Security record · archived quarter
EPR
EPR Properties · Real Estate · REIT - Specialty
124Tracked holders
+1Δ holders
52.89MShares held
$2.63BReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +0.8% ·
share flow -2.3% ·
net new positions +1.6%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 10.84M | -0.7% | $540.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 10.84M | -0.7% | $540.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 10.84M | -0.7% | $540.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 10.84M | -0.7% | $540.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 10.84M | -0.7% | $540.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (passive) | 3.91M | -1.4% | $196.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Norges Bank ✦ (passive) | 1.66M | New | $82.82M | 0.0% | New | 1 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passive) | 1.58M | +1.7% | $79.08M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passive) | 1.58M | +1.7% | $79.08M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 1.47M | -3.5% | $73.11M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 1.47M | -3.5% | $73.11M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 1.47M | -3.5% | $73.11M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 1.47M | -3.5% | $73.11M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 1.47M | -3.5% | $73.11M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 1.47M | -3.5% | $73.11M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 35 | Charles Schwab Investment… | 1.34M | — | $67.10M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.31M | +19.7% | $65.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.31M | +19.7% | $65.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.31M | +19.7% | $65.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.31M | +19.7% | $65.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.31M | +19.7% | $65.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.31M | +19.7% | $65.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.31M | +19.7% | $65.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.31M | +19.7% | $65.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 1.31M | +19.7% | $65.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 1.31M | +19.7% | $65.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 1.31M | +19.7% | $65.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 1.30M | — | $64.89M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | Northern Trust Corp | 1.24M | — | $61.66M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Northern Trust Corp | 1.24M | — | $61.66M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Northern Trust Corp | 1.24M | — | $61.66M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Northern Trust Corp | 1.24M | — | $61.66M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Northern Trust Corp | 1.24M | — | $61.66M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Northern Trust Corp | 1.24M | — | $61.66M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Northern Trust Corp | 1.24M | — | $61.66M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Northern Trust Corp | 1.24M | — | $61.66M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Northern Trust Corp | 1.24M | — | $61.66M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Dimensional Fund Advisors Lp | 1.11M | — | $55.15M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Dimensional Fund Advisors Lp | 1.11M | — | $55.15M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Dimensional Fund Advisors Lp | 1.11M | — | $55.15M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Dimensional Fund Advisors Lp | 1.11M | — | $55.15M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Dimensional Fund Advisors Lp | 1.11M | — | $55.15M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 1.10M | — | $54.85M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Invesco Ltd. | 1.02M | — | $50.83M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Invesco Ltd. | 1.02M | — | $50.83M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Invesco Ltd. | 1.02M | — | $50.83M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Invesco Ltd. | 1.02M | — | $50.83M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Invesco Ltd. | 1.02M | — | $50.83M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Invesco Ltd. | 1.02M | — | $50.83M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Invesco Ltd. | 1.02M | — | $50.83M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Invesco Ltd. | 1.02M | — | $50.83M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Invesco Ltd. | 1.02M | — | $50.83M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Invesco Ltd. | 1.02M | — | $50.83M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | American Century Companies Inc | 934.19K | — | $46.62M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Citadel Advisors ✦ | 845.73K | +3.8% | $42.20M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 87 | Citadel Advisors ✦ | 845.73K | +3.8% | $42.20M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 760.60K | -57.8% | $37.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 760.60K | -57.8% | $37.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 760.60K | -57.8% | $37.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | JPMorgan Chase ✦ | 760.60K | -57.8% | $37.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | JPMorgan Chase ✦ | 760.60K | -57.8% | $37.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 760.60K | -57.8% | $37.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 760.60K | -57.8% | $37.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 760.60K | -57.8% | $37.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 760.60K | -57.8% | $37.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Renaissance Technologies ✦ | 691.30K | -29.2% | $34.50M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 98 | Ameriprise Financial Inc | 683.10K | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Ameriprise Financial Inc | 683.10K | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Ameriprise Financial Inc | 683.10K | — | $33.14M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $82.82M | 0.0% |
Exited
| PRIMECAP Management | $5.28M | was 0.0% |
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.
Frequently co-owned
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)
Aug 19
Grace Elizabeth
Officer · 4.20K sh · $254,394
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 07
SC 13G — STATE STREET CORP
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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