Epr Properties EPR Institutional Ownership

NYSE EPR

$59.34 -0.33 (-0.55%)

As of: Sep 10, 2026 · 3:59 PM EDT

Institutions by Trading Activity

487 Institutions

Increased 247 50.7%

Unchanged 83 17.0%

Reduced 157 32.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

84.75%

▲+4.77 pp QoQ

Shares Held by Institutions

64.85Mn

of 76.52Mn outstanding

▲+7.86% QoQ

Shares Outstanding

76.52Mn

11.67Mn held outside 13F filers

Institutional Investors

487

filed 13F for Jun 2026

▲+28 vs prior quarter

Net Shares Added (QoQ)

+4.73Mn

accumulated since last quarter

Value of Holdings

$3.89Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Epr Properties (NYSE:EPR) appears in 487 institutional 13F filings for the quarter ending June 2026.

They owned 84.7% of outstanding stock in June 2026, up from 80.0% the prior quarter.
Their total shares held in EPR increased 7.86% quarter over quarter, and separately, investors owning Epr Properties increased 15.95% from a year ago.
During the quarter, 247 of these 487 funds increased positions in EPR, 157 reduced exposure, and 83 held steady.
Combined, these investors held 64.85Mn shares in EPR for June 2026, up by 4.73Mn shares quarter on quarter, and up 4.22Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Epr Properties with 10.26Mn shares, accounting for 13.4% of total shares outstanding.
The most significant purchases of EPR for the quarter ending June 2026 came from Sixth Street Partners Management Company, L.P. (1.37Mn), Goldman Sachs Group Inc (1.09Mn), NORGES BANK (963.88K), Quantinno Capital Management LP (575.43K), LSV ASSET MANAGEMENT (514.21K).
The largest sellers of Epr Properties for the quarter ending June 2026 were BALYASNY ASSET MANAGEMENT L.P. (925.76K), MILLENNIUM MANAGEMENT LLC (335.24K), MARSHALL WACE, LLP (235.84K), RENAISSANCE TECHNOLOGIES LLC (219.0K), Morgan Stanley (215.97K).
According to Business Quant data, leading holders of EPR for June 2026 are BlackRock, Inc. (10.26Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (6.81Mn), State Street Corp (3.81Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.44Mn), Quantinno Capital Management LP (2.15Mn), LSV ASSET MANAGEMENT (1.97Mn), GEODE CAPITAL MANAGEMENT, LLC (1.66Mn), Northern Trust Corp (1.54Mn), Goldman Sachs Group Inc (1.49Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.37Mn).

Form 13F Holdings

520 Institutional Holders

Report period 30 Jun, 2026

Total shares held 64.85Mn

Of outstanding 84.75%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	10,256,061	13.40%	▲331,543	+3.34%	$594.95Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	6,809,179	8.90%	▲217,801	+3.30%	$395.00Mn
3	State Street Corp	0000093751	3,810,709	4.98%	▼33,947	-0.88%	$222.22Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,441,922	4.50%	▲155,966	+4.75%	$199.67Mn
5	Quantinno Capital Management LP	0001759654	2,148,163	2.81%	▲575,425	+36.59%	$124.61Mn
6	LSV ASSET MANAGEMENT	0001050470	1,966,967	2.57%	▲514,209	+35.40%	$114.10K
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,660,236	2.17%	▲17,467	+1.06%	$96.33Mn
8	Northern Trust Corp	0000073124	1,535,465	2.01%	▲355,015	+30.07%	$89.07Mn
9	Goldman Sachs Group Inc	0000886982	1,487,023	1.94%	▲1,087,192	+271.91%	$86.26Mn
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,369,256	1.79%	▼2,879	-0.21%	$79.43Mn
10	Sixth Street Partners Management Company, L.P.	0001812095	1,369,256	1.79%	▲1,369,256	0.00%	$79.43Mn
11	AQR CAPITAL MANAGEMENT LLC	0001167557	1,336,730	1.75%	▼122,941	-8.42%	$77.54Mn
12	DIMENSIONAL FUND ADVISORS LP	0000354204	1,118,808	1.46%	▼12,872	-1.14%	$64.90Mn
13	Bank of New York Mellon Corp	0001390777	1,094,415	1.43%	▼24,474	-2.19%	$63.49Mn
14	Morgan Stanley	0000895421	1,022,635	1.34%	▼215,969	-17.44%	$59.32Mn
15	Invesco Ltd.	0000914208	986,761	1.29%	▲161,664	+19.59%	$57.24Mn
16	NORGES BANK	0001374170	963,880	1.26%	▲963,880	0.00%	$55.91Mn
17	WASATCH ADVISORS LP	0000814133	951,109	1.24%	▼22,330	-2.29%	$55.17Mn
18	AMERICAN CENTURY COMPANIES INC	0000748054	876,667	1.15%	▼59,320	-6.34%	$50.86Mn
19	Jpmorgan Chase & Co	0000019617	873,402	1.14%	▲73,592	+9.20%	$51.76Mn

Showing 1 to 20 of 520 holders