EPR PROPERTIES (EPR) — Institutional Holders, Q2 2026

516 institutional investment managers reported a EPR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← EPR stock profile

EPR in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

177

Trimmed

161

Sold out

Biggest buyers

GOLDMAN SACHS GROUPAdded · +1,087,192 sh+$63.1M
Quantinno Capital ManagementAdded · +575,425 sh+$33.4M
LSV ASSET MANAGEMENTAdded · +514,209 sh+$29.8M
GOLDENTREE ASSET MANAGEMENTNew · +448,299 sh+$26.0M
NORTHERNAdded · +355,015 sh+$20.6M

Biggest sellers

BALYASNY ASSET MANAGEMENT L.P.Trimmed · -925,761 sh-$53.7M
MILLENNIUM MANAGEMENTTrimmed · -335,239 sh-$19.4M
Freestone Grove PartnersSold out · -281,766 sh-$16.3M
MARSHALL WACE, LLPTrimmed · -235,840 sh-$13.7M
RENAISSANCE TECHNOLOGIESTrimmed · -219,000 sh-$12.7M

EPR 13F holders ranked 1–100 of 516

Institutional investors reporting a position in EPR PROPERTIES on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 10,800,073 sh	10,800,073	$610.2M	<0.01%	+2.3%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 6,809,179 sh	6,809,179	$395.0M	0.02%	+3.3%
3	STATE STREET#3 · 3,810,709 sh	3,810,709	$222.2M	<0.01%	-0.9%
4	VANGUARD CAPITAL MANAGEMENT#4 · 3,441,922 sh	3,441,922	$199.7M	<0.01%	+4.7%
5	Quantinno Capital Management#5 · 2,148,163 sh	2,148,163	$124.6M	0.15%	+36.6%
6	LSV ASSET MANAGEMENT#6 · 1,966,967 sh	1,966,967	$114.1M	0.21%	+35.4%
7	GEODE CAPITAL MANAGEMENT#7 · 1,660,236 sh	1,660,236	$96.3M	<0.01%	+1.1%
8	NORTHERN#8 · 1,535,465 sh	1,535,465	$89.1M	0.01%	+30.1%
9	GOLDMAN SACHS GROUP#9 · 1,487,023 sh	1,487,023	$86.3M	<0.01%	+271.9%
10	CHARLES SCHWAB INVESTMENT MANAGEMENT#10 · 1,369,256 sh	1,369,256	$79.4M	0.01%	-0.2%
11	AQR CAPITAL MANAGEMENT#11 · 1,336,730 sh	1,336,730	$77.5M	0.03%	-8.4%
12	Weiss Asset Management#12 · 2,708,270 sh	2,708,270	$74.3M	0.78%	0.0%
13	DIMENSIONAL FUND ADVISORS#13 · 1,118,808 sh	1,118,808	$64.9M	0.01%	-1.1%
14	Bank of New York Mellon#14 · 1,094,415 sh	1,094,415	$63.5M	0.01%	-2.2%
15	MORGAN STANLEY#15 · 1,049,147 sh	1,049,147	$60.0M	<0.01%	-17.2%
16	Invesco Ltd.#16 · 986,761 sh	986,761	$57.2M	<0.01%	+19.6%
17	NORGES BANK#17 · 963,880 sh	963,880	$55.9M	<0.01%	—
18	WASATCH ADVISORS#18 · 951,109 sh	951,109	$55.2M	—	-2.3%
19	JPMORGAN CHASE#19 · 873,402 sh	873,402	$51.8M	<0.01%	+9.2%
20	AMERICAN CENTURY COMPANIES#20 · 876,667 sh	876,667	$50.9M	0.02%	-6.3%
21	UBS Group AG#21 · 732,611 sh	732,611	$42.4M	<0.01%	-10.5%
22	AMERIPRISE FINANCIAL#22 · 723,947 sh	723,947	$37.4M	<0.01%	+1.1%
23	Nuveen#23 · 535,169 sh	535,169	$31.0M	<0.01%	+10.2%
24	Advisors Capital Management#24 · 527,078 sh	527,078	$30.6M	0.32%	+3.9%
25	VANGUARD FIDUCIARY#25 · 483,990 sh	483,990	$28.1M	<0.01%	+2.9%
26	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#26 · 467,653 sh	467,653	$27.1M	<0.01%	-8.0%
27	abrdn plc#27 · 458,021 sh	458,021	$26.6M	0.04%	+4.2%
28	GOLDENTREE ASSET MANAGEMENT#28 · 448,299 sh	448,299	$26.0M	1.51%	New
29	MILLENNIUM MANAGEMENT#29 · 439,734 sh	439,734	$25.5M	<0.01%	-43.3%
30	ALGERT GLOBAL#30 · 418,847 sh	418,847	$24.3M	0.29%	+16.1%
31	Allianz Asset Management GmbH#31 · 395,432 sh	395,432	$22.9M	0.02%	-11.5%
32	Legal & General Group Plc#32 · 380,005 sh	380,005	$22.0M	<0.01%	-8.3%
33	RENAISSANCE TECHNOLOGIES#33 · 345,400 sh	345,400	$20.0M	0.03%	-38.8%
34	CAMDEN ASSET MANAGEMENT L P#34 · 724,313 sh	724,313	$19.9M	0.58%	0.0%
35	BANK OF AMERICA#35 · 287,981 sh	287,981	$16.7M	<0.01%	-18.2%
36	HSBC PLC#36 · 263,213 sh	263,213	$15.3M	<0.01%	-21.5%
37	WELLINGTON MANAGEMENT GROUP LLP#37 · 260,615 sh	260,615	$15.1M	<0.01%	+1.6%
38	Aequim Alternative Investments#38 · 511,692 sh	511,692	$13.6M	0.21%	0.0%
39	D. E. Shaw#39 · 233,216 sh	233,216	$13.5M	<0.01%	-36.5%
40	PUBLIC SECTOR PENSION INVESTMENT BOARD#40 · 227,330 sh	227,330	$13.2M	0.03%	-8.7%
41	FIRST ADVISORS#41 · 223,183 sh	223,183	$12.9M	<0.01%	+155.2%
42	PRICE T ROWE ASSOCIATES#42 · 219,797 sh	219,797	$12.8M	<0.01%	+42.7%
43	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS#43 · 217,783 sh	217,783	$12.6M	0.18%	+16.8%
44	MARSHALL WACE, LLP#44 · 215,870 sh	215,870	$12.5M	<0.01%	-52.2%
45	RHUMBLINE ADVISERS#45 · 209,286 sh	209,286	$12.1M	<0.01%	-0.2%
46	APG Asset Management US#46 · 200,183 sh	200,183	$11.6M	0.08%	New
47	FRANKLIN RESOURCES#47 · 197,098 sh	197,098	$11.4M	<0.01%	-2.0%
48	THRIVENT FINANCIAL FOR LUTHERANS#48 · 193,302 sh	193,302	$11.2M	0.02%	+14.0%
49	Universal- Beteiligungs- und Servicegesellschaft mbH#49 · 187,475 sh	187,475	$10.9M	0.02%	+75.6%
50	Gotham Asset Management#50 · 182,485 sh	182,485	$10.6M	0.02%	-14.3%
51	PRINCIPAL FINANCIAL GROUP#51 · 173,741 sh	173,741	$10.1M	<0.01%	+2.2%
52	BNP PARIBAS FINANCIAL MARKETS#52 · 171,174 sh	171,174	$9.9M	<0.01%	+104.8%
53	VICTORY CAPITAL MANAGEMENT#53 · 168,646 sh	168,646	$9.8M	<0.01%	+14.8%
54	RAYMOND JAMES FINANCIAL#54 · 168,547 sh	168,547	$9.8M	<0.01%	-1.5%
55	JANE STREET GROUP#55 · 164,865 sh	164,865	$9.6M	<0.01%	New
56	VIRGINIA RETIREMENT SYSTEMS ET Al#56 · 163,266 sh	163,266	$9.5M	0.04%	-29.3%
57	Corient Private Wealth#57 · 160,736 sh	160,736	$9.3M	0.01%	+158.7%
58	ALLIANCEBERNSTEIN L.P.#58 · 178,680 sh	178,680	$8.9M	<0.01%	-30.3%
59	Swiss National Bank#59 · 153,488 sh	153,488	$8.9M	<0.01%	+2.2%
60	DEUTSCHE BANK AG\#60 · 151,075 sh	151,075	$8.8M	<0.01%	+265.2%
61	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#61 · 144,152 sh	144,152	$8.4M	0.01%	-1.6%
62	MIRAE ASSET GLOBAL ETFS Ltd.#62 · 143,073 sh	143,073	$8.3M	<0.01%	+3.2%
63	STRS OHIO#63 · 142,389 sh	142,389	$8.3M	0.03%	-6.1%
64	GREAT WEST LIFE ASSURANCE#64 · 139,325 sh	139,325	$8.1M	0.01%	-0.3%
65	ZACKS INVESTMENT MANAGEMENT#65 · 138,772 sh	138,772	$8.1M	0.06%	+5.6%
66	STATE OF WISCONSIN INVESTMENT BOARD#66 · 135,310 sh	135,310	$7.8M	0.02%	-7.3%
67	TWO SIGMA INVESTMENTS#67 · 131,000 sh	131,000	$7.6M	<0.01%	-49.0%
68	SCHRODER INVESTMENT MANAGEMENT GROUP#68 · 128,993 sh	128,993	$7.6M	<0.01%	+49.3%
69	BARCLAYS PLC#69 · 127,872 sh	127,872	$7.4M	<0.01%	-48.4%
70	Creative Planning#70 · 123,391 sh	123,391	$7.2M	<0.01%	+62.4%
71	NOMURA ASSET MANAGEMENT LTD#71 · 123,380 sh	123,380	$7.2M	0.02%	+4.5%
72	FMR#72 · 122,655 sh	122,655	$7.1M	<0.01%	+10.5%
73	MERCER GLOBAL ADVISORS#73 · 122,139 sh	122,139	$7.1M	<0.01%	+6.5%
74	PRUDENTIAL FINANCIAL#74 · 121,909 sh	121,909	$7.1M	<0.01%	+1.6%
75	TUDOR INVESTMENT ET AL#75 · 113,185 sh	113,185	$6.6M	<0.01%	New
76	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#76 · 108,055 sh	108,055	$6.3M	0.02%	-0.7%
77	LDR Capital Management#77 · 200,954 sh	200,954	$6.2M	—	0.0%
78	CITIGROUP#78 · 104,833 sh	104,833	$6.1M	<0.01%	-14.3%
79	Asset Management One , Ltd.#79 · 104,494 sh	104,494	$6.1M	—	-1.5%
80	WESTWOOD GROUP#80 · 183,506 sh	183,506	$5.9M	0.04%	-14.5%
81	Skaana Management L.P.#81 · 196,369 sh	196,369	$5.8M	1.24%	+201.6%
82	LPL Financial#82 · 104,146 sh	104,146	$5.7M	<0.01%	-1.1%
83	Russell Investments Group, Ltd.#83 · 96,089 sh	96,089	$5.6M	<0.01%	-35.1%
84	INTECH INVESTMENT MANAGEMENT#84 · 90,525 sh	90,525	$5.3M	0.05%	-33.9%
85	NOMURA ASSET MANAGEMENT INTERNATIONAL#85 · 90,510 sh	90,510	$5.3M	<0.01%	0.0%
86	Apollo Management , L.P.#86 · 86,610 sh	86,610	$5.0M	0.06%	0.0%
87	Janney Montgomery Scott#87 · 146,278 sh	146,278	$4.9M	<0.01%	+23.0%
88	ExodusPoint Capital Management#88 · 82,720 sh	82,720	$4.8M	0.03%	New
89	OSAIC#89 · 83,943 sh	83,943	$4.8M	<0.01%	+16.4%
90	Schonfeld Strategic Advisors#90 · 82,706 sh	82,706	$4.8M	0.02%	New
91	North Star Investment Management#91 · 118,500 sh	118,500	$4.8M	0.26%	0.0%
92	Sumitomo Mitsui#92 · 81,284 sh	81,284	$4.7M	<0.01%	-2.0%
93	Warberg Asset Management#93 · 169,398 sh	169,398	$4.7M	0.85%	+13.5%
94	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#94 · 80,535 sh	80,535	$4.7M	<0.01%	-2.6%
95	Retirement Systems of Alabama#95 · 79,130 sh	79,130	$4.6M	0.01%	-15.2%
96	Focus Partners Wealth#96 · 76,676 sh	76,676	$4.4M	<0.01%	+14.7%
97	MACQUARIE GROUP LTD#97 · 76,312 sh	76,312	$4.4M	0.02%	-8.1%
98	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#98 · 76,287 sh	76,287	$4.4M	—	-1.1%
99	Ballast Asset Management#99 · 74,891 sh	74,891	$4.3M	1.73%	-1.0%
100	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#100 · 74,176 sh	74,176	$4.3M	0.02%	+40.0%

Funds that sold out of EPR in Q2 2026 (40)

Held EPR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held EPR in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Freestone Grove Partners281,766 sh	281,766	$14.1M
Point72 Asset Management, L.P.118,688 sh	118,688	$5.9M
Uniplan Investment Counsel96,027 sh	96,027	$4.8M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.40,719 sh	40,719	$2.0M
PFG Advisors35,650 sh	35,650	$1.8M
WEDGE CAPITAL MANAGEMENT L L P32,532 sh	32,532	$1.6M
LAZARD ASSET MANAGEMENT29,880 sh	29,880	$1.5M
Global Assets Advisory43,995 sh	43,995	$900.1K
Ocean Park Asset Management13,649 sh	13,649	$681.5K
Frank, Rimerman Advisors12,502 sh	12,502	$624.6K
Cambria Investment Management, L.P.12,134 sh	12,134	$606.2K
QUADRANT CAPITAL GROUP18,796 sh	18,796	$518.5K
MQS Management10,367 sh	10,367	$517.9K
Impact Partnership Wealth8,721 sh	8,721	$435.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP7,601 sh	7,601	$379.7K
TWINBEECH CAPITAL7,255 sh	7,255	$362.5K
IMC-Chicago7,157 sh	7,157	$357.6K
Calamos Advisors6,020 sh	6,020	$300.8K
Calamos Wealth Management6,020 sh	6,020	$300.8K
Orion Porfolio Solutions5,144 sh	5,144	$257.0K
Vanderbilt University5,118 sh	5,118	$255.7K
BLUEFIN CAPITAL MANAGEMENT5,100 sh	5,100	$254.8K
Man Group plc5,091 sh	5,091	$254.3K
Altar Rock4,983 sh	4,983	$250.5K
WINTON GROUP Ltd4,800 sh	4,800	$239.8K
Fieldview Capital Management4,528 sh	4,528	$226.2K
Synergy Financial Group, LTD4,460 sh	4,460	$222.8K
BAILARD4,300 sh	4,300	$214.8K
MAI Capital Management1,376 sh	1,376	$68.7K
Innovative Asset Advisors Group849 sh	849	$42.7K
Osbon Capital Management521 sh	521	$26.0K
Harvest Fund Management , Ltd422 sh	422	$21.0K
Sound Income Strategies335 sh	335	$16.9K
TWIN PEAKS WEALTH ADVISORS258 sh	258	$12.9K
Bayforest Capital Ltd246 sh	246	$12.3K
Capital Analysts200 sh	200	$10.0K
Root Financial Partners121 sh	121	$6.0K
Frazier Financial Advisors76 sh	76	$3.8K
Missouri & Investment75 sh	75	$3.7K
Lloyd Advisory Services70 sh	70	$3.5K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.