Who owns EPR Properties (EPR)
Which tracked institutional funds hold EPR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EPR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on EPR is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 234 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EPR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EPR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EPR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 464 tracked filers holding EPR, 264 increased or opened the position and 184 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EPR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- TUDOR INVESTMENT CORP ET AL$7M
- ExodusPoint Capital Management, LP$5M
- Schonfeld Strategic Advisors LLC$5M
- Hudson Bay Capital Management LP$2M
Full exits 228
- VANGUARD PORTFOLIO MANAGEMENT LLC$329M
- VANGUARD CAPITAL MANAGEMENT LLC$164M
- GEODE CAPITAL MANAGEMENT, LLC$82M
- Quantinno Capital Management LP$79M
- LSV ASSET MANAGEMENT$73M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$69M
Largest adds
- BlackRock, Inc.$225M
- STATE STREET CORP$29M
- Invesco Ltd.$23M
- NORGES BANK$7M
- AQR CAPITAL MANAGEMENT LLC$6M
- PRICE T ROWE ASSOCIATES INC /MD/$5M
Largest trims
- BALYASNY ASSET MANAGEMENT L.P.$46M
- MILLENNIUM MANAGEMENT LLC$13M
- MARSHALL WACE, LLP$10M
- RENAISSANCE TECHNOLOGIES LLC$8M
- TWO SIGMA INVESTMENTS, LP$5M
- D. E. Shaw & Co., Inc.$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,591,378 | $329M | 11.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 3,810,709 | $222M | 7.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,285,956 | $164M | 5.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,642,769 | $82M | 2.7% | 2026-Q1 |
| Quantinno Capital Management LP added | 1,572,738 | $79M | 2.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,336,730 | $78M | 2.6% | 2026-Q2 |
| LSV ASSET MANAGEMENT added | 1,452,758 | $73M | 2.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,372,135 | $69M | 2.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,238,604 | $62M | 2.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,180,450 | $59M | 2.0% | 2026-Q1 |
| Invesco Ltd. added | 986,761 | $57M | 1.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,131,680 | $57M | 1.9% | 2026-Q1 |
| NORGES BANK added | 963,880 | $56M | 1.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,118,889 | $56M | 1.9% | 2026-Q1 |
| WASATCH ADVISORS LP new | 973,439 | $49M | 1.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 935,987 | $47M | 1.6% | 2026-Q1 |
| UBS Group AG added | 815,343 | $41M | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 799,810 | $39M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 665,827 | $33M | 1.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 439,734 | $26M | 0.9% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 508,456 | $25M | 0.9% | 2026-Q1 |
| Advisors Capital Management, LLC added | 507,189 | $25M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 485,575 | $24M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 470,255 | $23M | 0.8% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 446,609 | $22M | 0.7% | 2026-Q1 |
| Aberdeen Group plc trimmed | 439,746 | $22M | 0.7% | 2026-Q1 |
| Legal & General Group Plc trimmed | 414,621 | $21M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 345,400 | $20M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 399,831 | $20M | 0.7% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 360,691 | $18M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 352,049 | $18M | 0.6% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 335,470 | $17M | 0.6% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 260,615 | $15M | 0.5% | 2026-Q2 |
| Freestone Grove Partners LP trimmed | 281,766 | $14M | 0.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 233,216 | $14M | 0.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 256,237 | $13M | 0.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 219,797 | $13M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 215,870 | $13M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board new | 249,039 | $12M | 0.4% | 2026-Q1 |
| BARCLAYS PLC trimmed | 247,690 | $12M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC added | 212,860 | $11M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 209,629 | $10M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 201,149 | $10M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd new | 195,532 | $10M | 0.3% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC new | 186,519 | $9M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 171,043 | $9M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 170,042 | $8M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 169,503 | $8M | 0.3% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 166,195 | $8M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 131,000 | $8M | 0.3% | 2026-Q2 |
| STRS OHIO added | 151,684 | $8M | 0.3% | 2026-Q1 |
| Swiss National Bank | 150,188 | $8M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 148,070 | $7M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 146,846 | $7M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec new | 146,549 | $7M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 146,037 | $7M | 0.2% | 2026-Q1 |
| FMR LLC added | 122,655 | $7M | 0.2% | 2026-Q2 |
| CANADA LIFE ASSURANCE Co added | 139,751 | $7M | 0.2% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 138,698 | $7M | 0.2% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 136,961 | $7M | 0.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 212,121 | $7M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 113,185 | $7M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 131,386 | $7M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 122,311 | $6M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 119,974 | $6M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 118,688 | $6M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 118,020 | $6M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 114,665 | $6M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 108,798 | $5M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 106,736 | $5M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 106,077 | $5M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 82,720 | $5M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 82,706 | $5M | 0.2% | 2026-Q2 |
| Uniplan Investment Counsel, Inc. added | 96,027 | $5M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 95,095 | $5M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 93,344 | $5M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 92,688 | $5M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 90,627 | $5M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 90,510 | $5M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 90,251 | $5M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 87,451 | $4M | 0.1% | 2026-Q1 |
| Apollo Management Holdings, L.P. new | 86,610 | $4M | 0.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 86,424 | $4M | 0.1% | 2026-Q1 |
| CAXTON ASSOCIATES LLP trimmed | 72,402 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 83,592 | $4M | 0.1% | 2026-Q1 |
| MACQUARIE GROUP LTD added | 83,071 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,841,431 | $541M | 18.1% | 2025-Q4 stale |
| Penn Capital Management Company, LLC added | 291,609 | $15M | 0.5% | 2025-Q1 stale |
| APG Asset Management US Inc. | 287,278 | $14M | 0.5% | 2025-Q4 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 222,432 | $11M | 0.4% | 2025-Q4 stale |
| Allspring Global Investments Holdings, LLC added | 210,843 | $11M | 0.4% | 2025-Q4 stale |
| Verition Fund Management LLC trimmed | 201,532 | $10M | 0.3% | 2025-Q4 stale |
| Cyndeo Wealth Partners, LLC added | 161,474 | $9M | 0.3% | 2025-Q2 stale |
| Lighthouse Investment Partners, LLC added | 159,700 | $8M | 0.3% | 2025-Q1 stale |
| Alberta Investment Management Corp added | 152,000 | $8M | 0.3% | 2025-Q4 stale |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 91,000 | $5M | 0.2% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 99,000 | $5M | 0.2% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 83,642 | $4M | 0.1% | 2025-Q1 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 88,000 | $4M | 0.1% | 2025-Q4 stale |
| NATIXIS added | 72,101 | $4M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.