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-Q2 13F filings (latest filed 2026-09-22). 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
148 tracked funds added or opened EPR while 65 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 PORTFOLIO MANAGEMENT LLC, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 471 tracked filers holding EPR, 257 increased or opened the position and 224 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 27
- Weiss Asset Management LP$74M
- GOLDENTREE ASSET MANAGEMENT LP$26M
- Aequim Alternative Investments LP$14M
- APG Asset Management US Inc.$12M
- JANE STREET GROUP, LLC$10M
- TUDOR INVESTMENT CORP ET AL$7M
Full exits 38
- LSV ASSET MANAGEMENT$73M
- Freestone Grove Partners LP$14M
- Thrivent Financial for Lutherans$8M
- CANADA LIFE ASSURANCE Co$7M
- Point72 Asset Management, L.P.$6M
- Uniplan Investment Counsel, Inc.$5M
Largest adds
- BlackRock, Inc.$225M
- GOLDMAN SACHS GROUP INC$66M
- VANGUARD PORTFOLIO MANAGEMENT LLC$66M
- Quantinno Capital Management LP$46M
- VANGUARD CAPITAL MANAGEMENT LLC$35M
- NORTHERN TRUST CORP$30M
Largest trims
- BALYASNY ASSET MANAGEMENT L.P.$46M
- MILLENNIUM MANAGEMENT LLC$13M
- MARSHALL WACE, LLP$10M
- Qube Research & Technologies Ltd$8M
- RENAISSANCE TECHNOLOGIES LLC$8M
- Y-Intercept (Hong Kong) Ltd$7M
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 added | 6,809,179 | $395M | 14.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 3,810,709 | $222M | 7.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,441,922 | $200M | 7.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 2,148,163 | $125M | 4.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,660,236 | $96M | 3.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,535,465 | $89M | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,487,023 | $86M | 3.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,369,256 | $79M | 2.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,336,730 | $78M | 2.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,118,808 | $65M | 2.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,094,415 | $63M | 2.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,022,635 | $59M | 2.1% | 2026-Q2 |
| Invesco Ltd. added | 986,761 | $57M | 2.0% | 2026-Q2 |
| NORGES BANK added | 963,880 | $56M | 2.0% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 951,109 | $55M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 873,402 | $52M | 1.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 876,667 | $51M | 1.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 669,332 | $36M | 1.3% | 2026-Q2 |
| Nuveen, LLC added | 535,169 | $31M | 1.1% | 2026-Q2 |
| Advisors Capital Management, LLC added | 527,078 | $31M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 483,990 | $28M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 467,653 | $27M | 1.0% | 2026-Q2 |
| Aberdeen Group plc added | 458,021 | $27M | 0.9% | 2026-Q2 |
| GOLDENTREE ASSET MANAGEMENT LP new | 448,299 | $26M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 439,734 | $26M | 0.9% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 418,847 | $24M | 0.9% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 395,432 | $23M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 380,005 | $22M | 0.8% | 2026-Q2 |
| Weiss Asset Management LP new | 640,439 | $21M | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 345,400 | $20M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 287,981 | $17M | 0.6% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 263,213 | $15M | 0.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 260,615 | $15M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 233,216 | $14M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 227,330 | $13M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 223,183 | $13M | 0.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 219,797 | $13M | 0.5% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 217,783 | $13M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 215,870 | $13M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 209,286 | $12M | 0.4% | 2026-Q2 |
| APG Asset Management US Inc. trimmed | 200,183 | $12M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 197,098 | $11M | 0.4% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 187,475 | $11M | 0.4% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 182,485 | $11M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 173,741 | $10M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 171,174 | $10M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 168,646 | $10M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 168,547 | $10M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 167,723 | $10M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 164,865 | $10M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 178,680 | $9M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 153,488 | $9M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 151,075 | $9M | 0.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 331,891 | $9M | 0.3% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 144,152 | $8M | 0.3% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 143,073 | $8M | 0.3% | 2026-Q2 |
| STRS OHIO trimmed | 142,389 | $8M | 0.3% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 138,772 | $8M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 135,310 | $8M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 131,000 | $8M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 128,993 | $8M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 127,872 | $7M | 0.3% | 2026-Q2 |
| Creative Planning added | 123,391 | $7M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 123,380 | $7M | 0.3% | 2026-Q2 |
| FMR LLC added | 122,655 | $7M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 122,139 | $7M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 121,909 | $7M | 0.3% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 113,185 | $7M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 108,055 | $6M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 104,833 | $6M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 104,494 | $6M | 0.2% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC new | 183,506 | $6M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 96,089 | $6M | 0.2% | 2026-Q2 |
| LDR Capital Management LLC new | 173,004 | $5M | 0.2% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 90,525 | $5M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 90,510 | $5M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 88,573 | $5M | 0.2% | 2026-Q2 |
| Apollo Management Holdings, L.P. | 86,610 | $5M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 82,720 | $5M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 82,706 | $5M | 0.2% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 81,633 | $5M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 81,284 | $5M | 0.2% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 80,535 | $5M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 79,130 | $5M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 76,676 | $4M | 0.2% | 2026-Q2 |
| MACQUARIE GROUP LTD trimmed | 76,312 | $4M | 0.2% | 2026-Q2 |
| LSV ASSET MANAGEMENT added | 1,452,758 | $73M | 2.6% | 2026-Q1 stale (1 quarter behind) |
| Freestone Grove Partners LP trimmed | 281,766 | $14M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Allspring Global Investments Holdings, LLC added | 210,843 | $11M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Verition Fund Management LLC trimmed | 201,532 | $10M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Cyndeo Wealth Partners, LLC added | 161,474 | $9M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Thrivent Financial for Lutherans added | 169,503 | $8M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Alberta Investment Management Corp added | 152,000 | $8M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| CANADA LIFE ASSURANCE Co added | 139,751 | $7M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Point72 Asset Management, L.P. added | 118,688 | $6M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 91,000 | $5M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| TWO SIGMA ADVISERS, LP added | 99,000 | $5M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Uniplan Investment Counsel, Inc. added | 96,027 | $5M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 88,000 | $4M | 0.2% | 2025-Q4 stale (2 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: VANGUARD GROUP INC (last filed 2025-Q4, 10,841,431 shares) reconciles to its 3 current affiliates (10,735,091 shares) — 0.981% apart.
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.