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 June 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 |
|---|---|---|
| BlackRock, Inc. | 10.3M | 16.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.8M | 10.7% |
| STATE STREET CORP | 3.8M | 6.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | 5.4% |
| Quantinno Capital Management LP | 2.1M | 3.4% |
| LSV ASSET MANAGEMENT | 2.0M | 3.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7M | 2.6% |
| NORTHERN TRUST CORP | 1.5M | 2.4% |
| GOLDMAN SACHS GROUP INC | 1.5M | 2.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | 2.2% |
| AQR CAPITAL MANAGEMENT LLC | 1.3M | 2.1% |
| DIMENSIONAL FUND ADVISORS LP | 1.1M | 1.8% |
| Bank of New York Mellon Corp | 1.1M | 1.7% |
| MORGAN STANLEY | 1.0M | 1.6% |
| Invesco Ltd. | 986.8K | 1.6% |
| NORGES BANK | 963.9K | 1.5% |
| WASATCH ADVISORS LP | 951.1K | 1.5% |
| AMERICAN CENTURY COMPANIES INC | 876.7K | 1.4% |
| JPMORGAN CHASE & CO | 873.4K | 1.4% |
| UBS Group AG | 730.1K | 1.1% |
| AMERIPRISE FINANCIAL INC | 669.3K | 1.1% |
| Nuveen, LLC | 535.2K | 0.8% |
| Advisors Capital Management, LLC | 527.1K | 0.8% |
| VANGUARD FIDUCIARY TRUST CO | 484.0K | 0.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 467.7K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Increased | 399.8K | 1.5M | +1.1M |
| Balyasny Asset Management L.P. | Reduced | 975.1K | 49.3K | -925.8K |
| Quantinno Capital Management LP | Increased | 1.6M | 2.1M | +575.4K |
| LSV ASSET MANAGEMENT | Increased | 1.5M | 2.0M | +514.2K |
| GOLDENTREE ASSET MANAGEMENT LP | New | 0 | 448.3K | +448.3K |
| NORTHERN TRUST CORP | Increased | 1.2M | 1.5M | +355.0K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 775.0K | 439.7K | -335.2K |
| BlackRock, Inc. | Increased | 9.9M | 10.3M | +331.5K |
| Freestone Grove Partners LP | Sold Out | 281.8K | 0 | -281.8K |
| MARSHALL WACE, LLP | Reduced | 451.7K | 215.9K | -235.8K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 564.4K | 345.4K | -219.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 6.6M | 6.8M | +217.8K |
| MORGAN STANLEY | Reduced | 1.2M | 1.0M | -216.0K |
| APG Asset Management US Inc. | New | 0 | 200.2K | +200.2K |
| Qube Research & Technologies Ltd | Reduced | 195.5K | 24.2K | -171.3K |
| JANE STREET GROUP, LLC | New | 0 | 164.9K | +164.9K |
| Invesco Ltd. | Increased | 825.1K | 986.8K | +161.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 3.3M | 3.4M | +156.0K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 166.2K | 18.8K | -147.4K |
| FIRST TRUST ADVISORS LP | Increased | 87.5K | 223.2K | +135.7K |
| D. E. Shaw & Co., Inc. | Reduced | 367.3K | 233.2K | -134.1K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 256.7K | 131.0K | -125.7K |
| AQR CAPITAL MANAGEMENT LLC | Reduced | 1.5M | 1.3M | -122.9K |
| BARCLAYS PLC | Reduced | 247.7K | 127.9K | -119.8K |
| Point72 Asset Management, L.P. | Sold Out | 118.7K | 0 | -118.7K |
| TUDOR INVESTMENT CORP ET AL | New | 0 | 113.2K | +113.2K |
| DEUTSCHE BANK AG\ | Increased | 41.4K | 151.1K | +109.7K |
| Corient Private Wealth LP | Increased | 62.1K | 160.7K | +98.6K |
| Uniplan Investment Counsel, Inc. | Sold Out | 96.0K | 0 | -96.0K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 83.6K | 171.2K | +87.6K |
| UBS Group AG | Reduced | 815.3K | 730.1K | -85.3K |
| ExodusPoint Capital Management, LP | New | 0 | 82.7K | +82.7K |
| Schonfeld Strategic Advisors LLC | New | 0 | 82.7K | +82.7K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Increased | 106.7K | 187.5K | +80.7K |
| ALLIANCEBERNSTEIN L.P. | Reduced | 256.2K | 178.7K | -77.6K |
| JPMORGAN CHASE & CO | Increased | 799.8K | 873.4K | +73.6K |
| HSBC HOLDINGS PLC | Reduced | 335.5K | 263.2K | -72.3K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 154.0K | 219.8K | +65.8K |
| BANK OF AMERICA CORP /DE/ | Reduced | 352.0K | 288.0K | -64.1K |
| AMERICAN CENTURY COMPANIES INC | Reduced | 936.0K | 876.7K | -59.3K |
| ALGERT GLOBAL LLC | Increased | 360.7K | 418.8K | +58.2K |
| Mitsubishi UFJ Trust & Banking Corp | Reduced | 66.7K | 11.8K | -54.9K |
| Russell Investments Group, Ltd. | Reduced | 148.1K | 96.1K | -52.0K |
| Nuveen, LLC | Increased | 485.6K | 535.2K | +49.6K |
| PEAK6 LLC | Reduced | 49.0K | 23 | -49.0K |
| Creative Planning | Increased | 76.0K | 123.4K | +47.4K |
| INTECH INVESTMENT MANAGEMENT LLC | Reduced | 137.0K | 90.5K | -46.4K |
| Allianz Asset Management GmbH | Reduced | 446.6K | 401.5K | -45.1K |
| Global Assets Advisory, LLC | Sold Out | 44.0K | 0 | -44.0K |
| Edgestream Partners, L.P. | Increased | 11.6K | 55.1K | +43.6K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Increased | 86.4K | 129.0K | +42.6K |
| PICTON MAHONEY ASSET MANAGEMENT | New | 0 | 41.8K | +41.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | 508.5K | 467.7K | -40.8K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Sold Out | 40.7K | 0 | -40.7K |
| XTX Topco Ltd | Reduced | 90.3K | 51.2K | -39.1K |
| IEQ CAPITAL, LLC | Reduced | 51.1K | 12.5K | -38.6K |
| Mariner, LLC | Reduced | 56.2K | 17.9K | -38.3K |
| MACKENZIE FINANCIAL CORP | New | 0 | 36.2K | +36.2K |
| PFG Advisors | Sold Out | 35.7K | 0 | -35.7K |
| Legal & General Group Plc | Reduced | 414.6K | 380.0K | -34.6K |
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.