EPR EPR Properties
EPR Properties (EPR) Institutional Ownership
What the institutions did with EPR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DEUTSCHE BANK AG\ | 2.0M | 12.3% |
| LSV ASSET MANAGEMENT | 1.9M | 11.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6M | 10.1% |
| DIMENSIONAL FUND ADVISORS LP | 1.1M | 7.0% |
| Bank of New York Mellon Corp | 1.1M | 6.6% |
| UBS Group AG | 915.8K | 5.6% |
| WASATCH ADVISORS LP | 767.2K | 4.7% |
| Russell Investments Group, Ltd. | 555.2K | 3.4% |
| Aberdeen Group plc | 455.6K | 2.8% |
| Public Sector Pension Investment Board | 407.6K | 2.5% |
| BARCLAYS PLC | 311.7K | 1.9% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 239.4K | 1.5% |
| Nuveen, LLC | 214.7K | 1.3% |
| RHUMBLINE ADVISERS | 208.4K | 1.3% |
| Creative Planning | 191.9K | 1.2% |
| Thrivent Financial for Lutherans | 184.7K | 1.1% |
| PRINCIPAL FINANCIAL GROUP INC | 176.0K | 1.1% |
| FMR LLC | 164.4K | 1.0% |
| CITIGROUP INC | 127.1K | 0.8% |
| Asset Management One Co., Ltd. | 106.8K | 0.7% |
| LPL Financial LLC | 106.1K | 0.7% |
| SEI INVESTMENTS CO | 85.2K | 0.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80.0K | 0.5% |
| Retirement Systems of Alabama | 79.0K | 0.5% |
| VOYA INVESTMENT MANAGEMENT LLC | 75.8K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| DEUTSCHE BANK AG\ | Increased | 151.1K | 2.0M | +1.9M |
| Russell Investments Group, Ltd. | Increased | 96.1K | 555.2K | +459.1K |
| Nuveen, LLC | Reduced | 535.2K | 214.7K | -320.4K |
| UBS Group AG | Increased | 730.1K | 915.8K | +185.7K |
| BARCLAYS PLC | Increased | 127.9K | 311.7K | +183.9K |
| WASATCH ADVISORS LP | Reduced | 951.1K | 767.2K | -183.9K |
| Public Sector Pension Investment Board | Increased | 227.3K | 407.6K | +180.2K |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 168.6K | 12.0K | -156.7K |
| STRS OHIO | Reduced | 142.4K | 3.3K | -139.1K |
| Creative Planning | Increased | 123.4K | 191.9K | +68.5K |
| LSV ASSET MANAGEMENT | Reduced | 2.0M | 1.9M | -61.6K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Increased | 187.5K | 239.4K | +51.9K |
| DekaBank Deutsche Girozentrale | Increased | 17.9K | 67.2K | +49.3K |
| FMR LLC | Increased | 122.7K | 164.4K | +41.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 46.2K | 80.0K | +33.8K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 81.6K | 48.8K | -32.8K |
| INTECH INVESTMENT MANAGEMENT LLC | Reduced | 90.5K | 59.9K | -30.7K |
| Achmea Investment Management B.V. | New | 0 | 27.9K | +27.9K |
| CITIGROUP INC | Increased | 104.8K | 127.1K | +22.3K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 43.2K | 20.9K | -22.3K |
| Swedbank AB | Reduced | 73.2K | 51.3K | -21.9K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.1M | 1.1M | +19.7K |
| Oak Thistle LLC | Increased | 21.1K | 40.4K | +19.4K |
| Friedenthal Financial | New | 0 | 18.9K | +18.9K |
| Savant Capital, LLC | New | 0 | 16.9K | +16.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.7M | 1.6M | -16.2K |
| LPL Financial LLC | Increased | 90.0K | 106.1K | +16.0K |
| SEI INVESTMENTS CO | Increased | 69.2K | 85.2K | +16.0K |
| Edgestream Partners, L.P. | Increased | 55.1K | 70.3K | +15.2K |
| Connor, Clark & Lunn Investment Management Ltd. | Sold Out | 13.4K | 0 | -13.4K |
| Bank of New York Mellon Corp | Reduced | 1.1M | 1.1M | -13.1K |
| Focus Partners Advisor Solutions, LLC | Sold Out | 13.0K | 0 | -13.0K |
| IEQ CAPITAL, LLC | Sold Out | 12.5K | 0 | -12.5K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Increased | 15.5K | 27.8K | +12.3K |
| Ballast Asset Management, LP | Reduced | 74.9K | 62.9K | -12.0K |
| Private Advisor Group, LLC | Increased | 9.2K | 20.6K | +11.4K |
| NISA INVESTMENT ADVISORS, LLC | Increased | 26.9K | 37.6K | +10.7K |
| Convergence Investment Partners, LLC | Reduced | 45.0K | 34.3K | -10.7K |
| BANK OF MONTREAL /CAN/ | Increased | 49.3K | 59.4K | +10.2K |
| PICTON MAHONEY ASSET MANAGEMENT | Reduced | 41.8K | 31.8K | -10.0K |
| AlphaCore Capital LLC | New | 0 | 9.8K | +9.8K |
| Jefferies Financial Group Inc. | Sold Out | 9.6K | 0 | -9.6K |
| Thrivent Financial for Lutherans | Reduced | 193.3K | 184.7K | -8.6K |
| Formidable Asset Management, LLC | Sold Out | 7.7K | 0 | -7.7K |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 81.3K | 74.1K | -7.2K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Increased | 59.5K | 66.3K | +6.8K |
| NorthCrest Asset Manangement, LLC | Increased | 4.7K | 11.5K | +6.7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 65.6K | 72.0K | +6.4K |
| Larson Financial Group LLC | Increased | 3.7K | 9.8K | +6.1K |
| MACKENZIE FINANCIAL CORP | Increased | 36.2K | 42.1K | +5.8K |
| Vanderbilt University | New | 0 | 5.2K | +5.2K |
| Chicago Partners Investment Group LLC | Increased | 23.8K | 28.9K | +5.0K |
| MOODY LYNN LIEBERSON & WALKER, LLC | New | 0 | 5.0K | +5.0K |
| Hazelview Securities Inc. | Reduced | 9.6K | 4.7K | -4.9K |
| VOYA INVESTMENT MANAGEMENT LLC | Increased | 71.5K | 75.8K | +4.4K |
| Ruffer LLP | Increased | 6.3K | 10.6K | +4.3K |
| Sterling Capital Management LLC | Increased | 40.7K | 45.0K | +4.3K |
| AXXCESS WEALTH MANAGEMENT, LLC | New | 0 | 4.3K | +4.3K |
| PCG Wealth Advisors, LLC | Reduced | 26.6K | 22.4K | -4.2K |
| WealthPlan Investment Management, LLC | New | 0 | 4.2K | +4.2K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.