EPR
EPR Properties · Real Estate · REIT - Specialty
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +2.2% ·
net new positions +7.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 124 | +3 | 46.37M | $2.68B | +9 | −5 |
| Q1 2026 | 123 | -1 | 45.20M | $2.25B | +7 | −9 |
| Q4 2025 | 124 | +1 | 52.89M | $2.63B | +3 | −1 |
| Q3 2025 | 19 | -1 | 34.82M | $2.01B | — | −2 |
| Q2 2025 | 18 | +2 | 32.46M | $1.88B | +3 | −1 |
| Q1 2025 | 13 | +3 | 10.62M | $559.06M | +4 | −1 |
| Q4 2024 | 10 | -4 | 9.69M | $430.23M | — | −4 |
| Q3 2024 | 13 | +1 | 5.78M | $282.82M | +1 | — |
| Q2 2024 | 12 | — | 5.65M | $236.83M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.43M | +0.5% | $69.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.43M | +0.5% | $69.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 1.38M | +17.6% | $67.88M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 908.11K | 0.0% | $44.53M | 0.0% | Held | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 806.38K | -22.8% | $39.01M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 806.38K | -22.8% | $39.01M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 806.38K | -22.8% | $39.01M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 298.51K | +351.0% | $14.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 298.51K | +351.0% | $14.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 298.51K | +351.0% | $14.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Millennium Management ✦ | 235.27K | -48.7% | $11.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 212.83K | -42.0% | $10.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 212.83K | -42.0% | $10.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 199.05K | New | $9.76M | 0.0% | New | 1 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 161.79K | +652.8% | $7.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | PRIMECAP Management ✦ | 129.26K | -2.0% | $6.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Marshall Wace ✦ | 7.01K | -81.5% | $343,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 7.01K | -81.5% | $343,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 5.85K | +21.7% | $286,835 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wellington Management ✦ | 4.23K | -77.6% | $207,537 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wellington Management ✦ | 4.23K | -77.6% | $207,537 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wellington Management ✦ | 4.23K | -77.6% | $207,537 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $9.76M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 462 holders, 60.20M shares, $2.87B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 4.20K sh · $254,394
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology