EPR PPTYS (EPR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
452
Reporting holders
$3.6B
Reported value
81.2%
Of shares outstanding
0.6%
Held as options
+23
Holder change
Institutions report 62,193,315 shares against 76,608,922 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $595.0M | 10,256,061 | 0.01% | 8q | +3.3%+$19.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $395.0M | 6,809,179 | 0.02% | 2q | +3.3%+$12.6M |
| STATE STREET CORP | $222.2M | 3,810,709 | 0.01% | 31q | -0.9%-$2.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $199.7M | 3,441,922 | 0.00% | 2q | +4.7%+$9.0M |
| Quantinno Capital Management LP | $124.6M | 2,148,163 | 0.15% | 15q | +36.6%+$33.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $96.3M | 1,660,236 | 0.01% | 31q | +1.1%+$1.0M |
| NORTHERN TRUST CORP | $89.1M | 1,535,465 | 0.01% | 31q | +30.1%+$20.6M |
| GOLDMAN SACHS GROUP INC | $86.3M | 1,487,023 | 0.01% | 31q | +271.9%+$63.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $79.4M | 1,369,256 | 0.01% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $79.4M | 1,369,256 | 0.01% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $77.5M | 1,336,730 | 0.03% | 31q | -8.4%-$7.1M |
| DIMENSIONAL FUND ADVISORS LP | $64.9M | 1,118,808 | 0.01% | 31q | -1.1%-$746.7K |
| Bank of New York Mellon Corp | $63.5M | 1,094,415 | 0.01% | 31q | -2.2%-$1.4M |
| MORGAN STANLEY | $59.3M | 1,022,635 | 0.00% | 35q | -17.4%-$12.5M |
| Invesco Ltd. | $57.2M | 986,761 | 0.00% | 31q | +19.6%+$9.4M |
| NORGES BANK | $55.9M | 963,880 | 0.01% | 32q | -41.9%-$40.4M |
| WASATCH ADVISORS LP | $55.2M | 951,109 | 0.36% | 2q | -2.3%-$1.3M |
| JPMORGAN CHASE & CO | $51.8M | 873,402 | 0.00% | 31q | +9.2%+$4.4M |
| AMERICAN CENTURY COMPANIES INC | $50.9M | 876,667 | 0.02% | 9q | -6.3%-$3.4M |
| UBS Group AG | $42.4M | 730,060 | 0.01% | 31q | -10.5%-$4.9M |
| AMERIPRISE FINANCIAL INC | $35.7M | 669,332 | 0.01% | 31q | -49.7%-$35.3M |
| Nuveen, LLC | $31.0M | 535,169 | 0.01% | 6q | +10.2%+$2.9M |
| Advisors Capital Management, LLC | $30.6M | 527,078 | 0.32% | 9q | +3.9%+$1.2M |
| VANGUARD FIDUCIARY TRUST CO | $28.1M | 483,990 | 0.01% | 2q | +2.9%+$796.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $27.1M | 467,653 | 0.00% | 31q | -8.0%-$2.4M |
| Aberdeen Group plc | $26.6M | 458,021 | 0.04% | 22q | +4.2%+$1.1M |
| Public Sector Pension Investment Board | $26.4M | 454,660 | 0.03% | 2q | +82.6%+$11.9M |
| GOLDENTREE ASSET MANAGEMENT LP | $26.0M | 448,299 | 1.51% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $25.5M | 439,734 | 0.01% | 31q | -43.3%-$19.4M |
| ALGERT GLOBAL LLC | $24.3M | 418,847 | 0.29% | 3q | -41.9%-$17.6M |
| Allianz Asset Management GmbH | $22.9M | 395,432 | 0.02% | 18q | -11.5%-$3.0M |
| Legal & General Group Plc | $22.0M | 380,005 | 0.00% | 31q | -8.3%-$2.0M |
| RENAISSANCE TECHNOLOGIES LLC | $20.0M | 345,400 | 0.03% | 21q | -38.8%-$12.7M |
| Corient Private Wealth LP | $19.2M | 331,486 | 0.01% | 14q | +433.5%+$15.6M |
| BANK OF AMERICA CORP /DE/ | $16.7M | 287,981 | 0.00% | 31q | -18.2%-$3.7M |
| HSBC HOLDINGS PLC | $15.3M | 263,213 | 0.01% | 31q | -21.5%-$4.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $15.1M | 260,615 | 0.00% | 6q | +1.6%+$238.9K |
| D. E. Shaw & Co., Inc. | $14.8M | 233,216 | 0.01% | 6q | -36.5%-$8.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $14.2M | 244,278 | 0.01% | 17q | +113.0%+$7.5M |
| JANE STREET GROUP, LLC | $13.0M | 164,865 | 0.00% | 13q | HELD |
| FIRST TRUST ADVISORS LP | $12.9M | 223,183 | 0.01% | 31q | +155.2%+$7.9M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $12.6M | 217,783 | 0.18% | 2q | +16.8%+$1.8M |
| MARSHALL WACE, LLP | $12.5M | 215,870 | 0.01% | 3q | -52.2%-$13.7M |
| RHUMBLINE ADVISERS | $12.1M | 209,286 | 0.01% | 31q | HELD |
| APG Asset Management US Inc. | $11.6M | 200,183 | 0.08% | new | NEW |
| FRANKLIN RESOURCES INC | $11.4M | 197,098 | 0.00% | 19q | -2.0%-$235.0K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $10.9M | 187,475 | 0.02% | 7q | +75.6%+$4.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.8M | options only | 0.00% | 31q | OPTIONS |
| Gotham Asset Management, LLC | $10.6M | 182,485 | 0.02% | 5q | -14.3%-$1.8M |
| PRINCIPAL FINANCIAL GROUP INC | $10.1M | 173,741 | 0.00% | 31q | +2.2%+$214.6K |
| BNP PARIBAS FINANCIAL MARKETS | $9.9M | 171,174 | 0.00% | 31q | +104.8%+$5.1M |
| VICTORY CAPITAL MANAGEMENT INC | $9.8M | 168,646 | 0.01% | 28q | +14.8%+$1.3M |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 168,547 | 0.00% | 7q | -1.5%-$144.8K |
| ALLIANCEBERNSTEIN L.P. | $8.9M | 178,680 | 0.00% | 31q | -30.3%-$3.9M |
| Swiss National Bank | $8.9M | 153,488 | 0.00% | 31q | +2.2%+$191.4K |
| DEUTSCHE BANK AG\ | $8.8M | 151,075 | 0.00% | 34q | +265.2%+$6.4M |
| Caisse de depot et placement du Quebec | $8.4M | 144,152 | 0.01% | 2q | -1.6%-$139.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $8.3M | 143,073 | 0.01% | 9q | +3.2%+$253.8K |
| STRS OHIO | $8.3M | 142,389 | 0.03% | 31q | -6.1%-$539.2K |
| ZACKS INVESTMENT MANAGEMENT | $8.1M | 138,772 | 0.06% | 6q | +5.6%+$428.5K |
| STATE OF WISCONSIN INVESTMENT BOARD | $7.8M | 135,310 | 0.02% | 31q | -7.3%-$622.3K |
| TWO SIGMA INVESTMENTS, LP | $7.6M | 131,000 | 0.01% | 6q | -49.0%-$7.3M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7.6M | 128,993 | 0.01% | 6q | +49.3%+$2.5M |
| BARCLAYS PLC | $7.4M | 127,872 | 0.00% | 31q | -48.4%-$7.0M |
| Creative Planning | $7.2M | 123,391 | 0.00% | 31q | +62.4%+$2.8M |
| NOMURA ASSET MANAGEMENT CO LTD | $7.2M | 123,380 | 0.02% | 31q | +4.5%+$310.9K |
| FMR LLC | $7.1M | 122,655 | 0.00% | 31q | +10.5%+$673.8K |
| PRUDENTIAL FINANCIAL INC | $7.1M | 121,909 | 0.01% | 31q | +1.6%+$112.2K |
| CITADEL ADVISORS LLC | $6.9M | 61,179 | 0.00% | 31q | +27.6%+$1.5M |
| TUDOR INVESTMENT CORP ET AL | $6.6M | 113,185 | 0.01% | new | NEW |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $6.3M | 108,055 | 0.02% | 31q | -0.7%-$43.1K |
| EXCHANGE TRADED CONCEPTS, LLC | $6.2M | 106,364 | 0.01% | 27q | +116.3%+$3.3M |
| CITIGROUP INC | $6.1M | 104,833 | 0.00% | 31q | -14.3%-$1.0M |
| Asset Management One Co., Ltd. | $6.1M | 104,494 | 0.02% | 31q | -1.5%-$91.8K |
| Russell Investments Group, Ltd. | $5.6M | 96,089 | 0.00% | 31q | -35.1%-$3.0M |
| INTECH INVESTMENT MANAGEMENT LLC | $5.3M | 90,525 | 0.05% | 9q | -33.9%-$2.7M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $5.2M | 90,510 | 0.01% | 3q | HELD |
| LPL Financial LLC | $5.2M | 90,033 | 0.00% | 31q | -0.7%-$34.5K |
| Apollo Management Holdings, L.P. | $5.0M | 86,610 | 0.06% | 2q | HELD |
| ExodusPoint Capital Management, LP | $4.8M | 82,720 | 0.03% | new | NEW |
| Schonfeld Strategic Advisors LLC | $4.8M | 82,706 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $4.7M | 81,677 | 0.01% | 26q | +17.6%+$708.5K |
| Sumitomo Mitsui Trust Group, Inc. | $4.7M | 81,284 | 0.00% | 31q | -2.0%-$98.0K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4.7M | 80,535 | 0.01% | 31q | -2.6%-$126.5K |
| Retirement Systems of Alabama | $4.6M | 79,130 | 0.01% | 31q | -15.2%-$824.6K |
| Focus Partners Wealth | $4.4M | 76,676 | 0.00% | 11q | +14.7%+$570.5K |
| MACQUARIE GROUP LTD | $4.4M | 76,312 | 0.02% | 32q | -8.1%-$392.1K |
| Ballast Asset Management, LP | $4.3M | 74,891 | 1.73% | 12q | -1.0%-$42.1K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $4.3M | 74,176 | 0.02% | 31q | +40.0%+$1.2M |
| Swedbank AB | $4.2M | 73,232 | 0.00% | 21q | HELD |
| CAXTON ASSOCIATES LLP | $4.2M | 72,402 | 0.08% | 6q | -4.5%-$198.7K |
| VOYA INVESTMENT MANAGEMENT LLC | $4.1M | 71,451 | 0.00% | 31q | +2.3%+$93.9K |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.1M | 70,110 | 0.00% | 2q | +4.2%+$163.1K |
| SEI INVESTMENTS CO | $4.0M | 69,208 | 0.00% | 14q | -27.2%-$1.5M |
| Vanguard Investments Australia, Ltd. | $4.0M | 69,050 | 0.01% | 2q | HELD |
| Mitsubishi UFJ Asset Management Co., Ltd. | $3.8M | 65,643 | 0.00% | 31q | +5.6%+$203.0K |
| State of New Jersey Common Pension Fund D | $3.5M | 61,128 | 0.01% | 31q | +46.7%+$1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $3.5M | 59,486 | 0.01% | 31q | -1.2%-$41.5K |
| Edgestream Partners, L.P. | $3.2M | 55,102 | 0.09% | 6q | +377.0%+$2.5M |
| Summit Trail Advisors, LLC | $3.1M | 53,780 | 0.04% | 6q | +1.4%+$41.6K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 452 | $3.6B | 62,193,315 | 62 | 156 | 146 | 0.6% |
| Q1 2026 | 429 | $3.0B | 59,618,059 | 54 | 175 | 113 | 0.7% |
| Q4 2025 | 416 | $2.9B | 58,711,930 | 37 | 149 | 135 | 0.7% |
| Q3 2025 | 418 | $3.5B | 59,002,562 | 67 | 151 | 108 | 1.5% |
| Q2 2025 | 375 | $3.4B | 57,807,146 | 60 | 149 | 97 | 1.1% |
| Q1 2025 | 351 | $3.0B | 55,930,058 | 62 | 141 | 74 | 1.1% |
| Q4 2024 | 323 | $2.3B | 51,238,131 | 35 | 117 | 76 | 1.2% |
| Q3 2024 | 313 | $2.6B | 51,632,212 | 38 | 102 | 119 | 1.2% |
| Q2 2024 | 311 | $2.1B | 50,390,157 | 37 | 100 | 112 | 1.4% |
| Q1 2024 | 306 | $2.2B | 50,640,237 | 35 | 129 | 74 | 2.0% |
| Q4 2023 | 301 | $2.6B | 52,760,852 | 42 | 92 | 91 | 0.9% |
| Q3 2023 | 273 | $2.3B | 54,367,651 | 26 | 80 | 102 | 1.7% |
| Q2 2023 | 283 | $2.5B | 53,272,959 | 41 | 74 | 99 | 1.1% |
| Q1 2023 | 263 | $2.1B | 52,890,310 | 27 | 98 | 78 | 4.6% |
| Q4 2022 | 261 | $2.0B | 50,530,373 | 41 | 89 | 76 | 3.0% |
| Q3 2022 | 320 | $2.2B | 59,399,890 | 37 | 111 | 107 | 1.3% |
| Q2 2022 | 333 | $2.8B | 58,862,292 | 33 | 129 | 91 | 1.7% |
| Q1 2022 | 352 | $3.3B | 58,610,610 | 65 | 104 | 102 | 1.6% |
| Q4 2021 | 322 | $2.9B | 59,090,627 | 46 | 101 | 89 | 2.6% |
| Q3 2021 | 309 | $2.9B | 58,191,905 | 26 | 95 | 105 | 2.5% |
| Q2 2021 | 317 | $3.3B | 59,804,556 | 49 | 84 | 99 | 3.3% |
| Q1 2021 | 293 | $3.0B | 62,622,951 | 46 | 64 | 103 | 3.1% |
| Q4 2020 | 286 | $2.3B | 66,122,895 | 31 | 60 | 115 | 5.9% |
| Q3 2020 | 295 | $1.8B | 64,527,460 | 32 | 61 | 130 | 2.7% |
| Q2 2020 | 312 | $2.2B | 64,540,866 | 44 | 99 | 112 | 2.4% |
| Q1 2020 | 329 | $1.6B | 63,257,691 | 40 | 126 | 106 | 1.8% |
| Q4 2019 | 423 | $4.8B | 67,870,343 | 39 | 132 | 125 | 0.9% |
| Q3 2019 | 405 | $5.1B | 65,839,212 | 34 | 141 | 124 | 0.5% |
| Q2 2019 | 422 | $5.0B | 66,756,556 | 51 | 154 | 109 | 0.8% |
| Q1 2019 | 418 | $5.0B | 65,267,870 | 50 | 134 | 130 | 0.6% |
| Q4 2018 | 405 | $4.1B | 64,210,605 | 7 | 9 | 1 | 0.6% |