & Trust | 0.01% | No change | 275 | $16K |
| WPG Advisers, LLC | 0.01% | Add +15.6% | 274 | $16K |
| Quent Capital, LLC | 0.00% | Add +109.4% | 268 | $16K |
| Sarver Vrooman Wealth Advisors | 0.01% | Add +1.6% | 258 | $15K |
| Rossby Financial, LCC | 0.00% | No change | 257 | $15K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 249 | $14K |
| Summit Securities Group LLC | 0.00% | New | 233 | $14K |
| Arlington Trust Co LLC | 0.00% | No change | 222 | $13K |
| Whittier Trust Co. | 0.00% | No change | 211 | $12K |
| Crewe Advisors LLC | 0.00% | No change | 206 | $12K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | New | 201 | $12K |
| Costello Asset Management, INC | 0.00% | Reduce -50.3% | 200 | $12K |
| First Horizon Corp. | 0.00% | New | 192 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 184 | $11K |
| Sachetta, LLC | 0.01% | Add +1.1% | 183 | $11K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 176 | $10K |
| Highline Wealth Partners LLC | 0.00% | Add +362.5% | 148 | $9K |
| Vision Financial Markets LLC | 0.01% | Add +1.5% | 134 | $8K |
| JPL Wealth Management, LLC | 0.00% | New | 133 | $8K |
| Aberdeen Wealth Management LLC | 0.00% | New | 130 | $8K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Reduce -80.0% | 125 | $7K |
| Planning Strategies Inc. | 0.00% | — | 122 | $7K |
| IMA Advisory Services, Inc. | 0.00% | Add +56.8% | 116 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 115 | $7K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -36.3% | 114 | $7K |
| Napier Financial, LLC | 0.00% | No change | 112 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 111 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -94.1% | 105 | $6K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 100 | $6K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 100 | $6K |
| Group One Trading LLC | 0.00% | Reduce -77.3% | 88 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 84 | $5K |
| 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 |
| Kingdom Financial Group LLC. | 0.00% | No change | 70 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 69 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 71 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 68 | $4K |
| Trust Co. of Vermont | 0.00% | — | 66 | $4K |
| Rothschild Investment LLC | 0.00% | Reduce -32.3% | 65 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -5.8% | 65 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -97.0% | 60 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | Add +68.6% | 59 | $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 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +23.1% | 48 | $3K |
| Manning & Napier Advisors LLC | 0.00% | New | 46 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -44.6% | 46 | $3K |
| Clearstead Advisors, LLC | 0.00% | Add +125.0% | 45 | $3K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 38 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -88.0% | 38 | $2K |
| Roble, Belko & Company, Inc | 0.00% | Add +3.3% | 31 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 32 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 31 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.5% | 30 | $2K |
| Archer Investment Corp | 0.00% | No change | 29 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 27 | $2K |
| Ameriflex Group, Inc. | 0.00% | Add +733.3% | 25 | $1K |
| PEAK6 LLC | 0.00% | Reduce -100.0% | 23 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +120.0% | 22 | $1K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 20 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 20 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | Add +5.3% | 20 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 19 | $1K |
| Ancora Advisors LLC | 0.00% | Reduce -98.8% | 19 | $1K |
| Tsfg, LLC | 0.00% | No change | 21 | $1K |
| CX Institutional | 0.00% | No change | 18 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 17 | $987 |
| Cromwell Holdings LLC | 0.00% | No change | 14 | $816 |
| Financial Management Professionals, Inc. | 0.00% | No change | 13 | $758 |
| JFS Wealth Advisors, LLC | 0.00% | New | 11 | $642 |
| Bare Financial Services, Inc | 0.00% | No change | 10 | $580 |
| JNBA Financial Advisors | 0.00% | New | 8 | $465 |
| Financial Perspectives, Inc | 0.00% | No change | 8 | $464 |
| MV Capital Management, Inc. | 0.00% | No change | 7 | $407 |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +50.0% | 6 | $348 |
| Silicon Valley Capital Partners | 0.00% | No change | 5 | $298 |
| Huntington National Bank | 0.00% | Reduce -97.8% | 5 | $290 |
| Buck Wealth Strategies, LLC | 0.00% | New | 5 | $290 |
| Cape Investment Advisory, Inc. | 0.00% | New | 3 | $188 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 3 | $174 |
| Hughes Financial Services, LLC | 0.00% | No change | 3 | $174 |
| ROSS\JOHNSON & Associates LLC | 0.00% | No change | 1 | $58 |
"% of holder's portfolio" is EPR's weight in each manager's 13F, not the share of Epr Properties the manager owns.