EPR PROPERTIES EPR

US Real estate Real Estate Investment Trusts
$59.10
+2.4%
52w: $46.56 – $59.54

Latest 13F among current holders filed 4 days ago (Jul 1, 2026)

Price — last 12 months

research preview data
46.5653.0559.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
486
+4 QoQ
13F value
$3.21B
+0.3% QoQ
Smart-money holders
21
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
1.5×
$11.5M calls / $7.9M puts

Institutional value by quarter

$2.59B
Q1 2024
$2.37B
Q2 2024
$2.81B
Q3 2024
$2.52B
Q4 2024
$3.23B
Q1 2025
$3.70B
Q2 2025
$3.75B
Q3 2025
$3.20B
Q4 2025
$3.21B
Q1 2026

Number of holders

374
Q1 2024
375
Q2 2024
379
Q3 2024
384
Q4 2024
413
Q1 2025
444
Q2 2025
479
Q3 2025
482
Q4 2025
486
Q1 2026

Who owns EPR?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider9.9M$495.8M0.0%-2.0%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical6.6M$329.3M0.0%
STATE STREET CORP Index provider3.8M$193.2M0.0%-1.6%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical3.3M$164.2M0.0%
GEODE CAPITAL MANAGEMENT, LLC Index provider1.6M$82.1M0.0%+3.7%
Quantinno Capital Management LP Diversified mechanical1.6M$78.6M0.1%+20.9%
LSV ASSET MANAGEMENT Other1.5M$72.6M0.2%+6.4%
AQR CAPITAL MANAGEMENT LLC Quant stat arb1.5M$72.3M0.0%-0.4%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider1.4M$68.6M0.0%+2.0%
MORGAN STANLEY Bank broker1.2M$61.9M0.0%-5.1%
NORTHERN TRUST CORP Index provider1.2M$59.0M0.0%-4.5%
DIMENSIONAL FUND ADVISORS LP Quant stat arb1.1M$56.5M0.0%+2.4%
Bank of New York Mellon Corp Diversified mechanical1.1M$55.9M0.0%+1.8%
Balyasny Asset Management L.P. Multistrat pod975.1K$48.7M0.1%+640.5%
WASATCH ADVISORS LP Other973.4K$48.6M0.3%New
Weiss Asset Management LP Quant stat arb2.1M$47.3M1.1%+27.1%
AMERICAN CENTURY COMPANIES INC Diversified mechanical936.0K$46.8M0.0%+0.2%
Invesco Ltd. Index provider825.1K$41.2M0.0%-19.0%
UBS Group AG Bank broker815.3K$40.7M0.0%+52.0%
JPMORGAN CHASE & CO Bank broker799.8K$39.4M0.0%+5.2%
MILLENNIUM MANAGEMENT LLC Multistrat pod775.0K$38.7M0.0%+126.5%
AMERIPRISE FINANCIAL INC Bank broker665.8K$33.3M0.0%+4.9%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb564.4K$28.2M0.0%-18.4%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker508.5K$25.4M0.0%+144759.3%
Advisors Capital Management, LLC Other507.2K$25.3M0.3%+2.6%
Nuveen, LLC Diversified mechanical485.6K$24.3M0.0%+35.8%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical470.3K$23.5M0.0%
MARSHALL WACE, LLP Quant stat arb451.7K$22.6M0.0%+444.1%
Allianz Asset Management GmbH Diversified mechanical446.6K$22.3M0.0%-10.1%
Aberdeen Group plc Other439.7K$22.0M0.0%-5.2%
Legal & General Group Plc Diversified mechanical414.6K$20.7M0.0%-10.4%
GOLDMAN SACHS GROUP INC Bank broker399.8K$20.0M0.0%+158.1%
Weiss Asset Management LP Quant stat arb640.4K$19.5M0.5%+103.0%
D. E. Shaw & Co., Inc. Quant stat arb367.3K$18.3M0.0%-4.0%
ALGERT GLOBAL LLC Diversified mechanical360.7K$18.0M0.3%+59.3%
BANK OF AMERICA CORP /DE/ Bank broker352.0K$17.6M0.0%-18.3%
HSBC HOLDINGS PLC Bank broker335.5K$16.8M0.0%-43.7%
Freestone Grove Partners LP Quant stat arb281.8K$14.1M0.1%-53.2%
TWO SIGMA INVESTMENTS, LP Quant stat arb256.7K$12.8M0.0%+51.1%
WELLINGTON MANAGEMENT GROUP LLP Long only active256.5K$12.8M0.0%+27.0%
ALLIANCEBERNSTEIN L.P. Long only active256.2K$12.8M0.0%+40.5%
Public Sector Pension Investment Board Pension sovereign249.0K$12.4M0.0%New
BARCLAYS PLC Bank broker247.7K$12.4M0.0%-18.0%
CAMDEN ASSET MANAGEMENT L P /CA ★2Fundamental diversified526.9K$11.9M2.9%+0.1%
Gotham Asset Management, LLC Diversified mechanical212.9K$10.6M0.0%+120.7%
RHUMBLINE ADVISERS Diversified mechanical209.6K$10.5M0.0%+0.5%
FRANKLIN RESOURCES INC Long only active201.1K$10.0M0.0%+2.6%
Aequim Alternative Investments LP ★3Fundamental concentrated440.0K$9.9M0.8%Held
Qube Research & Technologies Ltd Quant stat arb195.5K$9.8M0.0%New
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC ★2Fundamental diversified186.5K$9.3M0.1%New

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